$CRM

3 theses

bullish 67%neutral 33%bearish 0%

Avg return (1w)

+3.1%

Win rate (1w)

100% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Jun 10, 4:59 PM ET

$CRMDiscussionbullish

u/killerdwag · 27d ago3 prior · awaiting results

Long CRM $165C exp Jan 21 · 1 contract

SaaSpocalypse canceled?

Long call position betting on Salesforce earnings beat to drive upside; undervalued at current levels with depressed sentiment creating favorable risk-reward for Jan 2028 upside.

At post $167.58Now $170.92+2.0% since postedas of Jun 10, 4:59 PM ET

1d+3.5%

3d+3.5%

1w+5.2%

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original post →

$CRMDiscussionbullish

u/killerdwag · 27d ago3 prior · awaiting results

Long 21 shares of CRM

SaaSpocalypse canceled?

Salesforce is down 34% YTD with depressed expectations heading into earnings, creating a high-probability setup for a positive beat to reverse the narrative around software stocks and reignite sector rotation away from semis.

At post $167.58Now $170.92+2.0% since postedas of Jun 10, 4:59 PM ET

1d+3.5%

3d+3.5%

1w+5.2%

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3m—

6m—

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$CRMDiscussionneutral

u/Tornagh · 40d ago1 prior · awaiting results

AI usage revenue is valued at lower multiples than subscription revenue

Salesforce's valuation has been pressured by its transition to usage-based licensing for AI use cases, which justifiably command lower revenue multiples than traditional subscription models. The author does not take a directional view on Salesforce recovery.

At post $183.82Now $170.92-7.0% since postedas of Jun 10, 4:59 PM ET

1d—

3d+0.9%

1w-1.1%

1m+4.0%

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End of results.