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Added to YB: 2025-06-26

Pitch date: 2025-03-31

CRM [bullish]

Salesforce, Inc.

-4.85%

current return

Author Info

No bio for this author

Company Info

Salesforce, Inc. provides customer relationship management technology that connects companies and customers together worldwide.

Market Cap

$243.2B

Pitch Price

$267.55

Price Target

N/A

Dividend

0.64%

EV/EBITDA

19.59

P/E

34.65

EV/Sales

6.04

Sector

Software

Category

value

Show full summary:
Diamond Hill Capital Long-Short Strategy New Position: Salesforce, Inc.

CRM (new position): Well-positioned CRM tech provider to reverse cyclicality through go-to-market enhancements, price increases & GenAI revenue. Anticipate meaningful margin expansion from sales channel mix shift, tech stack consolidation & data center transition. Initiated position at attractive discount to intrinsic value.

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