Source Post

Is Salesforce (CRM) Truly UNDERVALUED?

Value InvestorMay 29, 2026

The Value Investor analyzes Salesforce's Q1 2027 earnings, highlighting strong performance with double-digit revenue and EPS growth, and significant ARR increases in key products like Agent Force and Data 360. Despite a slight decrease in operating margin guidance and increased debt for share buybacks, the creator views Salesforce as a buy, noting a potential upward trend in growth and a current undervaluation.

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Tickers discussed in this post

AMDBearishMedium ConvictionSignal-backedSecondary

The creator is considering selling their AMD position due to significant gains, having achieved over 5x to 6x returns in about a year.

CRMBullishHigh ConvictionSignal-backedPrimary

Salesforce is a buy, with the creator noting strong Q1 earnings, accelerating growth, and potential undervaluation despite increased debt for buybacks.

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Tracked calls opened from this post

CRM
buy opened May 29, 2026
+5.10%