Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
CRM [bullish]
Salesforce, Inc.
-2.26%
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
$189.30
Price Target
N/A
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
growth
SGA U.S. Large Cap Growth Portfolio Holding: Salesforce, Inc.
CRM (added to position): Q results beat w/ revenue & cRPO exceeding guidance. Mgmt targets revenue acceleration over 12-18 months. AI/Data Cloud gaining traction: Agentforce ARR +300%, Data Cloud ARR doubled. Aggressive buybacks. Positioned for low-teens EPS growth over 3yrs via integrated suite, large installed base & AI momentum.
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