Morgan Stanley analyst Keith Weiss believes focus should returning to Salesforce’s (CRM) fundamentals with the “threat of big M&A receding,” making now the time to buy the shares.

The analyst, who thinks the company has “unparalleled exposure” to core secular tech themes and the “best risk / reward in software” given the stock’s current valuation near trough levels, has an Overweight rating and $107 price target on Salesforce shares.