Professional
Added to YB: 2026-07-27
Pitch date: 2026-07-21
CRM [bullish]
Salesforce, Inc.
Author Info
Nightview Capital is an investment management firm focused solely on publicly traded equities. Our approach is based on in-depth, fundamental research and a forward-looking, long-term perspective. 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
$128.5B
Pitch Price
N/A
Price Target
N/A
Dividend
1.12%
EV/EBITDA
11.79
P/E
18.22
EV/Sales
3.72
Sector
Software
Category
growth
Nightview Capital Added On Portfolio Holding: Salesforce, Inc.
CRM (added to position): System-of-record thesis play; holds customer relationships/data for large slice of corporate world, the fuel for AI sales/service agents deployed within the platform. Added during indiscriminate software selloff, 'buying the fear.'
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