CRM
Salesforce, Inc.
stock NYSE

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

They have no idea.
The fact it connects into Work IQ, Foundry IQ, Web IQ and you can choose between the Frontier Models is great. When you use Teams to record a call, then query the Summary, update your CRM notes from the Summary, then feed that into Fabric for reporting...amazing. Search all call transcripts for notes, provide summaries of calls with actions, it is a huge time saver.

CRM, ACN, FDS and BR. Pivoted off my semis onto these and man I’m happy

Looks like money rotating out of semis/AI into software again. CRM, INTU, ADBE all seem to be staging a reversal overnight.

The thing with "AI/ML" as a broad topic is how much processing and what value. ANPR cameras and some credit card fraud detection is based on the same principles, but the data is tiny and the value of doing it is big. Creating a funny image is low value but uses a lot of processing.
Meta have used it to optimise advertising. It means someone clicks an ad rather than ignores it, which is worth quite a lot. And that has been successful as far as I recall. But, I don't know if they've upped AI spend since or not.
It's why I generally keep Meta separate from the rest. They're not hyperscaling for OpenAI which is a bad house of cards.
Personally, I have my money in the AI SaaS Reverse Ferret of NOW, CRM, VEEV etc. Which I intend to hold until AI Gotterdamarung happens. And if that leads to blood on the streets about Meta, I might pick some up. So, thanks. I needed some new ideas for when that other one pays off...

About a month ago I bought a few shares of ADBE and CRM, and bought a share of MU as a hedge on the assumption they would move in opposite. I view the three positions as a single trade.
I also sold a some things at a gain this year in that account, so I have taxes that the loss can offset if I decide it's safe to take the hedge off my saas stocks.

Sorry but you have no idea what you are talking about. Meta Pixel / Conversions API tracking are embedded and linked directly within your website or CRM. When you pay for ads, you always set up an objective within the ads manager which is most often leads (CPL) or conversions (CPC) which can't be faked. Neither CPL or CPC would change based on bottled views and these metrics are how people determine their adspend.

Can’t believe I was able to unload my heavy CRM bags in the green today

total rotation from chips to saas CRM, ADBE breaking out while AMD, MU crash
As soon as you saw saaspocalypse in the news its oversold...

isn't CRM super into AI? Agentforce etc

CRM SAP Intuit

BTC CRM Aug 185/190c for 2.50 (-1.25). I managed to short the one sector that has been green this past week.

Looks like NOW, CRM, ZS only green in my puts lol