CRM是强劲的长期买入标的，得益于与Anthropic的合作以及AI驱动的增长缓解了营收担忧，目标价为2026年底245-275美元，2029年400美元以上。

CRM, this stock was cold as ice. You go back 2, 3 months ago, we were down huge on Salesforce, like huge, like tens of thousands of dollars, right? Massive losses. And uh now this stock is also like one of the hottest stocks in the entire market, right? And after hours up another 12 plus percent, so big upward move there.

Number two, Salesforce. We're going to talk about how high the stock is going to go from here, okay? There's huge news, like game-changing, like fundamental-changing news that just happened in regards to Salesforce. We'll talk about what that is. Talk about how high that stock is going to go from here.

Next up here, let's talk Salesforce. Let's talk about how high this is going to go. Let's talk about what this means for ServiceNow stock and those sorts of things, okay?

Salesforce and ServiceNow are two of the best deals I found in the stock market. Um you know, really at the end of last year into the beginning of this year, right? And I added shares aggressively of these two stocks over the past six to nine months, right?

And you know, if you've been watching the channel how aggressively I've been adding cuz I talked about these stocks countless times, especially back in the springtime. I think I was talking about these stocks the most. Oh my gosh, right? I think people got sick of me talking about Salesforce and ServiceNow after a while, but hey, that's just what it is.

But Salesforce now about $10,000 gain. That doesn't account for what we're up at after hours, right? And so you know, the death of these two stocks has has been greatly exaggerated. I understand AI is disruptive, right? And some companies, and some services are being totally disrupted, and they're going to have a tough time over the next 5, 10, 15 years, right? But, that is not everybody. There's certain companies that are positioning their businesses to thrive over the next 5, 10, 15 years. And two of those companies I've identified as they're not dead, and they've got an incredible opportunity to grow their businesses exponentially over the next 5, 10, 15 years are ServiceNow and Salesforce.

Where these companies are 40 years from now, your guess is as good as mine, and I honestly don't care. I think there's a lot of money to be made now in these stocks and over the next few years. And so, I'm looking out over the next 5, 10 years, I'm like, "Oh my gosh, I see how Salesforce and ServiceNow could grow their business massively, right?"

If we look at this move after hours here for Salesforce based on the public account position of 1,065 shares, we're we're up 27,000-plus dollars just in the after-hours move, right?

what happened here with Salesforce numbers, okay? Listen. It was a C grade. In in So, Salesforce has some issues. Uh revenue is up 11%, that's fine. The issue here is total cost of revenue up 18%. That's way outstripping revenue, so gross profit was only up 9%. Not good. R&D was up 14%, that outstripped gross profit and revenue. Sales and marketing up 12%, that outstripped gross profit and revenue, right? G&A, they did bring that down, but that's a small line item for the company, so they brought it down 1%, but it doesn't really matter. Total operating expenses up 12% for the the versus gross profit up 9% and revenue of 11% you don't want to see that, right?

However, they had this gain on strategic investments that was huge 2.6 billion. Net income was up 87% diluted EPS up 119% but so much of that was really because of this one-off gain here, right?

it's not a great report from Salesforce. It's very meh, right? It's like, okay, yeah, the one-off is great and how that boosted the net income and EPS, cool. Revenue 11%, cool. But they got an expense problem at Salesforce and then G&A bringing that down, cool, but it's just an average report cuz they had so many line items of expenses that were just really too high, right?

And the issue is here the expense problem at Salesforce has gotten worse, right? The expense problem's gotten worse. Total cost of revenues was up 13% here, right? And now it's up to 18%. So that's just something to kind of keep in mind there. Total operating expenses up 11% here, but here total operating expenses up 12%. So the expense problem at Salesforce is getting worse in the short term.

Everybody's worried about Salesforce because they worried that this company's going to face a slow revenue death, right? Where revenue goes from 15% down to 10% down to 5% down to flat down to negatives, right? And so that's been the worry of a Salesforce and that's where the concern is, right?

But the reason the stock is up huge is because Salesforce just basically alleviated all those worries around the company's revenue is going to slowly die here. If you this is a big metric for Salesforce. It's a new metric you know, from what anybody's been used to but it's a big metric. In a gentic work unit AWU they call them, right? In a gentic work unit is one discrete task accomplished by an AI agent. Decisions made, records updated, workflows triggered and more. And so they had 97% growth quarter on quarter when it comes to this, right?

And so this is something you look at and people say, okay, like Salesforce is growing into becoming an AI giant, right? When it comes to SAS space. They also had by the way operating cash flow 1.3 billion and free cash flow 1.1 billion, very healthy numbers there, right?

Additionally, they had guidance that was a couple hundred million dollars ahead of where analysts were expecting, which is not like knock your socks off great, but for beaten down stock like Salesforce, it just matters that it's better than expected, not worse than expected, right?

Salesforce and Anthropic announced Cloud Force. The number one AI meets the number one CRM. Expanded partnership brings Cloud Claude's reasoning together with data workflows, business logic actions and governance of the Salesforce platform to power trusted enterprise action directly in Claude.

Salesforce and Anthropic are announcing Cloud Force. An expanded strategic partnership bringing Claude's intelligence and reasoning together with Salesforce trusted enterprise harness to make its data workflows, business logic, and actions, and governance securely accessible to power agentic experiences whatever wherever work happens.

The cloud the Claude Force uh partnership launches with Salesforce in Claude, a plugin with 37 pre-built sales skills that enable sellers and agents to reason over live revenue context, automate pipeline updates, and take governed action right from Claude with the power of Salesforce directly where sellers work.

The companies plan to introduce more integrations across across Claude, Salesforce, and Slack expanding each of the companies use of others technologies, right?

In additionally, I think it actually gives them more I think it gives them a little more protection uh than if Anthropic was going straight at Salesforce just from a competitive standpoint, right?

the moral of the story is here, this is really big. Really, really big for Salesforce, and that's why the stock is up double-digit percentage after hours, right?

Uh, Benioff should never be bet against. If there's one thing people should learn over the past 20-plus years of the stock market, don't bet against Marc Benioff. That man always has it figured out, man. He's He's He's the salesman of salesmen. And so, you know, a lot of the time people try to doubt Benioff, and it's This isn't the first rodeo. They've tried to doubt him so many times over the years, and every time they come up empty-handed. And so, don't bet against Benioff. He always finds a way, right?

I believe CRM Salesforce exit 2026 245 to 275. I think the stock continues to see overall momentum between now and the end of the year, right?

I think the stock exits 2029 as a 400 plus dollar stock. So, I think this is still a double up opportunity from here, essentially. Just be just, you know, between now and 2030, essentially, right?

am I going to be cashing my Salesforce stock tomorrow? No, thank you. No, thank you. Okay.