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