Added to YB: 2026-03-03
Pitch date: 2026-03-01
CRM [neutral]
Salesforce, Inc.
+0.23%
current return
Author Info
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Company Info
Salesforce, Inc. provides customer relationship management technology that connects companies and customers together worldwide.
Market Cap
$182.5B
Pitch Price
$192.50
Price Target
N/A
Dividend
0.91%
EV/EBITDA
14.45
P/E
24.97
EV/Sales
4.58
Sector
Software
Category
growth
Salesforce vs. the SaaSpocalypse
CRM (holding update): Down 50% from ATH amid SaaS sell-off. Q4 rev $11.2B (+12% YoY), FY26 rev $41.5B (+10%). Raised 2030 target to $63B (11% CAGR). Agentforce ARR $800M (+169% YoY), 29k deals. $50B buyback announced. Trades 16x FCF ex-SBC; implies <6% growth priced in at 10% discount rate. Mgmt confident AI agents amplify SaaS demand vs disrupt.
Read full article (3 min)