Browse by ▼

salesforce.com, inc.

  • A Lot of Potential for Those Who Want Some Adventure In Their Portfolios

    By Matthew Frankel - May 18, 2013 | Tickers: ADBE, CTXS, CRM

    Salesforce.com (NYSE: CRM) is the leader in software-as-a-service (SaaS) computing solutions, which is an industry that is still in its infancy. Through several acquisitions and good internal development, the company has greatly expanded its offerings, and investors and analysts seem to be very optimistic about the future. My concern is that perhaps too much growth is priced in, and that the company won’t be able to produce the more »

  • Five Below - Why $2.1 Billion Is Just a Start

    By Zachary Scheidt - May 15, 2013 | Tickers: ANF, AEO, AAPL, CMG, FIVE, GPS, CRM, TRLG, URBN

    Sometimes conventional wisdom is just downright wrong...
     
    For example, let's take a quick look at the way most investors apply the concept of "valuation" to their trading decisions.
     
    As a general rule, conventional investors like to buy stocks with cheap valuations, and they avoid stocks that have high price / earnings (PE) ratios. 
     
    On the surface, the concept makes sense. If you pay a premium price for a stock, you more »

  • Software Company Going Private: Can I Profit?

    By Mike Thiessen - May 14, 2013 | Tickers: BMC, ORCL, CRM

    Market-watchers were intrigued but not overly surprised by the recent announcement that Houston-based application software firm BMC Software (NASDAQ: BMC) had agreed to a buyout offer worth nearly $7 billion. In recent years, BMC had struggled to compete with smaller, more nimble cloud-based app designers as well as larger software firms that had successfully predicted and leveraged the now-obvious transition to virtual computing. The company had been seeking a buyer more »

  • A Review of the CRM Market

    By Damian Illia - May 13, 2013 | Tickers: ORCL, CRM, SAP

    The CRM sector has been experiencing rapid growth as technology adoption continues to grow. According to an estimate by Gartner, the SaaS-based CRM sector could reach $7.9 billion in 2016, an annual growth of 15% from $3.9 billion in 2011. Since competition is also intensifying, the key is to identify what companies will be able to profit the most.

    Let’s take a look at three big companies more »

  • Why Amazon and Salesforce.com Rule, but Netflix Doesn't

    By Dave Zaegel - April 22, 2013 | Tickers: AMZN, NFLX, CRM

    Growing a company rapidly is tough. It takes bold moves, strategic investments, and good execution.  For investors, spotting the right company to bet on can be tricky. You get flooded with information and recommendations from all directions. You look for companies with the next big idea or product. What seems like a good idea one day could be obsolete the next...or it can continue to become one of the more »

  • Two Stocks To Sell Soon

    By Nicholas Southwick - April 19, 2013 | Tickers: CONN, CRM, WDAY

    Baron Rothschild once said, "I made a fortune by selling too soon." Investors in stocks today might consider this advice when looking at shares of Workday (NYSE: WDAY) and Conn's (NASDAQ: CONN). Why would anyone group Cramer's favorite Jersey retail chain and a cloud computing stock in the same article you may ask? Well, these stocks both have extreme optimism and exuberance priced into their shares and are more »

  • Money for Nothing, Clicks for Free

    By John Moore - April 16, 2013 | Tickers: ET, CRM, WDAY

    ExactTarget (NYSE: ET), Workday (NYSE: WDAY), and Salesforce (NYSE: CRM) are poised to take advantage of a post-proprietary SaaS landscape. These firms have a healthy customer base and a keen eye for acquiring firms that specialize in using open source technologies to generate real profits.

    In the software-as-a-service (SaaS) industry everyone is looking for something: scalability, flexibility, management, hardware utilization, even community. The SaaS industry has delivered strong earnings for more »

  • Money for Nothing, Clicks for Free

    By John Moore - April 16, 2013 | Tickers: ET, CRM, WDAY

    ExactTarget (NYSE: ET), Workday (NYSE: WDAY), and Salesforce (NYSE: CRM) are poised to take advantage of a post-proprietary SaaS landscape. These firms have a healthy customer base and a keen eye for acquiring firms that specialize in using open source technologies to generate real profits.

    In the software-as-a-service (SaaS) industry everyone is looking for something: scalability, flexibility, management, hardware utilization, even community. The SaaS industry has delivered strong earnings for more »

  • Social Media Goes Corporate

    By Austin Higgins - April 15, 2013 | Tickers: MSFT, CRM, TIBX

    Social media has already taken over the mainstream. Connectivity and the sharing of information are important in the business world. Some companies are taking the trend of social media and incorporating it in customer relationship management systems.

    The main goal of social media for the workplace is to create an easier way for employees to communicate with each other. It is hoped that this will lead to collaboration and an more »

  • These 5 Numbers Suggest Rainclouds For This Company

    By Chad Henage - April 10, 2013 | Tickers: MSFT, ORCL, CRM, SAP

    I've read multiple positive articles about the future of Salesforce.com (NYSE: CRM). However, for every positive article, there are multiple negative comments about the company's use of shares to reward employees. Many people that avoid the stock would cite the company's use of stock options. However, there are several other issues standing in the way of the company's success.

    Everyone Wants A Part Of The more »

  • Amazon’s Cloud Price War: Bad New for Investors?

    By Anindya Batabyal - April 9, 2013 | Tickers: AMZN, GOOG, CRM

    Amazon (NASDAQ: AMZN) introduced Redshift in February -- its cloud-based data warehousing service. The product, part of Amazon Web Services (AWS), is meant to be a low-cost alternative to expensive on-premises database storage systems. 

    Again last week, Amazon announced a 26% drop in prices for its Windows virtual machines (VMs) on demand. In this post I will dig deeper into the price war Amazon has started while offering an analysis how more »

  • These 5 Numbers Suggest Rainclouds For This Company

    By Chad Henage - April 4, 2013 | Tickers: MSFT, ORCL, CRM, SAP

    I've read multiple positive articles about the future of Salesforce.com (NYSE: CRM). However, for every positive article, there are multiple negative comments about the company's use of shares to reward employees. Many people that avoid the stock would cite the company's use of stock options. However, there are several other issues standing in the way of the company's success.

    Everyone Wants A Part Of The more »

  • Tesla’s Elon Musk Is Starting to Sound Like Netflix’s Reed Hastings

    By Salvatore "Sam" Mattera - April 3, 2013 | Tickers: NFLX, CRM, TSLA | Editor's Choice

    Tesla’s (NASDAQ: TSLA) flamboyant founder Elon Musk has been instrumental in the electric car company’s rise. Under his stewardship, shares have rallied over 130% since the company went public.

    Yet, Musk’s recent antics seem reminiscent of Netflix (NASDAQ: NFLX) CEO Reed Hastings prior to his company’s stock plummeting in the summer of 2011. Back then, it didn't end well for Netflix shareholders. Perhaps Tesla will more »

  • When Picking Growth Stocks, Look at the CEO

    By Salvatore "Sam" Mattera - April 3, 2013 | Tickers: CRM, TSLA, WFM

    While some CEOs seem to avoid the spotlight, others appear to actively cultivate it. These managers go out of their way to get their names in print, staging PR stunts and speaking out on political issues.

    Tesla’s (NASDAQ: TSLA) Elon Musk, Salesforce’s (NYSE: CRM) Marc Benioff and Whole Foods’ (NASDAQ: WFM) John Mackey are all CEOs who run companies many would consider to be growth stories. All have more »

  • What's Eating Software-Services Companies?

    By Austin Higgins - March 29, 2013 | Tickers: INTU, ORCL, CRM

    Oracle (NASDAQ: ORCL) missed earnings and revenue projections for their most recent quarter. The company is facing a common issue in the software services industry - rising administrative costs for the sales force. 

    The company’s quarterly revenues were $8.97 billion, 4.3% lower than Wall Street expectations for $9.37 billion. On this revenue, the company earned $0.65 per share, a penny lower than estimates of $0.66 more »

  • M&A in Gamification

    By Jennifer Lynn - March 27, 2013 | Tickers: IBM, CRM, SFSF

    SAP, Salesforce and IBM technology acquisitions now embrace gamification by leveraging innovative strategies in loyalty and engagement. Mergers and Acquisitions set record highs, with most acquisitions going towards smaller companies. In 2013, gamification will be adopted as standard practice within organizations and business processes. Acquisition revenue totaled $4 billion in 2012, an 18 percent increase from the $3.4 billion earned in 2011.

    2013 is still showing signs of a more »

  • Is Oracle Really Telling Us The Whole Truth?

    By Subhadeep Ghose - March 25, 2013 | Tickers: ORCL, CRM, SAP

    There are some companies that comprise the very foundation upon which the Street performs its stock-based twists and turns and tech behemoth Oracle (NASDAQ: ORCL) happens to be one of them. So when such companies start taking a hit, investors’ faith in the whole cycle of events tends to become shaky. Beating Street expectations had become a regular habit for this software and hardware giant, until the company’s third more »

  • Software Stocks: Read This Before you Buy

    By Madhu Dube - March 23, 2013 | Tickers: ORCL, CRM, SAP

    Recently, SAP (NYSE: SAP) hosted its analysts’ day at CeBIT 2013, restating its confidence in its major growth pillars such as HANA, cloud, and mobile. The company seems to be confident about 2013, with the improvement in the overall spending environment in the economy.

    SAP has around 2000 planned customer meetings this year during the event, which is up 100% from last year. Investors are quite happy with the announcements more »

  • These IT Stocks to Rise in 2013, Says Pacific Crest

    By Anindya Batabyal - March 22, 2013 | Tickers: AZPN, CRM

    Pacific Crest’s software analyst Brent Bracelin recently said that we’re entering the “click to commute” era, in which a shift from client / server computing to cloud computing is picking up speed.

    Based on feedback from 16 companies at a Pacific Crest IT conference last week, writes Bracelin, the enterprise IT market has seen “the rise of shadow IT, where business users are directly consuming cloud resources and bypassing more »

  • Workday Is Worth How Much?

    By Mark Holder - March 14, 2013 | Tickers: MM, CRM, NOW, WDAY

    Demand for software companies that cater to business clients remains strong, but not enough workdays exist in a year to make Workday (NYSE: WDAY) attractive at current market multiples. The company went public in mid-October at highly unappealing multiples that left limited upside ever since.

    The provider of enterprise cloud-based applications for customers to manage critical business functions trades at around 25 times fiscal year 2014 (ending January 2014) revenue more »

  • Page 1 of 8