CRM
Salesforce, Inc.
stock NYSE

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.

BTC CRM 8/21 185p @ 76% max profit, opened 8/13
BTC SMH 8/21 600c @ 85% max profit, opened 8/14
Will wait on a rebound in SMH later in the week and look to sell another call

**New trades:**
**BTO 1 ASTS 02/19/27 Call 45.00 @ 27.75**
**STO 1 ASTS 09/18/26 Call 75.00 @ 3.63**
Bought this ASTS diagonal. IV is low, neutral to bullish underlying, small dip today.
**BTO 1 BIDU 03/19/27 Call 70.00 @ 29.10**
**STO 1 BIDU 09/18/26 Call 100.00 @ 2.66**
Bought this BIDU diagonal after earnings. It was below a 30 IVR when I bought it. IV has spiked back above 30 since then though. Stock dropped below 2 standard deviation bollinger bands, so this is more of a reversion to the mean play.
**STO 1 SMH 09/18/26 Put 505.00 @ 6.35**
Closed my naked SMH call (see below), and this looks like a good place for a naked put, so I put this on.
**STO 3 XLE 09/18/26 Call 67.50 @ 0.53**
Naked calls on XLE. It's spiked up above its bollinger bands, so playing reversion to the mean on this one.
**Active trade chains (including rolls):**
Nothing to do today. CRM is my only position in an active management state, and it's not anywhere near needing anything at the moment.
**Closed trades:**
**BTC 1 EEM 09/18/26 Call 72.00 @ 0.29**
Closed this naked call for a 50% profit of $29.
**BTC 1 SMH 09/18/26 Call 650.00 @ 3.55**
Closed this naked call for a 50% profit of $355.
**BTC 1 CAT 09/18/26 Call 990.00 @ 4.59**
**STC 1 CAT 09/18/26 Call 1020.00 @ 2.91**
Quick turnaround on this call credit spread. 50% profit reached in 1 day. $168.
**Results for the week:**
Active trade chains: -$392
Fully closed trades: $557
\---
Account is up nicely today with this pullback. Hit all time highs in this account yesterday and today again. My beta weighted deltas are now positive though due to the combination of this pullback, naked calls coming off for a profit, and me putting on call diagonals. I'm still fairly neutral though at 63 beta weighted deltas. I'm utilizing all of the BP I want to here. So until something comes off, I won't be adding anything else.

AAPL, ACN, ADBE, CRM - let’s go dorks !