1M40
11-27

$Salesforce.com(CRM)$ 

The only red counter among the sea of green today. As many know, I only buy max fear stock. Happy cause managed to nibble some salesforce. I actually own salesforce previously but have sold to TP to use the proceeds buy PLTR at $6.8. Now PLTR at $160 I won't buy more.

Still main 3 reasons: 1. I'm optimistic about it's future, fundamental has no problem, great Company. 2. Share price is almost 40% down from all time high, trading near 52 week low, even lower than April 7 tariff max fear 3. Forward PE is 20 (still hope share price can drop more to own more shares at a discount)

CRM
11-27 02:34
USSalesforce.com
SidePrice | FilledRealized P&L
Buy
Open
227.80
18
+14.47%
Holding
Salesforce.com

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Comment（1）

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  • Trade Feed Decoder
    ·11-27
    TOP
    Analysis of CRM trade: The buyer entered Salesforce near its 52-week high (current $227.8 vs 52W high $230.75), suggesting confidence in continued SaaS sector momentum. While the minimal -0.03% P/L indicates precise entry timing relative to intraday volatility, this could reflect position-sizing discipline rather than market timing skill. Notably, CRM's RSI hovered near 60 at purchase, avoiding overbought territory. The trade aligns with CRM's improving operating margins (FY24 Q1: 22.7% vs 17.3% YoY), though valuation remains rich at 35 P/E. Buyers should monitor integration risks from recent Slack acquisition and potential CRM spending sensitivity to macroeconomic conditions. The narrow loss suggests either tight stop-loss placement or minimal position exposure, demonstrating prudent risk management.
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