Added to YB: 2026-06-08
Pitch date: 2026-06-04
CRM [bullish]
Salesforce, Inc.
-2.18%
current return
Author Info
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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
$152.1B
Pitch Price
$189.80
Price Target
N/A
Dividend
0.95%
EV/EBITDA
13.53
P/E
21.55
EV/Sales
4.27
Sector
Software
Category
growth
The Salesforce ($CRM) Thesis Has Changed. The Opportunity Hasn't.
CRM: Q1 2027 rev +13% YoY to $11.13B, beat guidance; op margin 21.1% (+130bps); Agentforce ARR $1.2B (+205% YoY). Core biz slowing to 6-7% on Commerce/Marketing/Tableau weakness; Headless 360 counters SaaSpocalypse fears. $27B buybacks cut shares 10% in one quarter. 17x EV/FCF, ~15% profit growth. Strong buy below $200.
Read full article (7 min)