CRM
Salesforce, Inc.
stock NYSE

There never was a SaaSpocolypse. There was a sale on SaaS stocks though. CRM, NOW and ADBE were all hit but it was clear that they are infrastructure and AI will help them increase revenue and profits. They were never competing.

My CRM, ORCL and GOOG calls slaughtered today sheesh

Just be patient, I took LEAPS options on META and MSFT before they popped, same with CRM. You’re hunting, and to be a good hunter you have to wait, these 0dte traders are retarded

Why SaaS stock good today? Hubs docu team CRM etc

I bought a little PEP, if only for the huge dividend and to balance out my tech heavy holdings (META, RDDT, CRM).

Largest buys:
$MRVL up to $5.25M
$INTU up to $5.23M
$BSV up to $5M
$CRM up to $5M
$FCOM up to $5M
$MAAS up to $300K
Largest sells:
$AMZN up to $25M
$MSFT up to $25M

There never was a SaaSpocolypse. There was a sale on SaaS stocks though. CRM, NOW and ADBE were all hit but it was clear that they are infrastructure and AI will help them increase revenue and profits. They were never competing.

My CRM, ORCL and GOOG calls slaughtered today sheesh

Just be patient, I took LEAPS options on META and MSFT before they popped, same with CRM. You’re hunting, and to be a good hunter you have to wait, these 0dte traders are retarded

Why SaaS stock good today? Hubs docu team CRM etc

I bought a little PEP, if only for the huge dividend and to balance out my tech heavy holdings (META, RDDT, CRM).

Largest buys:
$MRVL up to $5.25M
$INTU up to $5.23M
$BSV up to $5M
$CRM up to $5M
$FCOM up to $5M
$MAAS up to $300K
Largest sells:
$AMZN up to $25M
$MSFT up to $25M

94% YTD, 52% last year....
Current Holdings: MU, MET, BRK-B, ROIV, FTRE, VSH, S&P, DIS, CRM, UNH, CSCO, GTLB, EVVTY, BA, KMB, VZ

I bought CRM $225 10/2 PUTs today, hope you are right!

I bought CRM today. But it looks like it could easily fall another 10% from here. 🫤

Down 1k on CRM shares today lol. Why you do this SaaS?

Tough to say as I sold quite a lot in the last few months to fund a real estate project but went from 550k in sept 25 when I decided I need to go in stronger on AI to 840k around June, dipped to about 780k in the tougher July and sold around 300K.. so around 42% in that period.
Main winners for me were GOOG, AMD, NBIS, NET, ASML.. now after selling I diversified a bit w software and for finance, CRM, NOW, SOFI and others bought at attrative valuations
Btw, What tech etf you were referring to btw..? QQQ is 21% ytd.

Who pays? What is the value prop? I can see this going every possible direction. Anthropic CRM, Anthropic Mobility, Anthropic Pharmaceutical.
None of these exist yet as fully formed businesses. Investors don't have a clear story to latch on to.

CRM

See, i am invested in both.
I love my country even though i feel it's absolute shite for my profession (I'm a doctor), i do mutual funds and individual stocks in India, this year was honestly great for me. I made multiple wins over 200%. In bajaj consumer, monq50 recently , silver run, all these netted me good returns for my capital.
US markets are leading the way in the world. They're full of innovations, latest research, huge budgets for r&d, companies that can be trusted. They hit their numbers or market punishes them big time. I pay attention to their conference calls and their guidance. I hit multiple wins in us markets too, crwd, hut8, hq, Nvidia, heck even aapl has given me 35% returns.
Indian markets , man what do i even say!! Our biggest private bank is a scam, public sector companies don't grow at a good rate, miniscule budget for r&d, service based tech companies, btw they (service companies) got wiped out in the US, most of them are down and recovering, but they all pivoted. SaaS companies endured the saaspocalypse, some came out winners like NOW, MSFT, CRM, I'm personally invested in NOW and MSFT have made good returns on both.