Salesforce (NYSE:CRM)

CAPS Rating: 1 out of 5

With a focus on cloud computing, salesforce.com manages customer information for organizations of all sizes.

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Member Avatar SnowBawl (< 20) Submitted: 5/5/2014 9:35:59 AM : Outperform Start Price: $52.66 CRM Score: -1.39

13 classic growth stocks (Sterman).

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Member Avatar RebGem (57.30) Submitted: 4/3/2014 11:18:41 AM : Outperform Start Price: $57.61 CRM Score: -9.88

I don't think people understand the model here. It is recurring revenue. A subscription service. Revenue is just going to increase as long as innovator doesn't wipe them out, and reverse the trend. Salesforce is top 10 on innovative companies list. I don't see the culture change happening, as long as Benioff is there. As they expand into industry segments and focus on solutions by vertical, look for increased gains and movement.

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Member Avatar pjensen9 (< 20) Submitted: 3/14/2014 1:36:06 PM : Outperform Start Price: $58.48 CRM Score: -12.75

Their results are very predictable and their valuation is cheaper than other similar companies (N, WDAY, etc.). And others have been purchased at 10+x revenue (e.g. SFSF to SAP).

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Member Avatar sbeefyk1 (< 20) Submitted: 3/12/2014 8:38:17 PM : Underperform Start Price: $61.72 CRM Score: +16.17

Earnings do not back up the stock price movement at all.

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Member Avatar L8starter (62.65) Submitted: 3/9/2014 4:50:05 PM : Outperform Start Price: $60.74 CRM Score: -14.60

I don't understand how this has only a one star CAPS rating. I feel like I must be missing something. LT Debt/ Equity is 0.43. Total Debt / Equity is 0.6. Revenues growth is strong and consistent quarter over quarter. So what if they have no profits? Neither does Amazon. They're reinvesting in the business. The customers and accolade videos on the website are impressive, and I don't see the cloud going away any time soon. I think this is a winner for the medium to long term. I still plan to listen to an earnings call or two and read a couple filings, but I'm considering investing soon.

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Member Avatar TheTrendSetter (99.19) Submitted: 3/3/2014 5:58:23 PM : Outperform Start Price: $62.18 CRM Score: -17.36

Not sure if it will actually outperform but it isnt a bad pick given recent sell-off.

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Member Avatar hdenoel2 (< 20) Submitted: 2/26/2014 6:24:46 AM : Underperform Start Price: $63.78 CRM Score: +20.51

NSA thank you. companies will stop putting their data on US servers.

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Member Avatar TMFMojoMan (67.45) Submitted: 1/29/2014 1:25:08 PM : Outperform Start Price: $58.68 CRM Score: -17.33

consistent strength and exposure.

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Member Avatar chris293 (82.64) Submitted: 1/22/2014 12:02:00 PM : Underperform Start Price: $60.60 CRM Score: +16.56

This company doesn't make any money, how can it beats the S&P that does have earned money?

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Member Avatar wbamann (< 20) Submitted: 12/11/2013 1:28:49 AM : Outperform Start Price: $53.30 CRM Score: -6.13

Salesforce.com continues to show high growth and strong market share. It continues to innovate with its products.

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Member Avatar unagisensei (< 20) Submitted: 12/3/2013 3:30:45 PM : Underperform Start Price: $51.66 CRM Score: +3.54

Growth in core business is tailing off, crazy valuation, and company isn't profitable via GAAP accounting, and even excluding stock comp, margins are far below enterprise software peers

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Member Avatar zappy0 (57.31) Submitted: 11/30/2013 11:52:32 AM : Outperform Start Price: $52.01 CRM Score: -3.41

Salesforce.com continues to expand its footprint in cloud computing.

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Member Avatar RRTX1412 (< 20) Submitted: 11/29/2013 10:16:18 PM : Underperform Start Price: $52.01 CRM Score: +3.41

Our company recently switched to Sales Force, with quite a few issues like all such changes. The open design makes it possible to customize for our sites. But sales people report significant reductions in sales productivity at this point. The management reports seem slick, but we have yet to get any that accurately portray the beat of our business, just a mass of paper. We're working on getting closer to the promises made for productivity and business vision, but like with many CRM systems the benefits seem fleeting. Yet we think we need something and this appeared to be the best choice among many....

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Member Avatar karlsmq (< 20) Submitted: 11/22/2013 3:31:32 PM : Outperform Start Price: $54.66 CRM Score: -8.73

its technology will become new platform for new ways in conducting businesses world wide

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Member Avatar PViddy (43.21) Submitted: 11/21/2013 6:20:28 PM : Underperform Start Price: $54.65 CRM Score: +9.18

Another high-growth company that refuses to make profits. Growth is now being fueled by acquisitions. Growth will slow down eventually. I would say that P/E contraction would be a factor, except this stock doesn't have a meaningful P/E anyway. They don't even have earnings on a GAAP basis if you account for massive stock option expenses.

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Member Avatar KrunoC (< 20) Submitted: 11/14/2013 4:17:02 PM : Underperform Start Price: $57.39 CRM Score: +14.23

just take a look at the ratios:
P/E ratio: -136
sales growth rate (5-yr): 27.57%
Capital Spending growth (5-yr): 77.72%

if you spend more money than you earn, it will end bad. sooner or later.

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Member Avatar oea (50.32) Submitted: 11/6/2013 10:15:55 AM : Underperform Start Price: $55.22 CRM Score: +11.91

very high valuation

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Member Avatar bingocards (< 20) Submitted: 10/1/2013 2:18:43 AM : Underperform Start Price: $52.14 CRM Score: +12.06

Salesforce is one of the best-known companies selling Software as a Service which is publicly listed, but they just don't execute on it very well. The cost of each sale is too high to be sustainable. They're likely going to have to ratchet back marketing/sales to stay solvent, which will cut top-line growth, which is going to do nasty, nasty things to their share price.

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Member Avatar BRAD127 (< 20) Submitted: 9/6/2013 4:38:21 PM : Underperform Start Price: $48.60 CRM Score: +5.59

Did crm earn $1 billion last quarter? There accounting is suspect and confusing Looks like they give free trials of their software book it as income and when the customer does not want the product and not pay for it they book it on the expense line and keep the income . This giving then huge numbers that the annalists are eatinng up. To add to the revenue line they have added Tax creadits from last years expenses. By my math crm lost $0.07/ share
So how do they pay their bills? Salesforce.com has been buying companies with cash in the bank using CRM shares, they now have 550 million shares issued.
Book value $11/share most of it is the booked good will from the over priced companies they bought.
Remember Enron

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Member Avatar Juggernaut0609 (91.06) Submitted: 9/5/2013 12:15:34 PM : Outperform Start Price: $48.62 CRM Score: -5.92

Spending money to make money. Liabilities up and equity up. Revenue's through the roof. Once they get their debt back down, this fast growing company will be solid.

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