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Salesforce.com Earnings Preview: Q1 2014Selerity Research • Wed, May 22 -
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4 Earnings Releases To Watch This WeekStock Traders Daily • Tue, May 21 -
PR Newswire (Mon, 8:00AM)
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PR Newswire (May 2, 2013)
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PR Newswire (May 2, 2013)
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PR Newswire (May 2, 2013)
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Salesforce.com Earnings Preview: Q1 2014Selerity Research • Wed, May 22
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4 Earnings Releases To Watch This WeekStock Traders Daily • Tue, May 21
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Salesforce.com's CEO Discusses F3Q 2013 Results - Earnings Call TranscriptTue, Nov 20, 2012 • 2 Comments
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Salesforce.com's CEO Discusses Q4 2012 Results - Earnings Call TranscriptThu, Feb 23, 2012 • 1 Comment
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Salesforce.com's CEO Discusses Q3 2012 Results - Earnings Call TranscriptThu, Nov 17, 2011 • 13 Comments
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Salesforce.com's CEO Discusses Q2 2012 Results - Earnings Call TranscriptFri, Aug 19, 2011 • 2 Comments
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Salesforce.com's CEO Discusses Q1 2012 Results - Earnings Call TranscriptFri, May 20, 2011 • 3 Comments
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Salesforce.com's CEO Discusses Q4 2011 Results - Earnings Call TranscriptFri, Feb 25, 2011 • 6 Comments
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Salesforce.com F1Q11 (Qtr End 04/30/2010) Earnings Call TranscriptFri, May 21, 2010
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Salesforce.com, Inc. F4Q10 (Qtr End 1/31/10) Earnings Call TranscriptSun, Feb 28, 2010
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Salesforce.com F3Q10 (Qtr End 10/31/09) Earnings Call TranscriptTue, Nov 17, 2009
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Salesforce.com F2Q10 (Qtr End 07/31/09) Earnings Call TranscriptThu, Aug 20, 2009
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Salesforce.com F4Q09 (Qtr End 1/31/09) Earnings Call TranscriptThu, Feb 26, 2009
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Salesforce.com F3Q09 (Qtr End 10/31/08) Earnings Call TranscriptFri, Nov 21, 2008
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Salesforce.com F2Q09 (Qtr End 7/31/08) Earnings Call TranscriptWed, Aug 20, 2008 • 1 Comment
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Salesforce.com, Inc. F1Q09 (Qtr End 04/30/08) Earnings Call TranscriptWed, May 21, 2008
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at CNBC.com (Wed, 9:20PM)
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at CNBC.com (Tue, 3:55PM)
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PR Newswire (Mon, 8:00AM)
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at CNBC.com (Fri, 6:02PM)
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at MarketWatch.com (May 15, 2013)
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PR Newswire (May 2, 2013)
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PR Newswire (May 2, 2013)
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PR Newswire (May 2, 2013)
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PR Newswire (Apr 22, 2013)
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PR Newswire (Apr 18, 2013)
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at CNBC.com (Apr 9, 2013)
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PR Newswire (Mar 29, 2013)
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at Fox Business (Mar 27, 2013)
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at CNBC.com (Mar 22, 2013)
CRM vs. ETF Alternatives
Company Description
We are the leading provider, based on revenues and market share, of software on demand, according to a July 2008 report by International Data Corporation, or IDC. We provide a comprehensive customer relationship management, or CRM, service to businesses of all sizes and industries worldwide and... More
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- | Earnings
- | Dividends
- | M&A
- | On the move
- Thursday, May 23, 12:10 AM Notable earnings after Thursday ’s close: ARO, BLOX, CRM, GPS, MENT, MRVL, P, ROST, SHLD, SVM, WSM, ZUMZ Comment!
- Wednesday, May 22, 5:35 PM Notable earnings after Thursday ’s close: ARO, BLOX, CRM, GPS, MENT, MRVL, P, ROST, SHLD, SVM, WSM, ZUMZ Comment!
- Thursday, May 16, 7:05 PM Integrator checks suggest demand for Salesforce's (CRM +3%) Service Cloud customer support platform is "picking up significantly," and that Force.com and the mainstay Sales Cloud continue to see "good growth," writes Wedbush's Steve Koenig ahead of next Thursday's FQ1 report. Koenig also thinks Salesforce has "plenty of running room" to sell to additional divisions within large accounts. He has heard "anecdotal reports" of discounts, but thinks they're "limited to the low-end." FBR estimated in January Service Cloud now accounts for 30% of Salesforce's new deal activity. 1 Comment [Tech]
- Thursday, May 16, 12:16 PM Cisco JV partner EMC (EMC +4.5%) joins the list of companies rallying in response to Cisco's FQ3 beat and guidance. Cisco mentioned on its earnings call integrated hardware solutions such as Vblock (offered by the Cisco/EMC VCE JV) are driving demand for its UCS servers - Cisco's UCS unit saw 77% Y/Y rev. growth. All in all, it's a good day for enterprise IT names, who are happy to receive some good earnings news after getting plenty of bad news (I, II, III, IV). HPQ +1.7%. IBM +1.3%. ORCL +1.3%. VMW +2.6%. TIBX +4.1%. CTXS +3.9%. CRM +3.8%. JIVE +4.1%. NTGR +2.7%. CVLT +2.6%. INFA +3%. (others rallying: I, II) 1 Comment [Tech, On the Move]
- Thursday, May 9, 6:39 PM Salesforce (CRM) has bought Clipboard, a startup that (as its name suggests) allows users to save/store a variety of Web content in a central location. A source tells AllThingsD the deal's price was in the $10M-$20M range. The standalone Clipboard service will be shut down; look for Salesforce to integrate the underlying tech into its Chatter enterprise social networking platform, which Marc Benioff recently declared would become the primary UI for all of Salesforce's software. Comment! [Tech, M&A]
- Tuesday, April 23, 12:04 PM Salesforce (CRM +2.5%) integrates its offerings a little more by launching Social.com, an app for its Marketing Cloud platform for creating/managing social media ad campaigns. The product, which Salesforce claims is the first solution to integrate social media advertising and monitoring, complements the monitoring tools acquired from Radian6, and the publishing tools it acquired from Buddy Media. Salesforce, which competes with ORCL and CTCT in this space, also promises integration with its flagship CRM software. The announcement comes after Marc Benioff outlined plans to integrate Chatter with Salesforce's CRM software. Comment! [Tech]
- Monday, March 25, 6:27 PM Going forward, Salesforce's (CRM) Chatter enterprise social networking platform will serve as the primary UI for Salesforce's software, says Marc Benioff. The announcement comes shortly after Salesforce announced a mobile-centric refresh for Chatter, and 6 months after Benioff (with typical modesty) predicted tools such as Chatter would foster an enterprise "trust revolution." Industry analyst Michael Krigsman sees the UI change as a risky move, given Chatter relies on a Facebook/Twitter-like activity stream. Comment! [Tech]
- Thursday, March 21, 4:33 PM Salesforce (CRM) officially announces a 4-for-1 stock split; shares are expected to begin trading on a split-adjusted basis on April 18. The move had been widely expected after Salesforce asked shareholders to support it in a January proxy. They gave their approval at yesterday's annual meeting (transcript). Nonetheless, CRM +0.5% AH. (PR) 2 Comments [Tech]
- Thursday, March 21, 11:39 AM Evercore and CLSA have downgraded Oracle (ORCL -8.8%) following its FQ3 miss and light top-line guidance. The numbers have many worried about the impact of cloud apps ... and not just on application software sales. "As customers move to the cloud, you get a lot of the functionality consolidated ... so you need less hardware and less databases and middleware," says Pac Crest. UBS is still bullish: "Historically when they have a miss it’s a great time to buy." Interestingly, cloud rivals are higher - WDAY +1.4%, CRM +0.4%, N +1.2% - even as other peers follow the tech sector lower. IBM -1.6%. INFA -1.6%. RHT -1.1%. (transcript) 4 Comments [Tech, On the Move]
- Wednesday, March 20, 1:26 PM H-P's (HPQ +0.8%) internal processes are being overhauled left and right, says tech/operations chief John Hinshaw ahead of today's shareholder meeting. The changes, which cover sales, procurement, and much else, may have contributed to H-P's FQ1 EPS beat. A lot of the changes involve the use of cloud software: Hinshaw claims H-P has the world's largest Salesforce (CRM) and Workday (WDAY) implementations (ORCL software was replaced) and that using Salesforce has led to huge improvements in sales efficiency and job satisfaction. 3 Comments [Tech]
- Wednesday, March 20, 12:34 PM FBN launches coverage on a slew of enterprise/cloud software and Web hosting/CDN service plays. Akamai (AKAM +1.9%), Equinix (EQIX +0.6%), VMware (VMW +1.3%), Citrix (CTXS +1.3%), Salesforce (CRM +0.7%), and NetSuite (N +1.7%) have been started at Outperform, while Rackspace (RAX +2.6%), Workday (WDAY), and Concur (CNQR -1.3%) have been started at Sector Perform. Comment! [Tech]
- Monday, March 11, 4:49 PM Salesforce (CRM) announces a $1B offering of convertible senior notes due 2018. The company says it will use the proceeds for "general corporate purposes," possibly including acquisition. The announcement comes less than 2 weeks after Marc Benioff promised Salesforce will be aggressive on the M&A front. Salesforce had $521M in convertible debt as of Jan. 31, and $1.77B in cash and investments. 8 Comments [Tech]
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Friday, March 1, 5:36 PM
After-hours top gainers, as of 5:15 p.m.: OUTD +13%. AVD +8%. ITMN +7%. JAKK +7%. GTI +6%.
After-hours top losers: CRIS -13%. BPZ -10%. AFCE -8%. CRM -7%. MKTG -7%. 4 Comments [On the Move] - Friday, March 1, 1:00 PM Surging deferred revenue and healthy free cash flow (over 2x earnings) help Salesforce (CRM +7.8%) make new highs following its FQ4 report. Needham, lifting its PT to $200, is pleased 7 and 8-figure deals rose 50% Y/Y, albeit while admitting bookings growth (28%) benefited from forex and deal timing. On the earnings call, Marc Benioff promised more M&A - "We're going to buy small and big. We're going to be aggressive." - and boasted 3M+ apps have been developed on Heroku and Force.com. WDAY +2.2%. N +2%. MKTG +2.6%. ET +1.8%. ULTI +1.5%. Comment! [Tech, On the Move, Earnings]
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Thursday, February 28, 5:59 PM
After-hours top gainers, as of 5:15 p.m.: SFLY +8%. DECK +8%. XXIA +8%. CRM +5%. GRPN +4%.
After-hours top losers: YOKU -17%. OVTI -10%. TRX -8%. IEP -6%. SONS -6%. Comment! [On the Move] - Thursday, February 28, 4:51 PM More on Salesforce's FQ4: Deferred revenue balance +35% Y/Y to $1.86B, a little above rev. growth. Unbilled deferred revenue +59% to $3.5B (suggests major long-term deals were signed). Free cash flow +18% Y/Y to $231.5M, or $1.60/share. Americas revenue +34% Y/Y and 70% of total. Europe +37%, Asia-Pac +17%. Headcount +482 Q/Q to 9,801. Gross margin flat Y/Y at 78%. Sales/marketing spend +33% to $436M. Was +41% in FQ3 - slowdown contributed to EPS beat. R&D +50%, G&A +23%. CRM +4.9% AH. CC at 5PM ET (webcast). (PR) 6 Comments [Tech, Earnings]
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Clayton Rulli
Bullish on $CRM earnings? long May 24 47 strike for 1.75 vs short May 24 49 strike for .96 looks good. net cost .79 & 1.21 max profit - View all 0 replies
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Sunil Shah
$CRM remember this classic video. I want to buy Salesforce.com "I dont care" http://bit.ly/15T4uhK - View all 0 replies
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Sunil Shah
$CRM another botched implementation that didnt match their hyperbole: http://bit.ly/12gd1n8 - View all 0 replies
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StockConsultant
$CRM holding strong triple+ support area, 90% bullish and very good upside trade quality, stock charts, analysis http://goo.gl/OFEMs - View all 0 replies
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Sunil Shah
With $AMZN finally cracking are other crazy cloud valuations like $CRM next? They had a stock split 'to improve upside potential...' - View all 0 replies
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Sunil Shah
$CRM Will $AMZN's adherence to a semblance of financial gravity lead to a correction of other crazies, like $CRM (on GAAP eps, $24bn m cap)? - View all 1 replies
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ReligiousWacko: I hope so as I'm short $CRM and $AMZN. The most remarkable thing about AMZN's drop today was that it "beat expectations".
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Hank Rearden Jr
Wasn't $CRM's reason for the split to increase liquidity? It's trading even fewer shares (after adjusting for split) than pre-split! - View all 0 replies
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LATEST REPLIES
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Sunil Shah
$CRM Will $AMZN's adherence to a semblance of financial gravity lead to a correction of other crazies, like $CRM (on GAAP eps, $24bn m cap)? - View all 1 replies
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ReligiousWacko: I hope so as I'm short $CRM and $AMZN. The most remarkable thing about AMZN's drop today was that it "beat expectations".
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realornot: continue to hold this stock. Lots of catalyst to go higher. -
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Sunil Shah
$CRM they want 1bn more funding from debt! any more reason to doubt their real cashflow is suspect? - View all 1 replies
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ReligiousWacko: They will use the cash to buy stock issued to executives ....
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Hank Rearden Jr: Makes it easy to see where it comes from, where it goes, and the changes over time.
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ReligiousWacko
$CRM .. even if you use fantasy non-GAAP EPS, the p/e is over 100 and revenue growth is only 35%. - View all 3 replies
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PeterScriabin: The Cramer-Benioff kismet: Cramer said his favorite show is "American Greed". He wants to be on it with Marc one day (soon). -
ReligiousWacko: So true. If SEC wanted to restore some trust in markets, they could start by tossing cramer in jail
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Sunil Shah
$VMW trounced on miss rev forecast. $CRM and this chart are almost identical as 'cloud plays' . IS $CRM next? The hour cometh... - View all 3 replies
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Hank Rearden Jr: and the fact too that an already overpriced AMZN was rewarded for mediocre results yesterday
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Sunil Shah: yup $amzn shows the irrationality of growth names today. but look at $aapl. i can hope lol!
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ReligiousWacko
$CRM up on split news? I guess there is no limit to stupidity or accounting games CRM will try. - View all 1 replies
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mdesilvio: I would agree that the price needs a 5:1 split, but not the stock.
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ReligiousWacko: Thanks. My imaginary friend loves it too. My fairy tales are better than yours ... if you dont think do, i'll set off a car bomb.
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Sunil Shah: SEC releases letter on their probe of CRM's accounting, particularly cashflow. see yahoo finance for letter points. disc short CRM
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Hank Rearden Jr
$CRM just baffles me. They missed their GAAP estimates last quarter by a mile (even after backing out the valuation allowance) yet it surged - View all 6 replies
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Maria Auziliadora: and their PE is just something else when this comes down it will come down -
Maria Auziliadora: this one is too risky even though it keeps hitting new highs well I will pass
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Sunil Shah
$CRM now what's driving this ludicrous valuation higher? Any more bombastic statments from company or sycophantic brokers? - View all 3 replies
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Bret Kenwell
Man...totally missed my favorite trade: Short $CRM @160. ah-well. Liking $F and $SDRL right here. - View all 7 replies
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Hank Rearden Jr: There was a Bloomberg article about it today... the impression I get is never-ending QE. Also, Susquehanna upgrades CRM price target to 185
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