Added to YB: 2025-09-08
Pitch date: 2025-09-04
CRM [neutral]
Salesforce, Inc.
-24.17%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$244.01
Price Target
N/A
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
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)