CRM - Salesforce Inc.

Stock has sold off on AI disruption fears but holds support at $150 and $165; saw a 6% pop with momentum flip; disruption fears may be overblown; bullish in short, medium, and long term.

Discounted name due to AI disruption concerns; good risk/reward for both short-term and long-term holding.

Host agrees with Morningstar's buy. Stock analyzer shows almost 20% return with middle price of $355 vs current $210 (based on cash flow). Highlights massive buyback ($27 billion in one quarter), strong free cash flow ($14.5 billion), and low P/FCF of 10.

Up 13% in draft, part of software rotation.

Software stocks are benefiting from rotation; CRM is off its all-time high and shows potential for continuation both short-term and long-term.

Stock significantly off its all‑time high (~$368); viewed as a longer‑term opportunity amid AI‑driven software sector disruption fears.

Stock is significantly off all-time highs and rebounding; software stocks have been beaten down, presenting opportunity

Same switching-cost moat thesis as SAP; vibe coding cannot replicate complex enterprise back-end ecosystems. Stock is down, creating opportunity.

Down almost 60% from ATH due to AI disruption fears, which seems overdone. Likes it for the long term at current levels around $150 support, and watching for a break above $162 resistance.

A large options trader bought $160 strike calls expiring September 18, 2026. CRM is down 59% from its all-time high due to AI disruption fears, but recently reported good earnings with record 34.8% operating margin and is executing a $25B buyback. The trader appears to be positioning for a rebound. Currently around $150, which could be psychological support.