Investment Idea: Salesforce (CRM) | July 2025

Daily Dose of Alpha from Delta Weekly Investment Idea: Salesforce (CRM)

In this week’s Alpha Card: Weekly Investment Idea, we spotlight a tech titan that continues to dominate customer relationship management. Salesforce posted solid numbers this quarter, and with its powerful AI roadmap, it could reshape how businesses connect with customers. From strong free cash flow to its sticky ecosystem and upcoming AI features, you’ll want to pay attention. Early readers like you are the lifeblood of this community, and you’ll be grandfathered into a free one-year subscription if you join now;

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📌 Company Overview

Salesforce, Inc. (CRM) is the world’s largest provider of customer relationship management (CRM) software, operating a broad cloud-based ecosystem that helps companies manage sales, service, marketing, commerce, and analytics. Salesforce earns money through software subscriptions and professional services. A 12-year-old could understand it as: “Salesforce helps businesses keep track of their customers and sell them more stuff.”

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🧠 Core Value Proposition

Salesforce delivers a mission-critical platform for managing customer relationships across many channels. Its broad integration and partner ecosystem plus continuous product innovation, including AI capabilities, create a sticky, high-switching-cost moat.

Salesforce Posts 11% Revenue Growth with Robust Margins

Salesforce, commanding roughly 20% of the CRM market, reported Q1 FY2025 revenue of $9.13 billion, growing 11% year over year. Its subscription revenue rose to $8.55 billion, proving the stickiness of its model. Supported by a 32.1% non-GAAP operating margin and $5.88 billion in free cash flow, the company demonstrates