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 Q2 FY27: The Complexity Inversion
CRM (earnings): Salesforce’s Q2 provided the first financial evidence that AI is reaching the core business: cRPO growth accelerated to 14% constant currency, Q3 was guided near 14%, Salesforce added 2,000 paying production customers—70% more additions than in the prior quarter—and 50% of bookings came from refills. The opportunity is additive machine consumption alongside resilient human seats, but scalability remains unproven given implementation intensity, undisclosed AI economics and weakness in several legacy businesses.
Read full article (8 min)