由于持续的成本压力威胁，Salesforce不太可能创出新高。
逐段跳播
如果Workday下跌70%，Salesforce下跌50%，不管怎样，那绝对是一场大屠杀。
If workday fell 70% and Salesforce fell 50, whatever it was, it was an absolute bloodbath.
在赢家类别中，Salesforce和其他一些名字，我可能应该提前准备好，因为我不认识所有这些名字。
And in the winner category, Salesforce and a bunch of other names that I probably should have had handy before because I don't know all these names.
在最佳股票名单中，我们终于有了软件股。CrowdStrike，Salesforce。暂停。暂停。Salesforce。风暴的中心。Salesforce。最佳股票。
In the best stocks in the market list, we finally have software stocks. Crowd Strike. Salesforce. Pause. Pause. Salesforce. The literal eye of the storm. Salesforce. Best stocks in the market.
现在，我想这是不是Salesforce要创新高？我会非常惊讶。不会消失的是迫在眉睫的威胁，不，不，不，不，不。你不能仅仅因为那已经结束就每年增加我12%的成本，那是游戏的重要组成部分。
Now, I think is this is this like a are these is Salesforce going to make a new high? I'd be very surprised. What's not going away is the looming threat of no, no, no, no, no. You're not just increasing my cost by 12% a year just because that's over and that was a big part of the game.
人们喜欢他们与Anthropic的合作，这让每个人都感觉更好。Claude，喜欢它。太好了。是的，请。
People like that they made that they did a partnership with Anthropic made everybody feel better. Claude for love it. It's great. Yeah, please.
这个频道对 $CRM 的历次判断
The Compound 在这只股票上只有这一条判断。