Salesforce: One Cloud Investment To Rule Them All
Salesforce.com (CRM) dominates the worldwide CRM market. Qualitatively, the business has a strong product and a good growth outlook. What makes this a compelling investment, in our view, is the exposure to investments in other companies through the Salesforce Ventures arm of the company. This makes the company a very well-rounded cloud investment with a lot of potential. The stock is not cheap, but the financial solidity, quality of its product, and growth outlook make this a decent investment now, and a very compelling one on any pullback.
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