CRM
Salesforce, Inc.
stock NYSE

CRM is an entire thing

Good afternoon everyone! I trust everyone has had a fantastic Sunday with some quality downtime before we enter this new week. My wife is about ready to pop with our third girl, so I figure why not set up a sale to end this beautiful weekend. May be the last for awhile!
I am looking to trade for Johnson Matthey Silver, in the vintage poured flavor. JM 10oz, 20oz, Kilos, 50s, and 100oz bars. If you see something you like and would like to make a proposition, or looking for something specific, please let me know! I have much more than what's shown here.
Brought a little heat out for ya'll, please enjoy this sale!
**Please note, everything purchased this sale to ship Tuesday!**
BIN in comments to win!
Everything has been ***SIGMA verified*** by myself. Buy with confidence!
[Proof!](https://coindex.app/photo/NWEd1m5)
[Full Photo Album](https://coindex.app/a/bTxh1G) for tonight’s sale!
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**Vintage-**
$6195 - [Engelhard 100oz Bar](https://coindex.app/photo/KOVfgLa) \- Extruded, S-Serial# - Willing to trade straight across for a 100oz Poured JM Bar
$825 - [Engelhard 10oz Canadian Bull Pressed 1st Series](https://coindex.app/photo/jefu7Ox)
$825 - [International Silver LTD Inc. 10oz Poured Bar](https://coindex.app/photo/gJkSgLz) \- Dual Stamp
$725 - [Golden Analytical 10oz Poured Bar](https://coindex.app/photo/FVTabbc)
$725 - [California Crown Mint 10oz Extruded Bar](https://coindex.app/photo/LeF3WpL)
$695 - [National Refining Systems 10oz Cast Bar](https://coindex.app/photo/FoEebs3)
$695 - [Gold Way Assayers/Refiners 10oz Pressed Bar](https://coindex.app/photo/sYu8KpM)
$670 - [Ohio Precious Metals 10oz Poured Mushroom Bar](https://coindex.app/photo/eeEys0e)
$675ea/$1350set - [Engelhard C-Series 10oz Pressed Bar](https://coindex.app/photo/XIevH2f) \- Repeater Back - Matching Serials
$670 - [Engelhard C-Series 10oz Pressed Bar](https://coindex.app/photo/HPCbOtu) \- Repeater Back
$665 - [Silvertowne Waffleback 10oz Poured Bar](https://coindex.app/photo/coL1rLz)
$660 - [Engelhard Long Pressed "Big E" Repeater Back 10oz Bar](https://coindex.app/photo/bNwKOct)
$655 - [USS Constitution 10oz Poured Bar - Toned](https://coindex.app/photo/CyuuPwD)
$425 - [Star Metals 5.40oz Poured Bar](https://coindex.app/photo/AV1pgxm)
$410 - [Liberty 5oz Poured Bar](https://coindex.app/photo/FugecgU)
$400/ea - [Engelhard 5 oz C-Serial Pressed Repeater Back](https://coindex.app/photo/rGvdXZz) \- x4 Sequential, New in Original Plastic ***\*Must Buy x2 Min.\****
$375 - [CMX 5oz Pressed Eagle Bar](https://coindex.app/photo/sP2L9tQ)
$375 - [California Crown Mint 5oz Pressed Bar](https://coindex.app/photo/WxAq7f3)
$350 - [Northwest Territorial Mint 5oz Pressed Bar](https://coindex.app/photo/2FatBXH)
$345 - [1982 Bunker Hill Silver Commemorative 1oz Rounds](https://coindex.app/photo/SqzNGvK)
$325 - [Vintage Sunshine Mining 5oz Vintage Bar in plastic](https://coindex.app/photo/E6jTlau) \- Buy the 5oz bar and you can purchase the matching vintage 1982 Sunshine Mining 1oz Round below @ $60.
$125 - [1985 Engelhard Prospector 1/2oz Round](https://coindex.app/photo/RK5YccE) \- Rare, exclusive to 1985 - Mintage <50,000 - Great Condition
$115 - [W.H. Foster 1971 One Silver Eagle 1oz Bar](https://coindex.app/photo/aJFbZeZ)
$115 - [W.H. Foster 1969 One Silver Eagle 1oz Bar](https://coindex.app/photo/fb2OSdi)
$75 - [1974 United States Silver Corporation - World Trade & Commerce 1oz Round](https://coindex.app/photo/uqliSVi) \- Beautiful example, squeaky clean.
$65 - [1982 Sunshine Mining 1oz Round](https://coindex.app/photo/bvCYPoB) \- Checkout the deal with the 5oz Sunshine above!
$50 - [The Silver Mint 20g Bar - USSR Flag](https://coindex.app/photo/zf3aX9d) \- Loose from a 12 bar set that commemorated all major silver producing countries at that time. Bar looks cool by itself too!
**NORFED-**
$135 - [2005 NORFED 1oz Liberty Dollar - Super Toner](https://coindex.app/photo/jm6Kw7I)
$95 - [2005 NORFED 1oz Liberty Dollar (a little beat up.)](https://coindex.app/photo/ou0TiMK)
$75 - (6) [2005 NORFED 1/2oz Liberty Dollar](https://coindex.app/photo/YC9Ww3r)
**Everything Else-**
$1240 - [Scottsdale Mint 20oz KitKat](https://coindex.app/photo/mCsoFdj)
$635 - [Silvertowne 10oz Poured Bar](https://coindex.app/photo/cbRAaga) \- Sweet Ripples/Toned Edge
$350 - [St. Louis Mint "STL" 5oz Poured Bar](https://coindex.app/photo/bCtw18a)
$295 - [5oz Generic Lot](https://coindex.app/photo/J1OMPhk)
$340 - [Gold and Silver Seekers 5oz Poured Bar](https://coindex.app/photo/cnx62IJ)
$130ea - (5) [Intaglio 2oz Pan Am Round - Beautiful, high relief.](https://coindex.app/photo/g1Fb75E)
$98 - [PAMP 1.5oz Liberty/Solomon Islands in Assay](https://coindex.app/photo/jmqNEvy)
$76- [CRM 1.2oz Poured Button](https://coindex.app/photo/LypElp2) \- Local to me, handpoured round button, check out the pour lines/character.
$80ea ($64/oz) - [East India Company 1.25oz Silver](https://coindex.app/photo/hRhT0cG)
$75 - [Scottsdale Mint 1oz Seahorse in Plastic/Cardboard](https://coindex.app/photo/eY3dC3k)
$66ea - (4) Come and Take It 4-Way Divisible 1oz Bar
$65 - [2019 ASE 1oz](https://coindex.app/photo/YEKkSYZ)
$65 - [2010 ASE 1oz](https://coindex.app/photo/YEKkSYZ)
$64ea - (13) Random Year Canadian Maple 1oz
Prices good until I decide, at my discretion. Please allow me at least 1 day grace period to ship your order, as life happens and I am busy!
Payment: Accepting ZELLE, VENMO, CASHAPP in that order. **Zelle preferred**. If the transaction is large enough, we may have to split payment between a day or two, please understand I will ship when payment is fully complete.
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All items have been verified w/ my Sigma Investor - Please feel free to ask for verification on anything!
🚩🚩🚩- I reserve the right to change/refuse pricing based on spot price at the time of sale. NO holds!
Please ask if: 📸You need anymore photos of anything! ⁉️You have any questions!
\-💬Please post CHAT and message me, I will NOT message you first!!!
\-🚨BIN means you bought it at the listed price, and are ready to pay!
\-💸Payments accepted: Zelle, Venmo, Cashapp. Absolutely no notes: emojis ok
\-📦🚀📬Shipping: USPS $6 at/under 6oz, Priority $12 at/over 7oz+ this sale! Registered mail available at your expense! My liability ends when I hand the package off to the post office, though I will not cut corners on any packaging.
Thank you for taking a look.🫡

$CRM and $RCKT

6.5x is an extreme example, but PYPL has approached that recently. Maybe better to make my point by citing examples of 10x FCF, which happens much more reliably, as you see in CRM ADBE and others now

The moat in software was never about coding. Now more than ever, this is table stakes. The moat is distribution, network effects and switching-costs. In the case of Toast, the moat is stupid. After you hook up inventory mgmt, POS, CRM, etc, its almost impossible to switch. Or at least not rational, since it can break your business. And for what? 1% to 2% cost reduction? Doesn’t seem likely. The way I see this going is companies like Toast spinning up new AI products faster than ever and upselling clients. Clients will use software and AI more than ever, to automate even more things. Is not software who loses here

For CSPs I look for profitable mid-large cap companies I like (wouldn't mind holding) that are oversold on daily/weekly RSI that I suspect will bounce or are near to a bottom, and sell .3-.4 delta 30 dte. If the price hits my strike I roll straight out 30 days for a credit then take assignment if applicable and sell calls above cost basis. For example some of my current puts are NFLX, MSFT, NOW, CRM, ADBE, RDDT. As you can see I have a bias for software names right now.

I think CRM

C Suite budget Accenture guy thinks SaaS is ending because his small book of business replaced a few apps. No one is saying development isn't different. Just because its different doesn't mean that the companies that provide software are worthless. You are too far up your own data pipeline to understand the market.
I work heavily in regulated industries, fintech, insurance, biotech. Guess what, most of these companies don't have good development teams or risk appetite. They'd much rather pay for NOW, CRM to implement their workflows and enable AI than they would pay some Walmart consultant to develop a custom pipeline and drop it on their special needs IT group.
Most of these legacy SaaS companies aren't getting out competed by in-house build outs. They were rarely used by tech forward companies to begin with. What is happening, at least in the industries I'm consulting with is they are BUYING MORE SOFTWARE and using AI to more quickly integrate there systems so they can fire more developers.
Non-tech companies don't want to be in the business of maintaining an IT department. They weigh that heavily towards buying solutions vs hiring more people and managing more people.

Guys what is the best SaaS ETF? I want it to have NOW, CRM, SAP, TEAM etc.

Yeah, been thinking of adding more to my CRM holding. I may also open a position in NOW. Decisions, decisions...

Saw this on Twatter. Buy McDonald’s apparently. Drawdowns from highs:
Indices: SPY −3%, QQQ −8%, MAGS −11%
Mega cap: MSFT −31%, TSLA −36%, META −24%, GOOGL −22%, AMZN −16%, NVDA −12%, ORCL −65%, PLTR −41%, NFLX −46%, UBER −32%
Software: INTU −65%, TEAM −61%, ZS −59%, NOW −56%, WDAY −49%, ADBE −44%, CRM −43%, SHOP −39%, IBM −38%
Semis: SMCI −50%, SNPS −43%, ARM −37%, MRVL −36%, LRCX −27%, AMAT −24%, AVGO −21%
Emerging growth: OKLO −77%, RBLX −68%, UPST −68%, ACHR −65%, JOBY −64%, QBTS −63%, IONQ −60%, TEM −56%, HIMS −54%, APP −47%, CRWV −47%, IREN −47%, RDDT −40%, ALAB −35%, HOOD −34%
Crypto: BTC −49%, ETH −63% (−70% at the lows), MSTR −78%, BMNR −77%, COIN −60%, SOFI −49%
Space: SPCX −40% from its post-IPO high, back at the $135 offer price after the largest IPO in US history. ASTS −56%, RKLB −54%, LUNR −71%, RDW −65%, VOYG −50%, FLY −72%
Metals: Gold −27% from its January record, Silver −53%

7/23/2026 Daily Plays Sold PSIX 32.25 CRWV 82.25 and In ADBE 221.50 KVYO 16.25 PATH 10.50 bidded on UBER CRM NOW but 3 longs Bad earnings from ACI but saw 11 handle Premarket MBLY added to Plays GOOG GOOGL Capex! 75% of TSLA profit is unrealized gains from SPCX which by now is worse! Fair value 75?

While I do hold a more pessimistic view of AI than you seem to, Im not making an argument for AI pessimism in this thread; I'm making an argument for Saas optimism. Saas companies do not seem to be losing any revenue due to AI, and many of them even have clever new revenue streams built around using AI within their environment. WDAY, NOW, QLYS, VEEV, CRM etc have all had nice earnings beats this year. After
 the giant valuation cut Q1 made them actually worth buying into, they have been trading with high news cycle volatility, which has done well for me buying and selling over my usual buy and hold preference.