Profile

Industry: Software - infrastructure

Sector: Technology

Theme: Digital revolution

5-Year shareholder growth: +15.3%

Estimated fair value: $206

Valuation assumption: 5.0% MFCF yield

Operating income/gross profit: 29.5%

Insider ownership: 3.1%

Investors: Akre Capital Management, Grant’s Interest Rate Observer

Transaction log

  • Feb 26, 2026 - Bought 10 @ $196.68 (0.67% wtg, opportunistic)

Salesforce.com

Location: San Francisco, California

 

Estimated fair value history

  • Oct-25 - $189 (5.0% MFCF yield)

  • Jan-26 - $206