Salesforce
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GO
Equity Analyst
Salesforce Is Solidifying Its Leadership With Enterprise Cloud Customers But Market Growth Expectations Are High
Key Takeaways The CRM landscape is shifting to specialized CRMs for different use cases There is room to increase its market share to 20%. Most efficiency gains have been made, and excess capital will return to shareholders Salesforce will leverage its cloud to create an attractive value proposition.
View narrativeUS$223.99
FV
38.3% overvalued intrinsic discount13.00%
Revenue growth p.a.
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2 months ago author updated this narrative
WA
Consensus Narrative from 47 Analysts
Agentforce's AI Revolution Transforms Enterprise Operations, Driving Productivity And Growth
Key Takeaways Agentforce's AI-driven innovations promise efficiency gains, enabling revenue growth through improved enterprise productivity and personalized pricing reducing client labor costs. Unified platform and strategic expansions position Salesforce for increased cross-selling, market penetration, and client retention, enhancing competitive differentiation.
View narrativeUS$395.89
FV
21.7% undervalued intrinsic discount9.72%
Revenue growth p.a.
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101users have followed this narrative
24 days ago author updated this narrative