(CRM) Salesforce.com - Overview
Sector: Technology | Industry: Software - Application | Exchange: NYSE (USA) | Market Cap: 145.213m USD | Total Return: -22.7% in 12m
Avg Turnover: 2.42B
EPS Trend: 90.1%
Qual. Beats: 4
Rev. Trend: 99.8%
Qual. Beats: 1
Warnings
Extended 3d
Tailwinds
Garp
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 (32.7b) to EBITDA (13.2b): 2.48 < 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: error (cannot be calculated; needs correct EBIT 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 9.40b / Avg Total Assets 103b) |
| D: 0.47 (Book Value of Equity 34.2b / Total Liabilities 72.4b) |
| Altman-Z'' = 1.48 = 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 03, 2026, the stock is trading at USD 200.84 with a total of 15,599,423 shares traded.
Over the past week, the price has changed by +12.15%,
over one month by +8.28%,
over three months by +4.35% and
over the past year by -22.66%.
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 | 261.2 | 30% |
P/E Trailing = 20.5689
P/E Forward = 13.4771
P/S = 3.497
P/B = 4.2416
P/EG = 0.9631
Revenue TTM = 42.8b USD
EBIT TTM = 9.40b USD
EBITDA TTM = 13.2b 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 = 178b USD (145b + Debt 44.5b - CCE 11.8b)
Interest Coverage Ratio = unknown (Ebit TTM 9.40b / Interest Expense TTM 0.0)
EV/FCF = 12.13x (Enterprise Value 178b / FCF TTM 14.7b)
FCF Yield = 8.24% (FCF TTM 14.7b / Enterprise Value 178b)
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 = 1.67 (Enterprise Value 178b / Total Assets 107b)
Interest Expense / Debt = 0.0% (Interest Expense 0.0 / Debt 44.5b)
Taxrate = 21.86% (2.24b / 10.3b)
NOPAT = 7.34b (EBIT 9.40b * (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 = 2.48 (Net Debt 32.7b / EBITDA 13.2b)
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 = 10.11% (EBIT 9.40b / Capital Employed (Equity 53.7b + L.T.Debt 39.3b))
RoIC = 9.46% (NOPAT 7.34b / Invested Capital 77.6b)
WACC = 7.34% (E(145b)/V(190b) * Re(9.59%) + D(44.5b)/V(190b) * Rd(0.0%) * (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 = 390.1 (EV 352b - Net Debt 32.7b = Equity 319b / Shares 818.1m; r=8.35% [WACC [floored]]; 5y FCF grow 15.0% → 2.50% )
EPS Correlation: 90.08 | EPS CAGR: 16.10% | SUE: 2.69 | # QB: 4
Revenue Correlation: 99.80 | Revenue CAGR: 9.31% | SUE: 1.26 | # QB: 1
EPS current Quarter (2026-07-31): EPS=3.25 | Chg30d=+0.31% | Revisions=+33% | Analysts=42
EPS next Quarter (2026-10-31): EPS=3.32 | Chg30d=+0.20% | Revisions=-11% | Analysts=42
EPS current Year (2027-01-31): EPS=13.23 | Chg30d=+0.20% | Revisions=+11% | GrowthEPS=+5.7% | GrowthRev=+11.1%
EPS next Year (2028-01-31): EPS=14.99 | Chg30d=+0.37% | Revisions=+11% | GrowthEPS=+13.3% | GrowthRev=+9.6%
[Analyst] Revisions Ratio: +33%