Headquartered in San Francisco, CA·Fiscal year ends January·NYSE: CRM·salesforce.com
About Salesforce
Salesforce is a cloud-based enterprise software company operating the world's largest customer relationship management (CRM) platform. The company provides a suite of applications and services organized around its Agentforce Apps category (encompassing Sales, Service, Marketing, Commerce, and Slack) and its Data 360, Headless Platform, and Other category (including data integration via Informatica, MuleSoft integration, Tableau analytics, and platform services). Salesforce is rapidly evolving into an AI-powered agentic enterprise platform, enabling organizations to deploy autonomous AI agents across business workflows. The company serves organizations of all sizes across industries globally, generating revenue primarily through subscription and support contracts with a smaller professional services segment. Updated
An all-cash $5.66 billion takeout hands Braze holders a fixed payout and resets the bid for every mid-cap marketing software name still trading on its own.
RT @alphaspace: $BRZE just found a buyer.
Salesforce is buying the marketing software company in an all-cash $5.66 billion deal. https://t…
Braze holders get a takeout at a $5.66 billion enterprise value, and Salesforce is buying customer engagement outright. Watch the premium versus Friday's close and any antitrust noise.
SALESFORCE TO ACQUIRE BRAZE FOR ABOUT $5.66 BILLION ENTERPRISE VALUE
$CRM$BRZE
Hot CPI, up 0.6% from August to September, plus rising oil leaves the next Fed move genuinely unclear
Bank stocks sold off on good quarters: Morgan Stanley dropped seven bucks, Citi and Wells Fargo found no footing
CoreWeave's slide and distressed neocloud debt are dragging on the broader tape
Amazon, Walmart and Costco seen as the retailers that would roll back prices if oil collapses
Cramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.
Semis called the market's ball and chain: the VanEck chip ETF fell 7.22% over six sessions, its worst streak since May of last year
Cramer says Micron's China memory fears are overblown, pointing to 26 long-term take-or-pay contracts running to 2030
Apple stays a buy into the foldable two-screen iPhone, with new Siri devices driving memory and CPU demand
Wells Fargo should have been a winner on Charlie Scharf's rate-sensitive setup and next-year guidance
The call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.
Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
His rule: keep buying through rate scares, tariffs and war headlines
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
C3.ai is up 9.97% at the open, leading a board where ServiceNow, Salesforce, Shopify and Intuit all gained 3.5% or more. Applied Optoelectronics is down 6% on the other end of the same board.
Cramer still buys Palantir at $190 after the stock gained 60% in Q3 and stalled short of his $250 target
Salesforce, up 46.5%, called the better SaaS-apocalypse rebound than Veeva at 30 times earnings
Caterpillar's 24% Q3 profit taking framed as a buying chance on data center engine demand
IBM, down 22% on its miss, gets the wait-a-quarter rule; Home Depot stays hostage to rates
Cramer wants to add software as the bounce-back trade and the beaten-down industrial names tied to data center power. He also warns that rising rates are the real threat heading into earnings season in a couple of weeks.
Salesforce lifted its quarterly payout 5.8% to $0.44 a share, only its second year of paying anything at all. The 0.71% yield is small now, but owners today are buying into a dividend that is still compounding off a low base.
Jensen Huang pegs each gigawatt of Nvidia AI factory buildout at roughly $50 billion to $60 billion
Huang rejects the AI slowdown case, saying safety is an engineering problem, not a reason to pause
Cramer broadcasts from Dreamforce with Salesforce's Marc Benioff and OpenAI CFO Sarah Friar on deck
Huang is putting a price tag on the buildout: $50 billion to $60 billion per gigawatt, with thousands of companies building. It answers the slow-down-AI camp on a day stocks sold off on surging oil and bond yields.
Five years ago $10,000 split between these two enterprise software rivals: Microsoft turned it into $17,527, while Salesforce handed back $9,598, still under water. A near $8,000 gap from the same starting line.
Beaten-down enterprise software leaders are drawing buyers even as large-cap tech sells off, a selective bounce that favors names hit by artificial intelligence (AI) fears. Adobe (NASDAQ:ADBE | ADBE Price Prediction) stock…
Software buyers are chasing AI platform names. One data analytics specialist is setting the pace for the whole group. Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock is up 4% to $199.41…
ServiceNow's AI business just crossed a major milestone while the stock still sits nearly 20% below where it traded a year ago, and one analyst on Wall Street sees an opportunity the…
A large all-cash acquisition is weighing on one of the biggest names in enterprise software. Salesforce (NYSE:CRM | CRM Price Prediction) stock is down 2% to $238.57 in morning trading after the…
Salesforce is building an AI agent empire while its stock sits near multi-year lows, and the math behind a potential 184% gain by 2030 comes down to whether three very specific things…
Palantir just posted its fastest commercial growth ever, but the valuation math raises a question that every investor needs to answer before buying in at current prices.
Adobe is down nearly 28% this year yet still beating earnings estimates and raising guidance, which raises an uncomfortable question about whether the market has gotten the AI disruption story completely wrong.
Enterprise software is taking the brunt of a fresh pullback in AI-linked stocks, and some of the sector’s biggest names are leading the way lower. Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction)…
Palantir shares have already turned patient holders into winners, but the next five years look nothing like the last five. The question is whether the growth engine running at full throttle today…
ServiceNow's AI business just crossed a milestone that most enterprise software companies spend years chasing, yet the stock still sits well below where the numbers say it should trade. Here is what…
A flat denial of takeover talk is lifting one of the biggest names in enterprise software. ServiceNow (NYSE:NOW | NOW Price Prediction) stock is up 5% to $146.93 in midday trading after…
Over the past month, Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) stock has gained 16%, a run that leaves the rest of enterprise software well behind. Palantir stock is down 4% to…
Apple and Salesforce both crushed earnings estimates, but investors keep asking the same uncomfortable question about whether agentic AI can actually move the needle on profit. The answer depends on a holiday…
Palantir just posted revenue growth that left Wall Street estimates in the dust, yet the valuation debate raging around the stock suggests the real story is only beginning to take shape.
Enterprise software stocks climbed while SoundHound shares collapsed, a split that points to something specific happening inside this company rather than across the sector. The real question is whether that something is…