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Added to YB: 2026-08-19

Pitch date: 2026-08-17

CRM [neutral]

Salesforce, Inc.

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

$160.7B

Pitch Price

N/A

Price Target

N/A

Dividend

0.90%

EV/EBITDA

14.17

P/E

22.78

EV/Sales

4.47

Sector

Software

Category

N/A

Show full summary:
The Rational Investor | August 16 2026 Portfolio Update - Salesforce, Inc.

CRM (holding update): Small tracking position. Market's AI-disruption fears vs core SaaS dominance seen as overblown—platform deeply embedded in corporate workflows w/ very high switching costs. Fairly valued enterprise machine; author comfortable buying ~$180 if had spare cash.

Read full article (1 min)