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

We came across a bullish thesis on Salesforce, Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on CRM. Salesforce, Inc.'s share was trading at $236.58 as of October 15th. CRM’s trailing and forward P/E were 34.72 and 18.87 respectively according to Yahoo Finance.

Salesforce, the leading cloud-based CRM provider, is evolving its business model with a strategic pivot toward AI integration, emphasizing “agentic enterprises” where AI agents augment human workflows to boost productivity and data-driven decision-making. Key innovations,...