Salesforce dominates the enterprise Customer Relationship Management (CRM) sector via its foundational Sales, Service, and Marketing Clouds. The platform is strategically pivoting toward integrated workflow automation and generative AI solutions (Einstein) to maximize efficiency within customer operations, establishing its dominance in the S-D3 Enterprise SaaS layer.
CRM's investment narrative shifts from pure growth to capital efficiency combined with AI monetization. The company successfully maintained the crucial M1 Rule of 40 threshold at 40.61, indicating a healthy balance between 8.63% YoY growth and robust 31.98% TTM FCF Margin. The thesis is cemented by $131.3M in recent insider buying, signaling management's strong conviction that the 'Agentforce' AI solutions pipeline (T6) will drive material price uplift and defend premium valuation, mitigating generalized C5 rate sensitivity.
| Market Cap | 249.6B |
| PE Ratio (TTM) | 34.96 |
| Revenue (TTM) | 40.3B |
| Profit Margin | 0.1791 |
| 52 Week High | 367.09 |
| 52 Week Low | 221.96 |
| Price | 262.25 |
What do you have to believe?
Growth vs Discount Rate
| 12% | 9% | 7% | |
|---|---|---|---|
| High | -- | -- | -- |
| Base | -- | -- | -- |
| Low | -- | -- | -- |
■ Undervalued ■ Overvalued
| Year | Revenue | Margin | FCF | PV of FCF |
|---|---|---|---|---|
| Terminal Value (PV) | -- | |||
| Enterprise Value | -- | |||
| Equity Value (EV + Cash - Debt) | -- | |||