salesforce.com, inc. (NYSE:CRM)

An overly hated (and overly-shorted) stock/company that had done nothing but continue to grow revenues. It is only a matter of time before we all look back and say..."why didn't I own that?"

Should be a $15 stock.

Overly-sexed CRM should fall faster than the market over the next couple weeks/months. Give the valuation metrics a gander:

Market Cap (intraday)5: 5.39B
Enterprise Value (23-Jul-09)3: 4.74B
Trailing P/E (ttm, intraday): 104.72
Forward P/E (fye 31-Jan-11): 55.28
PEG Ratio (5 yr expected): 2.37
Price/Sales (ttm): 4.62
Price/Book (mrq): 7.21
Enterprise Value/Revenue (ttm)3: 4.18
Enterprise Value/EBITDA (ttm)3: 42.732

#11 Best Corporate Citizen
http://www.business-ethics.com/node/75

short candy. my modified future earnings book value estimate is 700m for this company tops. @mkt value well above 4billion today, well lets see, that's about 5 times book value atleast.

GOOD TECH SOFTWARE

GOOD COMPANY

Good company--horrible price.

PE of 30-40 might be reasonable for this company as I think it has good long-term prospects.

The stock price is down almost 50% in the last year and the P/E is still over 100. Clearly, the sales areren't coming and the valuation is still too high. And then you look at the insiders blowing out their positions. This has a thumbs down written all over it.

dot-com valuation in 2009.

A flamboyant CEO that instills his passion to the workforce.
Great technology.
Is making us wish that we live in the Cloud.
A business plan that is working.

Correction.

Though it brings me no pleasure, I'm going to have to bet against Salesforce.com. Time and again, businesses like this are bid up until there is an inevitable correction. I think that correction is coming soon.

It stinks

This is a great business, but they will lose some customers through the recession and in the near term they'll have issues. However, I am long term bullish on this stock.

Love the product and the people in management. I think they've got star power and will sqweak out ahead - some day. I am the CRM ADMIN for my company. Our CIO wants out of CRM . It is VERY expensive and our 30 subscriptions cost almost 30k a year. We have 500 employees that SHOULD be using it, but their sales division has been very non-negotiable with us. This doesn't bode well.

bouncing up

Too many hopes and dreams, not enough hard currency coming in to back up this market cap. With a P/E close to 100 and growth that promises to be tempered by worsening economic conditions, CRM could be chopped in half, and then in half again, and still not present any market-beating value.

High multiple, deteriorating business climate, along with a general slow down in tech, should take a toll on this stock. Right now it has the fervent followers that almost guarantee in my experience is decline. Should be trading a third lower.