Darren Sissons SalesForce.com Inc. CRM-N HOLD Aug 26, 2025

A leader in software it is also a pioneer in staff models. It is evolving into an operating system for more modern enterprises and AI. It has a good valuation at 22 X earnings and she sees 36% upside. Through its share buybacks and dividends it is providing good shareholder returns. Although it is down 23% year-to-date she gives it a 9 out of 10.         Buy 51  Hold 10  Sell 2

He targets $325. It's puzzling that has lagged the market. They tried really hard with Einstein to bring out the agentic AI, but they discovered it needs some human intervention. Great management and aggressive sales and marketing. Is among his top 12 holdings.

They've suffered because the results of their AI spend hasn't happened yet. It's starting to now. CRM dominates the market and doesn't face serious competition. She is seeing the enhancement in their software, which will result in better earnings.

CRM is like Uber in the $60s. Their last earnings were great. The CEO will focus on free cash flow and margins and growth. The market is completely missing this, expecting some sort of AI to take over what CRM is doing. Absurd. CRM is already using AI. Is unloved, caught in the hedgefund shorts. This can easily rally 20% after earnings.

Has owned this over a decade. Enterprise software is struggling these days, so he needs to see their next quarter before deciding.

The collection of data is becoming more important especially for corporations. It does well in software that collects consumer info and consolidates it, and is a global leader in this field. It is becoming an operating system for the modern enterprise and is delivering recurring revenue from AI and the data cloud. Trades at a good valuation of 22 times earnings and has expanding margins. She sees 40% upside and gives it an 8 out of 10 fundamentally.