SalesForce.com Inc. (CRM-N)

Their AgentForce is a true Agentic AI, which will revolutionize tech. He targets $379.

They're in the sweet spot for AI which needs customer data--which CRM has. They have a huge install base. Shares are -16.5% this year, so it looks good.

Just bought it. Likes the AI play. Sold off on weak guidance. AgentForce's margins are expanding up to 34%. Profitable.

Is up ahead of earnings today. It's all about Agentforce--what has been the adoption been for this AI tool? Guidance is 9.2%. Will they hit it?

12-month price target of $400, good runway still. Has really monetized the application side of AI, the golden goose that everyone was aiming for. Should report in next couple of weeks.

They report end of the month; he expects a strong quarter based on AI. Acquisitions they made are becoming accretive.

Is excited with their software pivot. Have $12 billion in free cash flow, fueling $9 billion in buybacks. Dividend is small, but will rise.

A strong believer in the CEO, and Morgan Stanley praised how CRM has benefitted its clients. Hold or buy dips.

One of the leaders in the technology space, bringing automation into offices. Well managed. Has done extremely well, and this should continue. Fits well into the grand theme of electronics replacing humans.

They're pushing AI and introducing a lot of services to customers. Good. He uses CRM software. They are increasing rates to customers by 9%. True, a lot of services are not necessary, so he's cancelled them for next year. Other companies will nip at CRM's heels as they roll out more AI. CRM is highly acquisitive. The high USD is hard on non-American customers.

On Dec. 3, they missed top and bottom lines, but shares actually rallied because the CEO talked about Agent Force which impressed the street. Has a decent runway. Best to buy around $320; it won't fall below $300.

He sold CRM because revenues were declining the last 8 quarters. 

Will be one of the beneficiaries among the outer circle of applications of the AI stack. 12-month price target of $365.

They did a small tuck-in acquisition. The stock is trending higher, now at its 200-day moving average, a good sign. If it breaks that, it sells at 20x PE, a discount to the market. Revenues will pick up.

Yesterday, CRM launched their AI tool, AgentForce. Shares sank today when the Fed cut 50 bps, but CRM shares will shine on other days because of this AI tool. AF could be a game-changer. The CEO has introduced many products, but seems most excited about this and many companies have already signed up for it.