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CRM Analysis & Videos »
CRM: Bull or Bear?
Salesforce.com: Buy on a pull-back
CRM
+7.97%
in
48 days
Filed under: salesforce.com inc (CRM), Stocks to Buy  There are stock plays, and then there are stock plays. Salesforce.com (NYSE: CRM) was expected to advance when first recommended on June 18, 2009 at a price of $40.16. Instead, CRM raced ahead, surging 47%. Accordingly, I'm Reiterating my Buy rating, but on a pull-back to $55-57.
The larger point concerns the following: is the recent gain in Salesforce.com's shares telegraphing something about the approaching U.S. economic recovery? Perhaps. Put CRM's share gain in this context: if the share gain holds, it's not a bearish sign for the U.S. ...
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Salesforce.com (CRM): Profits in the clouds
CRM
+12.00%
in
69 days
Filed under: Newsletters, salesforce.com inc (CRM), Stocks to Buy "Run properly, as Salesforce.com (NYSE: CRM) does, a cloud computing network also offers greater security, greater reliability, and lower costs (thanks to efficiencies of scale)," explains Timothy Lutts.In The Cabot Stock of the Month report, he suggests, "Salesforce.com is very well managed, and in our mind its leadership in cloud computing gives it a fundamental advantage that should translate into growing market share gains and steady revenue flows for years to come." <>"The company was founded a decade ago by a former Oracle...
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Salesforce.com: Customer relationship software on demand is in demand
CRM
+51.07%
in
112 days
(closed on 10/08/09)
Filed under: salesforce.com inc (CRM), Stocks to Buy  The recession has not changed the Salesforce.com (NYSE: CRM) shareholder value proposition: namely, that delivery of software on demand requires a lower up-front investment and offers increased vendor accountability, with flexible subscription pricing, among other benefits.
What the recession has changed is the rate of sales growth for CRM, which is expected to slow to the 15-18% range in FY2009. In short, CRM's customers have slowed software implementations, due to the prolonged economic contraction. The First Call FY2009/FY2010 EPS estim...
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An Etelos Restricted Stock Offering at Craigslist
CRM
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+154.43%
in
363 days
<> I came across an interesting offer on Craigslist today to sell 144 restricted stock for Etelos Inc. (OTCBB: ETLO), representing about 10% of the 23.05 million total shares outstanding. Since the stock is thinly traded with an average volume of less than 2,000 shares per day, the seller is looking to negotiate a block trade on his own and the ask price is generous at a 69% discount of the closing price today. Below is a summary and links for the listing, followed by a summary of the company.
Web Link to Listing: <>http...
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eWeek Review of Etelos PAAS Offerings
CRM
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+12.72%
in
14 days
(closed on 09/26/08)
<> 
<> Unlike rivals such as Amazon.com (AMZN), Salesforce.com (CRM), and Google (GOOG), Etelos (OTCBB: ETLO) is offering developers a way to move their LAMP-based software to the cloud with little modification needed. Etelos also has services for helping developers sell, license and scale Web applications. Platform-as-a-service providers [PAAS], such as Salesforce.com, Amazon.com and Google, offer developers a means of coding their applications and allowing a provider in the cloud to not only handle the details of hosting ...
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Salesforce.com: Demystifying the Force
CRM
-20.18%
in
446 days
When one listens to the upbeat tone of Salesforce.com’s (CRM) management on the Q2 conference call, one is surely bewildered by the street's reaction - a 15% haircut. After all, the company made their revenue and EPS numbers- what’s the fuss about?  Well let me clarify. Yes, they even eclipsed the street revenue forecast ($263.1m vs. the street’s $261m, a yoy leap of 49%) and reaffirmed their fiscal 09 targets (before the acquisition; by the way, how a $34m acquisition shaves 10% off EPS for an $8 billion company is a subject for another day).
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Salesforce.com, Inc. (CRM) - All About the Guidance
CRM
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+0.06%
in
462 days
Salesforce.com, Inc. (CRM) reports earnings Wednesday after the market closes. At this point the consensus expectations are for revenues of $260 million and earnings of 8 cents per share. But regardless of what the company reports for the second quarter, investors of all kind will be paying much more attention to what type of guidance [...]
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salesforcecom inc
CRM
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+0.43%
in
476 days
SALESFORCE.COM ( CRM )
Market Cap: $7,700 million
Software 500 Rank: 109
Salesforce.com has been successful providing “software on demand” to a wide range of business customers. During fiscal 2007, Salesforce had 1.1 million subscriptions for their Force.com on-demand platform. Except for a down-move during the first half of 2006, the stock has been in a steady uptrend for more than 3 years, rising from less than $10 to a recent high of $75.21. <> However, as with many software stocks, there is always the risk that expectations could greatly exceed future resul...
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salesforce.com: Riding SaaS Growth to Increasing Profits
CRM
-7.65%
in
518 days
It has been known since the early days of management that consumerism is what drives capitalism. For any business, you provide a service which provides a utility for the individual who is seeking some form of satisfaction—either through the beauty of the brand [Ferrari] or, in Salesforce’s (CRM) case, the satisfaction of starting your own company at a low cost.
click to enlarge
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Decline in Salesforce's Deferred Revenues Gives Pause; Maintaining Hold
CRM
-1.61%
in
550 days
5/22 - "We advise investors to wait for a better entry point before buying CRM shares. We are primarily concerned with CRM’s valuation, although we have concerns regarding the macro-economic environment as well."
"We do not know if the sequential decline in deferred revenue reflects increasing seasonality or a potential deterioration in the business....deferred revenue declined sequentially for the first time since CY 2002. We have previously written that for subscription vendors, Q1 revenue could stem from implementations of bookings signed as far back as Q1/Q2 2007, with Q2 guidance stem...
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Maintaining Buy Rating and $83 Target on Salesforce Following Earnings
CRM
-1.46%
in
550 days
5/22 - "We believe over the long term, Salesforce.com, Inc. (CRM), which consistently beats Wall Street expectations, will emerge as the leader in a potentially huge market for on-demand software. The business-software maker has had strong traction in the larger enterprise market and has partnered with Google (GOOG) to serve small businesses...A steady and gradual improvement in large deals, including recent ones like Accenture (ACN) and Merrill Lynch (MER), already brings the company higher revenue visibility than its peers."
"Traditionally, leading software providers trade in a range of ...
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Jeffries Upgrades Salesforce, Sees It as a "Web 3.0" Play
CRM
-1.59%
in
550 days
5/22 - "Salesforce.com (CRM) is the thing you’ve been waiting for: a play on Web 3.0.
At least, that’s the way Jefferies & Co.’s Ross MacMillan sees it. He raised his rating on the stock today to Buy from Hold, and upped his price target to $77 from $49. The move comes one day after the company reported better-than-expected results for its fiscal first quarter ended April.
MacMillan contends that the company is morphing from the leader in on-demand CRM software to “a major provider of cloud computer infrastructure.” (Which is to say, Web 3.0.)."
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Target $83 on Buy-Rated CRM
CRM
-4.34%
in
551 days
Salesforce.com has built a strong customer base due to the quality of its product offerings over the past five years.
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Salesforce.com (CRM) - When Shorting, Timing is Everything
CRM
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-15.87%
in
162 days
(closed on 08/19/08)
Last month Zachstocks profiled Salesforce.com (CRM) as a potential short candidate in a volatile market. Since that time, the company came out with an earnings report that initially propelled the stock higher. The company grew revenues to $217 million for the fourth quarter ending January 2008. This was 50% above year [...]
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NO Google acq'n to be announced
CRM
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+5.02%
in
82 days
(closed on 07/15/08)
1. Google just got done completing a deal w/ Salesforce, why bother if they were negotiating a purchase of entire company anyway? 2. Google doesn't need CRM. CRM's business has nothing to do with search, and is built on top of Oracle databases, whereas Google's entire portfolio is built on BigTable "database". There's no synergy with owning CRM, frankly it would be a distraction to mgt. <> 3. CRM isn't cheap. Yes, everyone follows cashflow multiples with CRM, but is that really an accurate portrayal of earnings? Still have never seen a convincing argument that cashflow is<>...
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Earnings growth?
- With p/e 3,500 and TTM EPS of 1 cent what kind of YoY earnings CRM should produce in the next few years to justify this insanely high valuation? Todays
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