Added to YB: 2026-06-03
Pitch date: 2026-06-01
CRM [bullish]
Salesforce, Inc.
-0.09%
current return
Author Info
Upgrade to Yellowbrick Premium to unlock investor returns. Upgrade to Yellowbrick Premium
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
$171.7B
Pitch Price
$201.02
Price Target
219.00 (+24%)
Dividend
0.84%
EV/EBITDA
14.98
P/E
24.33
EV/Sales
4.73
Sector
Software
Category
turnaround
Show full summary:
Salesforce, Inc. - $CRM
CRM: Pivot from growth-at-all-costs to margins & capital returns. Agentforce AI ARR >$1.2B, non-GAAP op margin 34.8%, $50B buyback ($27.1B in 1Q), 0.92% div (10% FCF). 22x PE, ROIC rising from 7%. DCF (7%→4% growth, 15x exit) = $219 fair value vs $191. Risks: CRM saturation, AI seat erosion, MSFT/ServiceNow.
Read full article (8 min)