CRM
Salesforce, Inc.
stock NYSE

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

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.

Salesforce is still a viable platform?
That, must and can only be embedded process people are unwilling to change, most probably consultants with their feet under the table are the ones pulling in the cash.
Building your own AI system using an agentic workflow is far easier...
'here is the last four years worth of financial data, please advise me of how to save money'
/five seconds later a 250 word summary spits out
'fire all the salesforce employees and consultants'
/goes to sack 5 useless regards and two consultant contracts, saving 3 million a year!
srsly, I have no idea why anyone wants to waste money on Salesforce software and the associated staff, hardware and consultancy BS one finds themselves in, plus, endless support charges for a glorified CRM spreadsheet that gives you answers, but no policy.
Those days are OVER! Good riddance.