Stock Detail

$CRM

Technology · 77 tracked mentions in the last 90 days across 26 creators.

Valuation and creator stance reflect the last 90 days. The mention feed below shows the latest tracked mentions across all history.

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Valuation Signal
MixedSplit views
Creators are split on CRM's valuation.

10 creators lean undervalued while 2 lean overvalued, so the live read stays mixed instead of forcing a one-sided call on CRM.

Creator Stance
Hold · 65%
Based on 26 creator stances in the last 90 days.

Creator Evidence

Why creators say this

Valuation Filters
Value Investor
Undervalued

Explicit claim • strong conviction • basis: multiple relative

The company is now trading at the market cap of 134 billion dollars at a P ratio of 19 and one of the cheapest it has ever been with a dividend yield of 1% while also buying back shares aggressively.

Basis: multiple relative
Investing Moats with Varun
Undervalued

Explicit claim • strong conviction • basis: multiple relative

So I think Salesforce is in a really good spot here. So the question is, is Salesforce cheap? It's definitely a lot cheaper than it used to be. You're looking at 16 times earnings. It's still growing like 7 to 10% a year. And I think the business is stickier than most people are giving credit for. So I think this business is cheap. I think you would do quite well with Salesforce.

Basis: multiple relative
Parkev Tatevosian, CFA
Undervalued

Explicit claim • strong conviction • basis: multiple relative

I've felt that Salesforce shares have been and are undervalued at current market prices.

Basis: multiple relative
Dividend Talks
Undervalued

Explicit claim • strong conviction • basis: multiple relative

Salesforce (CRM) is a forgotten software compounder trading at a significant discount, offering substantial upside potential. Forward P/E of 12-13x is too low for a company with Salesforce's scale, margins, and cash flow.

Basis: multiple relative

Mention History

Latest mentions across all history

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