CRM Salesforce, Inc. Loading... : Bullish and Bearish Analyst Opinions

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20:30
May 21
Garrett Katzmeier President, Product and Technology, Workday, Inc. WDAY Q1 FY27 call
Workday's Sana for ITSM launch marks an entry into the IT service management market, leveraging its existing employee lifecycle data to automate IT requests and compete with established players. — This places Workday directly in the crosshairs of ServiceNow and other ITSM vendors, leveraging unique data advantages to potentially win share in adjacent workflows.
CRM
MED
21:30
Nov 25
There is some isolated impact on institutions relying heavily on federal grants, primarily in higher ed, despite overall public sector momentum. — This suggests that while the demand environment is strong, some segments are feeling pressure from government budget constraints, which could affect other providers targeting similar institutions.
CRM
HIGH

About CRM Analyst Coverage

Buzzberg tracks CRM (Salesforce, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 2 analysts. Sentiment: evenly split. 2 total trade ideas tracked. Latest voices: Garrett Katzmeier, Carl Eschenbach.