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|Includes:, Inc. (CRM) (NYSE:CRM) gets downgraded to Strong Sell by S&P ahead of its February 23rd FQ4 report. The firm argues Salesforce faces a tougher competitive environment in the wake of recent M&A activity and is seeing decelerating revenue growth. Also discovered in Salesforce's recent earnings call, new subscription billings growth dropped to just 12% Y/Y, well below a 34% consensus. Tweaker has CRM as "Avoid/High Risk" as well.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.