Today marks the beginning of Salesforce.com's Dreamforce '13. Its stock has been a dream for investors but is Oracle a better buy for the future?
About 130,000 people are in San Francisco this week with their heads in the cloud.
No, Phish isn't playing Golden Gate Park again. Rather, they're attending Salesforce.com's Dreamforce '13, the annual four-day event showcasing the customer relationship management software-maker's company's cloud computing technology.
Headlining the event besides the company's CEO Marc Benioff are Facebook COO Sheryl Sandberg, Yahoo! CEO Marissa Mayer, Haitian Prime Minister Laurent Lamothe, and Dr. Deepak Chopra. [Yahoo! and CNBC are partners in producing "Talking Numbers".] For those who were hoping for a concert, '90s radio staple Green Day will be performing with '70s New Wavers Blondie at AT&T Park as part of the event.
While Salesforce.com's event may be drawing crowds to its hundreds of sessions with such gripping names as "Design Patterns for Asynchronous Apex" and "Real-time SQL Access to Your Salesforce.com Data Using Progress Data Direct", investors are drawn to Salesforce.com for another reason: it's stock's performance.
Over the last five years, shares in Salesforce.com have risen nearly tenfold. Since the start of 2013, shares in Salesforce.com have appreciated 32%.
Salesforce.com's performance is inevitably compared to Oracle's, especially given that Salesforce.com was founded by ex-Oracle executives. The older company's returns haven't matched the young upstart. The company run by Larry Ellison is up 5% this year, though it has doubled in the past half-decade.
But is Salesforce.com still the better buy compared to Oracle?
On CNBC's Street Signs' Talking Numbers segments, both Salesforce.com and Oracle are analyzed from the fundamentals and the technicals perspectives. On the fundamentals is Andrew Busch, editor and publisher of The Busch Update. On the technicals is Carter Worth, Chief Market Technician at Oppenheimer & Co.
Which is the better buy: Salesforce.com or Oracle? Watch the video above to see what the fundamentals and the technicals have to say about these stocks.
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