Salesforce Inc

Insider Buying Week 03-20-26 When Macro Trumps Everything

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Insider Buying Week 12-19-25 Waiting on Godot? the Santa Claus Rally?

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The AI trade is on, it’s off. I feel like I’m leaving in two realities. One where the plane is flying along and as soon as the AI Capex cycle hits a speed bump, the plane lurches into stall speed. The other one, completely divorced from the Capex cycle is entirely dependent on stock market levitation and the wealth effect. It’s interest rates not AI.  Of course there is a wealth gap chasm in between- and most of us live there. The change is coming. The current low VIX is just the quiet before the cannon fire. Be ready to … Read more

Insider Buying Week 09-12-25 Market Climbs the Wall of Worry SATS leaves the Atmosphere

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Nothing much to write about regarding notable insider buys; there wasn’t much of note. But that Doesn’t mean there isn’t great profit making opportunities.

C Level officers, directors and 10% or more shareholders are the insiders that are required to file Form 4 within 48 hours. The quarterly earnings blackout period has prevented some insiders from buying last week but it didn’t prevent insiders at EchoStar, SATS, from unloading over $25 million of their stock now that Elon Musk put a bid on the table for Dish’s wireless spectrum that caused SATS to go from$28 to Friday’s closing price of $74.89, just a mere 166% increase in value.

If you ignore insider buying, well you just missed the biggest stock market gift you’ll likely get in any nine month period.  It was only back in December that Charlie Ergen, founder of Dish and wireless spectrum speculator, (now legendary) added $43.5 million shares of SATS on the open market at $28.04 . At the time it was reported he owned  holdings of 16,042,800 shares.  You might ask yourself as a DIY investor, how do I get in on this?  You might ask your financial advisor or hedge fund manager where were you when Charlie loaded up.

Well, you guessed it- they were not paying attention to insider buying.

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Insider Buying Week 04-11-25 Every Bear Market Ends with a Tsunami of Insider Buying

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What a great time to be an insider. Every bear market since 2001 has only ended with a plethora, a tsunami of insider buying. Nothing like that has yet happened. Pay close attention to what Insiders are doing with their own money. Pay NO attention to buy-back announcements unless they are backed with real actions.  Many buy-backs are more aspirational than real. Buy-backs are often just an attempt to keep the share count stable from all the share issuances. Name: Oscar Munoz Position: Director Transaction Date: 04-03-2025  Shares Bought: 3,882 shares an Average Price Paid of $257.28 for Cost: $998,773 … Read more

Insider Buying Week 04-04-25 Provides No Hope for Bulls

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As measured by the S&P 500, the market declined by 9.1% last week, its worst performance since the Covid crash in March 2020. And like Covid, it felt as if we were at the beginning of something ominous, unknown, and even deadly. Insider buying, which normally boosts markets confidence, was conspicuously absent due to the quarterly blackout that keeps most insiders sidelined 30 days prior to the end of their quarterly reporting period and until after they report earnings. Most insiders will not be involved in insider buying during the next two to three weeks.  No help coming from them. … Read more

Insider Buying 03-07-25 Chaos-2.0 Treasure Hunt Continues

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CHAOS 2.0 unfolds as expected with a sharp drop in interest rates as market participants pivot from worrying about inflation to crumbling public sentiment and the likelihood of rising unemployment numbers.  February employment numbers failed to assuage the sense that the U.S. economy is about to rollover as an inconsistent implementation of tariffs, pall-knell like approach to trimming Government fat, and a clear failure to lead the electorate has created a witch’s pot of discontent.  Stocks are predictably down, the only question being is this a trend or a bottom. The jury is still out on that. As for me, … Read more

Insider Buying Week 06-28-24 The Emperor has no Clothes

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In addition to the lack of insider buying, there was a Presidential debate last week between a sitting President with a blank stare and an ex-President who has shown us he will stop at nothing to stay President. Somehow, the stock market doesn’t care. Name: Oscar Munoz Position: Director Transaction Date: 2023-06-21 Shares Bought: 2,051 Average Price Paid: $243.69 Cost: $499,806 Company: Salesforce Inc. (CRM) Salesforce, Inc. was established in 1999 and is based in San Francisco, California. Salesforce, Inc. develops Customer Relationship Management technology that connects businesses and customers globally. The company’s services include sales, which stores data; monitors … Read more