(CRM) Salesforce.com - Overview
Sector: Technology | Industry: Software - Application | Exchange: NYSE (USA) | Market Cap: 144.231m USD | Total Return: -33.6% in 12m
Avg Turnover: 2.02B
EPS Trend: 97.4%
Qual. Beats: 3
Rev. Trend: 99.8%
Qual. Beats: 0
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: 7.46b TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.13 > 0.02 and ΔFCF/TA 0.74 > 1.0 |
| NWC/Revenue: -21.42% < 20% (prev 4.61%; Δ -26.03% < -1%) |
| CFO/TA 0.13 > 3% & CFO 15.0b > Net Income 7.46b |
| Net Debt (12.6b) to EBITDA (12.7b): 0.99 < 3 |
| Current Ratio: 0.76 > 1.5 & < 3 |
| Outstanding Shares: last quarter (940.0m) vs 12m ago -3.49% < -2% |
| Gross Margin: 77.68% > 18% (prev 0.77%; Δ 7.69k% > 0.5%) |
| Asset Turnover: 38.59% > 50% (prev 36.82%; Δ 1.77% > 0%) |
| Interest Coverage Ratio: 45.02 > 6 (EBITDA TTM 12.7b / Interest Expense TTM 202.0m) |
| A: -0.08 (Total Current Assets 28.2b - Total Current Liabilities 37.1b) / Total Assets 112b |
| B: 0.20 (Retained Earnings 22.2b / Total Assets 112b) |
| C: 0.08 (EBIT TTM 9.09b / Avg Total Assets 108b) |
| D: 0.42 (Book Value of Equity 22.5b / Total Liabilities 53.2b) |
| Altman-Z'' = 1.14 = BB |
| DSRI: 1.10 (Receivables 14.3b/11.9b, Revenue 41.5b/37.9b) |
| GMI: 0.99 (GM 77.68% / 77.19%) |
| AQI: 1.07 (AQ_t 0.70 / AQ_t-1 0.66) |
| SGI: 1.10 (Revenue 41.5b / 37.9b) |
| TATA: -0.07 (NI 7.46b - CFO 15.0b) / TA 112b) |
| Beneish M = -2.91 (Cap -4..+1) = A |
As of May 24, 2026, the stock is trading at USD 176.31 with a total of 7,757,580 shares traded.
Over the past week, the price has changed by +3.78%,
over one month by +3.91%,
over three months by +1.32% and
over the past year by -33.58%.
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 | 265 | 50.3% |
P/E Forward = 13.6799
P/S = 3.4734
P/B = 2.4911
P/EG = 0.9772
Revenue TTM = 41.5b USD
EBIT TTM = 9.09b USD
EBITDA TTM = 12.7b USD
Long Term Debt = 10.4b USD (from longTermDebt, last quarter)
Short Term Debt = 4.55b USD (from shortTermDebt, last quarter)
Debt = 19.9b USD (from shortLongTermDebtTotal, last quarter) + Leases 2.74b
Net Debt = 12.6b USD (calculated: Debt 19.9b - CCE 7.33b)
Enterprise Value = 157b USD (144b + Debt 19.9b - CCE 7.33b)
Interest Coverage Ratio = 45.02 (Ebit TTM 9.09b / Interest Expense TTM 202.0m)
EV/FCF = 10.89x (Enterprise Value 157b / FCF TTM 14.4b)
FCF Yield = 9.18% (FCF TTM 14.4b / Enterprise Value 157b)
FCF Margin = 34.68% (FCF TTM 14.4b / Revenue TTM 41.5b)
Net Margin = 17.96% (Net Income TTM 7.46b / Revenue TTM 41.5b)
Gross Margin = 77.68% ((Revenue TTM 41.5b - Cost of Revenue TTM 9.27b) / Revenue TTM)
Gross Margin QoQ = 77.61% (prev 78.02%)
Tobins Q-Ratio = 1.40 (Enterprise Value 157b / Total Assets 112b)
Interest Expense / Debt = 1.01% (Interest Expense 202.0m / Debt 19.9b)
Taxrate = 26.07% (685.0m / 2.63b)
NOPAT = 6.72b (EBIT 9.09b * (1 - 26.07%))
Current Ratio = 0.76 (Total Current Assets 28.2b / Total Current Liabilities 37.1b)
Debt / Equity = 0.34 (Debt 19.9b / totalStockholderEquity, last quarter 59.1b)
Debt / EBITDA = 0.99 (Net Debt 12.6b / EBITDA 12.7b)
Debt / FCF = 0.87 (Net Debt 12.6b / FCF TTM 14.4b)
Total Stockholder Equity = 60.3b (last 4 quarters mean from totalStockholderEquity)
RoA = 6.93% (Net Income 7.46b / Total Assets 112b)
RoE = 12.37% (Net Income TTM 7.46b / Total Stockholder Equity 60.3b)
RoCE = 12.86% (EBIT 9.09b / Capital Employed (Equity 60.3b + L.T.Debt 10.4b))
RoIC = 8.45% (NOPAT 6.72b / Invested Capital 79.5b)
WACC = 8.29% (E(144b)/V(164b) * Re(9.33%) + D(19.9b)/V(164b) * Rd(1.01%) * (1-Tc(0.26)))
Discount Rate = 9.33% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: -76.41 | Cagr: -1.88%
[DCF] Terminal Value 77.97% ; FCFF base≈13.6b ; Y1≈15.6b ; Y5≈23.0b
[DCF] Fair Price = 407.1 (EV 346b - Net Debt 12.6b = Equity 333b / Shares 818.1m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 97.38 | EPS CAGR: 26.42% | SUE: 4.0 | # QB: 3
Revenue Correlation: 99.81 | Revenue CAGR: 9.28% | SUE: 0.56 | # QB: 0
EPS current Quarter (2026-07-31): EPS=3.24 | Chg30d=+0.12% | Revisions=-20% | Analysts=43
EPS current Year (2027-01-31): EPS=13.21 | Chg30d=+0.08% | Revisions=-43% | GrowthEPS=+5.5% | GrowthRev=+11.1%
EPS next Year (2028-01-31): EPS=14.95 | Chg30d=+0.09% | Revisions=-33% | GrowthEPS=+13.1% | GrowthRev=+9.6%
[Analyst] Revisions Ratio: -43%