Added to YB: 2026-07-08
Pitch date: 2026-07-06
CRM [bullish]
Salesforce, Inc.
+0.18%
current return
Author Info
No bio for this author
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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
$136.0B
Pitch Price
$169.22
Price Target
N/A
Dividend
1.06%
EV/EBITDA
12.34
P/E
19.28
EV/Sales
3.89
Sector
Software
Category
growth
Show full summary:
Q3 2026: 7 Themes For A Post-Meltup Quarter - Salesforce, Inc.
CRM: Contrarian software-over-infra trade. Agentforce $1.2B ARR (+205%). Informatica deal (closed Nov) adds data layer agents need; $3.6B Fin (ex-Intercom) buys packaged agent resolving 76% of tickets end-to-end, w/ Slack as distribution. Market prices AI as threat; author sees AI as savior.
Read full article (1 min)