(CRM) Salesforce.com - Overview
Sector: Technology | Industry: Software - Application | Exchange: NYSE (USA) | Market Cap: 146.497m USD | Total Return: -27.9% in 12m
Avg Turnover: 2.31B
EPS Trend: 88.4%
Qual. Beats: 3
Rev. Trend: 99.8%
Qual. Beats: 1
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Salesforce, Inc. (CRM) is a global provider of cloud-based customer relationship management (CRM) software, operating primarily within the Application Software sub-industry. The company utilizes a Software-as-a-Service (SaaS) business model, which generates predictable recurring revenue through multi-year subscription contracts. Its core offerings include the Agentforce AI platform, Data 360 engine, and Slack, designed to integrate autonomous agents with human workflows across sales, service, and marketing functions.
The company serves diverse sectors including financial services, healthcare, and manufacturing, facilitating data unification and real-time collaboration. As a pioneer in cloud computing, Salesforce maintains a dominant market share in the CRM space, benefiting from high switching costs and a vast ecosystem of third-party integrations. For a deeper look at these fundamentals, ValueRay provides additional historical context and comparative data.
Recent strategic shifts focus on the agentic enterprise, where AI agents automate routine tasks while leveraging the companys proprietary data management tools like Informatica. This infrastructure allows organizations to scale operations across hybrid and multi-cloud environments while maintaining data governance and security protocols.
- Agentforce adoption drives high-margin subscription growth through autonomous AI agent deployment
- Enterprise software spending cycles influence multi-year contract renewals and billings
- Data Cloud integration fuels cross-selling opportunities within the existing customer base
- Operating margin expansion remains dependent on sustained cost discipline and headcount management
- Slack monetization and integration performance impact long-term enterprise collaboration revenue targets
| Net Income: 8.02b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.14 > 0.02 and ΔFCF/TA 0.92 > 1.0 |
| NWC/Revenue: -13.75% < 20% (prev 4.33%; Δ -18.08% < -1%) |
| CFO/TA 0.14 > 3% & CFO 15.2b > Net Income 8.02b |
| Net Debt (1.90b) to EBITDA (12.9b): 0.15 < 3 |
| Current Ratio: 0.79 > 1.5 & < 3 |
| Outstanding Shares: last quarter (871.0m) vs 12m ago -10.21% < -2% |
| Gross Margin: 77.64% > 18% (prev 0.77%; Δ 7.69k% > 0.5%) |
| Asset Turnover: 41.73% > 50% (prev 39.13%; Δ 2.59% > 0%) |
| Interest Coverage Ratio: error (cannot be calculated; needs correct EBITDA TTM and Interest Expense TTM) |
| A: -0.06 (Total Current Assets 21.6b - Total Current Liabilities 27.5b) / Total Assets 107b |
| B: 0.22 (Retained Earnings 24.0b / Total Assets 107b) |
| C: 0.09 (EBIT TTM 9.32b / Avg Total Assets 103b) |
| D: 0.34 (Book Value of Equity 24.4b / Total Liabilities 72.4b) |
| Altman-Z'' = 1.33 = BB |
| DSRI: 1.05 (Receivables 5.08b/4.35b, Revenue 42.8b/38.6b) |
| GMI: 1.00 (GM 77.64% / 77.34%) |
| AQI: 1.10 (AQ_t 0.75 / AQ_t-1 0.68) |
| SGI: 1.11 (Revenue 42.8b / 38.6b) |
| TATA: -0.07 (NI 8.02b - CFO 15.2b) / TA 107b) |
| Beneish M = -2.92 (Cap -4..+1) = A |
As of May 31, 2026, the stock is trading at USD 191.10 with a total of 33,907,040 shares traded.
Over the past week, the price has changed by +8.39%,
over one month by +5.45%,
over three months by -1.65% and
over the past year by -27.87%.
Salesforce.com has received a consensus analysts rating of 4.22. Therefore, it is recommended to buy CRM.
- StrongBuy: 28
- Buy: 13
- Hold: 12
- Sell: 2
- StrongSell: 0
| Analysts Target Price | 262.3 | 37.2% |
P/E Trailing = 22.9296
P/E Forward = 13.6799
P/S = 3.5279
P/B = 2.4907
P/EG = 0.977
Revenue TTM = 42.8b USD
EBIT TTM = 9.32b USD
EBITDA TTM = 12.9b USD
Long Term Debt = 10.4b USD (from longTermDebt, last fiscal year)
Short Term Debt = 557.0m USD (from shortTermDebt, last quarter)
Debt = 13.7b USD (corrected: LT Debt 10.4b + ST Debt 557.0m) + Leases 2.74b
Net Debt = 1.90b USD (calculated: Debt 13.7b - CCE 11.8b)
Enterprise Value = 148b USD (146b + Debt 13.7b - CCE 11.8b)
Interest Coverage Ratio = unknown (Ebit TTM 9.32b / Interest Expense TTM 0.0)
EV/FCF = 10.12x (Enterprise Value 148b / FCF TTM 14.7b)
FCF Yield = 9.88% (FCF TTM 14.7b / Enterprise Value 148b)
FCF Margin = 34.23% (FCF TTM 14.7b / Revenue TTM 42.8b)
Net Margin = 18.73% (Net Income TTM 8.02b / Revenue TTM 42.8b)
Gross Margin = 77.64% ((Revenue TTM 42.8b - Cost of Revenue TTM 9.57b) / Revenue TTM)
Gross Margin QoQ = 76.92% (prev 77.61%)
Tobins Q-Ratio = 1.39 (Enterprise Value 148b / Total Assets 107b)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 13.7b)
Taxrate = 21.67% (2.06b / 9.52b)
NOPAT = 7.30b (EBIT 9.32b * (1 - 21.67%))
Current Ratio = 0.79 (Total Current Assets 21.6b / Total Current Liabilities 27.5b)
Debt / Equity = 0.40 (Debt 13.7b / totalStockholderEquity, last quarter 34.2b)
Debt / EBITDA = 0.15 (Net Debt 1.90b / EBITDA 12.9b)
Debt / FCF = 0.13 (Net Debt 1.90b / FCF TTM 14.7b)
Total Stockholder Equity = 53.7b (last 4 quarters mean from totalStockholderEquity)
RoA = 7.82% (Net Income 8.02b / Total Assets 107b)
RoE = 14.95% (Net Income TTM 8.02b / Total Stockholder Equity 53.7b)
RoCE = 14.53% (EBIT 9.32b / Capital Employed (Equity 53.7b + L.T.Debt 10.4b))
RoIC = 9.16% (NOPAT 7.30b / Invested Capital 79.7b)
WACC = 8.70% (E(146b)/V(160b) * Re(9.52%) + D(13.7b)/V(160b) * Rd(0.0%) * (1-Tc(0.22)))
Discount Rate = 9.52% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -85.40 | Cagr: -5.23%
[DCF] Terminal Value 76.83% ; FCFF base≈13.9b ; Y1≈15.9b ; Y5≈23.4b
[DCF] Fair Price = 402.5 (EV 331b - Net Debt 1.90b = Equity 329b / Shares 818.1m; r=8.70% [WACC]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 88.36 | EPS CAGR: 19.05% | SUE: 4.00 | # QB: 3
Revenue Correlation: 99.80 | Revenue CAGR: 9.31% | SUE: 1.26 | # QB: 1
EPS current Quarter (2026-07-31): EPS=3.25 | Chg30d=+0.27% | Revisions=+33% | Analysts=43
EPS current Year (2027-01-31): EPS=13.23 | Chg30d=+0.19% | Revisions=+11% | GrowthEPS=+5.6% | GrowthRev=+11.1%
EPS next Year (2028-01-31): EPS=14.97 | Chg30d=+0.24% | Revisions=+11% | GrowthEPS=+13.2% | GrowthRev=+9.6%
[Analyst] Revisions Ratio: +33%