Salesforce Is Solidifying Its Leadership With Enterprise Cloud Customers But Market Growth Expectations Are High

Published
02 Jan 24
Updated
18 Dec 24
Goran_Damchevski's Fair Value
US$223.99
8.9% overvalued intrinsic discount
18 Dec
US$243.97
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1Y
-8.1%
7D
4.9%

Author's Valuation

US$224.0

8.9% overvalued intrinsic discount

Goran_Damchevski's Fair Value

Shared on18 Dec 24
Fair value Increased 16%

Salesforce May Be A Rare Example Of Unlocking Competitive Moat With AI I believe that AgentForce will replace interactive chatbots at a higher price. CRM has a wide competitive advantage against AI peers because it can train models on customer data.