Leonid Zadorozhnykh
Finland
Added 0.47% to Salesforce! Here’s why… After the recent dip triggered by market fear and volatility, I decided to increase my exposure to Salesforce. When high-quality companies temporarily pull back, I see opportunity — not danger. $CRM (Salesforce Inc) continues to dominate the enterprise CRM market. And now, with AI becoming a core part of enterprise workflows, Salesforce is positioned to accelerate even further thanks to it’s Agentic AI platform — Agentforce and key partnerships: • $AMZN (Amazon.com Inc) — deep AWS integration powering Salesforce Data Cloud & Agentforce • $MSFT (Microsoft) — interoperability between CRM stack and Microsoft business tools • $GOOG (Alphabet) — collaboration on generative AI infrastructure + data processing • $NVDA (NVIDIA Corporation) — powering enterprise gen-AI workloads across Salesforce’s AI offerings This combination of enterprise stickiness + AI expansion + ecosystem partnerships makes CRM a long-term winner in my view. Salesforce more and more tries to position itself as the main platform for enterprises not only for sales but as a single source of truth for all the departments. The dip? For me, it’s just a discounted entry into the leader of enterprise AI + Data + CRM. ——— ℹ️ Disclaimer: This post reflects my personal opinions and market observations and is not financial advice. 🤝 You can start copying my trades from just 300$ - check pinned post for more details. ⚠️ Past skyrocketing gains are not a guarantee of future results.
CRM
Salesforce Inc
223.72
-3.39 (-1.49%)
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