Just a quick update, with the 4 for 1 split, I am now short 7000 shares of CRM. I think there is room for it to go down a bit more, but have had my face ripped off shorting this before. Definitely a risky trade. Still believe in the BIDU long but will obviously reassess if it goes below 80 and makes that lower low.
Disclosure: I am long BIDU.
Additional disclosure: Long 700 shares of BIDU and short 7000 shares of CRM.