SalesForce.com Inc.

CRM-N

NYSE:CRM

177.85
2.59 (1.48%)
Salesforce.com, Inc. is an American cloud computing company headquartered in San Francisco, California.
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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.
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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.
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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.
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.
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SalesForce.com Inc. (CRM-N)
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.
DON'T BUY
DON'T BUY
March 12, 2019
Too high a multiple. She's watching it. Maybe buy when they stumble.
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Too 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.
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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.
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.
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SalesForce.com Inc. (CRM-N)
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.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.
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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.
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.

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SalesForce.com Inc. (CRM-N)
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.

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.

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SalesForce.com Inc. (CRM-N)
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.

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.

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$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.

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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.

PARTIAL SELL
PARTIAL SELL
July 11, 2018

The technical chart is exceptional. It has connectivity with client needs and provides a critical advantage. They have scale and can command a premium valuation to its competitors. They are constantly making their systems better. It has recurring revenue, which makes is superior to other tech holdings like the semi-conductor space. He has exited tech holdings in the portfolio, because the valuations have become too expensive compared to other sectors. He would take profit here.

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The technical chart is exceptional. It has connectivity with client needs and provides a critical advantage. They have scale and can command a premium valuation to its competitors. They are constantly making their systems better. It has recurring revenue, which makes is superior to other tech holdings like the semi-conductor space. He has exited tech holdings in the portfolio, because the valuations have become too expensive compared to other sectors. He would take profit here.

BUY WEAKNESS
BUY WEAKNESS
June 22, 2018

A very smart company. He would prefer to buy it on a pullback. Cloud computing benefits and they are making smart acquisitions. They have loyal clients, he says.

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A very smart company. He would prefer to buy it on a pullback. Cloud computing benefits and they are making smart acquisitions. They have loyal clients, he says.

WAIT
WAIT
June 8, 2018

Salesforce compared to Facebook and Google? Software company, trades at a high multiple, which is holding her back from buying. It’s more a momentum stock, any stumble and it will pull back. Not similar to Facebook or Google, which are advertising plays on the internet. Great company. Wait for pullback.

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Salesforce compared to Facebook and Google? Software company, trades at a high multiple, which is holding her back from buying. It’s more a momentum stock, any stumble and it will pull back. Not similar to Facebook or Google, which are advertising plays on the internet. Great company. Wait for pullback.

BUY
BUY
June 6, 2018

Banks and large companiy employees use Salesforce to interact with clients. They are a leader in this space. Likes the company. A growth name that will continue to grow due to demand for operational efficiency. Good leadership
now.

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Banks and large companiy employees use Salesforce to interact with clients. They are a leader in this space. Likes the company. A growth name that will continue to grow due to demand for operational efficiency. Good leadership
now.

WATCH
WATCH
June 1, 2018

They just reported great earnings numbers. They sell application software (which makes up over 25% of his portfolio), which is like Facebook where the Cloud plays a big role and eventually leads to subscription revenue. Their guidance is calling for 25% growth. He has a target buy price of $155. Trading at 7.2 times forward revenue, it is a little expensive.

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They just reported great earnings numbers. They sell application software (which makes up over 25% of his portfolio), which is like Facebook where the Cloud plays a big role and eventually leads to subscription revenue. Their guidance is calling for 25% growth. He has a target buy price of $155. Trading at 7.2 times forward revenue, it is a little expensive.

DON'T BUY
DON'T BUY
May 8, 2018

Valuation is too high. Watch and buy it during a dip. Forward PE is 60x.

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Valuation is too high. Watch and buy it during a dip. Forward PE is 60x.

BUY
BUY
April 10, 2018

Looks decent. Likes the upward trend. Earnings momentum and a strong relative performance compared to most other stocks. Good fundamentals. If it hits $128 in the fall it could mean a break-out. The recent dip saw a lot of buying from panic selling, which is a positive sign. It has since seen a good turnaround. Apply a 100-day moving average as your stop. Support level is strong at $103.

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Looks decent. Likes the upward trend. Earnings momentum and a strong relative performance compared to most other stocks. Good fundamentals. If it hits $128 in the fall it could mean a break-out. The recent dip saw a lot of buying from panic selling, which is a positive sign. It has since seen a good turnaround. Apply a 100-day moving average as your stop. Support level is strong at $103.

WATCH
WATCH
April 5, 2018

Users like their services. Doing $2.6 billion in Cloud and support revenue. Their subscription model is really driving this. There's debate about them reaching saturation. They just bought RealSoft. which he was going to buy. Salesforce's ability to work with other apps will lead them to continue to grow. It's on his radar.

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Users like their services. Doing $2.6 billion in Cloud and support revenue. Their subscription model is really driving this. There's debate about them reaching saturation. They just bought RealSoft. which he was going to buy. Salesforce's ability to work with other apps will lead them to continue to grow. It's on his radar.

DON'T BUY
DON'T BUY
March 9, 2018

This company tracks customer contacts. It is at or near all-time highs and is at 62 times earnings. He likes it is going to the cloud, but they will require 20% compound annual sales growth to defend it and he does not think they are there.

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This company tracks customer contacts. It is at or near all-time highs and is at 62 times earnings. He likes it is going to the cloud, but they will require 20% compound annual sales growth to defend it and he does not think they are there.

BUY WEAKNESS
BUY WEAKNESS
February 23, 2018

He thinks this tech stock is one for your portfolio, but at lower prices. A further retracement would be a good time to nibble at this one.

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SalesForce.com Inc. (CRM-N)
February 23, 2018

He thinks this tech stock is one for your portfolio, but at lower prices. A further retracement would be a good time to nibble at this one.

COMMENT
COMMENT
May 23, 2017

In the market we are in, there are several key multiyear themes at play. In a bull market, you tend to have a number of industries that have some structural shift taking place that benefit certain industries for a long period of time. This company is right in the middle of one of them. It is Cloud-based software. A really unique area, because when you are getting subscribers and new customers, recurring revenue just keeps on going. Expensive at about 80X this year’s earnings. However, it is growing at 30% a year and estimates are constantly being revised higher. He likes the software as a service and the Cloud-based software sector. The best companies always trade at high valuations.

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In the market we are in, there are several key multiyear themes at play. In a bull market, you tend to have a number of industries that have some structural shift taking place that benefit certain industries for a long period of time. This company is right in the middle of one of them. It is Cloud-based software. A really unique area, because when you are getting subscribers and new customers, recurring revenue just keeps on going. Expensive at about 80X this year’s earnings. However, it is growing at 30% a year and estimates are constantly being revised higher. He likes the software as a service and the Cloud-based software sector. The best companies always trade at high valuations.

COMMENT
COMMENT
May 10, 2017

A company he has not recommended because it is very expensive with a very high beta, and his clients can’t stomach that kind of risk. Prefers cheaper names in this sector.

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A company he has not recommended because it is very expensive with a very high beta, and his clients can’t stomach that kind of risk. Prefers cheaper names in this sector.

COMMENT
COMMENT
February 15, 2017

He doesn’t love this one. As a successful software business, it has gotten very high valuations. As a value investor, he doesn’t see why he would pay 40 or 50 times earnings. Prefers something like Google (GOOGL-Q) over this.

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SalesForce.com Inc. (CRM-N)
February 15, 2017

He doesn’t love this one. As a successful software business, it has gotten very high valuations. As a value investor, he doesn’t see why he would pay 40 or 50 times earnings. Prefers something like Google (GOOGL-Q) over this.

COMMENT
COMMENT
December 1, 2016

A great company. The stock hasn’t gone up a lot, and is still trading at a very high valuation level. You are paying for a lot of good things to happen. Today, when there are so many good companies that are still growing and have pretty powerful brands, they are more attractive from a valuation standpoint, and those are the things that he is looking at. You are taking more risk in a name like this that is trading at a 70X earnings multiple.

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A great company. The stock hasn’t gone up a lot, and is still trading at a very high valuation level. You are paying for a lot of good things to happen. Today, when there are so many good companies that are still growing and have pretty powerful brands, they are more attractive from a valuation standpoint, and those are the things that he is looking at. You are taking more risk in a name like this that is trading at a 70X earnings multiple.

PAST TOP PICK
PAST TOP PICK
March 29, 2016

(A Top Pick March 23/15. Up 6.86%.) Still thinks this is an excellent company and he toyed with the idea of buying more. However, at the beginning of the year everything got thrown out with the bathwater. A very high valuation stock. Thinks the market is starting to award deep value over growth. Currently he still has a very small holding.

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(A Top Pick March 23/15. Up 6.86%.) Still thinks this is an excellent company and he toyed with the idea of buying more. However, at the beginning of the year everything got thrown out with the bathwater. A very high valuation stock. Thinks the market is starting to award deep value over growth. Currently he still has a very small holding.

Showing 1 to 30 of 38 entries

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

Stockchase rating for SalesForce.com Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

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 2020-05-22, SalesForce.com Inc. (CRM-N) stock closed at a price of $177.85.