Salesforce, Inc. (CRM): A Bull Case Theory
From Yahoo Finance: 2025-06-06 17:18:00
Salesforce, Inc. (CRM) saw its share trading at $265.37 on 30th May, with trailing and forward P/E ratios of 41.53 and 23.47 respectively. The company delivered strong Q1 FY2026 results, posting $9.83 billion in revenue and reaffirming full-year guidance, including a 34% non-GAAP operating margin.
Sales Cloud drove 80% of large enterprise deals, with international growth in Canada, the UK, France, and South Asia. Salesforce’s AI initiatives are rapidly scaling, with AgentForce reaching over 4,000 paying customers. Data Cloud surpassed $1 billion in ARR and is processing 22 trillion records annually.
Salesforce’s recent Informatica acquisition aims to enhance AI capabilities, while notable customer wins include PepsiCo, OpenTable, and Takeda. The company raised its FY26 revenue outlook to $41.3 billion, emphasizing a transformation towards data, AI, and unified platform-driven growth. Salesforce was previously covered in April 2025, with the stock up 13% since then.
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