(CRM) Salesforce.com - NYSE
Sector: Technology | Industry: Software - Application | Exchange: NYSE (USA) | Market Cap: 124.308m USD | Total Return: -41.9% in 12m
Avg Turnover: 2.97B
EPS Trend: 96.8%
Qual. Beats: 4
Rev. Trend: 99.8%
Qual. Beats: 1
Warnings
Below Avwap Earnings
Tailwinds
Confidence, Garp
Salesforce, Inc. is a global provider of customer relationship management (CRM) technology services, operating across the United States, Europe, and the Asia Pacific. The company offers a broad enterprise software portfolio spanning AI-powered agent platforms (Agentforce), data management (Data 360, Informatica), workplace collaboration (Slack), marketing, commerce, integration and analytics tools, and field service solutions, including a packaged suite for small and medium-sized businesses (Salesforce Starter).
The company serves a diverse set of end markets, including financial services, healthcare and life sciences, manufacturing, automotive, and government. Salesforce is classified within the Information Technology sector and the Application Software sub-industry, a segment dominated by cloud-based, subscription-priced SaaS business models that monetize through recurring per-user or consumption-based fees rather than one-time license sales.
Founded in 1999 and headquartered in San Francisco, California, Salesforce has been publicly traded on the NYSE under the ticker CRM since its June 2004 IPO, and is currently one of the largest constituents of the application software space by market capitalization.
- Agentforce AI agent adoption accelerates enterprise subscription revenue growth
- Operating margin expansion from cost discipline and AI efficiency gains
- Remaining performance obligations growth signals strong future revenue pipeline
- Competition intensifies from Microsoft Copilot and ServiceNow in enterprise AI agents
| 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 (32.7b) to EBITDA (14.0b): 2.33 < 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 77.34%; Δ 0.31% > 0.5%) |
| Asset Turnover: 41.73% > 50% (prev 39.13%; Δ 2.59% > 0%) |
| Interest Coverage Ratio: 31.56 > 6 (EBIT TTM 10.2b / Interest Expense TTM 324.0m) |
| 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: 0.10 (EBIT TTM 10.2b / Avg Total Assets 103b) |
| D: 0.47 (Book Value of Equity 34.2b / Total Liabilities 72.4b) |
| Altman-Z'' = 1.54 = BB |
| DSRI: 1.05 (Receivables 5.08b/4.35b, Revenue 42.8b/38.6b) |
| GMI: 1.00 (GM 77.34% / 77.64%) |
| 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 = -2.86 (Cap -4..+1) = A |
As of June 22, 2026, the stock is trading at USD 151.78 with a total of 57,940,800 shares traded.
Over the past week, the price has changed by -8.81%,
over one month by -13.69%,
over three months by -21.84% and
over the past year by -41.89%.
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 | 254 | 67.3% |
P/E Trailing = 17.5671
P/E Forward = 11.1483
P/S = 2.9024
P/B = 3.631
P/EG = 0.7242
Revenue TTM = 42.8b USD
EBIT TTM = 10.2b USD
EBITDA TTM = 14.0b USD
Long Term Debt = 39.3b USD (from longTermDebt, last quarter)
Short Term Debt = 557.0m USD (from shortTermDebt, last quarter)
Debt = 44.5b USD (from shortLongTermDebtTotal, last quarter) + Leases 2.60b
Net Debt = 32.7b USD (calculated: Debt 44.5b - CCE 11.8b)
Enterprise Value = 157b USD (124b + Debt 44.5b - CCE 11.8b)
Interest Coverage Ratio = 31.56 (Ebit TTM 10.2b / Interest Expense TTM 324.0m)
EV/FCF = 10.71x (Enterprise Value 157b / FCF TTM 14.7b)
FCF Yield = 9.34% (FCF TTM 14.7b / Enterprise Value 157b)
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 = 1.47 (Enterprise Value 157b / Total Assets 107b)
Interest Expense / Debt = 0.73% (Interest Expense 324.0m / Debt 44.5b)
Taxrate = 21.86% (2.24b / 10.3b)
NOPAT = 7.99b (EBIT 10.2b * (1 - 21.86%))
Current Ratio = 0.79 (Total Current Assets 21.6b / Total Current Liabilities 27.5b)
Debt / Equity = 1.30 (Debt 44.5b / totalStockholderEquity, last quarter 34.2b)
Debt / EBITDA = 2.33 (Net Debt 32.7b / EBITDA 14.0b)
Debt / FCF = 2.23 (Net Debt 32.7b / 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 = 11.00% (EBIT 10.2b / Capital Employed (Equity 53.7b + L.T.Debt 39.3b))
RoIC = 10.30% (NOPAT 7.99b / Invested Capital 77.6b)
WACC = 7.21% (E(124b)/V(169b) * Re(9.59%) + D(44.5b)/V(169b) * Rd(0.73%) * (1-Tc(0.22)))
Discount Rate = 9.59% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -85.40 | Cagr: -5.23%
[DCF] Terminal Value 77.97% ; FCFF base≈13.9b ; Y1≈15.9b ; Y5≈23.4b
[DCF] Fair Price = 389.6 (EV 352b - Net Debt 32.7b = Equity 319b / Shares 819.0m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 96.79 | EPS CAGR: 20.66% | SUE: 2.68 | # QB: 4
Revenue Correlation: 99.80 | Revenue CAGR: 9.31% | SUE: 1.26 | # QB: 1
EPS current Quarter (2026-07-31): EPS=3.27 | Chg30d=+0.98% | Revisions=+33% | Analysts=42
EPS next Quarter (2026-10-31): EPS=3.35 | Chg30d=+1.36% | Revisions=+45% | Analysts=41
EPS current Year (2027-01-31): EPS=14.15 | Chg30d=+7.16% | Revisions=+92% | GrowthEPS=+13.0% | GrowthRev=+11.0%
EPS next Year (2028-01-31): EPS=15.54 | Chg30d=+4.08% | Revisions=+64% | GrowthEPS=+9.8% | GrowthRev=+9.7%
[Analyst] Revisions Ratio: +92%