Jan. 22 at 6:06 PM
$CRM
May have bought the bottom yesterday!
8B debt… 0% interest. There is no worry on debt.
.75% dividend yield.
More than 8% of revenue on buybacks!!!
$50B buyback authorization, with
$3.7B repurchased in Q3 FY26; quarterly dividend at
$0.416/share yielding ~0.75%
Diversity in customer base. No customer makes over 5%
Traditional revenue will be replaced by AI revenue.
AgentForce ARR = Continued winner! Agentforce (AI agents for automation) showing 330% ARR growth, positioning Salesforce in AI-driven CRM
Operating margins up significantly; FY25 net income +50% YoY to
$6.2B. Strong free cash flow at
$12.4B, up 31%.
Recession proof. Competative moat. They dominate 20-24% of their market space.
Rare Opportunity: False fears of being replaced by AI along with the current market dip led to a high over reaction to the downside. Great buy opportunity.
While the company remains strong becoming a massive player in the exact space the it dropped due to fear of.
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