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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
BUY
Activist Starboard Value recently bought some cloud computing companies including this. Share have fallen 55% from highs. Horrendous. It now trades at a big discount to peers. Their sales growth has slowed and hasn't made up with enough profits, but he thinks the co-CEO is already working on this. Also, CRM has been making big acquisitions which distorts their numbers. CRM is too big for an activist to have true impact.
TOP PICK
Decent runway. Profitable. Massive company. Slack purchase now fully incorporated. He owns a full position. Risks include supply chain issues and increased competition. No dividend. (Analysts’ price target is $221.27)
BUY ON WEAKNESS
Shares have been cut in half in this anti-tech market. He's long held and likes it.
HOLD
It reports Wednesday. It's part of the tech bear market and he doesn't expect the report to trigger a buy. So, why is he holding onto it? He takes a long-term view of this quality company.
Unspecified
It has come down a lot along with the valuation multiples of growth stocks, making its valuation more attractive. It still has some acquisitions to digest. He likes Service Now (NOW) a little better. Growth stocks should improve. Start to add on dips in tech and growth companies.
BUY
Cloud have recovered slightly lately, but remain down for the years. CRM's report came in in-line today, but their forecast was cut, so shares are taking a beating after hours. Buy not or wait till it's better? Demand for their services remain incredibly strong. They're doing an amazing share buyback. Customers are heavy hitters like Mondelez.
COMMENT
They report this week. They will likely complain about the strong USD effecting business.
COMMENT
Trades around 28x earnings, but it has a lot of overseas earnings and the USD is too strong, and this could pressure their earnings.
SELL
Sold Salesforce to buy Workday. She has liked CRM for many years. But Workday's work in HR and enterprise resource management. In the hybrid work environment, it could be important for employees to have a cloud platform to log into for recruiting and resource management. Workday has an excellent outlook for coming years.
BUY
We're still in a hybrid work environment where cloud will remain a big part. CRM sales show momentum and better technology despite strong competition. Such tech will attract a lot of enterprise spending in coming year. It's a great time to add to this.
BUY
He owns a big position. It's about pure infrastructure; their technology is essential to businesses for customer acquisition and retention that will last decade. CRM is a long-term hold.
PAST TOP PICK
(A Top Pick May 06/21, Down 25%) Poster child for SaaS. Still likes them. He got out of everything on the software side last November, as soon as interest rates went up. 12-month target of $260, a great runway. Solid and growing revenues. Substantial increase in cashflows. Wrong place right now. Keep it on your shopping list.
COMMENT
Is compared to CGI which trades at a lower PE, but CRM has higher margins. CRM is a solid company, but got ahead of itself last year. It's now pulling back with all tech stocks and could fall further. CRM does make money which will limit its price decline.
BUY
Down 8% this week A cloud infrastructure stock that continues to grow above 20%. They can deliver in this hybrid work environment. She continues to believe this is a great place to play cloud computing.
Showing 46 to 60 of 131 entries