Added to YB: 2026-04-21
Pitch date: 2026-04-19
CRM [neutral]
Salesforce, Inc.
+2.07%
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
$149.0B
Pitch Price
$182.50
Price Target
N/A
Dividend
0.97%
EV/EBITDA
11.94
P/E
23.35
EV/Sales
3.78
Sector
Software
Category
growth
Day twenty-four: Salesforce $CRM
CRM (overview): $158B EV, $44.8B ARR, 3.5x EV/ARR, 21x EV/EBIT. CRM only 20% rev; conglomerate w/ CX (22%), Slack (24%), e-commerce/marketing (12.5%), Mulesoft/Tableau (16%). $800M Agentforce ARR (+169% YoY), 2.4B AWUs (+57% QoQ). Bull: Deep enterprise ties, Slack well-positioned for AI workflows. Bear: Cultural challenges managing disparate units, mixed M&A execution (spent 40% EV on 6 deals), unclear AI cohesion. Risks: AI-native CX startups (Sierra, Decagon), Tableau threatened by Sigma/Hex/Omni. Likely muddles through vs leading or disrupted.
Read full article (5 min)