Portfolio›Bucket 03

CRM

The original system of record. Accounts, opportunities, lifecycle stages — every agent revenue motion routes through one of these graphs.

P1 RecordsP2 State machineP3 OwnershipP5 History
$496.03 current · $550.00 cost
Why these three
CRMLeader

Salesforce

CRM
P1 RecordsP2 State machineP3 OwnershipP5 History

Shares

1.5096

Cost

$185.48

$280.00

Latest

$166.11

$250.76

P&L-$29.24 · -10.44%

24 signals · last 14d · P4 Structural verbs · highest conviction+17−5

HUBSChallenger

HubSpot

CRM
P1 RecordsP2 State machineP5 History

Shares

0.7073

Cost

$247.43

$175.00

Latest

$192.12

$135.88

P&L-$39.12 · -22.35%

3 signals · last 14d · P3 Ownership · lead read+2

FRSHDark Horse

Freshworks

CRM
P1 RecordsP2 State machine

Shares

10.5791

Cost

$8.98

$95.00

Latest

$10.34

$109.39

P&L$14.39 · +15.14%

2 signals · last 14d · P4 Structural verbs · lead read+2

News · 20 headlines