About this episode

The episode discusses Salesforce's recent financial results and aggressive buyback strategy while highlighting its AI platform's growth potential.

Join the conversation on the 7investing discord: https://discord.com/invite/PT9ZQqdXXSWant access to all our investing content? Join at 7investing.com/subscribe Salesforce (NYSE:CRM) just reported $11 billion in Q1 fiscal 2027 revenue, and the stock is still trading at less than 13x free cash flow, a valuation that Salesforce itself apparently finds too cheap. The company borrowed $25 billion in a single quarter to execute an accelerated share repurchase, reducing its diluted share count by 10% in 90 days as part of a $50 billion buyback authorization. Simon Erickson breaks down why this is one of the most aggressive and under-appreciated capital return stories in enterprise software right now.Beyond the buyback, the real growth engine is Agentforce, Salesforce's AI agentic platform, which is tripling year over year and now generating $3.4 billion in annual recurring revenue combined with its Data 360 customer record platform. With 1.6 billion agentic work unit interactions already logged and a $67 billion remaining performance obligation backlog, Salesforce is positioning itself as the largest and most embedded AI enterprise software platform in the world, one that has spent two…

People in this episode

Host: 7investing

Guest: Simon Erickson

Topics covered

• Salesforce
• stock analysis
• AI technology
• buybacks
• enterprise software
• financial results

Keywords

• Salesforce
• CRM
• buyback
• AI agents
• Q1 2027
• revenue
• enterprise software
• capital return

Mentioned in this episode

Organizations: Salesforce

Products: Agentforce, Data 360

Places: New York

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