CRM
Salesforce, Inc.
stock NYSE

$CRM or $ZM anyone ?

I've been slacking on the daily theta trade comments. Here's today's:
BTC 5 x RDDT 1/15/27 $135 P @ $12.90 each. Sold for about $20.00 each. Profit: $3,548.06
BTC 80 x FVRR 1/15/27 $10 P @ $1.50 each. Sold for about $1.91 each. Profit: $3,265.27

Total realized profit today so far: $6,813.33
\-----
STO 1 x MU 1/21/28 $600 P @ $94.02 each. Premium: $9,402
STO 1 x SNOK 1/21/28 $700 P @ $101.56 each. Premium: $10,156
STO 10 x NOW 1/21/28 $80 P @ $8.82 each. Premium: $8,820
STO 5 x CRM 1/21/28 $150 P @ $14.10 each. Premium: $7,050
STO 10 x TOST 1/21/28 $28 P @ $3.56 each. Premium: $3,560
STO 10 x MNDY 1/21/28 $200 C @ $11.296 each. Premium: $11,296
STO 10 x RDDT 10/16/26 $200 C @ $3.47 each. Premium: $3,470

Total premium sold today so far: $53,754
And yes, I sold 10 x RDDT $200 covered calls for October. Normally I wouldn't sell covered calls at a price I'm not okay selling my shares at, but in this instance, those are actually to create a spread on a small portion of the 210 x long RDDT calls I bought when RDDT dipped down last week. So, only 10 of the 210 calls are spreads. The remaining 200 long calls are straight up long calls at the moment. Screenshot: [https://imgur.com/a/DN7Gnzu](https://imgur.com/a/DN7Gnzu)

I also have CRM, hopefully this thing turns around

INTU & CRM already reaming me and they haven't even released earnings yet.

While this is true in a vacuum, it doesn’t work at the enterprise level. Fortune 100 companies aren’t using the vibe coding CRM a 19 year old built in his room (not your example, using a funny example people have actually said in here). It’s not viable from a support perspective, maintenance perspective, enterprise security and compliance perspective, etc. build vs buy is also extremely hard nowadays.

Biogen and Regeneron choosing to go with Veeva Vault CRM instead of Salesforce in the Veeva/Salesforce 2030 divorce.

fck me i knew i shouldve sold CRM calls yesterdya just lost a lot premarket

# Today is Tuesday, the 25th of August
## Upcoming events for Tuesday, August 25th
- Stock splits:
- GPUS @ **1:5**
- REAX @ **1:10**
- Expected earnings:
AAME, ALPS, AREC, AVXL, BMO, BNS, BOX, BRLS, BRTX, BZ, CDLR, CSHR, CTRN, DKS, EH, ELMD, ELME, FLYE, FORTY, FSCO, GGAL, GTEN, HEI, HEI.A, INTU, JOYY, MZTI, NCNO, NNOX, NOAH, QFIN, QMLS, SEGG, SHMD, SHPH, SLQT, SMTC, SNT, STRT, TOUR, UPXI, UUU, VIPS, ZENA, ZM
- Ex-div:
CDW, CRAI, MKSI, MNRO, PLUS, SATA, VINP
- Economic events and announcements:
- 3-Month Bill Auction (actual: 3.715%, previous: 3.715%)
- 6-Month Bill Auction (actual: 3.790%, previous: 3.780%)
- Chicago Fed National Activity (actual: -0.08, previous: 0.06)
## Upcoming events for Wednesday, August 26th
- Stock splits:
- BBKCF @ **1:7**
- VMAR @ **1:10**
- Expected earnings:
A, AACG, AEXA, ANAB, ANF, ATCH, BBWI, CLGN, CRM, CRWD, DCI, DOMO, DSC, DY, GAUZ, GURE, HDL, HPQ, HTT, JKS, KSS, KTCC, LANV, LI, LITB, LKSP, LTRX, MCFT, MOV, NBP, NTNX, NVDA, OKTA, OOMA, P, PAHC, PLAB, PTN, RYDE, SFL, SJ, SJM, SNPS, STDN, TCOM, TGS, TIGR, TRMD, URBN, VEEV, WSM, YB, ZH
- Ex-div:
RAND, SATA
- Economic events and announcements:
- 2-Year Note Auction (previous: 4.315%)
- ADP Employment Change Weekly (previous: 9.50K)
- API Weekly Crude Oil Stock (consensus: 1.900M, previous: -0.328M)
- Building Permits (consensus: 1.443M, previous: 1.374M)
- Building Permits (consensus: 5.0%, previous: -2.6%)
- CB Consumer Confidence (consensus: 90.3, previous: 90.8)
- FOMC Member Barkin Speaks
- FOMC Member Barkin Speaks
- House Price Index (consensus: 0.2%, previous: 0.3%)
- House Price Index (previous: 2.2%)
- House Price Index (previous: 442.4)
- M2 Money Supply (previous: 23.15T)
- New Home Sales (consensus: 620K, previous: 628K)
- New Home Sales (previous: 1.6%)
- Redbook (previous: 7.6%)
- Richmond Manufacturing Index (consensus: 6, previous: 5)
- Richmond Manufacturing Shipments (previous: 8)
- Richmond Services Index (previous: -3)
- S&P/CS HPI Composite - 20 n.s.a. (consensus: 1.8%, previous: 1.6%)
- S&P/CS HPI Composite - 20 n.s.a. (previous: 0.9%)
- S&P/CS HPI Composite - 20 s.a. (previous: 0.2%)
## Upcoming events for Thursday, August 27th
- Stock splits:
- GPMXY @ **100:100**
- Expected earnings:
ADSK, AFRM, ALAR, ATHE, BBAR, BBW, BBY, BILI, BLRX, BTTC, BURL, BZUN, CAN, CISS, CM, CMBT, CMMB, CSIQ, DG, DLTR, EONR, ESTC, FINV, GAP, GOTU, HMY, HQY, HRL, HUBG, IMRN, IPST, IREN, ITP, KEN, KOSS, LFVN, LOT, LUCK, MBUU, MRVL, MTLS, NAT, PD, PDCC, PURR, RBRK, REBN, RY, S, SMXT, SNYR, TD, TITN, TULP, ULTA, WDAY, YRD, YSG
- Ex-div:
EMBC, EXPE, KMDA, PSEC, SATA, SOLS
- Economic events and announcements:
- 5-Year Note Auction (previous: 4.408%)
- Atlanta Fed GDPNow (consensus: 4.0%, previous: 4.0%)
- Core Durable Goods Orders (consensus: 0.5%, previous: 0.6%)
- Core PCE Price Index (consensus: 0.2%, previous: 0.1%)
- Core PCE Price Index (consensus: 3.3%, previous: 3.3%)
- Core PCE Prices (consensus: 3.40%, previous: 4.40%)
- Corporate Profits (previous: 0.5%)
- Crude Oil Imports (previous: -1.754M)
- Crude Oil Inventories (previous: 4.405M)
- Cushing Crude Oil Inventories (previous: -1.314M)
- Dallas Fed PCE (previous: 1.40%)
- Distillate Fuel Production (previous: -0.054M)
- Durable Goods Orders (consensus: 0.5%, previous: 0.3%)
- Durables Excluding Defense (previous: 0.5%)
- EIA Refinery Crude Runs (previous: 0.216M)
- EIA Weekly Distillates Stocks (previous: -1.530M)
- EIA Weekly Refinery Utilization Rates (previous: 1.0%)
- FOMC Member Barkin Speaks
- GDP (consensus: 1.5%, previous: 2.1%)
- GDP Price Index (consensus: 6.3%, previous: 3.6%)
- GDP Sales (consensus: 2.2%, previous: 1.9%)
- Gasoline Inventories (previous: 0.688M)
- Gasoline Production (previous: 0.143M)
- Goods Orders Non Defense Ex Air (previous: 0.9%)
- Heating Oil Stockpiles (previous: -0.537M)
- MBA 30-Year Mortgage Rate (previous: 6.77%)
- MBA Mortgage Applications (previous: -0.4%)
- MBA Purchase Index (previous: 154.8)
- Mortgage Market Index (previous: 247.7)
- Mortgage Refinance Index (previous: 755.9)
- PCE Price index (previous: 3.7%)
- PCE Prices (consensus: 5.1%, previous: 4.6%)
- PCE price index (consensus: 0.1%, previous: -0.1%)
- Personal Income (consensus: 0.2%, previous: 0.2%)
- Personal Spending (consensus: 0.1%, previous: 0.3%)
- Real Consumer Spending (consensus: 3.2%, previous: 0.5%)
- Real Personal Consumption (previous: 0.4%)
## Upcoming events for Friday, August 28th
- Expected earnings:
BWLP, BXBL, CHA, FRO, GITS, HAFN, JFIN, LNAI, MNSO, NA, NB, PXS, ZONE
- Ex-div:
BANL, CATY, COLB, EBAY, FXNC, JAKK, MCHB, MLKN, PWP, SATA, TMUS, VISN
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.640%)
- 8-Week Bill Auction (previous: 3.655%)
- Continuing Jobless Claims (previous: 1,799K)
- Goods Trade Balance (consensus: -99.90B, previous: -101.41B)
- Initial Jobless Claims (consensus: 208K, previous: 206K)
- Jackson Hole Symposium
- Jobless Claims 4-Week Avg. (previous: 204.00K)
- KC Fed Composite Index (previous: 9)
- KC Fed Manufacturing Index (previous: 17)
- Natural Gas Storage (previous: 16B)
- Retail Inventories Ex Auto (previous: -0.4%)
- Wholesale Inventories (consensus: 0.2%, previous: 0.2%)
^^^^2026-08-25

I have shares mostly. I sometimes buy an options here or there. This week I bought CRM. I like the idea of

I bought CRM calls yesterday. Anyone else?

my recent csp have been WMT, DRAM, HOOD, GOOG, AMD and CRM. I look at contract economics as well as overall underlying trends and support and only sell on companies I fell good about owning.

I’m playing CRM weeklies

Anyone else playing CRM weeklies?

Gang front running CRM earnings like crazy

CRM calls! 

# Today is Monday, the 24th of August
## Upcoming events for Monday, August 24th
- Stock splits:
- BIAF @ **1:15**
- BRCC @ **1:10**
- AXTU @ **1:10**
- CCUP @ **1:10**
- CRWU @ **1:10**
- MSTU @ **1:10**
- SBTU @ **1:10**
- TEUP @ **1:10**
- TTDU @ **1:10**
- GAME @ **1:8**
- GRML @ **1:50**
- IESC @ **2:1**
- INCR @ **1:5**
- SKYE @ **1:8**
- VCIG @ **1:15**
- Expected earnings:
AIV, CBAT, CHRN, CURR, FRGT, GASS, GGR, GRFS, GRRR, HMR, LRHC, MOLN, NCTY, NSSC, PDD, PICS, SSL, TUYA, XPEV, XYF
- Ex-div:
ADEA, AEIS, BANX, BSCA, BSCQ, BSCR, BSCS, BSCT, BSCU, BSCV, BSCW, BSCX, BSCY, BSCZ, BSGR, BSGT, BSJQ, BSJR, BSJS, BSJT, BSJU, BSJV, BSJW, BSJX, BSJY, BSMQ, BSMR, BSMS, BSMT, BSMU, BSMV, BSMW, BSMY, BSMZ, BSSX, BSTS, BSTU, BSTV, FIP, GGAL, GLNG, GOVI, GTOQ, JCAP, KBWD, KBWY, MCHP, MRX, PATK, PEY, QQA, QQLV, QRMI, QYLD, QYLG, SATA, TECH, TSCO, UEIC, VRIG, YBST, YBTY
## Upcoming events for Tuesday, August 25th
- Stock splits:
- REAX @ **1:10**
- Expected earnings:
AAME, ALPS, AREC, AVXL, BMO, BNS, BOX, BRLS, BRTX, BZ, CDLR, CSHR, CTRN, DKS, EH, ELMD, ELME, FLYE, FORTY, FSCO, GGAL, GTEN, HEI, HEI.A, INTU, JOYY, MZTI, NCL, NCNO, NNOX, NOAH, PDCC, QFIN, QMLS, SEGG, SHMD, SHPH, SLQT, SMTC, SNT, STRT, TOUR, UPXI, UUU, VIPS, ZENA, ZM
- Ex-div:
CDW, CRAI, MKSI, MNRO, PLUS, SATA, VINP
- Economic events and announcements:
- 3-Month Bill Auction (previous: 3.715%)
- 6-Month Bill Auction (previous: 3.780%)
- Chicago Fed National Activity (previous: -0.02)
## Upcoming events for Wednesday, August 26th
- Expected earnings:
A, AACG, AEXA, ANAB, ANF, ATCH, BBWI, CRM, CRWD, DCI, DOMO, DSC, DY, GAUZ, GURE, HDL, HPQ, HTT, JKS, KSS, KTCC, LI, LKSP, LTRX, MCFT, MOV, NTNX, NVDA, OKTA, OOMA, P, PAHC, PLAB, PTN, RYDE, SFL, SJ, SJM, SNPS, STDN, TCOM, TGS, TIGR, TRMD, URBN, VEEV, WSM, YB, ZH
- Ex-div:
RAND, SATA
- Economic events and announcements:
- 2-Year Note Auction (previous: 4.315%)
- ADP Employment Change Weekly (previous: 9.50K)
- API Weekly Crude Oil Stock (previous: -0.328M)
- Building Permits (consensus: 1.443M, previous: 1.374M)
- Building Permits (consensus: 5.0%, previous: -2.6%)
- CB Consumer Confidence (consensus: 90.3, previous: 90.8)
- FOMC Member Barkin Speaks
- FOMC Member Barkin Speaks
- House Price Index (consensus: 0.2%, previous: 0.3%)
- House Price Index (previous: 2.2%)
- House Price Index (previous: 442.4)
- M2 Money Supply (previous: 23.15T)
- New Home Sales (consensus: 620K, previous: 628K)
- New Home Sales (previous: 1.6%)
- Redbook (previous: 7.6%)
- Richmond Manufacturing Index (consensus: 7, previous: 5)
- Richmond Manufacturing Shipments (previous: 8)
- Richmond Services Index (previous: -3)
- S&P/CS HPI Composite - 20 n.s.a. (consensus: 1.9%, previous: 1.6%)
- S&P/CS HPI Composite - 20 n.s.a. (previous: 0.9%)
- S&P/CS HPI Composite - 20 s.a. (previous: 0.2%)
## Upcoming events for Thursday, August 27th
- Stock splits:
- GPMXY @ **100:100**
- Expected earnings:
ADSK, AFRM, ALAR, ATHE, BBAR, BBW, BBY, BILI, BLRX, BTTC, BURL, BZUN, CAN, CEPF, CEPO, CEPV, CM, CMBT, CMMB, CSIQ, DG, DLTR, EONR, ESTC, FINV, GAP, GOTU, GRDX, HMY, HQY, HRL, HUBG, IMRN, IPST, IREN, ITP, KEN, KOSS, LFVN, LOT, LUCK, MBUU, MRVL, MTLS, NAT, PD, PURR, RBRK, REBN, RY, S, SMXT, SNYR, TD, TITN, TULP, ULTA, WDAY, WOOF, XMAX
- Ex-div:
EMBC, EXPE, KMDA, PSEC, SATA, SOLS
- Economic events and announcements:
- 5-Year Note Auction (previous: 4.408%)
- Atlanta Fed GDPNow (consensus: 4.0%, previous: 4.0%)
- Core Durable Goods Orders (consensus: 0.5%, previous: 0.7%)
- Core PCE Price Index (consensus: 0.2%, previous: 0.1%)
- Core PCE Price Index (consensus: 3.3%, previous: 3.3%)
- Core PCE Prices (consensus: 3.40%, previous: 3.40%)
- Corporate Profits (previous: 0.5%)
- Crude Oil Imports (previous: -1.754M)
- Crude Oil Inventories (previous: 4.405M)
- Cushing Crude Oil Inventories (previous: -1.314M)
- Dallas Fed PCE (previous: 1.40%)
- Distillate Fuel Production (previous: -0.054M)
- Durable Goods Orders (consensus: 0.5%, previous: 0.5%)
- Durables Excluding Defense (previous: 0.5%)
- EIA Refinery Crude Runs (previous: 0.216M)
- EIA Weekly Distillates Stocks (previous: -1.530M)
- EIA Weekly Refinery Utilization Rates (previous: 1.0%)
- FOMC Member Barkin Speaks
- GDP (consensus: 1.5%, previous: 1.5%)
- GDP Price Index (consensus: 6.3%, previous: 6.3%)
- GDP Sales (consensus: 2.2%, previous: 2.2%)
- Gasoline Inventories (previous: 0.688M)
- Gasoline Production (previous: 0.143M)
- Goods Orders Non Defense Ex Air (previous: 1.2%)
- Heating Oil Stockpiles (previous: -0.537M)
- MBA 30-Year Mortgage Rate (previous: 6.77%)
- MBA Mortgage Applications (previous: -0.4%)
- MBA Purchase Index (previous: 154.8)
- Mortgage Market Index (previous: 247.7)
- Mortgage Refinance Index (previous: 755.9)
- PCE Price index (previous: 3.7%)
- PCE Prices (consensus: 5.1%, previous: 5.1%)
- PCE price index (consensus: 0.1%, previous: -0.1%)
- Personal Income (consensus: 0.2%, previous: 0.2%)
- Personal Spending (consensus: 0.1%, previous: 0.3%)
- Real Consumer Spending (consensus: 3.2%, previous: 3.2%)
- Real Personal Consumption (previous: 0.4%)
^^^^2026-08-24

CRM & INTU

CRM maybe 225 by EOW

All these three companies ADBE/CRM/NOW will recover and do well, because they will start using AI to continue to grow. I had initiated positions in these stock (LEAPS) earlier this year and I am almost 40% up

We don't know future versions of AI and if taxing through AI will be allowed then we won't need these softwares. Lots of things can happen in future but inherently taxing isn't the function which AI couldn't do, but it's not same for ERP and CRM they are much more complicated and their consequences are pretty big so that's why I believe in them.
Also Intuit doesn't have irreplaceablity moat like SAP, CRM and NOW. So, personally won't take bet on it.