Added to YB: 2026-08-31
Pitch date: 2026-08-27
CRM [neutral]
Salesforce, Inc.
+2.21%
current return
Author Info
No bio for this author
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
$168.4B
Pitch Price
$250.47
Price Target
N/A
Dividend
0.86%
EV/EBITDA
14.21
P/E
19.05
EV/Sales
4.52
Sector
Software
Category
growth
Salesforce Ripped 13% on Nvidia's Earnings Day. Nvidia Fell 1.59%.
CRM (monitor): Do not chase Salesforce after its 13% one-day gain: the move reflected both an AI-driven revenue-guide increase and a lumpy, non-cash gain on its Anthropic stake. The business remains constructive because agents need Salesforce’s systems of record, permissions and audit trails, but the next print must show accelerating cRPO and flat-to-higher gross margin as AI revenue grows to disprove margin cannibalization.
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