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Writer's pictureAbacus Research
Oct 31, 20241 min read

Salesforce (CRM)

Salesforce is another potential convert to ‘AI beneficiary’, plus there are reasons to be positive on continued margin expansion.

  • The business has the potential to see both better revenue growth as well as expanding operating margins with a share price that is discounting neither.

  • If CRM can apply AgentForce to its own sales process, and there is a high ROI, then street ests look conservative to us.


Potential Upside:     $375 (+25%)

Sensible Downside: $270 (-10%)


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