Added to YB: 2026-07-29
Pitch date: 2026-07-26
CRM [bullish]
Salesforce, Inc.
+44.64%
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
$213.3B
Pitch Price
$168.00
Price Target
N/A
Dividend
0.68%
EV/EBITDA
18.11
P/E
24.02
EV/Sales
5.56
Sector
Software
Category
value
SaaS-Stocks that Thrive in the Age of AI - Salesforce, Inc.
CRM: Down 54% from 2025 highs on 'Seat-Count Crisis' narrative, but data contradicts bear case. Agentforce ARR grew $800M→$1.2B in one quarter (+205% YoY); 7 of 10 largest deals added seats. Shifting to usage-based billing via m3ter. Trades 12x fwd EPS, 13% rev growth, expanding margins—priced as if bear case already true.
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