Professional
Added to YB: 2025-10-10
Pitch date: 2025-09-30
CRM [neutral]
Salesforce, Inc.
-21.63%
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
$236.11
Price Target
N/A
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
growth
Mar Vista US Quality Portfolio Holding: Salesforce, Inc.
CRM (holding update): Q3 pressure from GDP/IT budget concerns & agentic AI cannibalization fears, plus slower AI monetization ramp. Global SaaS CRM leader w/ vast customer data + gen AI capabilities. AgentForce chatbot automates customer service, cuts costs vs call centers. 12.5k testing (6k paying). Well positioned to monetize AI & extend CRM leadership.
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