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Added to YB: 2025-07-16

Pitch date: 2025-07-14

CRM [bullish]

Salesforce, Inc.

+0.65%

current return

Author Info

Company Info

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

Market Cap

$243.2B

Pitch Price

$260.55

Price Target

N/A

Dividend

0.64%

EV/EBITDA

19.59

P/E

34.65

EV/Sales

6.04

Sector

Software

Category

growth

Show full summary:
Bristlemoon Global Fund Portfolio new position: Salesforce, Inc.

CRM (new position): Agentforce positions Salesforce to lead $155B agentic AI market by 2030, leveraging proprietary data assets & 150k customer distribution advantage. Data Cloud+AI ARR hit $1B (+120% YoY); Agentforce at $100M ARR (5x QoQ). Trades at just 17x FCF with AI upside essentially free optionality despite strong growth indicators.

Read full article (3 min)