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Watchlist · Not Owned

Salesforce Inc (CRM)

$184.02 +1.83% · Prices as of July 31, 2026 close · not a position, not a recommendation

Compare vs. competitors: ServiceNow vs. Salesforce vs. Workday →

Download full 3-statement model (.xlsx) →

Market cap$145.7B
P/E ratio (TTM)17.6
EPS (TTM)$8.68
Dividend yield1.06%
SectorEnterprise CRM / AI software
EBITDAEarnings Before Interest, Taxes, Depreciation, and Amortization — a measure of operating profitability before financing and accounting decisions. EV/EBITDA compares a company's full value (including debt) to this figure, often used to compare companies with different capital structures.EBITDA $9.5B (FY26); EV/EBITDA 12.93x
PEG ratioPrice/Earnings-to-Growth: the P/E ratio divided by expected earnings growth. Below 1.0 is often read as cheap relative to growth; above suggests the market is pricing in a lot of future growth already. Different providers use different growth-rate assumptions, so figures vary by source.0.32
Capex$594.0M (FY26)

Fundamentals sourced as cited below; figures vary slightly by provider and reporting date, consistent with real-world data variance across sources. EBITDA, PEG ratio, and capex sourced from public filings and financial-data aggregators (GuruFocus, StockAnalysis, company earnings releases). PEG ratio is sourced primarily from GuruFocus where available; different providers calculate PEG using different growth-rate assumptions (trailing vs. forward, 1-year vs. 5-year), so figures from other sources for the same stock can vary by several multiples — a known limitation of PEG as a metric, not unique to any name here.

Why it's on the list

Salesforce is betting its next growth leg on Agentforce, its AI-agent product layered onto the existing CRM install base. If it works, it's a way to own enterprise AI adoption through a company with an already-massive, sticky customer base rather than a newer, unproven platform.

Why it's not in the book yet

"If it works" is doing a lot of the work in that sentence — AI-agent products across the software industry are still early, and I haven't seen enough usage/retention data yet to distinguish real adoption from a good demo.

What would move me to buy

Management disclosing real Agentforce usage and revenue-attach metrics, not just deal-count announcements.

Sources: public.com, fullratio.com, gurufocus.com, macrotrends.net (as of June 24, 2026). This is a watchlist entry, not a position — see Watchlist for the full list and Investment Policy Statement for what it takes for a name to become a real position. Not investment advice.