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NYSE:CRM

SalesForce.com Inc. (CRM)

152.26
+0.48 (0.32%)
as of Jun 18, 2026, 11:59:20 pm Market Open.
127 watching
0
DON'T BUY

Exciting company. Growing rapidly. Pricing is for future growth. Was trading at 200x earnings, now at 100x. Good news is already in. Market's nervous because of C-suite turmoil. Stay on the sidelines.

BUY
They are cutting headcount and can cut plenty more (they added a lot of staff during the pandemic). Signing up new clients is taking alot longer, which will abate later. Margins can improve a lot as will the PE. Earnings will rise over time. She continues to buy, because there's a lot of room upwards. Activists? Bring 'em on. Not worried. She's owned this since 2002, on and off. CRM is the best in enterprise software (she uses it).
COMMENT
It comes down to margins and sales growth will slow. CRM probably needs hardball action by the new activist investor. Not sure how the CEO and activist will work together.
DON'T BUY
She welcomes the new activist investors. Cloud spending is slowing. EBITDA is 31x. There are a lot of cloud companies now and there are cheaper stocks in terms of risk/reward.
WATCH
He sold it recently. It's a great company, but his concern are the margins. Also, deals are taking a lot longer to get done. Profitability is a worry. The activist investor here has a great track record of improving companies. He will watch this for a couple of quarters.
BUY
Up 5% today. Last week, they announced layoffs off 10% of workers, but then said that isn't enough. CRM has made some acquisitions like Slack that they could have absorbed better. Still, it's among the best cloud companies.
DON'T BUY
Sold it in April 2021. They were expanding way too quickly with too many acquisitions. There will be a slowdown in corporate spending from potential customers.
BUY
Has fallen from 50x PE to 22x forward. Cheap now. Even activists are looking at this, who are pressuring the CEO who is cutting costs and improving margins. Yes, it's a slow time in this business but it will pick up. Price targets will climb.
WEAK BUY
He added some shares today after selling at a higher price earlier. It's merely okay. He doesn't expect blow-out numbers in its next report, but it is worth more than it's current levels.
DON'T BUY
Good company. PE has plunged by half. Well-run and in the sweet spot of 21st century business. However, they lost a senior executive recently. There are bigger issues--will corporations spend less money in 2023?
SELL
Just sold it after earnings. It was a long-term hold. It always traded at a premium. He sold because the company's growth is decelerating, not because the co-CEO is leaving. The quarter wasn't bad with beats on top and bottom line especially. Cloud growth was up 12%. But there are better investments elsewhere.
COMMENT
They reported today, but got hammered unfairly. They delivered a small revenue beat, an 18-cent EPS beat, though cash flow was a little light and the revenue forecast for this quarter also came in light. Also, the co-CEO announced his resignation at the end of this year.
BUY
They report Wednesday. It's a keeper. The strong US dollar is weakening, which is good for CRM. An activist is pushing them to do better. CRM is the second-worst performer in the Dow after Intel. The CEO will pull the right levers. Their share buyback is a plus.
BUY
Likes it. Good long runway to price target. Along with ADBE, poster child for SaaS. Should excel into generative design AI, which will change our world. (Analysts’ price target is $227.00)
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