Salesforce Inc (CRM)
The New Salesforce Investment Thesis - Growth Is Dead, Long Live Profits
Salesforce's stock has dropped 36% from its high due to slowing revenue growth, but the company remains a dominant, highly profitable CRM leader. The business model's stickiness, high switching costs, and strong pricing power ensure long-term customer retention and predictable subscription revenue. Profitability is rising thanks to AI-driven cost optimization, stable SG&A expenses, and share buybacks, despite slower top-line growth.
Salesforce.com (CRM) Falls More Steeply Than Broader Market: What Investors Need to Know
In the closing of the recent trading day, Salesforce.com (CRM) stood at $232.68, denoting a -3.26% move from the preceding trading day.
Salesforce Stock Plunges 28% YTD: Should You Exit the Investment?
CRM shares decline 28% YTD as slowing sales growth and cautious enterprise spending weigh on its outlook.
Google Says Hackers Stole Customer Info in Salesforce Data Breach
Google says some customer information was stolen in a recent data breach. Writing on its blog Tuesday evening (Aug. 5), the tech giant's Threat Intelligence Group said one of its Salesforce database systems, used to house contact information and related notes for small and medium-sized businesses, was breached by a hacking group known as ShinyHunters.
Google says hackers stole its customers' data in a breach of its Salesforce database
Google has confirmed that some customers' information has been stolen in a recent breach of one of its databases.
Here's Why Salesforce.com (CRM) Fell More Than Broader Market
Salesforce.com (CRM) concluded the recent trading session at $247.49, signifying a -1.91% move from its prior day's close.
Salesforce: The Generational Buying Opportunity Is Here (Rating Upgrade)
I am upgrading Salesforce to a 'buy' with a $328 price target, seeing a 31% upside potential after a 30% multiple compression YTD, despite no change in earnings estimates. Agentforce's new consumption-based pricing and recent updates with Agentforce 3 could drive accelerated adoption and revenue growth, which the market is underestimating. The pending Informatica acquisition will strengthen Salesforce's data platform, creating a flywheel for Agentforce and AI-driven growth.
Salesforce: You Might Wish You Bought More Now
Salesforce still trades at a significant valuation discount over its long-term average. SaaS rivals like Palantir have spurred significant gains, while CRM struggles for traction. Management recognizes the urgency to embed Agentic AI and accelerate AI ARR growth, but execution remains the key to regaining investor confidence and valuation re-rating.
This Is Not The Time To Give Up On Salesforce
Salesforce continues to deliver strong results, highlighted by resilient revenue growth and a committed share repurchase program. The Informatica acquisition is attractively valued, contrasting with past expensive deals, and should create substantial shareholder value through cross-selling opportunities. Management remains committed to profitability and shareholder returns, with a strong balance sheet and hints of sustained growth.
CRM vs. NOW: Which Workflow Automation Stock Has More Upside?
ServiceNow NOW and Salesforce CRM are leading workflow automation platforms, helping enterprises streamline operations through cloud-based software and AI-powered tools. Platforms provided by these companies are widely used by large enterprises to drive efficiency and improve service delivery.
Salesforce Inc. (CRM) Is a Trending Stock: Facts to Know Before Betting on It
Salesforce.com (CRM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Salesforce.com (CRM) Declines More Than Market: Some Information for Investors
The latest trading day saw Salesforce.com (CRM) settling at $267.39, representing a -1.06% change from its previous close.
