Added to YB: 2025-12-19
Pitch date: 2025-12-17
CRM [neutral]
Salesforce, Inc.
-0.3%
current return
Author Info
No bio for this author
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
Company Info
Salesforce, Inc. provides customer relationship management technology that connects companies and customers together worldwide.
Market Cap
$238.9B
Pitch Price
$258.42
Price Target
325.00 (+26%)
Dividend
0.65%
EV/EBITDA
19.24
P/E
34.03
EV/Sales
5.93
Sector
Software
Category
growth
Show full summary:
Salesforce Q3 Results Analysis: The AI Boost and the Path to the 'Agentic Enterprise'
CRM (earnings): Q3 beat w/ $10.3B revenue, $3.25 EPS. AI strategy materializing: Agentforce+Data360 ARR $1.4B (+114% YOY), 18.5K deals closed. Informatica acquisition strengthens data infrastructure. Bull: AI monetization proven, 35.5% op margin. Bear: mature cloud growth slowing, scale challenges ahead.
Read full article (4 min)