Seeking Alpha

CRM
salesforce.com, inc. - NYSE

7/10/2014, 1:18 AM ET
Quote & Analysis Breaking News StockTalk
crm chart
Today 5d 1m 3m 1y 5y 10y
52wk high:  
52wk low:  
EPS:  
PE (ttm):  
Div Rate:  
Yield:  
Market Cap:  
Volume:  
FOCUS  |  RELATED  |  TRANSCRIPTS  |  OTHER NEWS & PR
  • Is Salesforce Still A Force To Be Reckoned With? An Algorithmic Perspective
    I Know First Research Mon, Jul. 7 6 Comments

    Summary

    • Salesforce is not an easy decision, where buying and selling is concerned, and for due cause: it is an extremely volatile stock with a questionable growth strategy.
    • However, strategic alliances, new datacenters, and increased hiring suggest that Salesforce may be worthy of consideration by investors.
    • Specifically, I Know First predicts a bullish forecast for the company in the 3-month and year-long periods.
  • Salesforce Ventures Into Patient Relationship Management With Royal Philips Alliance
    Trefis Mon, Jun. 30 2 Comments

    Summary

    • The 'New Industries Strategy' is designed to help businesses derive greater value from their customer relationship management suites by deploying specific Salesforce CRM solutions.
    • During the announcement, the company announced that it expects significant demand for such customized solutions from six industry groups globally.
    • Recently, Salesforce announced a strategic alliance with Dutch-based technology solutions company, Royal Philips, to deliver an open, cloud-based healthcare platform.
  • Microsoft Targets Enterprise Clients With Strategic Salesforce.com Partnership
    Trefis Mon, Jun. 9 7 Comments

    Summary

    • The effort includes Salesforce.com's CRM app on Microsoft's Windows and Azure platforms, and interoperability between Salesforce.com's SaaS applications and Microsoft Office 365.
    • We believe Microsoft is strategically positioned to target enterprise clients since corporations around the world continue to favor Windows as their Operating System.
    • Moreover, Salesforce's CRM delivered through cloud resonates well with small and medium enterprises that lack dedicated hardware budgets to complement on-premise CRM bundles.
  • Salesforce.com: Unjustified Valuation And Repetitive Losses
    Gemstone Equity Research Mon, May. 26 8 Comments

    Summary

    • Salesforce managed to beat analyst expectations regarding its latest-quarter sales, and generated 37% YOY growth.
    • Excessive increases in expenses overshadowed the rise in revenues, so earnings failed to reflect the impressive revenue increase.
    • Salesforce has a robust cash flow position that allows it to continue spending on R&D, sales and marketing.
    • Salesforce's valuation is trading at an excessive valuation, which provides an opportunity for investors to generate some profits from the stock.
  • Why The Shorts Are Wrong About Salesforce.com
    Renu Singh Thu, May. 22 23 Comments

    Summary

    • Salesforce.com is seeing rapid growth in revenue, and the company has increased its full-year revenue forecast.
    • Salesforce's earnings are expected to grow at double the rate of the industry average for the next five years, making it a solid investment.
    • However, Salesforce's short float has been growing, but investors should ignore it and focus on the company's strong business.
  • Is Stumbling Salesforce.com A Buy?
    Achilles Research Thu, May. 22 9 Comments

    Summary

    • Salesforce.com beat analyst estimates in terms of Q1 2015 revenues and earnings.
    • The cloud company also beat analyst predictions with respect to Q2 2015 sales and raised its full-year sales outlook.
    • In the absence of meaningful earnings, is 30% sales growth enough to justify this high equity valuation?
  • Salesforce.com Earnings: Revenue Growth Strategy Continues To Trim Margins
    Trefis Wed, May. 21 3 Comments

    Summary

    • Quarterly revenues reached approximately $1.28 billion for the company, with $1.15 billion recognized from its subscription and support business.
    • The subscription and support business is Salesforce's largest division, and the company has been reinvesting aggressively to accelerate its revenue growth rate.
    • Revenues from its professional services business, which include various consulting and other training services to its customers, expanded 58% on a year-on-year basis.
  • Salesforce.com - Same Story, Solid Top-Line Revenue Growth Combined With Widening Losses
    The Value Investor Wed, May. 21 16 Comments

    Summary

    • Top-line revenue growth remains impressive.
    • As the company spends an annualized $37,000 per employee in stock-based compensation.
    • Phony non-GAAP earnings are not that relevant as GAAP losses continue to widen.
  • Salesforce.com Remains My Favorite Short
    Michael Blair Wed, May. 21 59 Comments

    Summary

    • Another incredible quarter of sales growth.
    • Another quarter where expenses grew even faster than sales.
    • Another pile of options exercised by management and the stock promptly sold.
    • The game goes on. Don't be left holding the bag when it stops.
  • Salesforce.com Is A Sell
    Seeking Profits Wed, May. 21 6 Comments

    Summary

    • CRM was flat after-hours as investors digested a mildly-positive earnings report.
    • While revenue was up 38%, deferred revenue is growing more slowly, and expense increases are keeping profits from growing substantially.
    • At 100x earnings with high expenses and slowing revenue growth, I would be a seller of CRM.
  • Microsoft Should Buy Salesforce.com Before It Reaches $60
    Wall Street Playbook Mon, May. 19 22 Comments

    Summary

    • Salesforce's valuation, which continues to apply a "N/A" in the P/E column, is the only thing keeping value investors at bay.
    • After a decade of outperformance, it's time to take this company seriously, especially on this recent pullback.
    • If the company can guide with enough confidence to affirm near-term outperformance, Salesforce should reach the $60 mark within days of this report.
  • Salesforce.com Pre-Earnings: Expect Top Line Acceleration, Margin Contraction
    Trefis Fri, May. 16

    Summary

    • Revenues for the company have seen tremendous growth, registering an annualized growth rate exceeding 30% since 2008.
    • This high growth $4 billion software company also is aggressively investing in its business.
    • Salesforce.com recently announced a strategic shift to offer specific solutions across industry verticals, a move that may depress operating profit margins.
  • Earnings Preview: Salesforce.com Q1 2015
    Selerity Research Fri, May. 16 6 Comments

    Summary

    • Salesforce.com (CRM) is slated to report 1Q 2015 earnings after the bell on Tuesday, May 20th.
    • Non-GAAP Earnings Per Share (EPS): Company guidance is $0.09 - $0.10. The Street estimate is $0.10 (range $0.09 to $0.12).
    • Revenues: Company guidance is $1.205 bln to $1.210 bln. Analysts expect an increase of 35.4% y/y to $1.21 bln (range $1.16 bln to $1.23 bln).
  • Salesforce.com's Growth Is From Standard Operating Procedures
    Bottom Up Investing Wed, May. 14 18 Comments

    Summary

    • CRM should reap the benefits of increased product offerings during fiscal 2015.
    • The shares are trading slightly above their intrinsic value of $49 per share.
    • The technicals are bullish, with the primary trend being bullish and the intermediate trend being bearish.
  • Why Salesforce.com's Future Growth Is Already Factored In
    Valuentum Sun, May. 11 3 Comments

    Summary

    • Salesforce.com's top line is growing nicely, but its valuation largely reflects this.
    • The firm registers a 3 on the Valuentum Buying Index. We prefer higher rated firms.
    • In the valuation context, other big-cap software giants such as Microsoft look like a steal compared to Salesforce.com.
  • Salesforce.com Is Vulnerable To Aggressive Pricing By Competitors
    Michael Blair Fri, May. 2 12 Comments

    Summary

    • Cloud companies are coming under pressure in the stock market.
    • A round of significant price cutting for cloud services seems to be the cause.
    • Salesforce.com is particularly exposed.
  • Salesforce In The Red For Now, But Not Forever
    Balanced Investing Wed, Apr. 23 16 Comments

    Summary

    • CRM has achieved excellent top-line growth over the past several years. However, higher marketing has led to the company reporting losses that have frustrated investors.
    • The CRM market continues to grow, and higher marketing expenses may put a dent on the bottom line now, but it will eventually be profitable in the long term.
    • The new strategy may turn out to be lucrative by catering to the relevant industries with more detail and precision.
    • Investors should watch for when the company establishes a hold level for its market share that it desires and reduces its marketing expense in the future.
  • Is Salesforce.com A Good Investment?
    IAEResearch Wed, Apr. 23 7 Comments

    Summary

    • CRM on the cloud and the feature of mobility plays in favor of the company.
    • Expansion into the Japanese market should allow the company to continue its revenue growth.
    • The expected growth in the CRM segment and the revenues of the company makes it a good long-term pick.
CRM vs. ETF Alternatives
Company Description

Salesforce.com Inc provides enterprise cloud computing solutions, offering social and mobile cloud apps and platform services, as well as professional services to facilitate the adoption of its solutions.

Sector: Technology
Country: United States