Salesforce.com: Still Pricing In Too Much Optimism [Seeking Alpha]
Salesforce, Inc. (CRM)
Last salesforce, 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
- Salesforce: Why I Have Strong Conviction In This Stock [Seeking Alpha]Seeking Alpha
- Salesforce (CRM) had its "buy" rating reaffirmed by BTIG Research. They now have a $255.00 price target on the stock.MarketBeat
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- Salesforce (CRM) had its "overweight" rating reaffirmed by Piper Sandler.MarketBeat
- ClearBridge Large Cap Growth Strategy Exited Salesforce (CRM) Due to Slowing Growth [Yahoo! Finance]Yahoo! Finance
CRM
Earnings
- 2/25/26 - Beat
CRM
Sec Filings
- 4/16/26 - Form ARS
- 4/16/26 - Form DEFA14A
- 4/16/26 - Form DEF
- CRM's page on the SEC website