Professional
Added to YB: 2025-10-10
Pitch date: 2025-09-30
CRM [neutral]
Salesforce, Inc.
-21.52%
current return
Author Info
No bio for this author
Company Info
Salesforce, Inc. provides customer relationship management technology that connects companies and customers together worldwide.
Market Cap
$172.7B
Pitch Price
$236.11
Price Target
N/A
Dividend
0.90%
EV/EBITDA
13.92
P/E
24.61
EV/Sales
4.29
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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