CRM/Platform (Data Cloud + MuleSoft + Tableau) — Scenario Model
Blue = input assumption|Black = computed

Platform (Data Cloud + MuleSoft + Tableau) — Scenario Model

Current Price
$275
Platform (Data Cloud + MuleSoft + Tableau) Component
$79/sh
Market Implies
95% chance of upside scenarios
5% bear probability

Scenario Overview

ScenarioEV$/shProbRevenue BOperating Margin %FcfKey Gate
bull$55B$5575%
base$27B$2720%
bear$9B$95%

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 $79/share?

ScenarioPlatform EVPer ShareImplied Prob.Weighted Contrib.
bull$55B$5775.0%$43
base$27B$2820.0%$6
bear$9B$95.0%$0
Total100%$49/sh

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

Target contribution: $79/sh. Residual: $30.3/sh.