+ Watch CRM
on My Watchlist
With a focus on cloud computing, salesforce.com manages customer information for organizations of all sizes.
Placed my call options this morning. Definitely going 79+ post ER. Massive surprise on REV and Earnings per share B
This pick is simple: I think CRM is a top performer and will continue to grow market share in a growing market. Customer relations and streamlining operations are both extremely important in this day & age and their importance will only increase. Despite the growth this company has already experienced, CRM will continue to grow, both in market share and as the market increases. I expect Mark Benioff & CRM to achieve very high growth and more than justify the premium investors are already paying for the stock.
People often say, "Amazon doesn't have profits! It's a death trap, ahhhhhhh!!!!!" Yet it keeps minting money under Bezos (it has cash flow, it just writes off its profits so they don't pay taxes). The case is the same with Salesforce under Benioff, and it's at fair value with Price/Cash Flow trading at 32x when it's historically grown cash flow 32% a year, the past 10 years.
Marc Benioff is a rainmaker CEO
Target - $63 - $61
Rate of cloud expansion leading to storms around CRM niche with rising substitutes.
Salesforce is not just CRM - it's an information management platform. Firms that adopt it will be using it a long time. (Compare to Microsoft in the 90's.)
Innovative leader in the market of enterprise cloud computing solutions. This market is set to grow in the next 5 years.
solid company with good leadership
gee idk how about THE BUY OUT???? WOOOOOOOOOOOOO!!!!!!!!!!!!!!!!!!
leader in space. its where tech is going
Fool breakout tech ibeacon platform
Target of 24.04
Because the internet is growing and they are almost alone.
First time I've ever seen a EV/EBITDA in the thousands. Apparently people believe that running a business in the cloud ensures business success.
This company is a great company that has a terrific platform.
13 classic growth stocks (Sterman).
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.
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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