INFA - Salesforce: The Generational Buying Opportunity Is Here (Rating Upgrade)
2025-08-03 13:10:15 ET
Introduction & Investment Thesis
I last wrote about Salesforce (NYSE: CRM ) more than a year ago in May 2024, when I rated the stock a “hold,” as I believed that there wasn’t sufficient margin of safety given uncertainties pertaining to the timing of its genAI efforts translating into scalable revenue growth....
Salesforce: The Generational Buying Opportunity Is Here (Rating Upgrade)