Added to YB: 2026-03-10
Pitch date: 2026-03-06
CRM [neutral]
Salesforce, Inc.
+0.36%
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
$186.5B
Pitch Price
$198.56
Price Target
404.20 (+108%)
Dividend
0.87%
EV/EBITDA
14.79
P/E
25.91
EV/Sales
4.69
Sector
Software
Category
growth
Salesforce Stock Breakdown: Dying Software Giant or Attractive Opportunity?
CRM (overview): Cloud CRM giant w/ $41.5B rev, 20% op margins, $10.9B FCF (17x multiple). Agentforce AI agents +$800M ARR, Data360 platform integrates data lakes. Atlas Reasoning Model grounds LLMs for deterministic workflows vs hallucinations. ~22% CRM share, 90% F500 use 3+ clouds. Risks: seat-based pricing shift to enterprise licenses, ServiceNow/Microsoft encroachment, AI native disruptors. 2030 target $63B rev (11% CAGR) implies 30% margins, $15B profits at 25x = $375B (+100% upside). $50B buyback authorized (28% of shares). Down 50% from highs on AI disruption fears despite strong moat.
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