CRM/AI Premium (Agentforce + Einstein) — Scenario Model
Blue = input assumption|Black = computed

AI Premium (Agentforce + Einstein) — Scenario Model

Current Price
$275
AI Premium (Agentforce + Einstein) Component
$29/sh
Market Implies
95% chance of upside scenarios
5% bear probability

Scenario Overview

ScenarioEV$/shProbRevenue BOperating Margin %FcfKey Gate
bull$19B$1975%
base$4B$420%
bear($0B)$05%

Full Year-by-Year Models

Blue = input · Black = computed · Click to expand

Market-Implied Probability Reconciliation

Given these scenario EVs, what probability weights would the market need to assign to produce the current market-implied value of $29/share?

ScenarioAI Premium EVPer ShareImplied Prob.Weighted Contrib.
bull$19B$1975.0%$15
base$4B$520.0%$1
bear($0B)$-05.0%$-0
Total100%$15/sh

Note: These probabilities apply to AI Premium's contribution to Salesforce equity. Core CRM and Platform contribute separately.

Target contribution: $29/sh. Residual: $13.8/sh.