Good_老虎社区_美港股上老虎

Ylzhao
2021-08-25

Good

Is Salesforce Stock A Buy? Earnings Due Aug. 25, Slack Integration Key<blockquote>Salesforce股票值得买入吗？收益将于8月25日公布，Slack集成关键</blockquote>

Whether to buy CRM stock often boils down to how an investor views two fundamental trends. One, risi

Is Salesforce Stock A Buy? Earnings Due Aug. 25, Slack Integration Key<blockquote>Salesforce股票值得买入吗？收益将于8月25日公布，Slack集成关键</blockquote>

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":837824198,"tweetId":"837824198","gmtCreate":1629876670414,"gmtModify":1633681770488,"author":{"id":3577225119916525,"idStr":"3577225119916525","authorId":3577225119916525,"authorIdStr":"3577225119916525","name":"Ylzhao","avatar":"https://static.tigerbbs.com/2a9f86547259196cbaedf106007822eb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Good</body></html>","htmlText":"<html><head></head><body>Good</body></html>","text":"Good","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/837824198","repostId":1164936554,"repostType":4,"repost":{"id":"1164936554","kind":"news","pubTimestamp":1629875837,"share":"https://www.laohu8.com/m/news/1164936554?lang=zh_CN&edition=full","pubTime":"2021-08-25 15:17","market":"us","language":"en","title":"Is Salesforce Stock A Buy? Earnings Due Aug. 25, Slack Integration Key<blockquote>Salesforce股票值得买入吗？收益将于8月25日公布，Slack集成关键</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164936554","media":"investors","summary":"Whether to buy CRM stock often boils down to how an investor views two fundamental trends. One, risi","content":"Whether to buy CRM stock often boils down to how an investor views two fundamental trends. One, rising corporate spending on digital transformation projects. And two,<a href=\"https://laohu8.com/S/CRM\">Salesforce.com</a>'s (CRM) penchant to&nbsp;make big acquisitions, such as<a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a>(WORK).<blockquote>是否购买CRM股票通常取决于投资者如何看待两个基本趋势。第一，企业在数字化转型项目上的支出不断增加。还有两个，<a href=\"https://laohu8.com/S/CRM\">Salesforce.com</a>(CRM)倾向于进行大型收购，例如<a href=\"https://laohu8.com/S/WORK\">Slack技术</a>（工作）。</blockquote> Salesforce on July 21 closed the Slack acquisition. Analysts expect Salesforce to discuss the Slack integration roadmap at the Dreamforce conference from Sept. 21 to Sept. 24.<blockquote>Salesforce于7月21日完成了对Slack的收购。分析师预计Salesforce将在9月21日至9月24日的Dreamforce会议上讨论Slack集成路线图。</blockquote> Meanwhile, Salesforce stock reports second quarter earnings on Aug. 25. Analysts expect revenue to grow 21% to $6.24 billion.<blockquote>与此同时，Salesforce股票将于8月25日公布第二季度收益。分析师预计营收将增长21%至62.4亿美元。</blockquote> \"Salesforce has now closed the Slack deal and all eyes will be on the integration process,\" said Jefferies analyst Brent Thill in a report.<blockquote>Jefferies分析师Brent Thill在一份报告中表示：“Salesforce现已完成Slack交易，所有人的目光都将集中在整合过程上。”</blockquote> \"We believe that the company needs to take a breather on large M&amp;A, focus on integrating Slack, and deliver on margins to make the stock work. The compares are tough this quarter, but our fundamental checks are positive and expectations are conservative. The good news is that the easiest comp of the year is coming up next quarter.\"<blockquote>“我们认为，公司需要在大型并购中喘口气，专注于整合Slack，并提高利润率以使股票发挥作用。本季度的比较很艰难，但我们的基本面检查是积极的，预期也是保守的。好消息是，今年最轻松的业绩将于下个季度到来。”</blockquote> After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 3.4% in July and 8.7% in June.<blockquote>在经历了2021年的艰难开局后，软件成长股出现反弹。iShares Expanded Tech-Software Sector ETF 7月份上涨3.4%，6月份上涨8.7%。</blockquote> Salesforce recently announced a business-oriented video streaming service with original content. The company plans to launch the video streaming service in conjunction with the Dreamforce conference.<blockquote>Salesforce最近宣布了一项面向业务的原创内容视频流服务。该公司计划结合Dreamforce大会推出视频流媒体服务。</blockquote> Aimed at an office-worker audience, the videos will feature original, live and on-demand content.<blockquote>这些视频面向上班族观众，将以原创、直播和点播内容为特色。</blockquote> CRM Stock: Slack Shows Strong Customer Growth<blockquote>CRM股票：Slack显示出强劲的客户增长</blockquote> Amid growing competition with<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT), Salesforce agreed to pay $27.7 billion for workplace collaboration software maker Slack on Dec. 1. That marked a 55% premium to Slack's closing price on Nov. 24, before reports of the deal surfaced.<blockquote>在日益激烈的竞争中<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)、Salesforce于12月1日同意支付277亿美元收购工作场所协作软件制造商Slack。这比11月24日Slack在该交易报道浮出水面之前的收盘价溢价55%。</blockquote> Slack on June 3 reported strong customer growth in first quarter earnings. The new Slack Connect product had 91,000 customers as of April 30, up 23% from the January quarter. Slack Connect lets customers share collaboration tools with up to 20 external partners or organizations.<blockquote>Slack于6月3日公布了第一季度盈利的强劲客户增长。截至4月30日，新的Slack Connect产品拥有91,000名客户，比1月份季度增长23%。Slack Connect允许客户与多达20个外部合作伙伴或组织共享协作工具。</blockquote> In addition, Salesforce in June expanded its strategic partnership with Amazon Web Services, the cloud computing unit of<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>(AMZN). Salesforce and AWS will provide low code tools to software developers.<blockquote>此外，Salesforce在6月份扩大了与亚马逊网络服务的战略合作伙伴关系，亚马逊网络服务是亚马逊的云计算部门。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>（亚马逊）。Salesforce和AWS将为软件开发人员提供低代码工具。</blockquote> Salesforce recently named Chief Legal Officer Amy Weaver as its new chief financial officer and president.<blockquote>Salesforce最近任命首席法律官Amy Weaver为其新任首席财务官兼总裁。</blockquote> At an investor day on Dec. 8, Salesforce said it aims to double revenue to $50 billion by 2026, including a $4 billion contribution from Slack. At the same time, Salesforce stock lowered its organic revenue growth target to 19% from 20% over the next four years.<blockquote>在12月8日的投资者日上，Salesforce表示，其目标是到2026年将收入翻一番，达到500亿美元，其中包括Slack贡献的40亿美元。与此同时，Salesforce股票将未来四年的有机收入增长目标从20%下调至19%。</blockquote> Salesforce Stock Joins Dow Jones Industrial Average<blockquote>Salesforce股票加入道琼斯工业平均指数</blockquote> Amid the coronavirus pandemic, demand for next-generation collaboration and productivity tools has increased. In addition, many companies aim to automate operations and track key business metrics in order to support employees working from home.<blockquote>在冠状病毒大流行期间，对下一代协作和生产力工具的需求有所增加。此外，许多公司的目标是自动化运营并跟踪关键业务指标，以支持在家工作的员工。</blockquote> One view is that spending ondigital transformation projectswill continue to be strong when the Covid-19 emergency eases. Such projects turn paperwork into electronic records and automate business workflows. More companies are investing in business analytics/artificial intelligence tools that scrub customer data.<blockquote>一种观点认为，当Covid-19紧急情况缓解时，数字化转型项目的支出将继续强劲。此类项目将文书工作转化为电子记录，并使业务工作流程自动化。越来越多的公司正在投资商业分析/人工智能工具来清理客户数据。</blockquote> CRM stock in 2020 was added to the Dow Jones Industrial Average. Further, Salesforce stock replaced<a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>(XOM) in the 30-stock benchmark.<blockquote>2020年CRM股票被纳入道琼斯工业平均指数。此外，Salesforce股票被取代<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>(XOM)在30只股票基准中。</blockquote> Meanwhile, CRM stock recently was added to theIBD Long Term Leaders list.<blockquote>与此同时，CRM股票最近被添加到IBD长期领导者名单中。</blockquote> Also, the bar keeps rising when investors look at Salesforce's \"biggest acquisition ever.\" Its purchase of Exact <a href=\"https://laohu8.com/S/TGT\">Target</a> in 2013 was followed by e-commerce platform Demandware in 2016, and MuleSoft in 2018. Then Salesforce ponied up $15.7 billion in an all-stock deal to buy data analytics firm <a href=\"https://laohu8.com/S/DATA\">Tableau</a> Software last year.<blockquote>此外，当投资者看到Salesforce“有史以来最大的收购”时，门槛不断提高。其购买Exact<a href=\"https://laohu8.com/S/TGT\">目标</a>2013年紧随其后的是2016年的电子商务平台Demandware和2018年的MuleSoft。随后Salesforce斥资157亿美元以全股票交易收购数据分析公司<a href=\"https://laohu8.com/S/DATA\">表</a>去年的软件。</blockquote> Then came the Slack deal.<blockquote>然后是Slack交易。</blockquote> The upbeat view is that acquisitions have enabled Salesforce to expand from its roots in customer relationship management software into marketing, e-commerce and other markets.<blockquote>乐观的观点是，收购使Salesforce能够从其客户关系管理软件的根基扩展到营销、电子商务和其他市场。</blockquote> CRM Stock: Core Business Strength An Issue<blockquote>CRM股票：核心业务实力是一个问题</blockquote> Salesforce is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of manybig-cap tech stocks to watch. Started in 1999, Salesforce went public in 2004.&nbsp;Salesforce founder and Co-Chief Executive Marc Benioff worked at <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> for 13 years before he left to start the software company.<blockquote>Salesforce是<a href=\"https://laohu8.com/S/AONE.U\">一</a>许多值得关注的大型科技股。Salesforce成立于1999年，2004年上市。Salesforce创始人兼联席首席执行官Marc Benioff曾在<a href=\"https://laohu8.com/S/ORCL\">神谕</a>在他离开创办软件公司之前，他已经工作了13年。</blockquote> Microsoft's Dynamics has gained traction as a lower-priced alternative to Salesforce tools, some analysts say. In addition, Microsoft is putting more salespeople behind the Dynamics business.<blockquote>一些分析师表示，微软的Dynamics作为Salesforce工具的低价替代品已经获得了关注。此外，微软正在为Dynamics业务配备更多销售人员。</blockquote> Also, Salesforce has been a fierce rival ofOracle(ORCL). Competition with<a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Systems(ADBE), thedigital media and marketing software firm, has been rising.<blockquote>此外，Salesforce一直是神谕（ORCL）。竞争对手<a href=\"https://laohu8.com/S/ADBE\">土坯</a>系统数字媒体和营销软件公司ADBE一直在崛起。</blockquote> Newer rivals include<a href=\"https://laohu8.com/S/ZEN\">Zendesk</a>(ZEN) and<a href=\"https://laohu8.com/S/HUBS\">HubSpot</a>(HUBS). And,<a href=\"https://laohu8.com/S/TWLO\">Twilio</a>(TWLO) hasjumped into customer relationship managementwith an acquisition.<blockquote>新的竞争对手包括<a href=\"https://laohu8.com/S/ZEN\">Zendesk</a>（禅）和<a href=\"https://laohu8.com/S/HUBS\">HubSpot</a>（枢纽）。并且，<a href=\"https://laohu8.com/S/TWLO\">Twilio</a>(TWLO)通过收购进军客户关系管理领域。</blockquote> Further, Salesforce software helps businesses organize and handle sales operations and customer relationships as they undergo digital transformation.<blockquote>此外，Salesforce软件帮助企业在进行数字化转型时组织和处理销售运营和客户关系。</blockquote> San Francisco-based Salesforce sells software under a subscription model. The customers of software-as-a-service, or SaaS, companies like Salesforce purchase renewable subscriptions, rather than one-time software licenses. <a href=\"https://laohu8.com/S/CUBI\">Customers</a> receive automatic software updates via the web.<blockquote>总部位于旧金山的Salesforce以订阅模式销售软件。Salesforce等软件即服务（SaaS）公司的客户购买可续订的订阅，而不是一次性软件许可证。<a href=\"https://laohu8.com/S/CUBI\">客户</a>通过网络接收自动软件更新。</blockquote> Also, the company spends about 14% of revenue on research and development, relatively high for a software company. Increased hiring and wage inflation for software engineers also have been a headwind to margin growth.<blockquote>此外，该公司将约14%的收入用于研发，这对于软件公司来说相对较高。软件工程师的招聘增加和工资上涨也是利润率增长的阻力。</blockquote> Salesforce Stock: Fundamental Analysis<blockquote>Salesforce股票：基本面分析</blockquote> The company's first-quarter earnings and revenue came in above expectations. Adjusted profit climbed 13% from a year earlier to 97 cents per share, excluding investment gains, the company said. Revenue rose 23% to $5.96 billion.<blockquote>该公司第一季度盈利和收入超出预期。该公司表示，不包括投资收益，调整后利润较上年同期增长13%至每股97美分。收入增长23%至59.6亿美元。</blockquote> The company said current remaining performance obligations rose 23% to $17.8 billion. That topped analyst estimates of $17.28 billion.<blockquote>该公司表示，目前剩余的履约义务增加了23%，达到178亿美元。这超过了分析师预期的172.8亿美元。</blockquote> For the current quarter ending in July, Salesforce expects revenue in a range of $6.22 billion to $6.23 billion vs. estimates of $6.15 billion.<blockquote>对于截至7月的当前季度，Salesforce预计收入在62.2亿美元至62.3亿美元之间，而预期为61.5亿美元。</blockquote> It forecast earnings in a range of 91 cents to 92 cents a share vs. estimates of 85 cents a share.<blockquote>它预测每股收益在91美分至92美分之间，而预期为每股85美分。</blockquote> For full-year fiscal 2022, Salesforce projected operating margin of 18%, just above analyst estimates of 17.7%.<blockquote>Salesforce预计2022财年全年营业利润率为18%，略高于分析师预期的17.7%。</blockquote> Salesforce Builds Artificial Intelligence Platform<blockquote>Salesforce打造人工智能平台</blockquote> One technology that Salesforce hopes will drive more revenue is artificial intelligence. The enterprise software maker introduced its \"Einstein\" AI software cloud platform in September 2016.&nbsp;The first Einstein AI software tools helped salespeople predict which deals are most likely to close based on a company's historical lead and account data.<blockquote>Salesforce希望能够推动更多收入的一项技术是人工智能。这家企业软件制造商于2016年9月推出了“爱因斯坦”人工智能软件云平台。第一个爱因斯坦人工智能软件工具帮助销售人员根据公司的历史线索和账户数据预测哪些交易最有可能完成。</blockquote> In addition, Salesforce has integrated AI tools into other enterprise software offerings over the past three years,targeting industries such as financial servicesin digital transformation. Einstein AI primarily works via chat bots.<blockquote>此外，Salesforce在过去三年中将人工智能工具集成到其他企业软件产品中，瞄准数字化转型中的金融服务等行业。爱因斯坦人工智能主要通过聊天机器人工作。</blockquote> Salesforce in 2019 agreed tobuy data analytics firm Tableaufor $15.7 billion in an all-stock deal. Tableau provides data visualization software. In addition, it enables customers to build databases, graphs and maps using time series analytics, a technique that analyzes a series of data points ordered in time.<blockquote>Salesforce于2019年同意以157亿美元的全股票交易收购数据分析公司Tableau。Tableau提供数据可视化软件。此外，它还使客户能够使用时间序列分析（一种分析一系列按时间排序的数据点的技术）来构建数据库、图表和地图。</blockquote> Also, Salesforce expects synergy between its Einstein artificial intelligence tools and Tableau's business intelligence software.&nbsp;In early October, Salesforce announced that it would rebrand Einstein Analytics as Tableau CRM.<blockquote>此外，Salesforce预计其Einstein人工智能工具和Tableau的商业智能软件之间会产生协同效应。10月初，Salesforce宣布将Einstein Analytics更名为Tableau CRM。</blockquote> CRM Stock: Recent Acquisitions<blockquote>CRM股票：最近的收购</blockquote> In 2018, Salesforce bought MuleSoft for $6.5 billion in cash and stock. MuleSoft's software automates the integration of new tools with legacy enterprise platforms and speeds application development.<blockquote>2018年，Salesforce以65亿美元现金和股票收购了MuleSoft。MuleSoft的软件可自动将新工具与传统企业平台集成，并加快应用程序开发。</blockquote> Meanwhile, Salesforce spent $4.6 billion on acquisitions in 2016. They included e-commerce platform Demandware.<blockquote>与此同时，Salesforce在2016年斥资46亿美元进行收购。其中包括电子商务平台Demandware。</blockquote> E-commerce has boomed amid the coronavirus pandemic. The shift to online shopping has provided a lift to Salesforce's \"Commerce Cloud,\" which has its roots in the Demandware purchase.<blockquote>在冠状病毒大流行期间，电子商务蓬勃发展。向在线购物的转变为Salesforce的“商务云”提供了动力，该云的根源在于Demandware购买。</blockquote> Furthermore, Salesforce's $2.5 billion purchase of Exact Target in 2013 jump-started its move into marketing software.<blockquote>此外，Salesforce在2013年以25亿美元收购Exact Target，启动了其进军营销软件领域的步伐。</blockquote> Bullish analysts say Salesforce AI's tools, plus Tableau, plus MuleSoft will make a powerful combination for digital transformation projects.<blockquote>看涨的分析师表示，Salesforce AI的工具加上Tableau和MuleSoft将为数字化转型项目提供强大的组合。</blockquote> Further, Salesforce aims to partner with IT services firms such asAccenture(ACN) to add customers. Despite U.S.-<a href=\"https://laohu8.com/S/CAAS\">China</a> trade tensions, Salesforce in July added<a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group(BABA) as a sales channel partner in China.<blockquote>此外，Salesforce旨在与IT服务公司合作，例如埃森哲(ACN)添加客户。尽管美国-<a href=\"https://laohu8.com/S/CAAS\">中国</a>Salesforce 7月份补充称，贸易紧张局势<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>团体（阿里巴巴）作为中国的销售渠道合作伙伴。</blockquote> Is Salesforce Stock A Buy?<blockquote>Salesforce股票值得买入吗？</blockquote> In cloud computing, Salesforce has partnered with Google for data analytics. In addition, Salesforce hasexpanded its venture capital investing.<blockquote>在云计算领域，Salesforce与谷歌合作进行数据分析。此外，Salesforce还扩大了风险投资。</blockquote> According toIBD Stock Checkup, CRM stock currently has aRelative Strength Ratingof only 61 out of a possible 99. The best stocks tend to have ratings of 80 and above.<blockquote>根据IBD股票检查，CRM股票目前的相对强度评级仅为61分（满分99分）。最好的股票的评级往往在80及以上。</blockquote> In addition, CRM stock has anAccumulation/Distribution Ratingof B-plus. The rating analyzes price and volume changes in a stock over the past 13 weeks of trading. The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.<blockquote>此外，CRM股票的累积/分配评级为B-plus。该评级分析股票在过去13周交易中的价格和交易量变化。该评级为A+至E级，衡量机构对股票的买卖情况。A+表示机构大量买入；E表示大量抛售。把C级想象成中性。</blockquote> As of Aug. 23, CRM stock trades below a proper entry point of 271.02 and is not in a buy zone, according toIBD MarketSmith analysis. Salesforce stock probably needs toforge a new baseto be actionable.<blockquote>根据IBD MarketSmith的分析，截至8月23日，CRM股票的交易价格低于271.02的适当入场点，并且不处于买入区域。Salesforce股票可能需要建立一个新的基础才能具有可操作性。</blockquote>","source":"lsy1610449120050","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Salesforce Stock A Buy? Earnings Due Aug. 25, Slack Integration Key<blockquote>Salesforce股票值得买入吗？收益将于8月25日公布，Slack集成关键</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Salesforce Stock A Buy? Earnings Due Aug. 25, Slack Integration Key<blockquote>Salesforce股票值得买入吗？收益将于8月25日公布，Slack集成关键</blockquote>\n</h2>\n<h4 class=\"meta\">\n\ninvestors2021-08-25 15:17\n\n</h4>\n</header>\n<article>\nWhether to buy CRM stock often boils down to how an investor views two fundamental trends. One, rising corporate spending on digital transformation projects. And two,<a href=\"https://laohu8.com/S/CRM\">Salesforce.com</a>'s (CRM) penchant to&nbsp;make big acquisitions, such as<a href=\"https://laohu8.com/S/WORK\">Slack Technologies</a>(WORK).<blockquote>是否购买CRM股票通常取决于投资者如何看待两个基本趋势。第一，企业在数字化转型项目上的支出不断增加。还有两个，<a href=\"https://laohu8.com/S/CRM\">Salesforce.com</a>(CRM)倾向于进行大型收购，例如<a href=\"https://laohu8.com/S/WORK\">Slack技术</a>（工作）。</blockquote> Salesforce on July 21 closed the Slack acquisition. Analysts expect Salesforce to discuss the Slack integration roadmap at the Dreamforce conference from Sept. 21 to Sept. 24.<blockquote>Salesforce于7月21日完成了对Slack的收购。分析师预计Salesforce将在9月21日至9月24日的Dreamforce会议上讨论Slack集成路线图。</blockquote> Meanwhile, Salesforce stock reports second quarter earnings on Aug. 25. Analysts expect revenue to grow 21% to $6.24 billion.<blockquote>与此同时，Salesforce股票将于8月25日公布第二季度收益。分析师预计营收将增长21%至62.4亿美元。</blockquote> \"Salesforce has now closed the Slack deal and all eyes will be on the integration process,\" said Jefferies analyst Brent Thill in a report.<blockquote>Jefferies分析师Brent Thill在一份报告中表示：“Salesforce现已完成Slack交易，所有人的目光都将集中在整合过程上。”</blockquote> \"We believe that the company needs to take a breather on large M&amp;A, focus on integrating Slack, and deliver on margins to make the stock work. The compares are tough this quarter, but our fundamental checks are positive and expectations are conservative. The good news is that the easiest comp of the year is coming up next quarter.\"<blockquote>“我们认为，公司需要在大型并购中喘口气，专注于整合Slack，并提高利润率以使股票发挥作用。本季度的比较很艰难，但我们的基本面检查是积极的，预期也是保守的。好消息是，今年最轻松的业绩将于下个季度到来。”</blockquote> After a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 3.4% in July and 8.7% in June.<blockquote>在经历了2021年的艰难开局后，软件成长股出现反弹。iShares Expanded Tech-Software Sector ETF 7月份上涨3.4%，6月份上涨8.7%。</blockquote> Salesforce recently announced a business-oriented video streaming service with original content. The company plans to launch the video streaming service in conjunction with the Dreamforce conference.<blockquote>Salesforce最近宣布了一项面向业务的原创内容视频流服务。该公司计划结合Dreamforce大会推出视频流媒体服务。</blockquote> Aimed at an office-worker audience, the videos will feature original, live and on-demand content.<blockquote>这些视频面向上班族观众，将以原创、直播和点播内容为特色。</blockquote> CRM Stock: Slack Shows Strong Customer Growth<blockquote>CRM股票：Slack显示出强劲的客户增长</blockquote> Amid growing competition with<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>(MSFT), Salesforce agreed to pay $27.7 billion for workplace collaboration software maker Slack on Dec. 1. That marked a 55% premium to Slack's closing price on Nov. 24, before reports of the deal surfaced.<blockquote>在日益激烈的竞争中<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)、Salesforce于12月1日同意支付277亿美元收购工作场所协作软件制造商Slack。这比11月24日Slack在该交易报道浮出水面之前的收盘价溢价55%。</blockquote> Slack on June 3 reported strong customer growth in first quarter earnings. The new Slack Connect product had 91,000 customers as of April 30, up 23% from the January quarter. Slack Connect lets customers share collaboration tools with up to 20 external partners or organizations.<blockquote>Slack于6月3日公布了第一季度盈利的强劲客户增长。截至4月30日，新的Slack Connect产品拥有91,000名客户，比1月份季度增长23%。Slack Connect允许客户与多达20个外部合作伙伴或组织共享协作工具。</blockquote> In addition, Salesforce in June expanded its strategic partnership with Amazon Web Services, the cloud computing unit of<a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>(AMZN). Salesforce and AWS will provide low code tools to software developers.<blockquote>此外，Salesforce在6月份扩大了与亚马逊网络服务的战略合作伙伴关系，亚马逊网络服务是亚马逊的云计算部门。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>（亚马逊）。Salesforce和AWS将为软件开发人员提供低代码工具。</blockquote> Salesforce recently named Chief Legal Officer Amy Weaver as its new chief financial officer and president.<blockquote>Salesforce最近任命首席法律官Amy Weaver为其新任首席财务官兼总裁。</blockquote> At an investor day on Dec. 8, Salesforce said it aims to double revenue to $50 billion by 2026, including a $4 billion contribution from Slack. At the same time, Salesforce stock lowered its organic revenue growth target to 19% from 20% over the next four years.<blockquote>在12月8日的投资者日上，Salesforce表示，其目标是到2026年将收入翻一番，达到500亿美元，其中包括Slack贡献的40亿美元。与此同时，Salesforce股票将未来四年的有机收入增长目标从20%下调至19%。</blockquote> Salesforce Stock Joins Dow Jones Industrial Average<blockquote>Salesforce股票加入道琼斯工业平均指数</blockquote> Amid the coronavirus pandemic, demand for next-generation collaboration and productivity tools has increased. In addition, many companies aim to automate operations and track key business metrics in order to support employees working from home.<blockquote>在冠状病毒大流行期间，对下一代协作和生产力工具的需求有所增加。此外，许多公司的目标是自动化运营并跟踪关键业务指标，以支持在家工作的员工。</blockquote> One view is that spending ondigital transformation projectswill continue to be strong when the Covid-19 emergency eases. Such projects turn paperwork into electronic records and automate business workflows. More companies are investing in business analytics/artificial intelligence tools that scrub customer data.<blockquote>一种观点认为，当Covid-19紧急情况缓解时，数字化转型项目的支出将继续强劲。此类项目将文书工作转化为电子记录，并使业务工作流程自动化。越来越多的公司正在投资商业分析/人工智能工具来清理客户数据。</blockquote> CRM stock in 2020 was added to the Dow Jones Industrial Average. Further, Salesforce stock replaced<a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a>(XOM) in the 30-stock benchmark.<blockquote>2020年CRM股票被纳入道琼斯工业平均指数。此外，Salesforce股票被取代<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>(XOM)在30只股票基准中。</blockquote> Meanwhile, CRM stock recently was added to theIBD Long Term Leaders list.<blockquote>与此同时，CRM股票最近被添加到IBD长期领导者名单中。</blockquote> Also, the bar keeps rising when investors look at Salesforce's \"biggest acquisition ever.\" Its purchase of Exact <a href=\"https://laohu8.com/S/TGT\">Target</a> in 2013 was followed by e-commerce platform Demandware in 2016, and MuleSoft in 2018. Then Salesforce ponied up $15.7 billion in an all-stock deal to buy data analytics firm <a href=\"https://laohu8.com/S/DATA\">Tableau</a> Software last year.<blockquote>此外，当投资者看到Salesforce“有史以来最大的收购”时，门槛不断提高。其购买Exact<a href=\"https://laohu8.com/S/TGT\">目标</a>2013年紧随其后的是2016年的电子商务平台Demandware和2018年的MuleSoft。随后Salesforce斥资157亿美元以全股票交易收购数据分析公司<a href=\"https://laohu8.com/S/DATA\">表</a>去年的软件。</blockquote> Then came the Slack deal.<blockquote>然后是Slack交易。</blockquote> The upbeat view is that acquisitions have enabled Salesforce to expand from its roots in customer relationship management software into marketing, e-commerce and other markets.<blockquote>乐观的观点是，收购使Salesforce能够从其客户关系管理软件的根基扩展到营销、电子商务和其他市场。</blockquote> CRM Stock: Core Business Strength An Issue<blockquote>CRM股票：核心业务实力是一个问题</blockquote> Salesforce is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of manybig-cap tech stocks to watch. Started in 1999, Salesforce went public in 2004.&nbsp;Salesforce founder and Co-Chief Executive Marc Benioff worked at <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> for 13 years before he left to start the software company.<blockquote>Salesforce是<a href=\"https://laohu8.com/S/AONE.U\">一</a>许多值得关注的大型科技股。Salesforce成立于1999年，2004年上市。Salesforce创始人兼联席首席执行官Marc Benioff曾在<a href=\"https://laohu8.com/S/ORCL\">神谕</a>在他离开创办软件公司之前，他已经工作了13年。</blockquote> Microsoft's Dynamics has gained traction as a lower-priced alternative to Salesforce tools, some analysts say. In addition, Microsoft is putting more salespeople behind the Dynamics business.<blockquote>一些分析师表示，微软的Dynamics作为Salesforce工具的低价替代品已经获得了关注。此外，微软正在为Dynamics业务配备更多销售人员。</blockquote> Also, Salesforce has been a fierce rival ofOracle(ORCL). Competition with<a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Systems(ADBE), thedigital media and marketing software firm, has been rising.<blockquote>此外，Salesforce一直是神谕（ORCL）。竞争对手<a href=\"https://laohu8.com/S/ADBE\">土坯</a>系统数字媒体和营销软件公司ADBE一直在崛起。</blockquote> Newer rivals include<a href=\"https://laohu8.com/S/ZEN\">Zendesk</a>(ZEN) and<a href=\"https://laohu8.com/S/HUBS\">HubSpot</a>(HUBS). And,<a href=\"https://laohu8.com/S/TWLO\">Twilio</a>(TWLO) hasjumped into customer relationship managementwith an acquisition.<blockquote>新的竞争对手包括<a href=\"https://laohu8.com/S/ZEN\">Zendesk</a>（禅）和<a href=\"https://laohu8.com/S/HUBS\">HubSpot</a>（枢纽）。并且，<a href=\"https://laohu8.com/S/TWLO\">Twilio</a>(TWLO)通过收购进军客户关系管理领域。</blockquote> Further, Salesforce software helps businesses organize and handle sales operations and customer relationships as they undergo digital transformation.<blockquote>此外，Salesforce软件帮助企业在进行数字化转型时组织和处理销售运营和客户关系。</blockquote> San Francisco-based Salesforce sells software under a subscription model. The customers of software-as-a-service, or SaaS, companies like Salesforce purchase renewable subscriptions, rather than one-time software licenses. <a href=\"https://laohu8.com/S/CUBI\">Customers</a> receive automatic software updates via the web.<blockquote>总部位于旧金山的Salesforce以订阅模式销售软件。Salesforce等软件即服务（SaaS）公司的客户购买可续订的订阅，而不是一次性软件许可证。<a href=\"https://laohu8.com/S/CUBI\">客户</a>通过网络接收自动软件更新。</blockquote> Also, the company spends about 14% of revenue on research and development, relatively high for a software company. Increased hiring and wage inflation for software engineers also have been a headwind to margin growth.<blockquote>此外，该公司将约14%的收入用于研发，这对于软件公司来说相对较高。软件工程师的招聘增加和工资上涨也是利润率增长的阻力。</blockquote> Salesforce Stock: Fundamental Analysis<blockquote>Salesforce股票：基本面分析</blockquote> The company's first-quarter earnings and revenue came in above expectations. Adjusted profit climbed 13% from a year earlier to 97 cents per share, excluding investment gains, the company said. Revenue rose 23% to $5.96 billion.<blockquote>该公司第一季度盈利和收入超出预期。该公司表示，不包括投资收益，调整后利润较上年同期增长13%至每股97美分。收入增长23%至59.6亿美元。</blockquote> The company said current remaining performance obligations rose 23% to $17.8 billion. That topped analyst estimates of $17.28 billion.<blockquote>该公司表示，目前剩余的履约义务增加了23%，达到178亿美元。这超过了分析师预期的172.8亿美元。</blockquote> For the current quarter ending in July, Salesforce expects revenue in a range of $6.22 billion to $6.23 billion vs. estimates of $6.15 billion.<blockquote>对于截至7月的当前季度，Salesforce预计收入在62.2亿美元至62.3亿美元之间，而预期为61.5亿美元。</blockquote> It forecast earnings in a range of 91 cents to 92 cents a share vs. estimates of 85 cents a share.<blockquote>它预测每股收益在91美分至92美分之间，而预期为每股85美分。</blockquote> For full-year fiscal 2022, Salesforce projected operating margin of 18%, just above analyst estimates of 17.7%.<blockquote>Salesforce预计2022财年全年营业利润率为18%，略高于分析师预期的17.7%。</blockquote> Salesforce Builds Artificial Intelligence Platform<blockquote>Salesforce打造人工智能平台</blockquote> One technology that Salesforce hopes will drive more revenue is artificial intelligence. The enterprise software maker introduced its \"Einstein\" AI software cloud platform in September 2016.&nbsp;The first Einstein AI software tools helped salespeople predict which deals are most likely to close based on a company's historical lead and account data.<blockquote>Salesforce希望能够推动更多收入的一项技术是人工智能。这家企业软件制造商于2016年9月推出了“爱因斯坦”人工智能软件云平台。第一个爱因斯坦人工智能软件工具帮助销售人员根据公司的历史线索和账户数据预测哪些交易最有可能完成。</blockquote> In addition, Salesforce has integrated AI tools into other enterprise software offerings over the past three years,targeting industries such as financial servicesin digital transformation. Einstein AI primarily works via chat bots.<blockquote>此外，Salesforce在过去三年中将人工智能工具集成到其他企业软件产品中，瞄准数字化转型中的金融服务等行业。爱因斯坦人工智能主要通过聊天机器人工作。</blockquote> Salesforce in 2019 agreed tobuy data analytics firm Tableaufor $15.7 billion in an all-stock deal. Tableau provides data visualization software. In addition, it enables customers to build databases, graphs and maps using time series analytics, a technique that analyzes a series of data points ordered in time.<blockquote>Salesforce于2019年同意以157亿美元的全股票交易收购数据分析公司Tableau。Tableau提供数据可视化软件。此外，它还使客户能够使用时间序列分析（一种分析一系列按时间排序的数据点的技术）来构建数据库、图表和地图。</blockquote> Also, Salesforce expects synergy between its Einstein artificial intelligence tools and Tableau's business intelligence software.&nbsp;In early October, Salesforce announced that it would rebrand Einstein Analytics as Tableau CRM.<blockquote>此外，Salesforce预计其Einstein人工智能工具和Tableau的商业智能软件之间会产生协同效应。10月初，Salesforce宣布将Einstein Analytics更名为Tableau CRM。</blockquote> CRM Stock: Recent Acquisitions<blockquote>CRM股票：最近的收购</blockquote> In 2018, Salesforce bought MuleSoft for $6.5 billion in cash and stock. MuleSoft's software automates the integration of new tools with legacy enterprise platforms and speeds application development.<blockquote>2018年，Salesforce以65亿美元现金和股票收购了MuleSoft。MuleSoft的软件可自动将新工具与传统企业平台集成，并加快应用程序开发。</blockquote> Meanwhile, Salesforce spent $4.6 billion on acquisitions in 2016. They included e-commerce platform Demandware.<blockquote>与此同时，Salesforce在2016年斥资46亿美元进行收购。其中包括电子商务平台Demandware。</blockquote> E-commerce has boomed amid the coronavirus pandemic. The shift to online shopping has provided a lift to Salesforce's \"Commerce Cloud,\" which has its roots in the Demandware purchase.<blockquote>在冠状病毒大流行期间，电子商务蓬勃发展。向在线购物的转变为Salesforce的“商务云”提供了动力，该云的根源在于Demandware购买。</blockquote> Furthermore, Salesforce's $2.5 billion purchase of Exact Target in 2013 jump-started its move into marketing software.<blockquote>此外，Salesforce在2013年以25亿美元收购Exact Target，启动了其进军营销软件领域的步伐。</blockquote> Bullish analysts say Salesforce AI's tools, plus Tableau, plus MuleSoft will make a powerful combination for digital transformation projects.<blockquote>看涨的分析师表示，Salesforce AI的工具加上Tableau和MuleSoft将为数字化转型项目提供强大的组合。</blockquote> Further, Salesforce aims to partner with IT services firms such asAccenture(ACN) to add customers. Despite U.S.-<a href=\"https://laohu8.com/S/CAAS\">China</a> trade tensions, Salesforce in July added<a href=\"https://laohu8.com/S/BABA\">Alibaba</a> Group(BABA) as a sales channel partner in China.<blockquote>此外，Salesforce旨在与IT服务公司合作，例如埃森哲(ACN)添加客户。尽管美国-<a href=\"https://laohu8.com/S/CAAS\">中国</a>Salesforce 7月份补充称，贸易紧张局势<a href=\"https://laohu8.com/S/BABA\">阿里巴巴-SW</a>团体（阿里巴巴）作为中国的销售渠道合作伙伴。</blockquote> Is Salesforce Stock A Buy?<blockquote>Salesforce股票值得买入吗？</blockquote> In cloud computing, Salesforce has partnered with Google for data analytics. In addition, Salesforce hasexpanded its venture capital investing.<blockquote>在云计算领域，Salesforce与谷歌合作进行数据分析。此外，Salesforce还扩大了风险投资。</blockquote> According toIBD Stock Checkup, CRM stock currently has aRelative Strength Ratingof only 61 out of a possible 99. The best stocks tend to have ratings of 80 and above.<blockquote>根据IBD股票检查，CRM股票目前的相对强度评级仅为61分（满分99分）。最好的股票的评级往往在80及以上。</blockquote> In addition, CRM stock has anAccumulation/Distribution Ratingof B-plus. The rating analyzes price and volume changes in a stock over the past 13 weeks of trading. The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.<blockquote>此外，CRM股票的累积/分配评级为B-plus。该评级分析股票在过去13周交易中的价格和交易量变化。该评级为A+至E级，衡量机构对股票的买卖情况。A+表示机构大量买入；E表示大量抛售。把C级想象成中性。</blockquote> As of Aug. 23, CRM stock trades below a proper entry point of 271.02 and is not in a buy zone, according toIBD MarketSmith analysis. Salesforce stock probably needs toforge a new baseto be actionable.<blockquote>根据IBD MarketSmith的分析，截至8月23日，CRM股票的交易价格低于271.02的适当入场点，并且不处于买入区域。Salesforce股票可能需要建立一个新的基础才能具有可操作性。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.investors.com/news/technology/crm-stock-buy-now/?src=A00220\">investors</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://www.investors.com/news/technology/crm-stock-buy-now/?src=A00220","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164936554","content_text":"Whether to buy CRM stock often boils down to how an investor views two fundamental trends. One, rising corporate spending on digital transformation projects. And two,Salesforce.com's (CRM) penchant to make big acquisitions, such asSlack Technologies(WORK).\nSalesforce on July 21 closed the Slack acquisition. Analysts expect Salesforce to discuss the Slack integration roadmap at the Dreamforce conference from Sept. 21 to Sept. 24.\nMeanwhile, Salesforce stock reports second quarter earnings on Aug. 25. Analysts expect revenue to grow 21% to $6.24 billion.\n\"Salesforce has now closed the Slack deal and all eyes will be on the integration process,\" said Jefferies analyst Brent Thill in a report.\n\"We believe that the company needs to take a breather on large M&A, focus on integrating Slack, and deliver on margins to make the stock work. The compares are tough this quarter, but our fundamental checks are positive and expectations are conservative. The good news is that the easiest comp of the year is coming up next quarter.\"\nAfter a tough start to 2021, software growth stocks have rebounded. The iShares Expanded Tech-Software Sector ETF rose 3.4% in July and 8.7% in June.\nSalesforce recently announced a business-oriented video streaming service with original content. The company plans to launch the video streaming service in conjunction with the Dreamforce conference.\nAimed at an office-worker audience, the videos will feature original, live and on-demand content.\nCRM Stock: Slack Shows Strong Customer Growth\nAmid growing competition withMicrosoft(MSFT), Salesforce agreed to pay $27.7 billion for workplace collaboration software maker Slack on Dec. 1. That marked a 55% premium to Slack's closing price on Nov. 24, before reports of the deal surfaced.\nSlack on June 3 reported strong customer growth in first quarter earnings. The new Slack Connect product had 91,000 customers as of April 30, up 23% from the January quarter. Slack Connect lets customers share collaboration tools with up to 20 external partners or organizations.\nIn addition, Salesforce in June expanded its strategic partnership with Amazon Web Services, the cloud computing unit ofAmazon.com(AMZN). Salesforce and AWS will provide low code tools to software developers.\nSalesforce recently named Chief Legal Officer Amy Weaver as its new chief financial officer and president.\nAt an investor day on Dec. 8, Salesforce said it aims to double revenue to $50 billion by 2026, including a $4 billion contribution from Slack. At the same time, Salesforce stock lowered its organic revenue growth target to 19% from 20% over the next four years.\nSalesforce Stock Joins Dow Jones Industrial Average\nAmid the coronavirus pandemic, demand for next-generation collaboration and productivity tools has increased. In addition, many companies aim to automate operations and track key business metrics in order to support employees working from home.\nOne view is that spending ondigital transformation projectswill continue to be strong when the Covid-19 emergency eases. Such projects turn paperwork into electronic records and automate business workflows. More companies are investing in business analytics/artificial intelligence tools that scrub customer data.\nCRM stock in 2020 was added to the Dow Jones Industrial Average. Further, Salesforce stock replacedExxon Mobil(XOM) in the 30-stock benchmark.\nMeanwhile, CRM stock recently was added to theIBD Long Term Leaders list.\nAlso, the bar keeps rising when investors look at Salesforce's \"biggest acquisition ever.\" Its purchase of Exact Target in 2013 was followed by e-commerce platform Demandware in 2016, and MuleSoft in 2018. Then Salesforce ponied up $15.7 billion in an all-stock deal to buy data analytics firm Tableau Software last year.\nThen came the Slack deal.\nThe upbeat view is that acquisitions have enabled Salesforce to expand from its roots in customer relationship management software into marketing, e-commerce and other markets.\nCRM Stock: Core Business Strength An Issue\nSalesforce is one of manybig-cap tech stocks to watch. Started in 1999, Salesforce went public in 2004. Salesforce founder and Co-Chief Executive Marc Benioff worked at Oracle for 13 years before he left to start the software company.\nMicrosoft's Dynamics has gained traction as a lower-priced alternative to Salesforce tools, some analysts say. In addition, Microsoft is putting more salespeople behind the Dynamics business.\nAlso, Salesforce has been a fierce rival ofOracle(ORCL). Competition withAdobe Systems(ADBE), thedigital media and marketing software firm, has been rising.\nNewer rivals includeZendesk(ZEN) andHubSpot(HUBS). And,Twilio(TWLO) hasjumped into customer relationship managementwith an acquisition.\nFurther, Salesforce software helps businesses organize and handle sales operations and customer relationships as they undergo digital transformation.\nSan Francisco-based Salesforce sells software under a subscription model. The customers of software-as-a-service, or SaaS, companies like Salesforce purchase renewable subscriptions, rather than one-time software licenses. Customers receive automatic software updates via the web.\nAlso, the company spends about 14% of revenue on research and development, relatively high for a software company. Increased hiring and wage inflation for software engineers also have been a headwind to margin growth.\nSalesforce Stock: Fundamental Analysis\nThe company's first-quarter earnings and revenue came in above expectations. Adjusted profit climbed 13% from a year earlier to 97 cents per share, excluding investment gains, the company said. Revenue rose 23% to $5.96 billion.\nThe company said current remaining performance obligations rose 23% to $17.8 billion. That topped analyst estimates of $17.28 billion.\nFor the current quarter ending in July, Salesforce expects revenue in a range of $6.22 billion to $6.23 billion vs. estimates of $6.15 billion.\nIt forecast earnings in a range of 91 cents to 92 cents a share vs. estimates of 85 cents a share.\nFor full-year fiscal 2022, Salesforce projected operating margin of 18%, just above analyst estimates of 17.7%.\nSalesforce Builds Artificial Intelligence Platform\nOne technology that Salesforce hopes will drive more revenue is artificial intelligence. The enterprise software maker introduced its \"Einstein\" AI software cloud platform in September 2016. The first Einstein AI software tools helped salespeople predict which deals are most likely to close based on a company's historical lead and account data.\nIn addition, Salesforce has integrated AI tools into other enterprise software offerings over the past three years,targeting industries such as financial servicesin digital transformation. Einstein AI primarily works via chat bots.\nSalesforce in 2019 agreed tobuy data analytics firm Tableaufor $15.7 billion in an all-stock deal. Tableau provides data visualization software. In addition, it enables customers to build databases, graphs and maps using time series analytics, a technique that analyzes a series of data points ordered in time.\nAlso, Salesforce expects synergy between its Einstein artificial intelligence tools and Tableau's business intelligence software. In early October, Salesforce announced that it would rebrand Einstein Analytics as Tableau CRM.\nCRM Stock: Recent Acquisitions\nIn 2018, Salesforce bought MuleSoft for $6.5 billion in cash and stock. MuleSoft's software automates the integration of new tools with legacy enterprise platforms and speeds application development.\nMeanwhile, Salesforce spent $4.6 billion on acquisitions in 2016. They included e-commerce platform Demandware.\nE-commerce has boomed amid the coronavirus pandemic. The shift to online shopping has provided a lift to Salesforce's \"Commerce Cloud,\" which has its roots in the Demandware purchase.\nFurthermore, Salesforce's $2.5 billion purchase of Exact Target in 2013 jump-started its move into marketing software.\nBullish analysts say Salesforce AI's tools, plus Tableau, plus MuleSoft will make a powerful combination for digital transformation projects.\nFurther, Salesforce aims to partner with IT services firms such asAccenture(ACN) to add customers. Despite U.S.-China trade tensions, Salesforce in July addedAlibaba Group(BABA) as a sales channel partner in China.\nIs Salesforce Stock A Buy?\nIn cloud computing, Salesforce has partnered with Google for data analytics. In addition, Salesforce hasexpanded its venture capital investing.\nAccording toIBD Stock Checkup, CRM stock currently has aRelative Strength Ratingof only 61 out of a possible 99. The best stocks tend to have ratings of 80 and above.\nIn addition, CRM stock has anAccumulation/Distribution Ratingof B-plus. The rating analyzes price and volume changes in a stock over the past 13 weeks of trading. The rating, on an A+ to E scale, measures institutional buying and selling in a stock. A+ signifies heavy institutional buying; E means heavy selling. Think of the C grade as neutral.\nAs of Aug. 23, CRM stock trades below a proper entry point of 271.02 and is not in a buy zone, according toIBD MarketSmith analysis. Salesforce stock probably needs toforge a new baseto be actionable.","news_type":1,"symbols_score_info":{"CRM":0.9,"WORK":0.9}},"isVote":1,"tweetType":1,"viewCount":721,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}