[Table_StockNameRptType] Salesforce（CRM） 公司点评 | --- | --- | --- | |-----------------------------------|------------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | [Table_Ran ...

Salesforce, Inc. (NYSE:CRM) Barclays 22nd Annual Global Technology Conference December 12, 2024 3:10 PM ET Company Participants Brian Millham - President and Chief Operating Officer Conference Call Participants Raimo Lenschow - Barclays Raimo Lenschow Thank you. Maybe take your seats. I'm really happy to have Brian here today from Salesforce. Brian, do you remember the last time we were sitting here was two years ago, and all my questions were about getting your people back into the office? Brian Millham Th ...

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证券研究报告 海外行业报告：行业深度研究 2024年12月09日 Salesforce：Agentforce有望成为新增长点 作者： 分析师 孔蓉 SAC执业证书编号：S1110521020002 分析师 李泽宇 SAC执业证书编号：S1110520110002 请务必阅读正文之后的信息披露和免责申明 摘要 我们认为Agentforce有望成为Salesforce公司新的增长点。 1）Agentforce的加入进一步完善了公司的产品体系，形成了以Salesforce Platform为底座，Data Cloud、Customer 360和Agentforce提供具体产品服务的一体化平台体系。 2）Agentforce五大要素：角色、数据、行动、保护机制和渠道。 3）Agentforce工作流程：数据输入、生成Prompts、Reasoning Engine处理以及行动。 4）Agentforce与以往产品的核心差异：一是Query Enrichment，二是预定制的Workflow，完整的 Action Library Fulfilment，三是用户体验的改进。 5）总结：我们认为，Agentforce能力强 ...

On December 3rd, Salesforce (NYSE: CRM ) reported its Q3 2025 earnings, delivering a solid revenue beat but slightly missing on EPS. The market's reaction was swift and enthusiastic, with the stock rallying over 10% post-results. I'm initiating coverage on Salesforce with a BuyWe bring a rigorous research-driven approach to uncovering high-conviction stocks with compelling growth potential across dynamic sectors like big tech, semiconductors, AI, and healthcare. Leveraging comprehensive sector insights, We ...

Salesforce (NYSE: CRM ) rallied more than 10% despite missing its non-GAAP EPS consensus and guiding a lower YoY revenue growth in 4Q FY2025. While management's discussion on its featured Agentforce platform was promising, it did not seem to justify thisI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst at a mul ...

This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributors Thomas Potter and Elijah Buell.Analyst’s Disclosure: I/we h ...

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' ...

Salesforce, Inc. (CRM) delivered a mixed set of third-quarter fiscal 2025 results, with revenues surpassing expectations but earnings per share (EPS) falling slightly short. Despite this, the company raised its full-year revenue guidance, which buoyed investor confidence.Amid near-term challenges and long-term opportunities, here’s why holding Salesforce stock may be the right decision for now.Salesforce’s Q3 Results: A Mixed BagSalesforce reported revenues of $9.41 billion, an 8% year-over-year increase th ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR either ...