Posts on CRM

Latest ideas and analyses related to Salesforce Inc. Common Stock

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CRM

+57 pts



Margins on My Mind - F1Q Delivers on Key Initiatives; Stay Strong Buy

By toastcrunch.info on June 3, 2022, 9:09 a.m.
Tagged topics: app software

Views: 37, Votes: 4, Responses: 0, Attachments: 1
CRM

+55 pts



F1Q23 First Take - The Force is Strong With This One

By toastcrunch.info on June 3, 2022, 9:05 a.m.
Tagged topics: saleforce

Views: 27, Votes: 4, Responses: 0, Attachments: 1
CRM

+38 pts



$CRM margin expansion should set the stage for multiple re-rating

By ethonomics on June 2, 2022, 2:13 p.m.
Tagged topics: multiple expansion

Views: 154, Votes: 3, Responses: 0, Attachments: 1
CRM

+33 pts



$CRM Digital Transformation Still Winning in F1Q23

By CdnInvstr on June 1, 2022, 2:08 p.m.
Tagged topics: earnings results

Views: 27, Votes: 2, Responses: 0, Attachments: 1
CRM

+34 pts



$CRM Q1 Results – Making the Case for Defensible FCF Growth

By realmomobags on June 1, 2022, 3:46 a.m.
Tagged topics: earnings results , software , SaaS

Views: 22, Votes: 2, Responses: 0, Attachments: 1
MSFT , CRM , DDOG , NOW , WDAY , INTU

+31 pts



Investors had the perception that software companies are secular growth companies (i.e., they are recession-proof stocks to own). This is correct to certain extent, however,...

By marschenntdeb729bd97b0413b on May 31, 2022, 7:57 p.m.
Tagged topics: buy the dip

Views: 51, Votes: 12, Responses: 0, Attachments: 0
MSFT , CRM , NOW , DDOG , INTU , WDAY

+55 pts



Software - Framework for navigating turbulence; in 2008-2009 recession, stocks started to bottom & outperform just as they delivered the first set of disappointing results

By ethonomics on May 31, 2022, 2:28 p.m.
Tagged topics: buy the dip

Views: 75, Votes: 12, Responses: 1, Attachments: 1
CRM

+36 pts



$CRM Beware The Macro Storm

By josiebe on May 26, 2022, 12:53 p.m.
Tagged topics: analyst checks

Views: 21, Votes: 3, Responses: 0, Attachments: 1
CRM

+32 pts



FX, Margin and Macro More Important than F1Q Performance

By puckerman17 on May 24, 2022, 1:29 p.m.
Tagged topics: earnings preview

Views: 184, Votes: 3, Responses: 0, Attachments: 1
CRM

+39 pts



$CRM Partner Survey: Growth Indications Downtick Modestly, As Expected, but Stock Too Cheap to Ignore

By realjoe on May 20, 2022, 1:03 p.m.
Tagged topics: analyst checks

Views: 41, Votes: 5, Responses: 0, Attachments: 1
COUP , VEEV , MDB , HUBS , DOCU , SMAR , PING , MSP , MSFT , NOW , TEAM , ZI , TWLO , PLTR , PATH , BOX , CRM , ZM

+44 pts



Software: Takeaways from Recent Investor Meetings

By mooreideas on April 18, 2022, 2:05 p.m.
Tagged topics: non deal roadshow

Views: 68, Votes: 5, Responses: 0, Attachments: 1
MSFT , CRM , NOW , ADBE , INTU , WDAY , SNOW , DDOG , MDB , MNDY , U

+59 pts



Americas Software: Framework for navigating turbulence: Cut estimates and PT but positive on intrinsic value and growth

By ethonomics on April 14, 2022, 11:57 a.m.
Tagged topics: deep dive , rate hike

Views: 884, Votes: 10, Responses: 1, Attachments: 1
DELL , HPQ , SWKS , CSCO , AVT , KLAC , CRM , MU , AVGO , QCOM

+36 pts



Hard times in hardware - Trade ideas and ratings changes in IG Tech

By bbern3 on April 6, 2022, 11:43 a.m.
Tagged topics: credit research

Views: 31, Votes: 3, Responses: 0, Attachments: 1