Added to YB: 2025-09-08
Pitch date: 2025-09-04
CRM [neutral]
Salesforce, Inc.
+7.29%
current return
Author Info
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Company Info
Salesforce, Inc. provides customer relationship management technology that connects companies and customers together worldwide.
Market Cap
$243.2B
Pitch Price
$244.40
Price Target
N/A
Dividend
0.64%
EV/EBITDA
19.59
P/E
34.65
EV/Sales
6.04
Sector
Software
Category
growth
Salesforce Q2 2025 Earnings Analysis
CRM (earnings update): Q2 rev $10.25B (+10% YoY) beat est; non-GAAP op margin 34.3%, EPS $2.91 beat 4.7%. AI/Data ARR $1.2B (+120% YoY), AgentForce 12.5k deployments with 60% pilot-to-production growth. Large deals >$1M +26% YoY. Guidance in-line but FCF margin fell 2.2pp to 5.9%. Marketing/Commerce weak +4.4% YoY.
Read full article (7 min)