Added to YB: 2026-04-30
Pitch date: 2026-04-21
CRM [neutral]
Salesforce, Inc.
-3.71%
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
$147.4B
Pitch Price
$188.20
Price Target
N/A
Dividend
0.98%
EV/EBITDA
11.82
P/E
23.10
EV/Sales
3.75
Sector
Software
Category
growth
Hotchkis & Wiley Large Cap Fundamental Value Fund Portfolio Holding: Salesforce, Inc.
CRM (holding update): Top 5 global software co w/ Sales, Service, Marketing Clouds, Slack, MuleSoft, Tableau, Data & AI Cloud. Sticky recurring rev, high gross margins, minimal capex needs. Long growth runway via seat expansion, cross-sell, pricing. Q4 matched growth expectations. Market pressuring stock on AI agent displacement fears. Trades at attractive valuation for established franchise.
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