NYSE:CRM
196.38
1.34
(0.68%)
Salesforce.com, Inc. is an American cloud computing company headquartered in San Francisco, California.
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SalesForce.com Inc.
CRM-N
Analysis and Opinions about CRM-N
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
May 5, 2020
They have a moat, a durable advantage with a high-switching cost moat. This means that it would be a big hassle for a company to leave Salesforce and learn/train a new CRM elsewhere, even if that CRM is say 50% cheaper. He follows SF, but is expensive now. He also doesn't like their rising share count. CRM is merely okay, but pricey.
Show full opinionHide full opinion
They have a moat, a durable advantage with a high-switching cost moat. This means that it would be a big hassle for a company to leave Salesforce and learn/train a new CRM elsewhere, even if that CRM is say 50% cheaper. He follows SF, but is expensive now. He also doesn't like their rising share count. CRM is merely okay, but pricey.
BUY WEAKNESS
BUY WEAKNESS
March 5, 2020
Financial performance has been very good. But it's really expensive. If you can see that negative sentiment gives a better entry point, he'd take a closer look at it.
Show full opinionHide full opinionFinancial performance has been very good. But it's really expensive. If you can see that negative sentiment gives a better entry point, he'd take a closer look at it.
HOLD
HOLD
November 13, 2019
The king of software service, who lead the way in tech subscriptions. He has a 4.5% holding in his portfolio. Revenue continues to grow by over 10% consistently. He still seems them being able to extend their runway. His price target is $183.50.
Show full opinionHide full opinionThe king of software service, who lead the way in tech subscriptions. He has a 4.5% holding in his portfolio. Revenue continues to grow by over 10% consistently. He still seems them being able to extend their runway. His price target is $183.50.
DON'T BUY
DON'T BUY
March 12, 2019
Too high a multiple. She's watching it. Maybe buy when they stumble.
Show full opinionHide full opinionToo high a multiple. She's watching it. Maybe buy when they stumble.
BUY
BUY
March 4, 2019
They just released earnings and down today and after-hours. The top of their chart was right on expectations. Guidance was towards the lower end of expectations. That said, all software companies have been off. He's underweight CRM. $172.75 price target, but this is not expensive compared to its software peers. Also, PEG ratio is 1.68. Buy it around $140.
Show full opinionHide full opinionThey just released earnings and down today and after-hours. The top of their chart was right on expectations. Guidance was towards the lower end of expectations. That said, all software companies have been off. He's underweight CRM. $172.75 price target, but this is not expensive compared to its software peers. Also, PEG ratio is 1.68. Buy it around $140.
BUY
BUY
February 12, 2019
vs. Netflix He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble.
Show full opinionHide full opinionvs. Netflix He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble.
COMMENT
COMMENT
February 6, 2019
A big name in IGV-A, a software ETF he loves and is a core holding. CRM-N has sustainable 20% annual growth and it continues to have a strong reoccurring revenue steam. It may be expensive at 9 times forward sales, which could create volatility going forward.
Show full opinionHide full opinionA big name in IGV-A, a software ETF he loves and is a core holding. CRM-N has sustainable 20% annual growth and it continues to have a strong reoccurring revenue steam. It may be expensive at 9 times forward sales, which could create volatility going forward.
HOLD
HOLD
February 1, 2019
It has been quite the industry leader for cloud customer relations. Its growth is fabulous. It is just a challenge to buy at good value. If you own it, continue to hold.
Show full opinionHide full opinionIt has been quite the industry leader for cloud customer relations. Its growth is fabulous. It is just a challenge to buy at good value. If you own it, continue to hold.
BUY
BUY
January 22, 2019
The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
Show full opinionHide full opinionThe poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.
BUY
BUY
January 21, 2019
Pricey, but he likes what they do in the Cloud. They can generate a lot of free cash flow. CRM meets his ROE threshold. He should've bought them on Boxing Day. On an excellent stock.
Show full opinionHide full opinionPricey, but he likes what they do in the Cloud. They can generate a lot of free cash flow. CRM meets his ROE threshold. He should've bought them on Boxing Day. On an excellent stock.
STRONG BUY
STRONG BUY
October 31, 2018
He would definitely be a buyer down at these levels. At current prices levels, it is right behind MSFT-N as a buy. He has a one year price target of $182.
Show full opinionHide full opinionHe would definitely be a buyer down at these levels. At current prices levels, it is right behind MSFT-N as a buy. He has a one year price target of $182.
COMMENT
COMMENT
September 24, 2018
Shopify vs. Salesforce He owns Shopify, though their PE ratio is really high. He uses Salesforce's product. Shopify has had a tremendous run, but he expects competition to hit them, offering a cheaper service. That said, Salesforce's moat is good--it isn't worth saving, say, $30 a month to learn a brand-new business software for your business. Salesforece has also been around longer and proven their staying power, whereas Shopify's stock price is based on future projections. Also, Shopify has a longer runway for growth than Salesforce.
Shopify vs. Salesforce He owns Shopify, though their PE ratio is really high. He uses Salesforce's product. Shopify has had a tremendous run, but he expects competition to hit them, offering a cheaper service. That said, Salesforce's moat is good--it isn't worth saving, say, $30 a month to learn a brand-new business software for your business. Salesforece has also been around longer and proven their staying power, whereas Shopify's stock price is based on future projections. Also, Shopify has a longer runway for growth than Salesforce.
BUY WEAKNESS
BUY WEAKNESS
September 11, 2018
They started offering software as a service very early and have done very well. There are high expectations built into the stock price and she would not buy at this level. It is very richly valued but it is on her watchlist when there is a broad pullback in the market.
They started offering software as a service very early and have done very well. There are high expectations built into the stock price and she would not buy at this level. It is very richly valued but it is on her watchlist when there is a broad pullback in the market.
DON'T BUY
DON'T BUY
August 30, 2018
$59.74 is his model price and it is at 61% above that. If you ever got a correction or bad news it would be worthy of consideration.
$59.74 is his model price and it is at 61% above that. If you ever got a correction or bad news it would be worthy of consideration.
BUY WEAKNESS
BUY WEAKNESS
August 27, 2018
It is like any other cloud provider. What they do is very compelling. From a price point of view and what they add to a company, it is compelling. There is no tariff exposure. He feels like he missed the boat on this one.
It is like any other cloud provider. What they do is very compelling. From a price point of view and what they add to a company, it is compelling. There is no tariff exposure. He feels like he missed the boat on this one.
SalesForce.com Inc.(CRM-N) Rating
Ranking : 3 out of 5
Bullish - Buy Signals / Votes : 1
Neutral - Hold Signals / Votes : 1
Bearish - Sell Signals / Votes : 1
Total Signals / Votes : 3
SalesForce.com Inc.(CRM-N) Frequently Asked Questions
What is SalesForce.com Inc. stock symbol?
SalesForce.com Inc. is a American stock, trading under the symbol CRM-N on the New York Stock Exchange (CRM). It is usually referred to as NYSE:CRM or CRM-N
Is SalesForce.com Inc. a buy or a sell?
In the last year, 3 stock analysts published opinions about CRM-N. 1 analyst recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is DON'T BUY. Read the latest stock experts' ratings for SalesForce.com Inc..
Is SalesForce.com Inc. a good investment or a top pick?
SalesForce.com Inc. was recommended as a Top Pick by Jason Del Vicario on 2020-05-05. Read the latest stock experts ratings for SalesForce.com Inc..
Why is SalesForce.com Inc. stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is SalesForce.com Inc. worth watching?
3 stock analysts on Stockchase covered SalesForce.com Inc. In the last year. It is a trending stock that is worth watching.
What is SalesForce.com Inc. stock price?
On 2020-07-07, SalesForce.com Inc. (CRM-N) stock closed at a price of $196.38.
