CRM
Salesforce, Inc.
stock NYSE

You gotta be in the mindset of parking this money for 2 years. Memory & SaaS are directly competing for market dollars. I made a post about this and apparently im retarded and everyone already knew this.
Im dick deep in NOW, CRM, MNDY. Stay strong soldier!

Same
Super happy that the AI casino took their money out of stocks like CRM, NOW, MSFT and GOOG. 
Gave me an opportunity to get in 

software ain’t done NOW CRM WDAY ADSK VEEV DUOL INTU ADBE

Guys I have chickened out. Today I took the market upturn to sell most of my semiconductor and tech positions close to $600K. Sold out: NVDA, VRT, MRVL, TSM, ETN, ORCL, GOOGL, AVGO, NOW, CRM. Still holding: AAPL, MSFT and AMZN. Am I an idiot?

Why CRM dump?

opened positions for INTU, CRM and NOW, looks like gap and go

Rate my portfolio:
Note: I rarely add new companies, and generally just purchase additional positions. What would you change? I am open to any feedback. Including, why make a change..
| Symbol | Company | Quantity | Gain/Loss | % of Account |
|---|---|---:|---:|---:|
| AAPL | Apple Inc. | 295 | +1,303.25% | 54.35% |
| AMZN | [Amazon.com](http://Amazon.com) Inc. | 78 | +175.48% | 10.32% |
| CASY | Casey's General Stores Inc. | 1 | +3.92% | 0.48% |
| CCL | Carnival Corp. | 27 | +127.57% | 0.42% |
| CMG | Chipotle Mexican Grill Inc. | 5.7876 | -21.91% | 0.12% |
| CPRT | Copart Inc. | 652 | +80.30% | 10.60% |
| CRM | Salesforce Inc. | 17.3679 | +12.85% | 1.73% |
| MMYT | MakeMyTrip Limited | 15 | +126.45% | 0.47% |
| MSFT | Microsoft Corp. | 22.2359 | +296.36% | 5.61% |
| NFLX | Netflix Inc. | 2 | -10.54% | 0.08% |
| NKE | Nike Inc. Class B | 24 | -21.78% | 0.56% |
| NVDA | Nvidia Corp. | 5.189 | +98.67% | 0.56% |
| OKTA | Okta Inc. Class A | 35 | +104.94% | 2.66% |
| PFG | Principal Financial Group Inc. | 30 | +111.28% | 1.90% |
| SBUX | Starbucks Corp. | 12 | +8.79% | 0.71% |
| SCHW | Charles Schwab Corp. | 25 | +75.18% | 1.45% |
| SNOW | Snowflake Inc. Class A | 3 | +115.20% | 0.49% |
| SPCX | SpaceX Class A | 1 | -46.30% | 0.06% |
| UAL | United Airlines Holdings | 91 | +167.67% | 6.23% |
| WMT | Walmart Inc. | 5 | +35.68% | 0.31% |

\> but considering pretty much all tech (bar meta, lol) is rebounding
No, look at this visual: [https://finviz.com/map?t=sec](https://finviz.com/map?t=sec)
Every one of the ten stocks in IBM's SP500 "information technology services category is down today. In fact, IBM is doing the best of the ten. Much better than most.
Also, CRM, NOW, ADBE and INTU are all down much more, over 5%. AAPL is down slightly more too.
Today is basically the same software/hardware performance split we've seen for months, with IBM mostly performing with the software stocks.

BTC msft 370/360p for .10 (+.90).
BTC msft 350/340p for .01. I still have 450/460c wing of the IC that is ATM right now. Still holding.
Yesterday I BTO MU x5 for 750 in pm. STC for 800. Sold too soon.
STO intc 95c for .50. Sold too soon.
BTC CRM Aug 210/215c for .25 (+.45). This negates my loss from CRM yesterday.

Everything is green today!!
META, Netflix, NOW, Disney, CRM, TTD:
Wouldn't it be hilarious if we all still went down 5% today. 

ADBE, CRM, SAP & SHOP once again, ruining my port

You gotta be in the mindset of parking this money for 2 years. Memory & SaaS are directly competing for market dollars. I made a post about this and apparently im retarded and everyone already knew this.
Im dick deep in NOW, CRM, MNDY. Stay strong soldier!

Same
Super happy that the AI casino took their money out of stocks like CRM, NOW, MSFT and GOOG. 
Gave me an opportunity to get in 

software ain’t done NOW CRM WDAY ADSK VEEV DUOL INTU ADBE

Guys I have chickened out. Today I took the market upturn to sell most of my semiconductor and tech positions close to $600K. Sold out: NVDA, VRT, MRVL, TSM, ETN, ORCL, GOOGL, AVGO, NOW, CRM. Still holding: AAPL, MSFT and AMZN. Am I an idiot?

Why CRM dump?

opened positions for INTU, CRM and NOW, looks like gap and go

Rate my portfolio:
Note: I rarely add new companies, and generally just purchase additional positions. What would you change? I am open to any feedback. Including, why make a change..
| Symbol | Company | Quantity | Gain/Loss | % of Account |
|---|---|---:|---:|---:|
| AAPL | Apple Inc. | 295 | +1,303.25% | 54.35% |
| AMZN | [Amazon.com](http://Amazon.com) Inc. | 78 | +175.48% | 10.32% |
| CASY | Casey's General Stores Inc. | 1 | +3.92% | 0.48% |
| CCL | Carnival Corp. | 27 | +127.57% | 0.42% |
| CMG | Chipotle Mexican Grill Inc. | 5.7876 | -21.91% | 0.12% |
| CPRT | Copart Inc. | 652 | +80.30% | 10.60% |
| CRM | Salesforce Inc. | 17.3679 | +12.85% | 1.73% |
| MMYT | MakeMyTrip Limited | 15 | +126.45% | 0.47% |
| MSFT | Microsoft Corp. | 22.2359 | +296.36% | 5.61% |
| NFLX | Netflix Inc. | 2 | -10.54% | 0.08% |
| NKE | Nike Inc. Class B | 24 | -21.78% | 0.56% |
| NVDA | Nvidia Corp. | 5.189 | +98.67% | 0.56% |
| OKTA | Okta Inc. Class A | 35 | +104.94% | 2.66% |
| PFG | Principal Financial Group Inc. | 30 | +111.28% | 1.90% |
| SBUX | Starbucks Corp. | 12 | +8.79% | 0.71% |
| SCHW | Charles Schwab Corp. | 25 | +75.18% | 1.45% |
| SNOW | Snowflake Inc. Class A | 3 | +115.20% | 0.49% |
| SPCX | SpaceX Class A | 1 | -46.30% | 0.06% |
| UAL | United Airlines Holdings | 91 | +167.67% | 6.23% |
| WMT | Walmart Inc. | 5 | +35.68% | 0.31% |

\> but considering pretty much all tech (bar meta, lol) is rebounding
No, look at this visual: [https://finviz.com/map?t=sec](https://finviz.com/map?t=sec)
Every one of the ten stocks in IBM's SP500 "information technology services category is down today. In fact, IBM is doing the best of the ten. Much better than most.
Also, CRM, NOW, ADBE and INTU are all down much more, over 5%. AAPL is down slightly more too.
Today is basically the same software/hardware performance split we've seen for months, with IBM mostly performing with the software stocks.

BTC msft 370/360p for .10 (+.90).
BTC msft 350/340p for .01. I still have 450/460c wing of the IC that is ATM right now. Still holding.
Yesterday I BTO MU x5 for 750 in pm. STC for 800. Sold too soon.
STO intc 95c for .50. Sold too soon.
BTC CRM Aug 210/215c for .25 (+.45). This negates my loss from CRM yesterday.