CRM – School of Hard Stocks

Research Reports

Salesforce (CRM) AI Investments Aren’t Converting to Revenue Fast Enough

October 6, 2025

Agentforce was expected to be the next catalyst for Salesforce (CRM). But CRM stock is weak as growth slows from prior years.

Salesforce (CRM) Acquires Informatica to Integrate Different Types of Data

July 1, 2025

Salesforce (CRM) has snapped up Informatica, a company that integrates data from different sources, adding to its repertoire.

Salesforce (CRM) Stock Could Slump as CEO’s Delay Decisions on Software Deals

April 9, 2025

Salesforce (CRM) is doing very well, but Trump’s new tariffs are causing uncertainty, and could lead to delays CRM getting new deals.

Agentforce is the Next Evolution of Salesforce (CRM) as AI Software Heats Up

January 28, 2025

Salesforce (CRM) has a catalyst with its new Agentforce, an AI assistant. Plus, potentially lower AI Cap Ex costs could help profits.

Salesforce (CRM) is Redefining Enterprise Software with its Agentforce AI Platform

September 17, 2024

Salesforce (CRM) management is excited about its new Agentforce AI software, which could reinvigorate CRM’s slow sales growth.

Salesforce (CRM) Stock Declines as Growth is Expected to Simmer Down

June 16, 2024

Salesforce (CRM) stock fell as the company is experiencing softness in its sales cycle. But now the stock is a better deal than it was.

Salesforce (CRM) is Growing Great as it Becomes a Leader in AI Software

April 9, 2024

Salesforce (CRM) has evolved into a faster growing company with its two catalysts: Data Cloud and Einstein its AI chatbot.

Salesforce (CRM) is Scoring Big Deals With its Data Cloud and AI Chatbot

December 19, 2023

Salesforce (CRM) grew its $1 million deals 80% year-over-year as its customers are loving its Data Cloud and Einstein GPT Copilot.

Salesforce (CRM) Continues to Expand Margins with Huge Percentage Gains

September 26, 2023

Salesforce (CRM) enjoyed its second consecutive qtr in which its operating margin grew more than 10 percentage points.

Salesforce (CRM) is Scrutinizing Expenses, and Profit Margins are Soaring

July 13, 2023

Salesforce (CRM) is scrutinizing expenses, and last qtr sending profit margins soared to 27.6%, up from just 17.6% a year-ago.

Salesforce (CRM) Delivers Blockbuster Results as the Shares Soar

April 12, 2023

Salesforce (CRM) delivered an amazing quarter that sent the shares higher. But we are still in a weak environment for software.

Tougher Decision Making is Weighing Down Salesforce (CRM) Stock

January 14, 2023

Like most big tech stocks, Salesforce (CRM) is dealing with a challenging purchasing environment that’s hampering its stock.

Salesforce (CRM) Lowers Guidance As the Recession Hits Software

September 16, 2022

Salesforce (CRM) started to see more “measured buying behavior” in the last month of last qtr. That means demand might worsen.

The Strong US Dollar is Cutting into Salesforce’s (CRM) Financial Results

July 12, 2022

Salesforce (CRM) is dealing with a strong USD, which is cutting into revenue estimates. And a recession hampers software deals.

Salesforce (CRM) Was Making a Lot of Profits on Tech Stocks

March 27, 2022

Salesforce (CRM) had been making a lot of money on tech stock investments, Now the NASDAQ is down, and so are those profits.

Slack Drives Revenue Growth at Salesforce

January 31, 2022

Salesforce (CRM)’s recently acquired messaging app Slack exceeded expectations during its first full quarter with the company.

Salesforce Software Helps Large Organizations Sell

November 14, 2021

Salesforce (CRM) software is a perfect fit for large companies looking to store customer data and acquire new customers as well,

Salesforce is Flatlining While Profits Are Expected to Fall

August 10, 2021

Salesforce (CRM) is growing sales at a brisk pace, but profits are expected to decline this year, which is keeping CRM in check.

Salesforce Aims to Double Revenue in Five Years

May 21, 2021

Salesforce (CRM) aims at taking annual revenue from $21 billion to $50 billion in five years, which might double the stock price.

Salesforce Buys Slack, Gains the Best Work Chat Software

February 17, 2021

Salesforce (CRM) is buying Slack, which is great. But most of CRM’s profits last qtr came from gains from the Snowflake IPO.

Salesforce Blows Away Earnings Estimates as Businesses Adapt

September 28, 2020

Salesforce (CRM) delivered a knockout quarter as organizations upgraded their software due to COVID-19.

Salesforce Has the Perfect Blend of Products for a Digital World

July 15, 2020

Salesforce (CRM) is a machine that evolves by acquires leaders in growing software fields, like Tableau for web analytics.

Salesforce’s Acquisition of Tableau Has Zapped Profit Growth

April 16, 2020

Salesforce’s (CRM) acquisition of Tableau software last year and this has slashed CRM’s qtrly profit growth rate.

Salesforce Stock Gets All-Hyped-Up After Broker Upgrade

January 15, 2020

Salesforce (CRM) stock jumped this month after a brokerage firm upgrade. To Sharek this seems to be all-hype.

Salesforce’s Profit Estimates Take a Tumble

October 17, 2019

Salesforce (CRM) just has 2020 and 2021 profit estimates slashed. Here’s why CRM might be rangebound for a while.

Is Salesforce Stock Undervalued? Or Am I Wrong?

July 25, 2019

Salesforce (CRM) is one of the only undervalued software stocks that I follow. Unless I’m missing something here.

Analysts Expect 0% Profit Growth From Salesforce

March 14, 2019

Analysts expect 0% profit growth from Salesforce.com (CRM) this year. Wow! That would be down from 104% last year.

Salesforce Stock Has Huge Upside

January 2, 2019

Shares of Salesforce (CRM) are looking great as this could be a once-in-a-decade opportunity to get one of the market’s top stocks.

Salesforce Could Beat Expectations Going Forward

October 10, 2018

Salesforce (CRM) management just upped 2018 profit estimates. But analysts didn’t increase qtrly estimates. CRM could beat the street.

Salesforce Expecting 70% Profit Growth This Year

July 25, 2018

Salesforce (CRM) is expecting profit growth of 70% this year as a change in the tax law is pushing profits into the period the contract was signed.

Salesforce Gets a Big Boost in Estimates

April 26, 2018

Lower taxes and an accounting change has boosted Salesforce.com’s (CRM) 2018 outlook, which ups our Fair Value on the stock.

Salesforce Teaming With Google Will Help Companies

November 8, 2017

Salesforce (CRM) is teaming up with Google to make it even easier (and more effective) to get new customers with Salesforce’s software and Google ads.

Salesforce Shoots to a New High After Earnings

August 2, 2017

Salesforce.com (CRM) shot to a new All-Time high after it reported earnings — growth of just 17%. Seventeen percent growth with a P/E of 68? Why so high?

Salesforce Has Clear Sailing Ahead — After This Qtr

April 21, 2017

Salesforce.com’s (CRM) stock is hot. And the company continues to deliver impressive results. 2017 looks to be a banner year –once we get past this qtr.

Salesforce.com’s Valuation Makes the Stock Attractive

December 16, 2016

Salesforce.com (CRM) usually has an enourmous P/E ratio — and rightly so. But after a year of flatlining the multiple is at one of the lowest points in years.

I Figured Salesforce’s Numbers Would Look Better Than This

June 13, 2016

Salesforce.com’s (CRM) stock has been doing well, but after updating its spreadsheet today I thought the numbers would look better than this.

Salesforce.com is a Great Company with a P/E in the Clouds

April 16, 2016

Salesforce.com (CRM) is one of the best stocks I don’t own, but the P/E of 69 is sky high.

Valuation in the Clouds

December 30, 2015

Salesforce.com (CRM) always has a valuation in the clouds, and I will look to buy this dynamic company on a dip.

Sky High Valuation

November 4, 2015

Salesforce.com (CRM) has a sky-high valuation — as it always does. The thing to do is buy CRM on a dip, regardless of the P/E.

Attack the High Multiples!!!

April 28, 2014

High P/E stocks have been getting attacked in the stock market, here’s where I think Salesforce.com (CRM) would be a good buy.

Salesforce is a Good Short

October 11, 2012

I usually don’t suggest investors short a stock, but Salesforce.com (CRM) is an exception. I just don’t think CRM can go higher.

CRM Lowers Estimates, Stock Bolts From $100 to $150

March 30, 2012

Ok, this makes no sense. Salesforce.com (CRM) just bolted from $100 to $150. Now the stock has a P/E of 111. Yes, one hundred and eleven.

Bad Oracle News Pushes Salesforce.com to the Downside

December 27, 2011

Oracle (ORCL) reported poor quarterly results last week. But the real news was it’s likely other software companies will have trouble too — namely Salesforce.com (CRM).