SALESFORCE STOCK ANALYSIS - Time to Buy? Undervalued Now?

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In this in-depth Salesforce (CRM) stock analysis, I will talk about why I think Salesforce is one of the best AI Software-as-a-Service SaaS stocks for the long term. You will learn about Salesforce's business model, how it earns its subscription revenues, Salesforce's biggest risks to consider, Salesforce's long-term growth prospects, and how to calculate Salesforce's intrinsic value, so you'll know when Salesforce stock becomes undervalued, fairly valued or overvalued.
0:00 Intro
2:27 Growth Stock Portfolio Update
6:42 Salesforce's Financial Review and Biggest Risks
12:11 Salesforce's Long-term Growth Prospects
20:20 Salesforce Stock Valuation
22:45 Will I Buy Salesforce Stock?
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#Salesforcestock #CRMstock #AIstocks #salesforce #growthstocks #dividendinvesting #dividendstocks #stockportfolio #stockanalysis #stockstobuy #investing #stockmarketanalysis
Disclaimer: All content on this channel is for informational and entertainment purposes only. They should not be construed as professional financial advice. If you need such advice, please consult a licensed financial or tax advisor. You will also need to do your research. No guarantee is given regarding the accuracy of the information on this channel.

Опубликовано:

26 июл 2024

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Комментарии : 48

@TheIntelligentInvestor 2 месяца назад

👏👏👏👏👏If you like my channel and want to support it, here is how you can help (My Patreon Blog): www.patreon.com/IntelligentInvestorChannel

@CesarMora-cd5sx 2 месяца назад

Thank you for your uploads, many of us are still learning about investing you are definitely helping people more than you understand. Thank you, I will join your patreon

@TheIntelligentInvestor 2 месяца назад

Thank you, I appreciate your kind words and support!

@Allen-L-Canada 2 месяца назад

Victor, great information. One suggestion: on each page, you may want to put less info at once. I found the information on each page are overwhelming, and difficult to absorb, and lost focus. I feel my brain over-flow after the video, and unable to remember a few main takeaways. Thanks.

@TheIntelligentInvestor 2 месяца назад

Thanks for the suggestion I’ll try to put less info on each page.

@Allen-L-Canada 2 месяца назад

@@TheIntelligentInvestor I watched the video again today. It seems not so overwhelming this time. In fact, I found many of the charts and graphs are very useful. Maybe I was tired yesterday and my brain couldn't absorb so many good information first time I watched. So, sorry if I discouraged you from future deeper dives. Keep up the great work. Slow person like me just needs to watch over the second time then. :)

@TheIntelligentInvestor 2 месяца назад

It’s all good my friend, it happens to me too when I’m tired:) there’s an option to slow down the video to about 0.75.

@thanasballabani1026 2 месяца назад

I love your stock analysis videos

@TheIntelligentInvestor 2 месяца назад

Thx appreciate it!

@sethaaron95 Месяц назад

I have had Salesforce in my watchlist for a long time , with today's large dip, I think I will finally open a position tomorrow, but I will wait til to noon to see what happens . good luck Victor

@TheIntelligentInvestor Месяц назад

Nice, good luck to you too! I bought back some CRM too early. Good thing I only have about 1% in Salesforce.

@cts294 Месяц назад

@@TheIntelligentInvestor will you be adding to your CRM position?

@savrah Месяц назад

Good video

@jassimal-thani6169 2 месяца назад

Great analysis

@TheIntelligentInvestor 2 месяца назад

Thanks for watching!

@lassmirandadennsiewillja7537 2 месяца назад

Thanks, very appreciated. Have to rewatch ADBE, would like to enter both with a small position but the money is bound and there is a lot on the potential buy list.

@TheIntelligentInvestor 2 месяца назад

Thanks for watching! I’m also looking into ServiceNow. I like SaaS businesses, they tend to have very consistent revenue, operating income and FCF growth.

@lassmirandadennsiewillja7537 2 месяца назад

@@TheIntelligentInvestor Thanks a lot Victor. Will look it up

@ThatInvestingChannel 2 месяца назад

Great video, in agreement on the analysis on this one, I bought it at the $274 mark 👍

@TheIntelligentInvestor 2 месяца назад

Nice that’s a good price you bought it after it dipped. I bought back some shares at $285 today. I’ll buy back more if it dips more.

@ThatInvestingChannel 2 месяца назад

@@TheIntelligentInvestor I liked your take on Adobe too, very undervalued I bought it in a different portfolio. Look forward to your next videos 👍

@nicoled5160 Месяц назад

I got at $240 and hoping to hold longterm as long as they continue having decent financials I had learned that they included their stocks in kind as free cash flow and not sure what that means to their evaluation overall. A slight concern that losing Amazon (who is heavily invested in AI) as a client would drop income by 80 billion which is tremendous. But from the looks of it they are only expanding their partnership. Seems like a great company

@k0stj861 2 месяца назад

Do one on crowdstrike my brother

@tomliu6358 Месяц назад

In your analysis, hope to add PE, this will slow down the hype of any stocks, then use projected topline growth to justify any ultra high PEs. The crash on all software stocks this Friday just proves, this yardstick is still the effective way to valuate any stock at first place.

@TheIntelligentInvestor Месяц назад

That’s a great idea I’ll try to add that in my future videos.

@spongebobpao97 Месяц назад

what do u guys think now? Bought a little first

@lassmirandadennsiewillja7537 2 месяца назад

Bought some CRM 1 to 2 hours ago =)

@TheIntelligentInvestor 2 месяца назад

Nice very good entry point. I bought the dip too early lol:)

@baldelliraymond9347 19 дней назад

I just bought CRM and now considering Service Now, your thoughts on NOW? Thanks!

@TheIntelligentInvestor 18 дней назад

I made a video about NOW a few weeks ago.

@AJ-ww1ef Месяц назад

Does the weak guidance change your valuation ?

@TheIntelligentInvestor Месяц назад

Yup, my valuation is slightly lower now. Expect Salesforce to have lower revenue growth going forward probably around 8% to 9% annually.

@jamilbiotech91 Месяц назад

@@TheIntelligentInvestor Is it fair valued now?

@savrah Месяц назад

Do you invest or recommend ETFs?

@TheIntelligentInvestor Месяц назад

ETFs are great ways to start if you’re starting to invest. But if you’re very good researching and analyzing stocks, then stocks or a combination of both depending on your strategy and your financial situation.

@savrah Месяц назад

Thanks, I am combining ETFs and Stocks. But selecting promising stocks is always a challenge. Im doing 70/30 split etfs vs stocks

@TheIntelligentInvestor Месяц назад

Nice, the important thing is to always invest in what you know, the best businesses you understand the most, and stay away from speculative or any businesses you don’t understand. Then just keep buying the dip if it’s a very good business. ETFs are great for DCAs, and just keep buying the dip.

@Babymusic193 2 месяца назад

Should we buy Nvidia before the split?

@TheIntelligentInvestor 2 месяца назад

I’ll be making an updated Nvidia video this week. Not advice, but I always wait for the market to dip before buying.

@fuhishva Месяц назад

So I guess Salesforce is a buy after Q1 earnings call?

@method341 Месяц назад

why would you buy a crashing stock? This could fall to $100

@TheIntelligentInvestor Месяц назад

@method341 Buy low (if the business is undervalued), and sell high (when it’s overvalued)! This works as long as it’s not a value trap (not easy to tell).