Salesforce, Inc. (CRM): A Bull Case Theory 

We came across a bullish thesis on Salesforce, Inc. on Darius Dark Investing’s Substack. In this article, we will summarize the bulls’ thesis on CRM. Salesforce, Inc.'s share was trading at $227.96 as of January 28th. CRM’s trailing and forward P/E were 30.51 and 17.51 respectively according to Yahoo Finance.

Salesforce, Inc. (CRM) has fallen sharply out of favor as investors embrace a narrative that artificial intelligence will structurally undermine the traditional SaaS model by reducing the need for human “seats,” compressing long-term revenue potential. This fear...