SalesForce.com Inc.

CRM-N

NYSE:CRM

229.63
2.28 (0.98%)
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
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.

Andrew Pyle
Price
$135.550
Owned
No
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.

Kim Bolton
Price
$130.520
Owned
Yes
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.

Christine Poole
Price
$128.750
Owned
No
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.

Brian Acker, CA
Price
$114.960
Owned
Unknown
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.

David Burrows
Price
$88.490
Owned
No
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.

John Burke
Price
$87.310
Owned
No
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.

Colin Stewart
Price
$81.670
Owned
No
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.

Colin Stewart
Price
$68.460
Owned
No
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.

John Stephenson
Price
$72.300
Owned
Yes
PAST TOP PICK
PAST TOP PICK
February 18, 2016

(A Top Pick Feb11/15. Up 4.93%.) Unfortunately, this has become a bit of an ATM stock, where people have been coming out a bit. Has been an investor favourite for many years. Unfortunately, technology has been under pressure lately for the last 6-7 weeks, so he had to lighten up.

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SalesForce.com Inc. (CRM-N)
February 18, 2016

(A Top Pick Feb11/15. Up 4.93%.) Unfortunately, this has become a bit of an ATM stock, where people have been coming out a bit. Has been an investor favourite for many years. Unfortunately, technology has been under pressure lately for the last 6-7 weeks, so he had to lighten up.

John Stephenson
Price
$61.700
Owned
Yes
TOP PICK
TOP PICK
March 23, 2015

This is one of the best cyclical technology stocks. They are rolling out `wave` and growing quickly in the 25-30% range for cash flow. It still has upside to come. This is early stage to a growth roll out.

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This is one of the best cyclical technology stocks. They are rolling out `wave` and growing quickly in the 25-30% range for cash flow. It still has upside to come. This is early stage to a growth roll out.

John Stephenson
Price
$67.660
Owned
Yes
TOP PICK
TOP PICK
February 11, 2015

Basically a customer relationship management tool. It allows you to put in customers names for mass mailings, etc. Their growth is phenomenal at 20%-25% per annum. A lot of that is flowing to the bottom line. Bottom line performance is growing at 25%-35%. Relatively small as a company, so it has a long ways to go.

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SalesForce.com Inc. (CRM-N)
February 11, 2015

Basically a customer relationship management tool. It allows you to put in customers names for mass mailings, etc. Their growth is phenomenal at 20%-25% per annum. A lot of that is flowing to the bottom line. Bottom line performance is growing at 25%-35%. Relatively small as a company, so it has a long ways to go.

John Stephenson
Price
$58.800
Owned
Yes
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