Added to YB: 2026-01-21
Pitch date: 2026-01-13
CRM [bullish]
Salesforce, Inc.
-22.64%
current return
Author Info
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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
$239.18
Price Target
N/A
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
value
Show full summary:
Q1 2026: Ten Bets Against the Crowd - $CRM
CRM: SaaS at decade-low valuations despite switching costs & data moats. AI cuts both ways - threatens per-seat revenue but enables new premium features & agentic insights. 'Code your own stack' narrative overblown. Quality names with essential workflows should survive. Buyer of category despite risks.
Read full article (1 min)