Inside the research
Salesforce, Inc.
CRM Research profile · latest available data
Price overview
$234.02
▼ -4.20 (-1.8%)
| 52w hi | $264.42 |
|---|---|
| 52w lo | $149.86 |
| Vol | 8.74M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.73
| Short | +0.40 |
|---|---|
| Medium | +0.97 |
| Long | +0.91 |
computed 2026-09-27
Key fundamentals
Salesforce, Inc.
Technology · Software - Application
| Market cap | $192.60B |
|---|---|
| Enterprise value | $223.57B |
| Trailing P/E | 21.41x |
| Forward P/E | 14.62x |
| EV / EBITDA | 17.33x |
| P / S (ttm) | 4.38x |
| Profit margin | 22.0% |
| Return on equity | 19.4% |
| Revenue growth | +10.8% |
| Earnings growth | +118.9% |
| Debt / equity | 110.42 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.36 | |
| Sector | +0.15 | |
| Technical | +0.39 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific. The company offers Agentforce, which enables customers to build, deploy, and manage enterprise-grade, autonomous AI agents at scale, enabling humans and agents to work together; Agentforce Sales, an integrated platform that brings together the power of humans with AI agents to help sales teams for selling, managing, and automating entire sales processes; Agentforce Service, which enables companies in every industry to bring all of their customer, employee, IT, and field service needs onto one integrated AI-powered platform; Data 360, a data engine that gives AI agents their context and serves as the foundation for how customers unify service offerings, making their data actionable for both humans and agents; Informatica, an AI-powered data management platform that enables customers to discover, integrate, govern, and deliver trusted data at scale across hybrid and multi-cloud environments; and Slack, a conversational interface for the agentic enterprise where people and agents work together, connecting knowledge, actions, and data in real time. It also provides marketing platforms; commerce services, which empower shopping experiences across various customer touchpoints; integration and analytics solutions; Salesforce Starter, a suite for small and medium-sized businesses that brings sales, service, marketing, and commerce together; and a field service solution that enables companies to connect service agents, dispatchers, and mobile employees through one centralized platform to schedule and dispatch work, as well as track and manage jobs. It serves financial services, healthcare and life sciences, manufacturing, automotive, and government sectors. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California.
Risk Metrics
| Beta vs SPX | 0.90 |
|---|---|
| Corr SPX | 0.35 |
| Annual vol | 40.8% |
| Annual ret | +1.6% |
| Sharpe | 0.04 |
| Max DD | -59.2% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $268.25 |
|---|---|
| High / Low | $475.00 / $190.00 |
| Median | $253.00 |
| Analysts | 53 |
| Strong Buy | 6 | |
|---|---|---|
| Buy | 27 | |
| Hold | 8 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-04-17 | BTIG | → Buy |
| 2026-04-14 | Piper Sandler | → Overweight |
| 2026-04-01 | BTIG | → Buy |
| 2026-03-10 | Northland Capital Markets | → Market Perform |
| 2026-03-02 | Citigroup | → Neutral |
| 2026-02-27 | DA Davidson | → Neutral |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Officer / Director Change | read |
| 2026-06-02 | Officer / Director Change | read |
| 2026-06-01 | Officer / Director Change, Exhibits | read |
| 2026-05-27 | Earnings Release, Exhibits | read |
| 2026-03-16 | Reg FD Disclosure, Exhibits | read |
| 2026-03-13 | Material Agreement, Material Obligation… | read |
| 2026-03-12 | Material Agreement, Material Obligation… | read |
| 2026-03-06 | Officer / Director Change | read |
| 2026-02-25 | Earnings Release, Exhibits | read |
| 2025-12-03 | Earnings Release, Exhibits | read |
| 2025-11-18 | Material Obligation, Reg FD Disclosure… | read |
| 2025-10-16 | Reg FD Disclosure, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-22 | Harris Parker | Co-Founder and CTO, Slack | Option exercise | 1.79K | — |
| 2026-07-22 | Tallapragada Srinivas | Chief Eng/Cust Success Of | Withheld for tax | 886 | $144.42K |
| 2026-07-22 | Harris Parker | Co-Founder and CTO, Slack | Withheld for tax | 886 | $144.42K |
| 2026-07-22 | Tallapragada Srinivas | Chief Eng/Cust Success Of | Option exercise | 1.79K | — |
| 2026-06-22 | Tallapragada Srinivas | Chief Eng/Cust Success Of | Option exercise | 1.83K | — |
| 2026-06-22 | Tallapragada Srinivas | Chief Eng/Cust Success Of | Withheld for tax | 908 | $136.31K |
| 2026-06-22 | Niles Sabastian | President and CLO | Option exercise | 1.02K | — |
| 2026-06-22 | Tallapragada Srinivas | Chief Eng/Cust Success Of | Option exercise | 1.52K | — |
| 2026-06-22 | Tallapragada Srinivas | Chief Eng/Cust Success Of | Withheld for tax | 756 | $113.49K |
| 2026-06-22 | Niles Sabastian | President and CLO | Withheld for tax | 562 | $84.37K |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 94.1% |
| HHI | 3,179 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $7.05B | 44.87M |
| Citadel Advisors | $1.98B | 12.65M |
| Fidelity / FMR LLC | $1.47B | 9.38M |
| Capital Research / Capital World | $1.16B | 7.39M |
| Norges Bank (Norway sovereign) | $1.14B | 7.31M |
| Millennium Management | $637.51M | 4.07M |
| AQR Capital Management | $130.70M | 836.36K |
| Renaissance Technologies | $33.31M | 212.60K |
| T. Rowe Price Group | $1.48M | 9.42M |
As of 2026-06-30
Connections
Subsidiarys: Quip
Customers: Investments The Co
Dividends
| Yield (TTM) | 0.37% |
|---|---|
| $ / share (TTM) | $0.86 |
| 5y CAGR | — |
Annual dividend per share
| 2024 | $1.60 |
|---|---|
| 2025 | $1.66 |
| 2026 | $0.44 |
SEC Filings
The Long Run
FY 2009–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $34.86B | +28.7% | |
| Gross profit | $29.25B | +26.8% | |
| Operating income | $5.01B | +84.4% | |
| Net income | $4.14B | +57.7% | |
| Cash from ops | $15.00B | +33.2% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $237.03 | $239.37 | $233.38 | $234.02 | 8.74M |
| Sep 24 | $240.64 | $242.09 | $237.00 | $238.22 | 11.07M |
| Sep 23 | $234.42 | $241.12 | $234.24 | $237.58 | 12.35M |
| Sep 22 | $241.50 | $242.44 | $229.81 | $233.28 | 13.64M |
| Sep 21 | $239.80 | $241.34 | $236.25 | $236.42 | 10.58M |
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