Skip to contentHome page Seeking Alpha - Power to InvestorsJun 18, 2026, 2:25 AM ETSalesforce, Inc. (CRM) StockJuxtaposed Ideas15.84K FollowersCommentsCRM announces 13 acquisitions over the past twelve months, with it building upon their historical growth-by-acquisition strategy albeit triggering a deteriorating balance sheet health.Otherwise, the strong free cash flow generation and the expanding multi-year backlog mitigate risks, significantly aided by the adj EPS accretion from the accelerated share repurchase cadence.Agentic AI integration and strategic acquisitions like Slack/Informatica drive accelerating workflow and ARR growth, lending credibility to CRM's AI beneficiary status and reiterated FY2030 guidance.The SaaSpocalypse has triggered the stock's discounted P/E of 11.73x and 3Y PEG of 0.90x, while offering an excellent more than doubling upside potential to my bull-case LTPT of $459.CRM remains a compelling contrarian Buy here, albeit only for the long-term, risk tolerant investors, given the elevated short interest ratio and the bearish SaaS sentiments.Angelica Zander/iStock via Getty ImagesI previously rated Salesforce, Inc. (CRM) (CRM:CA) as a Buy in April 2026, thanks to the SaaSpocalypse selloff contributing to its more compelling investment thesis.In this article, I shall discuss why CRM remains aThis article was written byJuxtaposed Ideas15.84K FollowersI am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have a beneficial long position in the shares of GOOG, MSFT 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 analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.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.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.