Salesforce强劲的业绩基本面（自由现金流增长81%、重大订单）消除了AI颠覆性担忧，股价上涨源于其估值偏低。
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10 月 23 日，Salesforce 上涨 12%。我个人持有仓位。
Octa 23, Salesforce up 12. Uh personally got exposure.
哇，伙计。Salesforce 涨了 17%。太棒了。太好了。
Wow, dude. Salesforce 17 freaking percent. That's awesome. That's great.
现在 Salesforce 涨了 8.19%。
8 19% on Salesforce now.
Salesforce 继续上涨。说实话，这种走势真是令人惊叹，Tesla 涨得有多快啊，353。
Salesforce keeps going. It's honestly just remarkable movement how quickly Tesla 353.
我真的很想深入探讨一下网络安全和 Salesforce，也许可以作为一个联合视频或主题。这两只股票都在飙升。我都持有。显然它们都是巨大的胜利，但如果能看到一些来自这些公司财报电话会议的笔记就好了。
I really want to go through cyber uh and Salesforce maybe as sort of like a joint vid or topic. The both of them are skyrocketing. Own both of them. Uh, obviously they are a big W, but it'd be nice to see some of the notes that we're getting from the earnings calls on these.
Salesforce 现在涨了 20%。天哪。我们接受这个结果。
Salesforce 20% now. Holy moly. We'll take it.
Salesforce 也是。是啊，之前我们让回调稍微发生了一下。哦，看看那个。
Salesforce, too. Yeah, we let the coffee hit a little bit before. Oh, look at that.
我就简单说一下，CRM 勾选了所有选项。如果你是一个担心 AI 颠覆性的投资者，并且一直持有这只股票，看着它自 6 月份低点以来复苏，你一直在对自己说：请勾选那些选项。他们做到了。
他们宣布了 Claude Force，这是一个由 Anthropic 提供支持的 AI CRM，正如你所猜到的，是与每个人都想与之合作的公司建立的合作伙伴关系。自由现金流同比增长 81%。
这彻底打破了那种叙事。最重要的是，获得了新的主要客户，不是次要的，而是主要的客户赢单和扩展，包括 Booz Allen、Mercedes-Benz、世界杯和 Robinhood。
这些是人们想要勾选的选项。他们勾选了这些选项。股价之所以有那样的反应，是因为它变得太便宜了。
Um I I'll just I'll just say quickly CRM checked every box. If you are an investor worried about AI disruption and you've been sitting in the stock and watching it recover since uh since the lows in June, you're just saying to yourself, please check those boxes. And they did it. They announced Claude Force, which is an AI CRM powered by, you guessed it, a partnership with Anthropic, who everybody wants to be in business with right now. free cash flow is up 81% year-over-year. Throws that whole narrative out out the window. Um, and the most important thing, new major, not minor, major customer wins and expansions with Booze Allen, Mercedes-Benz, the World Cup, Robin Hood. This these are the boxes people want to check. They check the boxes. >> The stock reacted the way it did because it got too cheap.
然后我们有了 Salesforce，你知道，也许现在是时候研究一下它们了。
then we got Salesforce and you know, there might be time for checking them out.
这个频道对 $CRM 的历次判断
Meet Kevin 在这只股票上共 5 条判断，这里只列相邻的几条。