Leverage Shares 2X Long CRM Daily ETF

$Salesforce(CRM.US) Salesforce is exposed to the AI industry because some of its products and services can be automated. To address these concerns, the company has continued to launch its own AI tools, with its Agentforce crossing the $1 billion mark in the last quarter. Analysts expect that Salesforce’s business will continue slowing in the coming years. Data shows that the company’s annual revenue will grow by 11% this year to $46 billion. It is also expected to slow to 9% to $50.5 billion next year. Crucially, this revenue growth includes its recent acquisitions. It acquired Informatica in a $8 billion deal last year. while spending $3.6 billion to buy Fin, a company offering an autonomous customer service agent platform this year. In its recent earnings, Salesforce said that its revenue jumped by 13% YoY to $11.1 billion, with Informatica contributing $444 million. As such, excluding Informatica, its annual growth was just 8.5%. This has led to Saleforce being one of the worst performing stocks to date. @Captain's Treasure

$Salesforce(CRM.US) a rung of the ladder sold for +$10 a share profit on this group of common shares. Still own shares with a variety of stops below.

Source: Sunrise Trader

$Salesforce(CRM.US) | Morgan Stanley 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 to 𝐄𝐪𝐮𝐚𝐥𝐰𝐞𝐢𝐠𝐡𝐭, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟖𝟓 from $𝟐𝟖𝟕

$Salesforce(CRM.US) updated chart price now over 50ma. Indicators ready for more if price wants it. 175 area will have me inch up stops.

Source: Sunrise Trader

$Veeva Systems -CL(VEEV.US)

Veeva Systems $Veeva Systems -CL(VEEV.US): The AI Winner Built on Trust, Not Just Software

While many SaaS vendors compete on productivity, Veeva competes on regulatory trust. Serving the pharmaceutical and life sciences industry, its software is deeply embedded into clinical, regulatory and quality workflows where data integrity, audit trails and GxP compliance are mandatory. Replacing Veeva is far more complex than switching a CRM, creating exceptionally high customer stickiness with gross revenue retention consistently around mid-to-high 90% and subscription gross margins near 87%. (⁠ir.veeva.com)

FY2026 revenue climbed 16% to US$3.20 billion, while operating income surged 33% to US$916 million, highlighting both growth and expanding profitability. Falcon, Veeva’s new agentic AI platform, extends beyond copilots by automating regulated clinical, regulatory and safety workflows while preserving compliance—an advantage generic AI platforms struggle to replicate. (⁠ir.veeva.com)

Technically, VEEV remains in a long-term uptrend but has become extended after its AI-driven rally. Investors should watch for support near the 50-day moving average before initiating new positions.

Key risks include slower Falcon monetisation, pharmaceutical R&D spending cuts, increasing competition from Salesforce and IQVIA, and premium valuation leaving little room for execution missteps. For option traders, cash-secured puts after meaningful pullbacks may offer a better risk-reward profile than chasing momentum.

Disclaimer: This article is for educational and informational purposes only and should not be construed as financial or investment advice. Always conduct your own due diligence before making any investment decisions.

$ServiceNow(NOW.US) International Business Machines Corp (IBM.N) shares fall ~18% in pre-market trading on Tues after the co announces preliminary Q2 revenue below analyst estimates. The company expects Q2 revenue of $17.2 bln, below the consensus estimate of $17.86 bln, per data compiled by LSEG. With many using IBM as the industry threshold, a significant pullback like this will definitely affect other software stocks as well, with Microsoft down 3%, Salesforce down 5% and Servicenow down 8% respectively following the news. Besides, with Trump declaring war once more, data center and software stocks have been dealing with bearish pressure and sliding down even more. My course of action is to ride out this downturn. @Captain's Treasure

$Salesforce(CRM.US) | Evercore ISI maintains 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 on 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞, 𝐜𝐮𝐭𝐬 𝐏𝐓 𝐭𝐨 $𝟐𝟓𝟎

$Salesforce(CRM.US) a rung of the ladder sold made great coin. I still own most. Note the gap below was filled today.

Source: Sunrise Trader

$Salesforce(CRM.US) | KeyBanc 𝐝𝐨𝐰𝐧𝐠𝐫𝐚𝐝𝐞𝐬 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 to 𝐒𝐞𝐜𝐭𝐨𝐫 𝐖𝐞𝐢𝐠𝐡𝐭, citing 𝐀𝐈 𝐝𝐞𝐥𝐚𝐲𝐬 & weak customer feedback

$Salesforce(CRM.US) showed signs of reversal with some capitulation volume. Confirms so far today. still 2 hours of the day left. I took the trade.

Source: Sunrise Trader

Some stocks I think that are at insanely good valuation to start accumulation for the next few years.

$Salesforce(CRM.US)

Salesforce: Agentic AI Is Disrupting SaaS, But Not Killing It

The market fears that agentic AI will commoditise SaaS applications by allowing AI agents to interact directly with enterprise data. While this threatens seat-based pricing models, I believe Salesforce remains one of the best-positioned incumbents to survive and potentially benefit. Salesforce generated US$41.5bn revenue in FY2026, holds US$72.4bn of remaining performance obligations (RPO), and produced US$14.4bn of free cash flow—evidence of a deeply embedded enterprise platform. (Salesforce⁠)

More importantly, Salesforce is rapidly shifting from CRM software to AI infrastructure. Agentforce ARR reached US$800m in FY2026 and exceeded US$1.2bn by 1Q27, while Agentforce and Data Cloud ARR surpassed US$3.4bn, growing more than 200% YoY. The company has also closed over 29,000 Agentforce deals. (Salesforce⁠)

The acquisitions of Informatica (US$8bn) and Fin (US$3.6bn) are not knee-jerk responses. Informatica strengthens data governance and metadata management—the foundation AI agents require to operate safely—while Fin adds proven AI customer-service automation capabilities. (Salesforce Investor Relations⁠)

The key risk is execution. Investors worry Salesforce is assembling a patchwork of acquisitions rather than a unified platform, reflected by the stock’s sharp decline in 2026. (MarketWatch⁠)

My view: Agentic AI will compress traditional SaaS valuations, but Salesforce’s future lies in becoming the system of record, data layer, and orchestration platform for enterprise AI. If AI agents become the interface, Salesforce intends to own the infrastructure underneath.

$Salesforce(CRM.US) Capita expanded its collaboration with Salesforce to deploy Agentforce 360 and MuleSoft for various regulated BPO clients. A new framework agreement aims to integrate Salesforce AI agents into clients' operations, starting with internal deployment before commercialization. In 2025, recruitment deployment resulted in saving over 1,000 hours and a 43% reduction in candidate screening time, with more than 350 AI agents currently in operation. Agentforce is Salesforce primary weapon moving forward. Many top companies are still tapping on Agentforce's capabilities and potential which is what's keeping Salesforce relevant. Software sector continue to flop, though I personally feel that the drop is overblown. @Bridge Buzz SG

$Salesforce(CRM.US) | Monness, Crespi, Hardt 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐭𝐨 𝐁𝐮𝐲, sets 𝐏𝐓 𝐚𝐭 $𝟐𝟎𝟎

$Salesforce(CRM.US) stop hit I took a loss.

Source: Sunrise Trader

$Arm(ARM.US) | Needham reiterates 𝐁𝐮𝐲 on 𝐀𝐫𝐦 𝐇𝐨𝐥𝐝𝐢𝐧𝐠𝐬, maintains 𝐏𝐓 𝐚𝐭 $𝟒𝟎𝟎

Salesforce down 30, Workday down 33, but these are profitable cash machines not zeros. half of me wants to buy the fear, half says wait for the real bottom 🤔

$Salesforce(CRM.US) Salesforce has a credible artificial intelligence story, but the market still needs proof. Salesforce remains one of the most important enterprise software companies in the world, with a leadership position across sales, service, marketing, commerce, data, and collaboration software. Yet the stock is down more than 33% year-to-date, reflecting investor scepticism around software, AI disruption, and Salesforce's ability to reaccelerate organic growth. Salesforce has a strong platform, attractive valuation, and major AI optionality, but investors need to see Agentforce move from promising metrics to durable revenue acceleration. @Bridge Buzz SG