Is Salesforce stock a good buy right now?

Medallia Bfdcvbgfv
Sep 6, 2018 21 Comments

Is Salesforce stock a good buy for the long term?

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TOP 21 Comments
  • Salesforce pLEt10
    IMO, I think our stock is overpriced and doesn’t really map with what customers pay for our products. Most of the revenue numbers people see is fueled by recent tax cuts and acquisitions. If you are looking at making a quick buck, you probably can buy. If you care about the products behind the stock, then don’t.
    Sep 6, 2018 5
    • GoDaddy / Data
      Zeus09

      GoDaddy Data

      PRE
      VMware
      Zeus09more
      Umm, tell us more. What about ~$20B in deferred revenue?
      Sep 7, 2018
    • Salesforce Cdhitink
      Dude that’s wrong. We have such a robust strong revenue growth and it’s sad you don’t see it.
      Sep 7, 2018
    • Salesforce Jjun21
      I think what makes Salesforce a strong stock is the stickiness - once a customer is in they are locked in for life pretty much and if the customers grow we grow. Awesome business model IMO.
      Sep 7, 2018
    • Salesforce / Eng
      Blahbmks

      Salesforce Eng

      PRE
      Tesla Motors
      BIO
      I love Marc benioff
      Blahbmksmore
      Revenue is real.
      Sep 7, 2018
    • Salesforce X92582T
      That's true for most companies, the stickyfactor or more walletshare you have of your customers the harder it is for them to leave. Crossselling your customers is a great way to increase revenue and easier than getting a new customer as they have already seen the benefits
      Oct 1, 2018
  • Salesforce / Eng comment
    I’d say yes. My guess is 200 in a year and 300 in three years. Don’t laugh loud. If this is too far, I will leave in 3 years.
    Sep 7, 2018 2
    • Salesforce Cdhitink
      Definitely and easy
      Sep 7, 2018
    • Salesforce / Eng
      Blahbmks

      Salesforce Eng

      PRE
      Tesla Motors
      BIO
      I love Marc benioff
      Blahbmksmore
      200 in six months at this rate
      Sep 7, 2018
  • Salesforce Usbj01
    Yes. 100% I plan to hold on to them for as long as possible
    Sep 8, 2018 2
    • Salesforce 2cloudy
      While I agree it’s a great stock, a smart diversification strategy would generally have you sell your shares as soon as they are taxed as long term cap gains if not sooner.

      1) if you max out ESPP you’ll always have 20k cost basis on CRM, 40k if you can wait a year to sell.

      2) some of your other investments are probably exposed to CRM, like any tech based ETF or mutual.

      3) your *job* is with the company, so your future is already subject to CRM risk even if you don’t own any shares.

      4) there are tons of other tech stocks to pick from that offer the same sort of risk.

      Unless you can carry $40k + RSUs in a single stock and still be reasonably diversified, you should probably sell some. I know things worked out for everyone here and at FAANG who kept all their eggs in one basket, but that doesn’t make it smart. Read up on Enron, global crossing, quest etc if you haven’t already.

      You can profit greatly from CRM shares without being proportionally overexposed.
      Sep 9, 2018
    • Salesforce 2cloudy
      Add Cisco to the list of historic examples.
      Sep 9, 2018
  • Mentor Graphics / Sales
    Tiki-taka

    Mentor Graphics Sales

    BIO
    A Siemens business..
    Tiki-takamore
    Maybe
    Sep 6, 2018 2
    • Salesforce Y4hdhR8hs
      I don't know. Can you repeat the question?
      Sep 7, 2018
    • Salesforce gAbviOD42
      You’re not the boss of me now
      Sep 10, 2018
  • Salesforce Canarysfdc
    Good stock to hold and buy. Customers back the products and we continue to grow. Upsell cross sell and lots of new customers
    Sep 8, 2018 0
  • Mentor Graphics / Sales
    Tiki-taka

    Mentor Graphics Sales

    BIO
    A Siemens business..
    Tiki-takamore
    Yes
    Sep 6, 2018 0
  • Salesforce Jjun21
    Buy
    Sep 7, 2018 0
  • Microsoft StMichael
    Yes buy but put a sell stop under it. It is overdue for a correction
    Sep 6, 2018 0
  • Microsoft needadvice
    Go
    Sep 6, 2018 0
  • Mentor Graphics / Sales
    Tiki-taka

    Mentor Graphics Sales

    BIO
    A Siemens business..
    Tiki-takamore
    No
    Sep 6, 2018 0

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