The reason I keep buying is simple. Salesforce quietly turned itself into the plumbing for enterprise agentic AI, and the numbers finally show it. Agentforce ARR hit $1.2 billion, up 205% year over year, and Agentforce plus Data 360 combined ARR reached roughly $3.40 billion, up 200%. Customers delivered 3.8 billion Agentic Work Units, up 111% quarter over quarter, and more than half of Agentforce and Data 360 bookings came from existing customers. Marc Benioff summed it up on the call: “Salesforce has never been more essential.” I believe him because the pipeline data agrees. <\/p>\n Three Reasons the Thesis Holds <\/p>\n First, valuation. I am buying a business at a trailing P\/E of 18 and a forward P\/E of 12, with a free cash flow yield near 10.77% and a PEG of 0.747. That is a software utility priced like a cyclical. <\/p>\n July 16 is the Final Day to Tap Into the Lithium Boom (sponsor) Here’s why you should do the same before their July 16 investment deadline: lithium prices are up 75% this year, with demand projected to grow a staggering 5X by 2040. <\/p>\n With tech that can recover up to 3X more lithium than traditional methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX investor before the July 16 deadline<\/a>. <\/p>\n Second, the cash machine keeps compounding. FY26 free cash flow came in at $14.40 billion, gross margins run around 77%, and non-GAAP operating margin is guided to 34.3%. Management is using that cash the way I want them to. A $25 billion accelerated share repurchase knocked the share count from 970 million to 871 million in a single year, and a new $50 billion repurchase authorization sits behind it. Jim Cramer flagged it on Mad Money: “Salesforce is fighting back too. With a $50 billion buyback and half of that being done on accelerated repurchase basis.” <\/p>\n Story Continues <\/p>\n Third, the earnings pattern. Q1 FY27 posted EPS of $3.88 against a $3.1271 estimate, the fifth consecutive EPS beat, on revenue of $11.133 billion, up 13.27%. Forward visibility is stacked: current RPO of $33.6 billion, up 14%, on top of roughly $72 billion in total remaining performance obligations. <\/p>\n The Risk I Refuse to Wave Off <\/p>\n The real risk is the one Wall Street keeps circling. Core subscription growth has settled into the single digits, and to fund the buyback Salesforce loaded up: noncurrent debt climbed from $10.4 billion to $39.3 billion. If Agentforce monetization stalls, that debt turns from fuel to friction. Retail sees it too. One r\/investing post with 278 upvotes argued Salesforce is “down a third this year on AI disruption fears”. I take the concern seriously. I still buy, because interest coverage sits at 27.5x, the Platform and Other segment grew 25%, and Public Sector Cloud ARR crossed $2 billion, up 23%. Those are the tells of a moat widening. <\/p>\n Why the Buy Button Stays Active <\/p>\n Management raised FY27 revenue guidance to $45.90 billion to $46.20 billion and lifted the FY30 revenue target to $63 billion. The analyst target price of $246.80 tells me the professional crowd already knows the math, even while the stock does not. When a 77% gross margin cloud utility trades at a free cash flow yield you would expect from a pipeline company, and it happens to own the leading agentic CRM, I am going to keep pressing buy until the market notices. <\/p>\n Meet America’s Newest $1b Unicorn (Sponsor) <\/p>\n A US startup just passed a $1 billion private valuation, joining billion-dollar private companies like OpenAI and ByteDance. Unlike those other unicorns, you can invest in EnergyX right now; <\/a>but only until July 16.<\/a> <\/p>\n Over 50,000 people already have, along with global giants like General Motors and POSCO. <\/p>\n Here’s why there’s so much interest: EnergyX’s patented tech can recover up to 3X more lithium than traditional methods. That’s a big deal, as demand for lithium is expected to 5X current production levels by 2040. Become an early-stage EnergyX shareholder before the 7\/16 investment deadline.<\/a> <\/p>\n<\/a> Cherdchai101 \/ Shutterstock.com What Keeps Pulling Me Back <\/p>\n
General Motors, POSCO, and 50,000+ everyday investors have already backed lithium producer EnergyX<\/a>. <\/p>\n