Added to YB: 2026-09-04
Pitch date: 2026-09-02
CRM [bullish]
Salesforce, Inc.
+0.94%
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
$212.4B
Pitch Price
$261.98
Price Target
N/A
Dividend
0.68%
EV/EBITDA
18.04
P/E
23.92
EV/Sales
5.54
Sector
Software
Category
growth
Salesforce ($CRM): The SaaSpocalypse Is Falling Apart
CRM: Salesforce’s Q2 supports the view that its sticky core business and Agentforce can sustain low-double-digit growth: revenue rose 11% to $11.3B, cRPO grew 14% versus 13% expected, and Agentforce ARR exceeded $1.5B, up 240%. Net new AOV growth was the strongest in four years and attrition approached record lows. At 21x adjusted EV/FCF, less than 8% annual FCF growth justifies the price, though the prior margin of safety has largely disappeared.
Read full article (7 min)