Added to YB: 2026-08-19
Pitch date: 2026-08-17
CRM [neutral]
Salesforce, Inc.
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
$160.7B
Pitch Price
N/A
Price Target
N/A
Dividend
0.90%
EV/EBITDA
14.17
P/E
22.78
EV/Sales
4.47
Sector
Software
Category
N/A
Show full summary:
The Rational Investor | August 16 2026 Portfolio Update - Salesforce, Inc.
CRM (holding update): Small tracking position. Market's AI-disruption fears vs core SaaS dominance seen as overblown—platform deeply embedded in corporate workflows w/ very high switching costs. Fairly valued enterprise machine; author comfortable buying ~$180 if had spare cash.
Read full article (1 min)