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Campaigns / Starboard Value → Salesforce, Inc.
Starboard Value vs. Salesforce, Inc.

Salesforce, Inc. · CRM

2 decks published between 2024-10-01 and 2024-10-01 — 28 pages, 28 analysed slides total.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2024-10-01 follow up

    2024 10 2024_Active Passive_Investor_Summit_ _Salesforce_Inc

    14pp · conference_presentation

    Salesforce's 2022 turnaround delivered +1,000bps margins and +99% stock; Starboard argues further cost discipline plus Agentforce growth can hit the Rule of 50 by FY2028 and $20+ FCF/share.

    N 4 V 3 C 3
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  2. 2024-10-01 follow up

    2024 10 Starboard Value Salesforce TMT Starboard Salesforce Presentation Oct 2024

    14pp · conference_presentation

    Salesforce has executed Starboard's 2022 thesis — margins up 1,000bps, stock +99% — but committing to Rule of 50 by FY2028 still unlocks $20+ FCF/share at ~14x.