Salesforce

$Salesforce(CRM.US)

Salesforce: Turnaround, or the death of SaaS?

Salesforce’s 22.6% jump looks less like a dead-cat bounce and more like the market finally giving AI-enabled SaaS credit. Q2 FY27 revenue rose 11% to US$11.35bn, while cRPO grew 14% to US$33.5bn. FY26 itself delivered US$41.5bn revenue, +10%, with strong cash generation.

The ClaudeForce partnership is important: Salesforce is embedding Claude into workflows rather than fighting AI head-on. AI product ARR has reportedly reached nearly US$3.9bn.

Stance: This looks more like a SaaS reset than its death. Fundamentals are improving, but after the surge, valuation has quickly rerated. Technically, the breakout is powerful, but $252 is now a major reference point; chasing here carries risk.

For an option writer, I’d favour 30–45 DTE covered calls, around 10–15% OTM, targeting Delta ≤0.20. With CRM around $252, September $280–290 calls offer a better assignment buffer; premiums around $0.15–$0.50 are currently indicated, depending on strike/liquidity.

Bottom line: own the turnaround, but sell calls patiently rather than chase the rally.

Not financial advice.$Salesforce(CRM.US)

I know what I’m talking about

It's coming to the end of the month - also where most of the major companies have already reported earnings. As expected, the earnings season has seen some companies rally after posting magnificent results while others slump after posting weaker guidance or simply just due to traders taking profit. It is important to monitor and read in depth into the earnings report of your holdings, but also sometimes the share price don't go as expected due to fear (of say higher capex for e.g.) or just because it was already priced in.

$Palantir Tech(PLTR.US)

Context: Palantir climbed more than 5% yesterday to $185, hitting its highest level in nearly a month. The advance came as the software sector rallied broadly, sparked by Salesforce's earnings beat. Palantir's own fundamentals underpinned the rally. Second-quarter revenue surged 93% year-over-year to $1.94 billion, with US commercial revenue jumping 149%. The company raised its full-year revenue guidance to $8.15 billion to $8.16 billion, posting a 55% net profit margin.

My Trade: Perhaps I sold a tad bit too early right after earnings? Nevertheless, it was still some little nice profits from its low of $120.

Takeaway: Don't count out the software sector just yet. Rotation is bound to happen sooner or later, and some are already rotating their capital back into the software sector after taking profits from elsewhere. @Captain's Treasure

$Salesforce(CRM.US) stays solid green on strong volume. Advantage of being a 15 P/E stock with positive FCF and transforming from AI victim to beneficiary.

Frencken’s private placement has diluted the share price but I think there is no need to panic. The new capital will give the company a more solid financial position to pursue expansion and mergers and acqusitions.

🌟🌟🌟The SaaS-pocalypse is officially cancelled & software stocks are being re-rated hard. This proves that AI isn't an existential executioner. AI is actually the ultimate catalyst for software stocks.

The latest market closing numbers tell the whole story of this short squeeze renaissance. 3 software stocks $Okta(OKTA.US)$Salesforce(CRM.US)& $CrowdStrike(CRWD.US)are up double digits.

The latest fiscal Q2 numbers prove that enterprise software is successfully absorbing the AI Capex boom.

The software sector isn't going obsolete. It is simply upgrading its armour.

It will be Fed chairman Warsh’s first speech at Jackson’s Hole and the market will be closely trying to figure out his stance. Hawkish or dovish? I don’t think he will say much but maintain that the Fed will do what is necessary yadah yadah. 🤓