You trust Marc, ha! Exactly the person he wants buying this scam. OK honestly its a been a great run but its reached valuation levels that are simply beyond all reason. The warning signs are there. I respect Cramer, that's not the point. The cloud is growing, but not as fast as anyone thinks. This reminds me of JDSU and the days of irrational exhuberance in 1999, well folks we're back and CRM is a prime example. It's really not going to take much for this company to tank, just the first time revenue falls short of expectations and the house of cards will come tumbling down, and quick, because there is no real value except the future which we never see, no earnings, cash flow just so so, increasing debt. Shorts will be rich overnight, longs to the poor house. Please do not leverage this stock at least if your are long, you have been warned - all IMHO. Disclosure - significant short initiated at $178 and holding.
robynrokn: it's amazing to see resident shorts posting msgs with "strong buy" sentiment. You must be really ashamed of yourself shorting this.
As for Marc selling his shares, I am sure if you were in his position, you would do exactly the same. Why don't you start a company, take it from zero revenues to over $2 billion in 10 years and then we will talk about Marc selling his shares. Talk is cheap !