Added to YB: 2026-04-07
Pitch date: 2026-04-04
CRM [bullish]
Salesforce, Inc.
-1.32%
current return
Author Info
HatedMoats identifies hated moats. I buy companies when the market panics. Contrarian investor focused on quality, value & long-term growth. Sign up for the newsletter.
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
$187.50
Price Target
382.00 (+106%)
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
value
SalesForce: DCF Valuation
CRM: DCF values at $264/share vs $187 current (+41% upside), 29% margin of safety. Base case: 8.3% WACC, 2.5% terminal growth, EBIT margin 20%→30% by Y10. FY27 rev guide $45.8-46.2B (+10-11% incl ~3% from Informatica). Agentforce ARR $800M, Data Cloud+AI >$2.9B. Bear $171 (-9%), Bull $382 (+104%). Post-$25B ASR.
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