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Back to Ideas
CRM LONG

Salesforce, Inc.

In Progress
Progress to Target
Current
Entry
$185.00
Target
$225.00
Stop Loss
$172.00
Potential
R/R

Investment Thesis

CRM has declined 30% YTD on AI disruption fears and Heroku retrenchment, creating an oversold condition at $185. The stock trades at 5.7x P/S versus 8x historical average, while operational fundamentals remain strong (22% margins, 8.4% revenue growth). Recent AI agent adoption wins and the $5.6B Army contract provide tangible evidence that AI monetization is progressing, suggesting the selloff has overshot fundamental deterioration.

Why It May Work

Why It May Not Work

Timeline

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