Salesforce Stock is Crashing - Here's Everything You Need to Know

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Hello everyone, I am Daniel Pronk and in today's video we discuss Salesforce stock (CRM), Saleforce earnings, and why the stock is crashing now. I also discuss CRM's price today, and if I am buying the stock now that it has fallen so much.

00:00 - Introduction
00:33 - Q1 Highlights
01:21 - Why The Stock Is Crashing
03:17 - Financial Statement Analysis
05:03 - Salesforce Price Today
08:14 - My DCF Calculations
10:11 - Is The Stock a Buy Today?

Disclaimer: Before we dive into this discussion, I want to make it clear that I am not a financial advisor, and nothing I say is intended to be a recommendation to buy or sell any financial instrument. All trading and investing activities must comply with the regulations set forth by the Securities and Exchange Commission (SEC). I will never ask you to send me money to trade for you, and if you come across any suspicious emails or fake social media profiles claiming to be me, please report them immediately. Additionally, it's important to remember that there are no guarantees or certainties in trading or investing, and you should never invest money that you can't afford to lose. While my videos may contain affiliate links or sponsorship to products I believe will add value to your life, it's crucial to conduct your own research before making any financial decisions.

[KaranBabu-hiit]

Just swapped all of my last ETH and swapped it into AMS28K. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!

[roddywoods]

Do you think it's a good time to consider selling some stocks, or is it better to hold onto them for the long term? I’m considering rebalancing my $2M portfolios, So I'm curious about the best strategies to invest this year.

[Official_Hacker_Gamer]

Do it. AMS28K already in my bags. I had a AMS28K after ( your should I buy ) and I agreed and bought. I'm looking to stack more, too.

[Elizabeth-uzwm]

As an lnvesting enthusiast, I often wonder how top level investors are able to become millionaires off investing. . I’ve been sitting on over $545K equity from a home sale and I’m not sure where to go from here, is it a good time to buy into stocks or do I wait for another opportunity?

[stillrising]

While this provide an actual strategy on investing and how to value stocks. After buying stocks for just over 3 years, i'm struggling to make gains. How do i adjust or revamp my 250k portfolio? Should i consider some defensive investments?

[sublyme]

The moat with SalesForce comes down to its sheer size, capabilities, and stickiness. Once you're in bed with a ERP/CRM system, it's extremely hard to change. Even if there are better, cheaper options, it's not always feasible to switch.

[korkyket]

To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. Risk comes from not knowing what you are doing♻️

[ejeddi]

Sales force is a sticky business. Their analytics tool is the best companion for companies using sales force for sales and marketing. There is not much of moat in any software company, but reputation goes a long way. CRM has it

[holyhandgrenadeofantioch]

I started a small position in CRM today. The sell off was overdone.

[johnmcquaid]

Question: do you buy USA stocks outside of your TFSA or RRSP accounts?

[chithanhphung]

I like your analysis Daniel and I agree with you that "AI" is an excuse and term for most of CEO in big tech nowadays to convince the investor invest in their companies :(

[craignielsen]

The company I work for used a sales force product for rostering purposes. There were multiple issues which were not fixed after trying to work with them. The company I am working for left salesforce for a different company and has been no issues since. So as a consumer of their product it didn’t work for my company. Salesforce might work for other companies just fine but was unusable for the one I was part of.

[isaacwong]

As an employee thats in pharmaceutical industry, we started integrating CRM since last year. To be honest, the versatility of CRM is fantastic HOWEVER its really down to the IT/Sales Excellence department to make things easier for us to make use of CRM system as it is quite confusing. I really dislike using CRM as an employee as it could track every data point (in cases of micromanagement 😂).

I think CRM as investing is alright, but probably not my thing yet

[cloudyintel]

I like adobe a little bit more. But I like Salesforce. I remember back in October of 2022 when people would talk bad about META and Amazon and how the pundits were saying oh these companies are not growing anymore etc. what makes CRM great is their retention rate at over 100%.

[karim]

Yes, every time CEOs talk about innovation it is a hint that they don’t know what they are talking about. In salesforce world AI and innovation are summarization with some 3rd party model.

[mexio]

Thanks for the video Daniel. What do you think about Adobe? I'd rather buy Adobe than CRM.

[sabbirhasan]

Daniel, CRM is out of your competence. Doesnt matter whether new 100 crm companies arrive, salesforce is sticky, enterprise dont jump from one to another crm solution every quarter!

[RayRay]

Why are their margins low for a software co.?

[yoramhtm]

I took a position in CRM yesterday post the fall because it was too cheap to ignore. So far it looks good

[gabrielarellano]

Great video analysis. Thank you for helping with your comments. It's honest to say you do not understand the business and moat, I had the opportunity to work with the software and peers, and I think the market overreacted, and it looks very cheap to me. let's see,