salesforce.com, inc. (CRM)

Gtrinvestor (99.96) Submitted: 11/15/07 2:03 PM : Start Price: $52.51 CRM Score: -33.14

Forward multiple of approx. 186, on a company that already sports a $6 B market cap? Unless CRM stands for "Cancer Remedy Medicine" I'm not sure in this coming recession this momentum stock will hold up... especially once the other big boys start to...

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uncch08 (69.86) Submitted: 3/14/08 4:57 PM : Start Price: $59.63 CRM Score: -8.66

There are two key components of Salesforce's business that aren't factored in to present valuation.

1) Increased Competition - Microsoft and Oracle will be fighting hard to take market share away from CRM and that will put a damper on margins despit...

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jeffdevault (< 20) Submitted: 3/02/08 3:00 PM : Start Price: $59.99 CRM Score: -7.37

Since March 2005, Marc Benioff, founder and CEO of Salesforce.com, has been selling stock at a blistering pace. 10000 shares a day!!! These transactions have netted him 455 MILLION dollars!! http://www.secform4.com/insider-trading/1294693.htm

<...

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wharrington (83.81) Submitted: 3/19/07 4:29 PM : Start Price: $42.68 CRM Score: -59.12

Overpriced.
Insiders are selling.
Microsoft has announced they will build a competing product.

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21popsontop (97.02) Submitted: 3/05/08 3:17 AM : Start Price: $58.23 CRM Score: -11.05

Down Down we go,I will admit the company has been showing growth and being inline with earnings estimates,but this is not goog or bidu or aapl,who are making dollars instead of pennies. Come on $50 and $60 range with PEG nearing 9.0 and P/E 386 As we...

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abitarecatania (96.59) Submitted: 3/27/08 4:52 PM : Start Price: $62.12 CRM Score: -6.93

CRM does a reenactment from the movie Deliverance on the shareholders everyday.

http://www.secform4.com/insider-trading/1294693.htm

CRM: I'm gonna make you squeal like a pig. Weeeeeeee!
Shareholder: Weee!
CRM: Weeeeeeee!
Shareholder: Weee!

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blitzen94 (< 20) Submitted: 10/11/06 7:19 PM : Start Price: $40.12 CRM Score: -65.98

I know everyone is down on this one because of valuation but I have some reasons beyond the price tag that worry me enough to call for a short-term and long-term underperform. They're listed below but here's a bold prediction first: I think Salesfor...

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CaptBeer (99.51) Submitted: 12/29/07 12:10 PM : Start Price: $63.70 CRM Score: 10.87

It's been a long time in the making, but I think "Thin Client" software applications are finally starting to find a niche, and they all begin with Customer Relation Management. Mobile Business needs these types of services. SalesForce will be a Force...

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tatsumaki4ryu (20.27) Submitted: 8/24/06 12:42 AM : Start Price: $33.72 CRM Score: -94.07

Expected to grow 40% annually which isn't enough for a company with a PE of 200+. No thanks.

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tjrsfca (< 20) Submitted: 8/28/07 9:03 AM : Start Price: $40.00 CRM Score: 74.14

The only realistic competition potential comes from Microsoft's forthcoming CRMLive. Even if that is a smash-hit, the market size is enormous (~$10B) and both vendors can have massive growth for a long time. But in reality, Microsoft never launches...

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