CRM
Salesforce, Inc.
stockNYSE

I have felt this from the beginning I wouldn't touch anyone delivering a model right now. Too many Yahoo's and AltaVista's and perhaps one Google in the lot. Any winners will be the ones with corporate contracts. Claude code and OpenAI codex are good but I wouldn't personally bet on a winner this early. I think the software companies that took a hit earlier in the year from AI may end up being beneficiaries due to being deeply embedded already in corporate America and having the skill set to integrate and implement AI into the business processes they already perform. I think CRM and NOW could be ones to watch Just MHO

Had a post that questioned whether or not I had slowed down. This is an example of when I was trading to make money. It's one week out or this year. As you can see almost all the trades are for pennies but it adds up. I don't bet and I don't gamble.If I remember correctly all these trades finish on the plus side as in I made money on all of them. I either let them expire, closed them out or rolled them(out & down, out, or I sold my protection & rolled out and down) *didn't take a loss I managed my trades.* Date / Time Type Description Fee Comm Amount 06/01/2026 01:05:14 PM Bought To Cover 7 Put WMT 06/05/26 116.00 @ $2.74 (Order # 36088) $0.10 $1.15 ($1,919.15) 06/01/2026 01:05:14 PM Bought To Open 7 Put WMT 06/26/26 108.00 @ $1.04 (Order # 36088) $0.10 $1.15 ($729.15) 06/01/2026 01:05:14 PM Sold Short 7 Put WMT 06/26/26 112.00 @ $2.22 (Order # 36088) $0.10 $1.19 $1,552.79 06/01/2026 01:05:14 PM Sold To Close 7 Put WMT 06/05/26 114.00 @ $1.45 (Order # 36088) $0.10 $1.18 $1,013.80 06/01/2026 01:06:09 PM Bought To Cover 2 Put WMT 06/05/26 115.00 @ $2.05 (Order # 36089) $0.03 $0.33 ($410.33) 06/01/2026 01:06:09 PM Bought To Open 2 Put WMT 06/12/26 109.00 @ $0.52 (Order # 36089) $0.03 $0.33 ($104.33) 06/01/2026 01:06:09 PM Sold Short 2 Put WMT 06/12/26 112.00 @ $1.28 (Order # 36089) $0.03 $0.34 $255.65 06/01/2026 01:06:09 PM Sold To Close 2 Put WMT 06/05/26 114.00 @ $1.46 (Order # 36089) $0.03 $0.34 $291.65 06/01/2026 01:09:41 PM Bought To Cover 4 Call ET 06/12/26 20.500 @ $0.04 (Order # 36093) $0.06 $0.06 ($16.06) 06/01/2026 01:16:59 PM Bought To Open 5 Put AMZN 07/10/26 230.00 @ $1.47 (Order # 36097) $0.07 $0.82 ($735.82) 06/01/2026 01:16:59 PM Sold Short 5 Put AMZN 07/10/26 235.00 @ $2.06 (Order # 36097) $0.07 $0.85 $1,029.13 06/01/2026 01:29:12 PM Bought To Open 5 Put KO 06/26/26 76.00 @ $0.65 (Order # 36100) $0.07 $0.82 ($325.82) 06/01/2026 01:29:12 PM Sold Short 5 Put KO 06/26/26 77.00 @ $0.96 (Order # 36100) $0.07 $0.83 $479.15 06/01/2026 03:00:00 AM Option Expired 4 Put PNC 05/29/26 210.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 5 Put TSM 05/29/26 370.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 5 Put TSM 05/29/26 375.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 6 Put PNC 05/29/26 205.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 4 Put JPM 05/29/26 290.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 2 Put PNC 05/29/26 212.500 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 4 Put JPM 05/29/26 280.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 4 Call VZ 05/29/26 52.00 -- $0.00 $0.00 06/01/2026 11:05:13 AM Bought To Open 2 Put JPM 06/12/26 275.00 @ $0.46 (Order # 36057) $0.03 $0.33 ($92.33) 06/01/2026 11:05:13 AM Sold Short 2 Put JPM 06/12/26 277.500 @ $0.65 (Order # 36057) $0.03 $0.34 $129.65 06/01/2026 11:08:15 AM Bought To Cover 4 Put CRM 06/18/26 170.00 @ $0.49 (Order # 36061) $0.06 $0.66 ($196.66) 06/01/2026 11:09:12 AM Bought To Open 2 Put JPM 06/12/26 275.00 @ $0.48 (Order # 36063) $0.03 $0.33 ($96.33) 06/01/2026 11:09:12 AM Sold Short 2 Put JPM 06/12/26 277.500 @ $0.66 (Order # 36063) $0.03 $0.34 $131.65 06/01/2026 11:12:37 AM Bought To Open 5 Put GOOG 06/12/26 345.00 @ $0.90 (Order # 36067) $0.07 $0.82 ($450.82) 06/01/2026 11:12:37 AM Sold Short 5 Put GOOG 06/12/26 350.00 @ $1.37 (Order # 36067) $0.07 $0.84 $684.14 06/01/2026 11:34:12 AM Bought To Open 5 Put MCD 06/12/26 257.500 @ $0.37 (Order # 36068) $0.07 $0.82 ($185.82) 06/01/2026 11:34:12 AM Sold Short 5 Put MCD 06/12/26 260.00 @ $0.58 (Order # 36068) $0.07 $0.83 $289.15 06/01/2026 11:39:30 AM Bought To Cover 1 Call ET 06/12/26 20.500 @ $0.04 (Order # 36069) $0.01 $0.01 ($4.01) 06/01/2026 12:18:29 PM Bought To Open 5 Put PFE 06/12/26 24.500 @ $0.08 (Order # 36074) $0.07 $0.82 ($40.82) 06/01/2026 12:18:29 PM Sold Short 5 Put PFE 06/12/26 25.00 @ $0.18 (Order # 36074) $0.07 $0.83 $89.15 06/01/2026 12:19:31 PM Bought To Cover 5 Put AMZN 06/18/26 252.500 @ $3.27 (Order # 36077) $0.07 $0.82 ($1,635.82) 06/01/2026 12:19:31 PM Bought To Open 5 Put AMZN 07/02/26 240.00 @ $2.22 (Order # 36077) $0.07 $0.82 ($1,110.82) 06/01/2026 12:19:31 PM Sold Short 5 Put AMZN 07/02/26 245.00 @ $3.03 (Order # 36077) $0.07 $0.86 $1,514.12 06/01/2026 12:19:31 PM Sold To Close 5 Put AMZN 06/18/26 250.00 @ $2.66 (Order # 36077) $0.07 $0.85 $1,329.13 06/01/2026 12:19:59 PM Bought To Open 2 Put PG 07/02/26 134.00 @ $1.57 (Order # 36078) $0.03 $0.33 ($314.33) 06/01/2026 12:19:59 PM Sold Short 2 Put PG 07/02/26 135.00 @ $1.75 (Order # 36078) $0.03 $0.34 $349.65 06/01/2026 12:23:49 PM Sold Short 1 Put NLY 06/12/26 21.500 @ $0.20 (Order # 36081) $0.01 $0.17 $19.83 06/02/2026 01:10:21 PM Bought To Cover 5 Call ET 06/26/26 20.500 @ $0.16 (Order # 36114) $0.07 $0.82 ($80.82) 06/02/2026 09:50:14 AM Bought To Cover 3 Put NFLX 06/05/26 85.00 @ $1.85 (Order # 36105) $0.04 $0.49 ($555.49) 06/02/2026 09:50:14 AM Bought To Cover 2 Put NFLX 06/05/26 85.00 @ $1.84 (Order # 36105) $0.03 $0.33 ($368.33) 06/02/2026 09:50:14 AM Sold Short 5 Put NFLX 06/12/26 83.00 @ $1.44 (Order # 36105) $0.07 $0.84 $719.14 06/02/2026 09:50:14 AM Sold To Close 3 Put NFLX 06/05/26 83.00 @ $0.81 (Order # 36105) $0.04 $0.50 $242.49 06/02/2026 09:50:14 AM Sold To Close 2 Put NFLX 06/05/26 83.00 @ $0.80 (Order # 36105) $0.03 $0.34 $159.65 06/02/2026 10:53:04 AM Bought To Cover 4 Put WMT 06/12/26 116.00 @ $3.76 (Order # 36107) $0.06 $0.66 ($1,504.66) 06/02/2026 10:53:04 AM Sold Short 4 Put WMT 06/26/26 112.00 @ $2.38 (Order # 36107) $0.06 $0.68 $951.31 06/02/2026 10:53:04 AM Sold To Close 4 Put WMT 06/12/26 114.00 @ $2.38 (Order # 36107) $0.06 $0.68 $951.31 06/02/2026 11:00:45 AM Bought To Cover 2 Put WMT 06/12/26 115.00 @ $3.03 (Order # 36110) $0.03 $0.33 ($606.33) 06/02/2026 11:00:45 AM Sold Short 2 Put WMT 06/26/26 112.00 @ $2.33 (Order # 36110) $0.03 $0.34 $465.65 06/02/2026 11:00:45 AM Sold To Close 2 Put WMT 06/12/26 114.00 @ $2.40 (Order # 36110) $0.03 $0.34 $479.65 06/03/2026 02:10:12 PM Sold Short 2 Put CVX 06/18/26 175.00 @ $0.54 (Order # 36139) $0.03 $0.34 $107.65 06/03/2026 02:18:29 PM Bought To Open 2 Put PG 07/02/26 134.00 @ $1.03 (Order # 36143) $0.03 $0.33 ($206.33) 06/03/2026 02:18:29 PM Sold Short 2 Put PG 07/02/26 135.00 @ $1.23 (Order # 36143) $0.03 $0.34 $245.65 06/03/2026 03:29:42 PM Sold Short 1 Put NLY 06/12/26 21.500 @ $0.47 (Order # 36146) $0.01 $0.17 $46.83 06/03/2026 10:49:18 AM Bought To Cover 5 Put NFLX 06/05/26 84.00 @ $2.62 (Order # 36117) $0.07 $0.82 ($1,310.82) 06/03/2026 10:49:18 AM Sold Short 5 Put NFLX 07/17/26 80.00 @ $3.74 (Order # 36117) $0.07 $0.86 $1,869.12 06/03/2026 10:53:04 AM Bought To Open 1 Put IBM 06/18/26 267.500 @ $1.84 (Order # 36118) $0.01 $0.16 ($184.16) 06/03/2026 10:53:04 AM Bought To Open 1 Put IBM 06/18/26 267.500 @ $1.85 (Order # 36118) $0.01 $0.16 ($185.16) 06/03/2026 10:53:04 AM Sold Short 1 Put IBM 06/18/26 270.00 @ $2.12 (Order # 36118) $0.01 $0.17 $211.83 06/03/2026 10:53:04 AM Sold Short 1 Put IBM 06/18/26 270.00 @ $2.13 (Order # 36118) $0.01 $0.17 $212.83 06/03/2026 10:54:27 AM Bought To Open 2 Put NVDA 06/18/26 195.00 @ $1.32 (Order # 36119) $0.03 $0.33 ($264.33) 06/03/2026 10:54:27 AM Sold Short 2 Put NVDA 06/18/26 200.00 @ $2.02 (Order # 36119) $0.03 $0.34 $403.65 06/03/2026 10:57:08 AM Bought To Open 2 Put BAC 06/12/26 49.500 @ $0.38 (Order # 36123) $0.03 $0.33 ($76.33) 06/03/2026 10:57:08 AM Sold Short 2 Put BAC 06/12/26 50.00 @ $0.53 (Order # 36122) $0.03 $0.34 $105.65

I’m telling yall CTSH is going to pull a rabbit out of a hat and make the identical move ACN and CRM did

Its CRM, they did it already

I think you are trying to apply logic to markets which generally doesn't work. More so in non buy and hold strats. Just simply go back and look at SMH days and see what ADBE, or really most SAAS companies do when SMH is up or down. I held CRM and ADBE puts earlier this year for really good gains so I was constantly watching. When the AI trade was pumping, SAAS went down. When the AI trade was pulling back, SAAS went up. They are inverse trades. At the end of the day short any SAAS is just long AI.

This year I wheeled CRM, HOOD, INTC, SOFI. CRM is my biggest loser by far. I got caught in the software drawdown in the beginning of the year and got caught selling calls way under cost basis and got caught when it rocketed back up and realized a -10k loss. INTC was printing for me since July, but has now had a -20% drawdown in the past week or two. HOOD has been doing decently for me. SOFI is just a dog of a stock but thankfully I'm not too extended there.

CRM and NOW are up

CRM wow

Today's biggest movers in my portfolios. 🟢 Biggest gainers: $CRM +4.37% $IREN +4.01% $NOW +2.09% 🔴 Biggest losers: $ADBE -2.41% $DRAM -2.40% $UBER -0.87% A mix of winners and losers, all part of the journey. 📈

Here are today's top pre-market performers showing the biggest moves before regular trading hours. ## 📈 Pre-Market Gainers: | Symbol | Company | Pre-Market | Regular Hours | Change | %Change | |:-------|:--------|:----------:|:-------------:|:------:|:-------:| | [CRM](https://marketrodeo.com/asset/CRM) | Salesforce, Inc. | 239.09 | 229.13 | +9.96 | +4.35% | | [IREN](https://marketrodeo.com/asset/IREN) | IREN Limited | 36.68 | 35.19 | +1.49 | +4.23% | | [IEX](https://marketrodeo.com/asset/IEX) | IDEX Corporation | 243.96 | 234.29 | +9.67 | +4.13% | | [ASTS](https://marketrodeo.com/asset/ASTS) | AST SpaceMobile, Inc. | 53.00 | 50.97 | +2.03 | +3.99% | | [BMY](https://marketrodeo.com/asset/BMY) | Bristol-Myers Squibb Company | 61.32 | 59.12 | +2.20 | +3.72% | ## 📉 Pre-Market Losers: | Symbol | Company | Pre-Market | Regular Hours | Change | %Change | |:-------|:--------|:----------:|:-------------:|:------:|:-------:| | [HONIV](https://marketrodeo.com/asset/HONIV) | Honeywell International Inc. Common Stock Ex Distribution When Issued | 240.10 | 256.01 | -15.91 | -6.21% | | [ALB](https://marketrodeo.com/asset/ALB) | Albemarle Corporation | 96.80 | 101.27 | -4.47 | -4.41% | | [SQM](https://marketrodeo.com/asset/SQM) | Sociedad Química y Minera de Chile S.A. | 61.50 | 63.91 | -2.41 | -3.77% | | [STLD](https://marketrodeo.com/asset/STLD) | Steel Dynamics, Inc. | 229.98 | 238.38 | -8.40 | -3.52% | | [SOXL](https://marketrodeo.com/asset/SOXL) | Direxion Daily Semiconductor Bull 3X ETF | 135.02 | 139.76 | -4.74 | -3.39% | Source: [Market Extended Hours](https://marketrodeo.com/market-extended-hours)