CRM
Salesforce$233.28live · 9h agoTotal predictions
7
Hit rate
100%
1 hits, 0 misses, 0 partial
Pending
3
Bull / Bear
7 / 0
direction split
YouTubers covered
2
Predictions over time
Not plotted: 3 w/o target or video date · 1 long-horizon (>1 yr out). All are still listed below.
Predictions (7)
Financial Education5 callsBullish
He bought Salesforce shares in the $178-$185 range earlier this year when it was unloved, and believes the stock still has some upside left despite already recovering.
Earlier theses (3)
The host believes Salesforce is entering a major growth acceleration over the next couple years driven by AI-first product initiatives, and is not interested in selling despite strong recent gains.
The YouTuber believes Salesforce's new Cloud Force partnership with Anthropic is a game-changing catalyst that alleviates fears of slow revenue death, driving the stock up double digits after hours despite a mediocre income statement with rising cost of revenue. He gives specific price targets through year-end 2026 and out to 2029.
Salesforce is positioned to be one of the most substantial beneficiaries of the AI wave through its Agent Force platform, which has shown explosive early traction with $800 million in annual recurring revenue. The company is rebuilding around agentic AI with long-term targets of $63 billion revenue by fiscal year 2030.
Meet Kevin2 callsBullish
Kevin is bullish on Salesforce, highlighting its strong free cash flow yield and management's aggressive debt-funded buyback strategy as evidence of conviction and value. He sees further upside potential from current levels.
Earlier thesis (1)
Kevin argues Salesforce got unjustifiably cheap during the 'SaaS apocalypse,' pointing to a ~13% free cash flow yield and CEO Marc Benioff buying back stock at $191 as proof of undervaluation. He believes fair value is in the mid-$400s (he cites $458), roughly double the price he bought at, while acknowledging pricing power and growth risks.