Professional
Added to YB: 2025-08-14
Pitch date: 2025-07-28
CRM [neutral]
Salesforce, Inc.
-31.64%
current return
Author Info
No bio for this author
Company Info
Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.
Market Cap
$172.8B
Pitch Price
$270.69
Price Target
N/A
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
growth
Harry Qelm Baabsman Portfolio Holding: Salesforce, Inc.
CRM (holding update): Pioneering cloud CRM provider with $38B sales growing double-digit, though maturing. Profitability surging with operating margin from 2% to 19% in 4 years. Strong leadership under Benioff & healthy balance sheet. Entry at $186 in 2023. Recommended 6-8.5% portfolio allocation with 7+ year holding period.
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