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.
Research Reports
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).
2011 Looks Bad for Salesforce.com
March 10, 2011
2011 looks like a bad year for Salesforce.com (CRM). Let me rephrase that: the company should be fine. The stock should not.
The Best Stocks We Missed in 2010
January 18, 2011
Here’s three of the Best Stocks we missed as they ran higher in 2010: Netflix (NFLX), Salesforce.com (CRM) and Opentable (OPEN).
Earnings
CRM 2024 Q2
March 26, 2024
Salesforce.com (CRM) is expected to report qtrly profits (EPS) and revenues:
Profits Estimates: $2.38 vs. $1.69 = +41%
Revenue Est: +11%