Added to YB: 2025-12-19
Pitch date: 2025-12-17
CRM [neutral]
Salesforce, Inc.
-28.4%
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
$258.42
Price Target
325.00 (+76%)
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
growth
Salesforce Q3 Results Analysis: The AI Boost and the Path to the 'Agentic Enterprise'
CRM (earnings): Q3 beat w/ $10.3B revenue, $3.25 EPS. AI strategy materializing: Agentforce+Data360 ARR $1.4B (+114% YOY), 18.5K deals closed. Informatica acquisition strengthens data infrastructure. Bull: AI monetization proven, 35.5% op margin. Bear: mature cloud growth slowing, scale challenges ahead.
Read full article (4 min)