CRM – Market expectations are for record-high Uniform ROA, and management is optimistic about the value of their platform and their Lightning offering

• Salesforce.com, inc. (CRM:USA) currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 53.1x Uniform P/E, implying bullish expectations for the firm. Meanwhile, management is optimistic about the value of their platform and their Lightning offering
• Specifically, management is confident that their partners choose them because of their ability to handle and grow both B2B and B2C businesses, and about the value of their efforts to ensure anyone can adopt new technologies. They are also confident that almost every demonstration at Dreamforce was on Lightning