A Strong Business at a Discounted Price
Salesforce has long been a major player in business software solutions but the market isn’t treating it like one. Despite strong margins, rising cash flow, and a more developed approach to AI-powered tools, the company is valued lower than several similar companies. This has raised doubts about whether Salesforce has already peaked or whether investors are simply overlooking the company’s ongoing progress.
The truth lies somewhere in the second camp. Salesforce is quietly handling its strategy effectively: streamlining how it manages expenses, expanding its recurring revenue base, and investing heavily in AI systems. The numbers suggest a business in transition not decline and that disconnect may be offering patient investors…
