Added to YB: 2026-02-11
Pitch date: 2026-02-09
CRM [neutral]
Salesforce, Inc.
-3.58%
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
$172.8B
Pitch Price
$191.90
Price Target
N/A
Dividend
0.94%
EV/EBITDA
13.75
P/E
24.00
EV/Sales
4.36
Sector
Software
Category
value
Salesforce Valuation Analysis: 13x Free Cash Flow
CRM (watchlist): Trading 13-14x FCF vs S&P 21x despite 90% Fortune 500 penetration. Strong moats: data gravity, custom apps, integrations make switching costly/risky. Improving profitability w/ stock comp down to 8% revenue. Risk: AI agents reduce user seats, pricing power. At $175-190 priced for stability not growth.
Read full article (3 min)