CRM

Salesforce management informed investors that it is on track to accelerate revenue growth again in the second half of 2027 and beyond. Management also reaffirmed its goal of generating $63 billion in revenue by 2030.

This is accompanied by strong operating profit margins, which are expected to reach approximately 34% for the second half of the year and for the current fiscal year as a whole.

So, does all this make Salesforce stock a buying opportunity?

Well, you were, I think you were very optimistic about CRM. Yes. The stock had suffered a severe blow at that time, and the picture has clearly changed now. They entered into a partnership with "Anthropic" instead of being eliminated by it.

I don't think many people were feeling optimistic at that time, but you were.

Anyway, um so the socks because it's trading better via MU and SanDisk, which got over some important levels, Dell, CRM, um and certainly Meta.

Salesforce up 11,000.

CRM Salesforce up 44%.

sales force. So, here's a deal with Salesforce. This is one I could feel very confident just holding right right now. They're in a a big investment cycle for the business. They're starting Keyword is starting to get some ROI on the spend they're doing and the the changes in their business model and really going AI first and foremost, right?

But you got to understand like the opportunity in Salesforce is immense over the coming years. And same thing for Service Now. And so those companies are you got to understand like those companies the agents that you're going to be able to run in the different softwares like this all ties back into your company if you run a big large organization.

So with a company like Salesforce, you need the protection in your business model that these agents don't go rogue, right? And you need the protection your business model from a securityurities perspective that agents from over here in your business can't get access to this other information, but you need it to be able to read this other information to give you better results for your business.

And so it gets very complicated very quickly is when you run a large organization and you're starting to do all this AI related stuff in your business and every let's be honest, every single major company in the world is pushing heavy into AI because it has a great opportunity to accelerate your profits massively, right?

And so Salesforce uh I you know I think we'll see a major acceleration of growth over the next couple years and that's going to be very exciting. That's why that stock is already starting.

You haven't even seen the major upcycle in growth yet for Salesforce. You're going to see it over the next year or two. And so the stock's front running that essentially right now look at how the gains like it's crazy.

We were down tens of thousands of dollars just a few months ago in Salesforce, right? And now we're sitting on $67,000 of gains. It it's it switches quick in the market, ladies and gentlemen.

Um, so yeah, Salesforce just is not interested at all selling that one. You know, 400. Okay, I'll start cashing. I'll start cashing a lot of shares. Maybe even 350. I would start cashing some.

congratulations, you literally made millions of dollars in one day thanks to a crashed software stock called, I'll reveal, Salesforce. It has recorded incredible numbers.

I'm interested when a stock is crashing like Salesforce, how do you distinguish between a genuinely mis-valuation of the company and something that's cheap for some reason?

Meta recently moved to using Slack, which is interesting to me because we are investors in Salesforce, and Slack is owned by them.

Slack is a subsidiary of Salesforce. But Slack essentially allows you to chat with programming agents directly within Slack, eliminating the need to go to chat.gbt or cloud.com, for example, and talk to chatbots directly in the Slack window.