Comments for CRM - Stockpickr! Your Source for Stock Ideas

Comments for CRM

Added By	Comments	Type	Date Added
barrons3	It should be obvious at this point that every growth-stock mutual fund manager who wants to take in new money next year feels like it is his or her mission to buy Amazon (AMZN), Apple (AAPL) and Google (GOOG). Each has a terrific growth story associated with it, each has an accelerating growth rate -- the holy grail of growth-stock investing -- and each is clearly visible, unlike, say, Saleforce.com (CRM) or Cree (CREE).	Love	November 27, 2009
Iota	Cloud	Love	October 26, 2009
barrons3	As usual, the easiest way to make it back is to get on the horses that are leaders. What I did with 59 days left is figure out which companies were going to have the best quarters (e.g., Apple (AAPL), Google (GOOG), JPMorgan Chase (JPM), Goldman Sachs (GS), Salesforce.com (CRM)) and which ones had already had the great quarters (e.g., Nike (NKE) and General Mills (GIS)), and I would buy gigantic positions in deep-in-the-money calls dated January. That way, I had the exposure I needed.	Love	October 08, 2009
barrons3	The kinds of companies Sacconaghi can see Dell buying follow: Salesforce.com (CRM), Compellent Tech (CML) and CommVault (CVLT).	Love	September 23, 2009
brandon2	growth opportunity	Love	August 24, 2009
barrons3	The beneficiaries of the spending? Bellini likes Microsoft (MSFT), Salesforce.com (CRM) and WMware (VMW).	Love	August 12, 2009
barrons3	Microsoft? No thanks. Why not own the better operating system of Apple or the secular growth of Salesforce.com (CRM), which will explode if spending comes back, or Oracle (ORCL), which will integrate Sun (JAVA) well?	Love	July 30, 2009
barrons3	Salesforce.com (CRM) seems to be breaking out of its doldrums.	Love	June 18, 2009
barrons3	For example, he said, a lot of tech companies are reporting better-than-expected earnings. The three software names he follows are Microsoft(MSFT), Oracle(ORCL) and Salesforce.com(CRM).	Love	March 26, 2009
bartsharkattack	multiple too high	Hate	February 26, 2009
shawnbitter	Looking to buy, Cramer fave, unique model.	Love	February 10, 2009
barrons3	Cramer expanded the good "bank" list to include Verizon (VZ), Salesforce.com (CRM), McDonald's (MCD) General Mills (GIS), and Bristol-Myers Squibb (BMY). He owns the latter two in his Action Alerts PLUS portfolio.	Love	February 05, 2009
sarah z	From a recent Mad Money show:"If you are a believer in high growth stocks and great management then I think you should buy Salesforce. I'm more conservative, but I'm not going to tell anyone not to buy that stock."	Love	January 13, 2009
asgcapital	selloff to continue	Hate	November 18, 2008
barrons3	Market Outperform - Price 25.62 on Nov. 12 by JMP Securities Interesting data point: Jim Steele [chief customer officer and president of international operations] became co-president of worldwide sales in early October. Steele is a superb enterprise-sales leader. Yet mid-quarter changes in sales leadership usually aren't a good sign about how business is trending. While we like the strategic direction and innovative nature of salesforce.com, investors may want to wait until after the October quarter is reported Nov. 20 before [buying]. We're maintaining our FY09 GAAP EPS of 30 cents [matching consensus], and reducing our FY10 GAAP EPS estimate from 60 cents to 56 cents, versus consensus 57 cents. In light of on-demand comps compression, we're reducing our target from 60 to 40, representing '09 EV/revenue multiple of 3.3 times; peer-group median is 1.6 times. Market cap: $3.1 billion.	Love	November 15, 2008
sarah z	From a recent Mad Money show: "They guided lower last time and I want to hear from their CEO before I recommend it again."	Love	September 25, 2008
sarah z	From a recent Mad Money show: "Tech is so awful right now. There isn't a single tech stock doing well. Salesforce is doing well, but no one cares. I want to stay away from that one."	Love	July 13, 2008
barrons2	He also would consider a short-term trade in some old technology names like Research In Motion (RIMM), Salesforce.com (CRM), Hewlett-Packard (HPQ), Google (GOOG) and IBM (IBM).	Love	June 19, 2008
barrons2	Obviously anything semiconductor or software -- Salesforce.com (CRM) and Oracle (ORCL) are best -- because analysts want to get behind them and will.	Love	June 19, 2008
creative	has really done well	Love	May 30, 2008
barrons2	Shorts? Stronger growth in the second half? No, the only catalysts I look for in tech are product cycles, and other than Salesforce.com (CRM) (nice move there), Research In Motion (RIMM) and maybe Apple (AAPL), because we need a new phone there already, there are no new product cycles to speak of.	Love	April 10, 2008
barrons2	Salesforce.com (CRM) is ramping; that was a gorgeous quarter.	Love	April 02, 2008
barrons2	Cramer also praised Marc Benioff's work at Salesforce.com (CRM) calling the chief executive the "most aggressive, greatest CEO in tech today." Cramer said CRM's going higher.	Love	March 06, 2008
barrons2	Apple (AAPL) reiterating its I-phone goals, Salesforce.com (CRM) doing really well, and Research In Motion (RIMM) actually making the numbers.	Love	March 06, 2008
bsmaracko@fuse.net	growth	Love	February 12, 2008
barrons2	Two of the most outrageously priced software stocks around are Salesforce.com (ticker: CRM), which is up 56% in the last 12 months, and which fetches between 35 and 40 times the company's projected free cash flow.	Love	January 05, 2008
parabolic888	its very easy to read	Love	January 02, 2008
DannyP	CRM is a missing link in the online arsenal of efficient and effective business models in the employ of Google. Customer Relationship Management (CRM) is the newest online tool that helps to empower marketing firms automate their customers and customer data. I think Goolge wants this monopoly of software management. The PEG is off the chart, but the business model is firing on all cylinders.	Love	November 19, 2007
ChilledBeerz	Again, great business but valuation is way too high	Hate	August 14, 2007
harold Monzingo	performance	Love	August 13, 2007