Report
William Fitzsimmons
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Salesforce One: We see Clear Skies for Salesforce in CRM and Beyond

Salesforce.com held its fiscal 2019 financial analyst day in tandem with the firm’s annual conference, Dreamforce. Nearly 180,000 people descended on downtown San Francisco for the 16th iteration of Salesforce’s expo, which serves to highlight the vastness and use cases of Salesforce’s ever-expanding product portfolio. We had the opportunity to attend both the conference and Salesforce’s financial analyst day, with both reaffirming our wide economic moat rating, positive moat trend, and $175 per...
Underlying
Salesforce.com inc.

Salesforce.Com is engaged in customer relationship management technology. The company's Customer 360 is an integrated platform that unites sales, service, marketing, commerce, integration, analytics and more to give companies a single, shared view of their customers. Through its platform and other developer tools, the company also enables third parties to develop additional functionality and applications, or apps, that run on its platform, which are sold separately from or in conjunction with the company's service offerings. The company's cloud service offerings include sales cloud, service cloud, marketing and commerce cloud, and salesforce platform and other.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
William Fitzsimmons

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