Added to YB: 2026-04-20
Pitch date: 2026-02-14
CRM [bullish]
Salesforce, Inc.
-4.39%
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
$163.9B
Pitch Price
$190.49
Price Target
N/A
Dividend
0.99%
EV/EBITDA
13.07
P/E
22.77
EV/Sales
4.14
Sector
Software
Category
value
Salesforce, Inc. - $CRM
CRM: Founder-led, debt-free $13B FCF biz at lowest valuation (13.6x OCF) due to sector-wide AI panic. Massive switching costs in mission-critical systems (ERP/finance/HR) for banking/healthcare/defense clients. Agentic AI fastest product ramp in company history. 5% share count reduction, expanding margins. Market wrongly lumps CRM with less defensible software cos despite strong moat & ecosystem lock-in.
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