Professional
Added to YB: 2025-07-16
Pitch date: 2025-07-14
CRM [bullish]
Salesforce, Inc.
-28.87%
current return
Author Info
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
$260.13
Price Target
N/A
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
growth
Bristlemoon Global Fund Portfolio new position: Salesforce, Inc.
CRM (new position): Agentforce positions Salesforce to lead $155B agentic AI market by 2030, leveraging proprietary data assets & 150k customer distribution advantage. Data Cloud+AI ARR hit $1B (+120% YoY); Agentforce at $100M ARR (5x QoQ). Trades at just 17x FCF with AI upside essentially free optionality despite strong growth indicators.
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