CRM
Salesforce, Inc.
stock NYSE

Lederjacke wird über unser aller Schicksal entscheiden. $CRM und $WDAY über das des Ritters.

[CRM](https://www.onvista.de/aktien/SALESFORCE-INC-Aktie-US79466L3024) - Salesforce 📃@178,36€(+1,64% 🤑)
[WDAY](https://www.onvista.de/aktien/WORKDAY-INC-Aktie-US98138H1014) - Workday 📃@170,86€(+1,23% 🤑)

Thoughts on CRM Puts and CRWD calls?

$CRM up 40% since June.

SaaS : NOW, RDDT, CRM, ADOBE

No new trades yesterday. GDX has been the biggest pain for me recently with this massive up move, but I've dealt with a similar move in the past. Rolled some GDX puts up yesterday.
**New trades:**
**STO 1 LOW 10/16/26 Put 195.00 @ 2.05**
**STO 1 LOW 10/16/26 Call 250.00 @ 1.53**
Strangle on LOW. IV rank is right around 50. Looking at the chart, it looks like a good place for a strangle.
**STO 1 /6CZ6 CAUV6 10/09/26 Call 0.73500 @ 0.0026**
**BTO 1 /6CZ6 CAUV6 10/09/26 Call 0.74000 @ 0.0015**
Call credit spread on /6C. Big pop up today over the bollinger bands. IVR was above 50. Didn't have the BP for the naked exposure, so just did this credit spread.
**Active trade chains (including rolls):**
Rolled a GDX put up yesterday.
**BTC 1 GDX 09/18/26 Put 83.00 @ 0.78**
**STO 1 GDX 09/18/26 Put 90.00 @ 2.25**
GDX: puts have made me $201, but this offsetting losses on the call side. No realized losses on the call side yet. Will likely be rolling out in time and recentering strikes within the next week, unless we get a big move back down to 90.
CRM: still at -392. My open position is still healthy.
**Closed trades:**
**BTC 1 BA 09/18/26 Call 245.00 @ 0.95**
Closed this naked call on BA. Profit of $96.
Results for the week:
Active trade chains:
\- GDX: $201
\- CRM: -392
Fully closed trades: $653
\---
Account is still neutral. Can't add any more trades until something comes off. Beta weighted deltas are slightly positive at 58. The biggest thing I'm managing at the moment is this GDX position that's gone against me. It's happened before. I'll likely be rolling it out and recentering in the next week.

CRM is CRUD fundamentally though, and often requires a ton of custom integration from a workflow perspective. Far more vulnerable to AI generated solution replacement IMO.

Hello, I have been aggressively DCA’ing into Saas/fintech stocks this year(TEAM, WDAY, SAP, GPN, TRI, NOW, PYPL, INTU, CRM, ADYEY,ADBE,HUBS, TTD).
I started around March with entry points often between 50-60% from tops, thinking that the bottom was near. But I was wrong, as most had an extra 20-30% down to go from my entries (with some down to -50%). But I kept DCA’ing at every -10% trigger.
Fast forward August, Saas/fintech has recovered quite well so far with lots of my positions exceeding the 5% concentration limit I try to follow for my portfolio.
So my question is: does it make sense to sell my early “ expensive” dca entries that have recovered to brake-even levels, freeing this “lazy” money for new opportunities, while keeping my “cheap” dca entries that have now substantially appreciated, to rebalance my portfolio? Doing this would drop the average cost basis of the stocks concerned and recoup some of the early invested capital (with 0 capital gain tax hit) for future deployment. Or am I missing something?
TY.

!banbet CRM 206 5h

CRM, on the other hand, I expect to outperform. The business model is a prime example of recurring revenue ("stickiness") via switching costs, while management has more than sufficient time and capital to reinvest into R&D (and not to mention, the data moat).

I don’t know which companies will profit from AI eventually, because there are a lot of companies in the race and I don’t know who will win. Maybe open source, maybe OpenAI, maybe Anthropic…
But what I know for sure is that AI is getting better by the day and it’s not going to stop.
So buying put options on WIX, CRM, ADBE feels much easier.
Do you have more ideas about which stocks will lose from AI?
By the way, if you think ADBE’s current profits are proof that the AI revolution isn’t coming for them, it feels to me the same as looking at Nokia’s profits after the release of the iPhone.

!banbet CRM 250 2w

Is CRM actually tanking or is the NYSE just doing that whack shit they love doing AH

Sure you can- you can run analytics of a company sub, turn a sub into a CRM support, integrate any level of Reddit features into an ERP. Those are limitless applications that can integrate Reddits features into a company. The big obstacle is that Reddits API is dogshit. If they can make that more sophisticated, that’s where the real growth will show.

CRM calls printing this week. Is SaaS back?

Ok so just to be clear you’re company is so ineffective for over a decade it didn’t want to spend an additional 18 hours automating something that apparently increases sales, even though you can’t tell me if it does exactly. 
What data do you have showing people are working less? Are they now making less money? Ie is there cost savings? No, obviously not. 
I’m sure you’re done arguing, it must get tiring only relying on vague statements and vibes to support your position! 
BTW even ChatGPT disagrees:
 
AI isn’t necessarily automating the existence of the workflow. It’s automating the interpretation of unstructured human information.
And that’s a big distinction for the ROI claim
The statement:
“50 salespeople each spent 10 minutes after their weekly meeting updating the CRM. 10 minutes per person × 50 people. That is now automated.”
is somewhat misleading if it’s being presented as an
AI-specific
productivity breakthrough.
That’s:
50 × 10 = 500 minutes = 8.33 hours/week.
You could have eliminated a substantial portion of that administrative work with conventional automation if the inputs and process were sufficiently structured.