{
  "docId": "019dd923-622b-71dc-a6da-81546787160b",
  "docSlug": "5200b91eefc3",
  "documentTitle": "Salesforce, Inc. (CRM)",
  "authorId": "03_Starboard_Value",
  "authorName": "Starboard Value",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-10-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 6,
  "pageCount": 14,
  "prevPage": 5,
  "nextPage": 7,
  "slideType": "peer_benchmark",
  "function": "compare_peers",
  "density": "overcrowded",
  "nDataPoints": 24,
  "notes": "The chart highlights the 'Rule of 50' metric, showing CRM's improvement compared to a prior period.",
  "elementsJson": [
    "headline_text",
    "subtitle_text",
    "bar_chart_stacked",
    "callout_box",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6da-81546787160b/6",
  "deckHref": "/decks/019dd923-622b-71dc-a6da-81546787160b",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6da-81546787160b.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6da-81546787160b#slide-6",
  "components": [
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.1,
        "y": 0.85
      },
      "kind": "callout",
      "text": "Salesforce is moving up the leaderboard",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "78d0bf8b-0f3c-4a23-afbd-60194ef98c0f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.2,
        "x": 0.68,
        "y": 0.28
      },
      "kind": "callout",
      "text": "The Peer Group now operates above the \"Rule of 50\"",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ddb347fc-7a50-4204-8563-62eb7ca47d3e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.9,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "chart",
      "text": "Revenue Growth + Adj. Operating Margin vs. Peers (CY2025E)",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "13b45dfc-b5cc-4a8e-80db-aea7c2459f6c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Rule of 50: 53.5%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-0397-72dc-a88d-1861301dbd4f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.04,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "Source: Company filings, Bloomberg, Capital IQ, Visible Alpha. Note: Rule of 50 score reflects CY2025E revenue growth + CY2025E adjusted operating margin.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e2fc7134-dee8-4b8a-8204-b350a99d8fdb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.75,
        "x": 0.04,
        "y": 0.12
      },
      "kind": "title",
      "text": "We believe Salesforce can be best-in-class among its Peer Group and operate at or above the Rule of 50.",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "be23618d-3480-4d7d-8a0c-60cdde748264",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.85,
        "x": 0.04,
        "y": 0.06
      },
      "kind": "title",
      "text": "Salesforce Has Made Progress Improving Growth and Profitability",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ad2ce18c-67d5-4050-8f58-317e8bae31fd",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "Rule of 50",
      "slug": null,
      "matchId": "d6f39392-44ad-4110-af5a-2ca102b55c3d",
      "evidence": "Metric used to evaluate SaaS company performance (Growth + Margin)",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 8,
      "from": 5,
      "beatId": "cfcb2898-21b5-4e3d-855a-d4b1720c929f",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Evidence & Proof",
      "beatSlug": "consultants-gambit-evidence-proof",
      "evidence": "The document presents evidence of Salesforce's transformation and potential for improved revenue growth and operational efficiency.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 6,
      "from": 4,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "b5c65170-71b3-4e59-afcf-e70285afadcb",
      "evidence": "The document presents a pattern of Salesforce's transformation and potential for improved revenue growth and operational efficiency.",
      "position": 0,
      "objective": "Can Salesforce improve its operational efficiency?",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 0.7,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}