Added to YB: 2026-06-01
Pitch date: 2026-05-28
CRM [neutral]
Salesforce, Inc.
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. 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
$156.5B
Pitch Price
N/A
Price Target
N/A
Dividend
0.92%
EV/EBITDA
13.86
P/E
22.18
EV/Sales
4.37
Sector
Software
Category
growth
Salesforce Earnings
CRM (earnings): Q1'26 rev $11.13B (+13.3% YoY) beat 0.7%; non-GAAP EPS $3.88 beat 24%. Op margin 21.1%, non-GAAP 34.8%. Agentforce ARR >$1B, AI/data ARR $3.4B; Slack AWUs +350% QoQ. $25B ASR cut shares ~11%. Q2 guide $11.27-11.35B missed 0.7%; usage not yet driving cRPO; FCF guide cut 4-5%; Tableau soft.
Read full article (12 min)