SalesForce.com Inc. (CRM) Buy, Sell or Hold

SalesForce.com Inc. (CRM)

152.26

+0.48 (0.32%)

as of Jun 18, 2026, 11:59:20 pm Market Open.

127 watching

COMMENT

Owns Microsoft and entered back in March. You are getting the cloud, entreprise and other businesses. Likes the diversification and growth expectation. You are paying a premium 31x earnings but revenue growth is low double digits which is very good. CRM, you pay higher multiples than Microsoft. Prefers MSFT.

BUY

The CEO is doing a fantastic job and he's always liked it. He sees no change in its fortunes.

BUY

This spring, they rolled out the successful Work.com, a suite of tools to help governments and business safely reopen from Covid. It then expanded to schools and now, announced today, to help health organizations safely manage/disseminate vaccines once we get one. Once we get a vaccine, we still have to get it to 300 million Americans, not easy.

DON'T BUY

They have a moat, a durable advantage with a high-switching cost moat. This means that it would be a big hassle for a company to leave Salesforce and learn/train a new CRM elsewhere, even if that CRM is say 50% cheaper. He follows SF, but is expensive now. He also doesn't like their rising share count. CRM is merely okay, but pricey.

BUY ON WEAKNESS

Financial performance has been very good. But it's really expensive. If you can see that negative sentiment gives a better entry point, he'd take a closer look at it.

HOLD

The king of software service, who lead the way in tech subscriptions. He has a 4.5% holding in his portfolio. Revenue continues to grow by over 10% consistently. He still seems them being able to extend their runway. His price target is $183.50.

DON'T BUY

Too high a multiple. She's watching it. Maybe buy when they stumble.

BUY

They just released earnings and down today and after-hours. The top of their chart was right on expectations. Guidance was towards the lower end of expectations. That said, all software companies have been off. He's underweight CRM. $172.75 price target, but this is not expensive compared to its software peers. Also, PEG ratio is 1.68. Buy it around $140.

BUY

vs. Netflix He owns neither. The issue with Netflix is they're borrowing a lot money to create their content--not a good way to grow long-term. True, they've raised rates by 25%, and he doesn't expect many to cut their subscriptions. You can increase prices by only so much. He likes companies like Salesforce for its synergies and growth using their model; companies will use Salesforce in strong as well as weak economies. He prefers Salesforce. However, both companies have very high valuations, so share prices will tumble if the companies make any stumble.

COMMENT

A big name in IGV-A, a software ETF he loves and is a core holding. CRM-N has sustainable 20% annual growth and it continues to have a strong reoccurring revenue steam. It may be expensive at 9 times forward sales, which could create volatility going forward.

HOLD

It has been quite the industry leader for cloud customer relations. Its growth is fabulous. It is just a challenge to buy at good value. If you own it, continue to hold.

BUY

The poster child of software service. Microsoft took their lead from SalesForce in adopting a subscription service, which means getting paid every month instead of each year; this improves your revenue stream. CRM isn't cheap. $173 price target. CRM keeps beating expectations.

BUY

Pricey, but he likes what they do in the Cloud. They can generate a lot of free cash flow. CRM meets his ROE threshold. He should've bought them on Boxing Day. On an excellent stock.

STRONG BUY

He would definitely be a buyer down at these levels. At current prices levels, it is right behind MSFT-N as a buy. He has a one year price target of $182.

COMMENT

Shopify vs. Salesforce He owns Shopify, though their PE ratio is really high. He uses Salesforce's product. Shopify has had a tremendous run, but he expects competition to hit them, offering a cheaper service. That said, Salesforce's moat is good--it isn't worth saving, say, $30 a month to learn a brand-new business software for your business. Salesforece has also been around longer and proven their staying power, whereas Shopify's stock price is based on future projections. Also, Shopify has a longer runway for growth than Salesforce.

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