2Semana·

Super attractively valued!

A matter of time before it turns upwards again 🚀

19.08
Salesforce logo
Compró 7 a 211,94 €
1483,58 €
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10 Comentarios

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What are your reasons for investing in Salesforce, apart from the low valuation? Among other things, Salesforce is valued so low right now because there are certain fears of it being displaced by AI...
Similar to Adobe...
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@DividendenAlpaka I see enormous potential for SalesForce, especially through AI
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@DividendenAlpaka I am an optimistic investor. Similar to $GOOGL, I believe that AI offers more opportunities than risks
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Agreed, this fear has recently been seen with some software providers. In the case of $DUOL, $GOOGL or $MDB, they were disproved, which caused the share price to soar. However, I am personally more critical of $CRM and $ADBE 😅 but I am happy to be proven wrong.
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@DividendenAlpaka I would have fewer concerns with Salesforce than with Adobe and Duolingo. Salesforce is very deeply integrated into the companies, which is why they were able to assert themselves against "overpowering" competitors such as Google, Microsoft and Oracle even back then.

I see them even more than Duolingo as an AI profiteer that will sell profitable AI products to its customers
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Do you think the floor at $CRM is already in?
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@Cato_Bamboo may be, may not be....f it goes down another level, I'll put in a few more pieces.
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I am also invested in CRM. I used the recent setback to build up my first tranche of CHF 1,000. The area was attractive for an entry.
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Yes, I also take the opportunity to regularly invest in Salesforce. Unfortunately, high sales increases are no longer to be expected, which is also reflected in the chart, but I am convinced of Salesforce and use the products on a daily basis and let myself be surprised.
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