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Added to YB: 2025-12-08

Pitch date: 2025-12-04

CRM [neutral]

Salesforce, Inc.

-26.11%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$250.43

Price Target

N/A

Dividend

0.94%

EV/EBITDA

13.75

P/E

24.00

EV/Sales

4.36

Sector

Software

Category

growth

Show full summary:
Salesforce Earnings

CRM (earnings): Q3 rev $10.26B (+8.6% YoY) missed est by 0.1% but EPS $3.25 beat 14%. Op margin expanded 130bps to 21.3%, FCF up 22%. Agentforce ARR $540M (+330%), combined w/ Data 360 at $1.4B (+114%). RPO $59.5B (+12%), cRPO $29.4B (+11%). FY guide raised to $41.5B (+9-10%). Risks: APAC weakness, MuleSoft/Tableau timing issues.

Read full article (7 min)