Salesforce: Billions Of Reasons To Own

Stone Fox CapitalInvesting Group LeaderFollow5ShareSavePlay(6min)Comments(2)SummarySalesforce presents a compelling dip-buy opportunity as it aggressively repurchases shares amid strong growth and robust free cash flow.CRM’s $50 billion buyback, including a $25 billion accelerated share repurchase funded by new debt, signals management’s conviction in long-term value.The stock trades at just 14x FY27 consensus EPS, with buybacks set to reduce share count by over 10% and boost earnings.AI disruption fears are overplayed; CRM’s enterprise security and support remain critical, though rapid debt reduction is prudent to preserve flexibility.Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More » Andrii Dodonov/iStock via Getty Images Salesforce, Inc. (CRM) ripped higher as the market appreciated the large share buyback, but the SaaSpocalypse fears have returned. The leading CRM solution continues reporting strong growth with impressive cash flows while the stock trades at multi-year lows. My investment thesis isThis article was written byStone Fox Capital55.28K FollowersFollowStone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potential multibaggers while managing portfolio risk via diversification. Features include various model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and access to community chat and direct chat with Mark for questions. Learn more.Analyst’s Disclosure: I/we have a beneficial long position in the shares of CRM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.