Added to YB: 2026-03-03
Pitch date: 2026-03-01
CRM [bullish]
Salesforce, Inc.
-5.62%
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
$158.1B
Pitch Price
$192.02
Price Target
350.00 (+93%)
Dividend
1.03%
EV/EBITDA
12.63
P/E
21.96
EV/Sales
4.00
Sector
Software
Category
growth
Buying Opportunities - Salesforce, Inc.
CRM: At $63B rev by decade end, worth $350/share in DCF. Agentforce + data cloud = $2.9B ARR (7% of rev), token usage +50% QoQ. Doom scenarios overblown - can't easily replicate Slack/Mulesoft/Tableau; AI augments workers, not replaces. Benioff capable of adapting pricing model. Owns 1% of Anthropic.
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