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Added to YB: 2026-03-02

Pitch date: 2026-02-26

CRM [neutral]

Salesforce, Inc.

+1.5%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

Salesforce, Inc. provides customer relationship management technology that connects companies and customers together worldwide.

Market Cap

$179.7B

Pitch Price

$191.91

Price Target

N/A

Dividend

0.92%

EV/EBITDA

14.23

P/E

24.58

EV/Sales

4.51

Sector

Software

Category

growth

Show full summary:
Salesforce Earnings

CRM (earnings): Q4 rev $11.2B (+12% YoY) beat, EPS $3.81 beat 25.7%. Agentforce ARR $800M (+169% YoY), 29K deals; Data 360 ARR $2.9B (+200%+). 12 deals >$10M incl 1 >$50M. FCF margin 47.5% (+9.3pp). FY27 guide $45.8-46.2B (+11%) in-line. Risks: Marketing/Commerce/Tableau soft, opex rising, 8% attrition.

Read full article (5 min)