Financial Education on $CRM (Oct 28, 2026)
The speaker prefers investing in Salesforce over ServiceNow because Salesforce has lower expectations, while ServiceNow carries a very high valuation and high expectations and has not delivered anything exciting; long term he trusts Benioff's leadership more than Bill McDermott's, who talks without backing claims with numbers.
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CRM, Salesforce, is also significantly lower after hours, influenced by ServiceNow results. So , we definitely need to talk about CRM and what's going on there. We have made a profit of approximately $48,000 so far in those.
Simply put, the bottom line here is, I just want to invest in Salesforce and that's it. Because at least with "Sales Force", we have low expectations. The problem with ServiceNow is that it trades at a very high valuation with very high expectations, and then they don't deliver anything exciting.
So, if you want to invest in a company, I prefer Salesforce. Also, I believe in Benioff leading his business model in the long term more than Billy Boy. I mean, Bill is a good CEO.
He's done a good job with ServiceNow over the years, hasn't he? But he talks a lot and doesn't back it up with actions. In my opinion, he simply doesn't back up his claims with numbers.
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Financial Education has 4 calls on this stock; only the adjacent ones are shown.