CRM/Core CRM (Sales + Service + Marketing) — Scenario Model
Blue = input assumption|Black = computed

Core CRM (Sales + Service + Marketing) — Scenario Model

Current Price
$275
Core CRM (Sales + Service + Marketing) Component
$152/sh
Market Implies
95% chance of upside scenarios
5% bear probability

Scenario Overview

ScenarioEV$/shProbRevenue BOperating Margin %FcfKey Gate
bull$137B$13775%
base$89B$8920%
bear$52B$525%

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 $152/share?

ScenarioCore CRM EVPer ShareImplied Prob.Weighted Contrib.
bull$137B$14375.0%$107
base$89B$9320.0%$19
bear$52B$545.0%$3
Total100%$128/sh

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

Target contribution: $152/sh. Residual: $23.9/sh.