Salesforce: Not Afraid Of Microsoft

Summary:

  • Despite a solid rally of the last few months, the discounted cash flow model suggests that there is a 33% upside potential.
  • Salesforce’s innovative integration of AI technologies positions it as a leader in the CRM market, offering significant growth potential and a competitive edge over rivals like Microsoft.
  • Under the confident leadership of Marc Benioff, Salesforce is well-equipped to navigate competitive challenges and capitalize on emerging opportunities, making it an attractive investment.
  • The company’s strong market presence and strategic expansion efforts enhance its ability to capture a larger share of the growing demand for cloud-based solutions.

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Introduction

I shared a thesis about Salesforce, Inc. (NYSE:CRM) back in August with a ‘Strong Buy’ rating. It looks like it was a good recommendation because the stock price grew by 24% since then, a much stronger performance compared to


Analyst’s Disclosure: I/we have a beneficial long position in the shares of CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.


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