Salesforce, Inc. (CRM) has taken a sharp hit, sliding more than 15% over the past month. This drop significantly underperforms the broader Zacks Computer – Software industry, which fell 9% during the same period. Compared to key competitors like Microsoft Corporation (MSFT) , SAP SE (SAP) and Adobe Inc. (ADBE) , Salesforce’s slump appears even more pronounced.One-Month Price Return PerformanceImage Source: Zacks Investment ResearchThis steep decline raises the question: Should investors cut their losses and ...

More than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company' ...

Core Viewpoint - Salesforce has abandoned explicit diversity hiring targets and removed references to diversity and inclusion as core company values in its recent financial disclosures, aligning with a broader trend among major companies to scale back DEI initiatives in response to changing political and legal landscapes [1][2][6]. Group 1: Company Actions - Salesforce has eliminated language tying executive compensation to employee diversity measures in its annual financial disclosures [1]. - The company emphasized its commitment to equality, stating it is "firmly rooted in compliance with federal law and other applicable laws and regulations" [3]. - Salesforce's recent filings indicate a focus on equality rather than specific representation goals, with a spokesperson affirming the company's commitment to equality [2][3]. Group 2: Industry Trends - Salesforce joins other major companies like Amazon, Google, Meta, and Walmart in rolling back diversity, equity, and inclusion (DEI) programs [1][6]. - Amazon has stated it is "winding down outdated programs and materials" related to diversity and inclusion, while Google and Meta have also removed explicit diversity hiring goals and DEI teams [4]. - Reports indicate that since mid-2024, over 20 major companies in the U.S. have rolled back DEI initiatives [5].

Customer Engagement and Solutions - Salesforce's AI-powered platform integrates sales, service, marketing, and commerce, enhancing customer engagement and operational efficiency[17] - Salesforce aims to deepen existing customer relationships through cross-selling and upselling, targeting new functional areas and business units[37] - Salesforce's industry-specific solutions cater to sectors like financial services and healthcare, providing tailored AI-powered capabilities[33] - The company emphasizes the importance of a single source of truth for customer data, enabling advanced analytics and personalized interactions[35] - Salesforce's Slack offering enhances workplace communication and productivity, integrating AI to support decision-making and collaboration[26] - The company aims to reduce customer attrition and promote strong customer adoption through success management resources and community support, with a focus on digital transformation[41] Technology and Innovation - The introduction of Agentforce allows for the deployment of autonomous AI agents across various business functions, enhancing productivity and efficiency[39] - Salesforce's Data Cloud provides a comprehensive view of customer data by harmonizing enterprise data from disparate sources[32] - The company continues to invest in its operations and infrastructure to deliver high-quality service to customers worldwide[38] - Salesforce's technology efforts are centered on enhancing existing services and developing new functionalities, with a focus on performance, security, and usability[46] - The company is increasingly integrating AI into its offerings, which presents risks related to ethical issues and potential legal liabilities[125] Market Expansion and Strategy - The company focuses on expanding its geographic reach by targeting new customers in major markets globally[38] - Salesforce continues to invest in its partner ecosystem, including independent software vendors (ISVs) and system integrators (SIs), to enhance market reach and technology solutions[40] - Salesforce evaluates mergers and acquisitions to complement its organic innovation, seeking opportunities that accelerate strategy and provide pathways for monetization[42] - The company is targeting larger enterprise customers, which may lead to longer sales cycles and increased costs, affecting revenue recognition[101] Financial Performance and Risks - Significant fluctuations in anticipated growth rates and the inability to balance expenses with revenue forecasts pose financial risks[72] - The company may experience defects or disruptions in services that could diminish demand and lead to substantial liability[78] - Subscription renewals are uncertain, with potential declines in revenue if customers do not renew or reduce their subscriptions, impacting performance obligations[93] - The company plans to seek additional equity or debt financing to facilitate acquisitions, which may not be available on favorable terms, potentially affecting stockholder dilution and market price[88] - Market volatility and economic conditions could adversely affect the company's financial performance and stock price[72] Compliance and Regulatory Challenges - The company is involved in ongoing legal proceedings related to data privacy claims, which could result in reputational harm and financial liabilities[132] - The evolving regulatory landscape regarding privacy and data protection may impact operations and compliance costs[73] - The company may face increased scrutiny and demands from customers in highly regulated industries, impacting sales cycles and overall demand[131] - Industry-specific regulations, particularly in financial services, may impose additional compliance burdens that could reduce demand for the company's services[134] Cybersecurity and Operational Risks - Company faces operational and execution risks including potential breaches in security measures and unauthorized access to customer data[69] - The company faces ongoing cybersecurity risks, which could materially affect its operations and financial condition if realized[184] - The Company employs a comprehensive cybersecurity strategy informed by recognized frameworks and holds various security-related industry certifications[186] - The Company has implemented technical safeguards such as firewalls, intrusion prevention systems, and encryption processes to protect its information systems[195] Workforce and Culture - As of January 31, 2025, Salesforce employed 76,453 individuals, with no U.S. employees represented by a labor union[57] - Salesforce's commitment to equality and compliance with federal laws shapes its workplace culture, fostering an inclusive environment[58] - The company is experiencing significant competition for skilled personnel, which may hinder recruitment and retention efforts, impacting future growth[106] - Maintaining corporate culture during global expansion and workforce reductions is critical, as failure to do so may harm employee retention and customer reputation[108] Economic and Environmental Factors - Economic downturns and geopolitical uncertainties may adversely affect IT spending and customer purchasing decisions[176] - Climate change poses risks to the company's operations, potentially increasing operational costs and impacting employee productivity[179] - The company's quarterly results are likely to fluctuate due to global economic impacts, including the war in Ukraine and regional conflicts in the Middle East[166]

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I first wrote an article on Salesforce, Inc. (NYSE: CRM ) in mid-July 2024 with a "Buy" rating - although the stock was trading at 25x forwarding P/E at the time, I called to buy the dip becauseHe leads the investing group Beyond the Wall Investing w ...

Salesforce (NYSE: CRM ) submitted a weaker-than-expected earnings sheet for the fourth-quarter that caused shares of the customer relationship management company to slide 4%. However, Salesforce has a potentially potent lever for growth in its business: AI. The company is seeing solid momentumAnalyst’s Disclosure: I/we have a beneficial long position in the shares of CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not rec ...

[Table_StockNameRptType] Salesforce（CRM） 公司点评 FY25Q4 利润端稳定增长，RPO 创新高 | 投资评级：增持（维持） | [Table_Rank] | 报告日期： | | --- | --- | --- | | 2025-03-05 | | | | [Table_BaseData] | 收盘价（美元） | 287.34 | | 近 12 个月最高/最低（美元）369.0/212.0 | | | --- | --- | | 总股本（百万股） | 957 | | 流通股本（百万股） | 932 | | 流通股比例（%） | 97.4 | | 总市值（亿美元） | 2750 | | 流通市值（亿美元） | 2679 | [公司价格与 Table_Chart]纳斯达克走势比较 [Table_Author] 分析师：金荣 2 月 24 日，公司与 Alphabet 签署了云计算合作协议。Salesforce 的客户可以选择在谷歌云上运行其客户管理软件、Agentforce 自主 AI 助手和数据云产品。Salesforce 之前主要依赖亚马逊的云服务，但在未 来七年内，通 ...

[Table_StockNameRptType] Salesforce（CRM） 公司点评 FY25Q4 利润端稳定增长，RPO 创新高 | 投资评级：增持（维持） | [Table_Rank] | 报告日期： | | --- | --- | --- | | 2025-03-05 | | | | [Table_BaseData] | 收盘价（美元） | 287.34 | | 近 12 个月最高/最低（美元）369.0/212.0 | | | --- | --- | | 总股本（百万股） | 957 | | 流通股本（百万股） | 932 | | 流通股比例（%） | 97.4 | | 总市值（亿美元） | 2750 | | 流通市值（亿美元） | 2679 | 1.AI 工具多场景覆盖，经营利润持续 释放 2024-05-13 2.生态为主 AI 为辅，创意工具厚积薄 发 2024-03-03 [公司价格与 Table_Chart]纳斯达克走势比较 [Table_Author] 分析师：金荣 执业证书号：S0010521080002 邮箱：jinrong@hazq.com [Table_CompanyRepo ...

Group 1 - Salesforce's stock has declined over 20% from its December high, driven by bearish sentiment following disappointing Q4 FY2025 earnings results [1] - The company not only missed its Q4 revenue consensus but also provided a negative outlook, contributing to the decline in stock price [1]

Have you evaluated the performance of Salesforce.com's (CRM) international operations during the quarter that concluded in January 2025? Considering the extensive worldwide presence of this customer-management software developer, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.In the modern, closely-knit global economic landscape, the capacity of a business to access foreign markets is often a key determinant of its financial we ...