Salesforce.com: Still Pricing In Too Much Optimism [Seeking Alpha]
Salesforce.com Inc (CRM)
Last salesforce.com inc earnings: 2/25 04:06 pm
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US:NYSE Investor Relations:
investor.salesforce.com/about-us/investor/overview/default.aspx
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Source: Seeking Alpha
SummaryInvestors erroneously expect Salesforce.com to meet its guidance targets, even though the economy is facing an unprecedented contraction.Salesforce's M&A strategy will be forced to temporarily close up.This stock carries too much risk and not enough upside potential.Investment ThesisCRMI argue that Salesforce's acquisition-led growth is less sustainable than many believe and that its stock remains grossly overvalued, at more than 6.7x trailing sales, given its poor near-term visibility. Avoid this stock.Here's why:sourceMy Background on Salesforce:Salesforce is a stock I've been consistently bearish for more than a year:Too Much Uncertainty As The ContractsBelow is Salesforce's revenue growth trajectory:Source:author's workThe first aspect to focus on is the unquestionable fact that even without the coronavirus pandemic, given that the above guidance was offered on the 25th of FebruarybeforeThe second and more critical fact is that Salesforce's revenues require growthand custo
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News
- AI-Powered Agentforce Seen as Medium-Term Growth Engine for Salesforce (CRM) [Yahoo! Finance]Yahoo! Finance
- Salesforce (NYSE:CRM) had its "outperform" rating reaffirmed by analysts at Wolfe Research.MarketBeat
- World Economic Forum and Salesforce Empower Global Leaders With First-of-its-Kind Agentic Assistant for the 2026 Annual Meeting in DavosBusiness Wire
- What Makes Salesforce (CRM) an Attractive Investment Option? [Yahoo! Finance]Yahoo! Finance
- ?????????????????????????????????2035????373?6000????????????????? [CNET News]CNET News
CRM
Earnings
- 12/3/25 - Beat
CRM
Sec Filings
- 1/15/26 - Form 4
- 1/14/26 - Form 4
- 1/14/26 - Form 144
- CRM's page on the SEC website