Added to YB: 2025-06-26
Pitch date: 2025-03-31
CRM [bullish]
Salesforce, Inc.
-30.73%
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
$172.8B
Pitch Price
$267.12
Price Target
N/A
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
value
Diamond Hill Capital Long-Short Strategy New Position: Salesforce, Inc.
CRM (new position): Well-positioned CRM tech provider to reverse cyclicality through go-to-market enhancements, price increases & GenAI revenue. Anticipate meaningful margin expansion from sales channel mix shift, tech stack consolidation & data center transition. Initiated position at attractive discount to intrinsic value.
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