Salesforce (CRM) Stock Insights

CRM price $242.11 +1.22 +0.51%

Ticker
CRM
Price
$242.11
Change
+1.22 +0.51%
Market cap ?
$199.26B
P/E ?
22.51
Forward P/E ?
14.45
Dividend yield ?
0.70%
Beta ?
1.26
Sector
Technology
Industry
Software - Application
Stocklytics score
67
Value
61
Quality
59
Growth
81

Stocklytics score rationale: value 61, quality 59, growth 81.

Financials

2017201820192020202120222023202420252026
8391984000104800120001328200000017098000000212520000002649200000031352000000348570000003789500000041525000000

Salesforce, Inc. is a leading provider of customer relationship management (CRM) solutions, dedicated to connecting businesses and their clientele on a global scale. At its core, the Customer 360 platform empowers organizations to create seamless, integrated experiences for their customers. The company's extensive suite of services encompasses a wide array of functionalities: Sales: Tools designed to manage sales…

Fair value

CRM fair value $398.60. Price $242.11. Price is 39% below fair value.

Below fair value, and cheaper than usual. A larger discount than on 91% of days in the past 5 years.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Calculated with a 10-year free-cash-flow discount. Starting free cash flow 15.15B. Growth 19.95%. When analyst earnings forecasts are available, free cash flow in those years is forecast earnings times the company's usual conversion of earnings into free cash flow, kept between 60% and 130%. Years with fewer than 3 analyst estimates are left out. Growth then fades in a straight line to terminal growth by year 10, starting from the last well-covered year's growth, or from the pace across those years when the final year slows sharply, kept between 0% and 20%. Without those forecasts, year-1 growth is analyst revenue growth for the next full fiscal year, or 5-year historical revenue growth when that forecast is missing, held for five years, then fading in a straight line to terminal growth by year 10. Terminal growth 3.00%. Discount rate 11.21% (beta 1.3). Beta is kept between 0.8 and 2.0, which on its own would make the discount rate 8.7% to 15.3%. The rate is then capped at 12%. A cap is used because a discount above 12% pushes higher-beta stocks further from the price. The discount rate stays at least 5 percentage points above terminal growth. Shares 823.00M. Net debt 9.85B. The earnings value is next-12-months earnings per share, or trailing earnings when that forecast is missing, times the median P/E of the company's industry. That median uses listed stocks worth at least $10 billion with a positive P/E of 100 or below, and the industry needs at least eight of them. Otherwise the sector median is used when that group also has at least eight, then the market median of those large companies. The multiple used is the lower of that median and 1.25 times the stock's own 10-year median P/E, then kept between 8 and 30. If the stock has no 10-year median, the peer median is kept between 8 and 30. Fair value is the average of the cash-flow value and the earnings value when both exist. Card and credit companies use the earnings value only, because changes in customer receivables distort free cash flow. Model uncertainty is high when fair value is more than 60% from the price, or when most of the cash-flow value sits after year 10.

Compare CRM

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-12-02—3.43—11.46B
2026-08-265.903.2711.35B11.33B
2026-05-273.883.1311.13B11.05B
2026-02-253.813.0511.20B11.19B
2025-12-033.252.8610.26B10.27B
2025-09-032.912.7810.24B10.14B
2025-05-282.582.559.83B9.76B
2025-02-262.782.619.99B10.04B
2024-12-032.412.449.44B9.37B
2024-08-282.562.369.32B9.22B
2024-05-292.442.389.13B9.15B
2024-02-282.292.269.29B9.22B
2023-11-292.112.068.72B8.71B
2023-08-302.121.908.60B8.53B
2023-05-311.691.618.25B8.18B
2023-03-011.681.368.38B7.99B
2022-11-301.401.217.84B7.83B
2022-08-241.191.027.72B7.70B
2022-05-310.980.947.41B7.38B
2022-03-010.840.747.33B7.24B
2021-11-301.270.926.86B7.24B
2021-08-251.480.926.34B5.43B
2021-05-271.210.885.96B5.89B
2021-02-251.040.755.82B5.68B
2020-12-011.740.755.42B4.29B
2020-08-251.440.675.15B4.28B
2020-05-280.700.694.87B4.80B
2020-02-250.660.564.85B4.12B
2019-12-030.750.664.51B3.97B
2019-08-220.660.474.00B2.85B
2019-06-040.930.613.74B2.45B
2019-03-040.700.553.60B2.83B
2018-11-270.610.503.39B2.78B
2018-08-290.530.473.28B2.17B
2018-05-290.740.463.01B1.87B
2018-02-280.350.332.85B2.78B
2017-11-210.390.372.68B2.56B
2017-08-220.330.322.56B2.50B
2017-05-180.280.262.39B2.23B
2017-02-280.280.252.29B2.09B

Dividends

Yield 0.72%. Payout ratio 15.68%. Frequency Quarterly.

Safety score 78/100 · Safe. Payout ratio is 16% of earnings. Dividends use less than 40% of free cash flow. Dividends were paid in 3 separate years. Yield is 0.7%, which is modest.

Ex-dateDividendRecordPaymentFrequency
2026-09-17$0.442026-09-172026-10-08Quarterly
2026-06-11$0.442026-06-112026-07-02Irregular
2026-04-09$0.442026-04-092026-04-23Quarterly
2025-12-18$0.422025-12-182026-01-08Quarterly
2025-09-17$0.422025-09-172025-10-09Quarterly
2025-06-18$0.422025-06-182025-07-10Irregular
2025-04-10$0.422025-04-102025-04-24Quarterly
2024-12-18$0.402024-12-182025-01-09Quarterly
2024-09-18$0.402024-09-182024-10-08Irregular
2024-07-09$0.402024-07-092024-07-25Quarterly
2024-03-13$0.402024-03-142024-04-11Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-10-22Harris ParkerBuy1.78K——
2026-10-22Harris ParkerSell886$250.29221.76K
2026-10-22Harris ParkerSell1.78K——
2026-09-22Harris ParkerBuy1.27K——
2026-09-22Harris ParkerSell631$233.28147.20K
2026-09-22Harris ParkerBuy1.27K——
2026-09-22Harris ParkerSell630$233.28146.97K
2026-09-22Harris ParkerSell1.27K——
2026-09-22Harris ParkerSell1.27K——
2026-09-22Washington Robin LBuy1.83K——
2026-09-22Washington Robin LSell908$233.28211.82K
2026-09-22Washington Robin LSell1.83K——
2026-09-22Niles SabastianBuy1.02K——
2026-09-22Niles SabastianBuy1.01K——
2026-09-22Niles SabastianSell563$233.28131.34K
2026-09-22Niles SabastianSell562$233.28131.10K
2026-09-22Niles SabastianSell1.02K——
2026-09-22Niles SabastianSell1.01K——
2026-09-22Milano MiguelBuy1.53K——
2026-09-22Milano MiguelSell601$233.28140.20K
2026-09-22Milano MiguelBuy1.01K——
2026-09-22Milano MiguelSell400$233.2893.31K
2026-09-22Milano MiguelSell1.53K——
2026-09-22Milano MiguelSell1.01K——
2026-09-18Kirk David BlairBuy4.18K$239.33999.45K
2026-09-15Niles SabastianSell8.87K$255.652.27M
2026-09-15Milano MiguelSell6.54K$255.651.67M
2026-09-04Conway CraigSell1.42K$260.50369.38K
2026-09-04Conway CraigSell3.08K$260.66803.36K
2026-08-28Harris ParkerSell16.00K——
2026-08-22Milano MiguelBuy1.66K——
2026-08-22Milano MiguelSell678$209.17141.82K
2026-08-22Milano MiguelBuy14.12K——
2026-08-22Milano MiguelSell1.66K——
2026-08-22Niles SabastianBuy1.66K——
2026-08-22Niles SabastianSell920$209.17192.44K
2026-08-22Niles SabastianSell1.66K——
2026-08-22SACHIN J. MEHRABuy441——
2026-08-22SACHIN J. MEHRASell441——
2026-08-22MUNOZ OSCARBuy441——
2026-08-22MUNOZ OSCARSell441——
2026-08-22KROES NEELIEBuy441——
2026-08-22KROES NEELIESell67$209.1714.01K
2026-08-22KROES NEELIESell441——
2026-08-22ALBER LAURABuy441——
2026-08-22ALBER LAURASell441——
2026-08-22Roos John VictorBuy441——
2026-08-22Roos John VictorSell441——
2026-08-22Kirk David BlairBuy441——
2026-08-22Kirk David BlairSell441——
2026-08-22Conway CraigBuy441——
2026-08-22Conway CraigSell441——
2026-08-22DONALD ARNOLD WBuy441——
2026-08-22DONALD ARNOLD WSell441——
2026-08-22Chang AmyBuy441——
2026-08-22Chang AmySell441——
2026-07-22Tallapragada SrinivasBuy1.79K——
2026-07-22Tallapragada SrinivasSell886$163.00144.42K
2026-07-22Tallapragada SrinivasSell1.79K——
2026-07-22Harris ParkerBuy1.79K——
2026-07-22Harris ParkerSell886$163.00144.42K
2026-07-22Harris ParkerSell1.79K——
2026-06-22Tallapragada SrinivasBuy1.83K——
2026-06-22Tallapragada SrinivasSell908$150.12136.31K
2026-06-22Tallapragada SrinivasBuy1.52K——
2026-06-22Tallapragada SrinivasSell756$150.12113.49K
2026-06-22Tallapragada SrinivasSell1.83K——
2026-06-22Tallapragada SrinivasSell1.52K——
2026-06-22Niles SabastianBuy1.02K——
2026-06-22Niles SabastianBuy1.02K——
2026-06-22Niles SabastianSell563$150.1284.52K
2026-06-22Niles SabastianSell562$150.1284.37K
2026-06-22Niles SabastianSell1.02K——
2026-06-22Niles SabastianSell1.02K——
2026-06-22Washington Robin LBuy1.83K——
2026-06-22Washington Robin LSell908$150.12136.31K
2026-06-22Washington Robin LSell1.83K——
2026-06-22Harris ParkerBuy1.27K——
2026-06-22Harris ParkerSell631$150.1294.73K
2026-06-22Harris ParkerBuy1.27K——
2026-06-22Harris ParkerSell630$150.1294.58K
2026-06-22Harris ParkerSell1.27K——
2026-06-22Harris ParkerSell1.27K——
2026-06-22Milano MiguelBuy1.52K——
2026-06-22Milano MiguelSell601$150.1290.22K
2026-06-22Milano MiguelBuy1.02K——
2026-06-22Milano MiguelSell400$150.1260.05K
2026-06-22Milano MiguelSell1.52K——
2026-06-22Milano MiguelSell1.02K——
2026-06-22Wanger GuyBuy49.76K——
2026-06-15Wanger GuyOther0——
2026-05-22ALBER LAURABuy442——
2026-05-22ALBER LAURASell442——
2026-05-22Chang AmyBuy442——
2026-05-22Chang AmySell442——
2026-05-22Conway CraigBuy442——
2026-05-22Conway CraigSell442——
2026-05-22DONALD ARNOLD WBuy442——
2026-05-22DONALD ARNOLD WSell442——
2026-05-22Kirk David BlairBuy442——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 2.67K, holders -187 vs prior quarter. Ownership 81.45%.

HolderSharesChangeChange %Value
BLACKROCK, INC.72.75M-6.94M-8.71%11.40B
VANGUARD CAPITAL MANAGEMENT LLC52.07M-7.27M-12.25%8.16B
STATE STREET CORP44.87M-4.08M-8.34%7.05B
MORGAN STANLEY23.31M-8.36M-26.41%3.65B
GEODE CAPITAL MANAGEMENT, LLC19.81M-2.41M-10.85%3.10B
HARRIS ASSOCIATES L P16.15M1.23M+8.27%2.53B
VANGUARD PORTFOLIO MANAGEMENT LLC16.10M-3.31M-17.07%2.52B
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP13.28M619.39K+4.89%2.08B
BANK OF AMERICA CORP /DE/12.22M493.30K+4.21%1.91B
SUSQUEHANNA INTERNATIONAL GROUP, LLP11.93M5.45M+84.14%1.87B
CAPITAL RESEARCH GLOBAL INVESTORS11.74M-1.96M-14.32%1.84B
JPMORGAN CHASE & CO10.44M5.42M+107.92%1.65B
JANE STREET GROUP, LLC10.36M-730.90K-6.59%1.62B
SANDERS CAPITAL, LLC9.62M83.05K+0.87%1.51B
PRICE T ROWE ASSOCIATES INC /MD/9.42M2.80M+42.29%1.48B
FMR LLC9.38M-504.74K-5.11%1.47B
JANE STREET GROUP, LLC9.21M-1.88M-16.94%1.44B
NORTHERN TRUST CORP8.99M-1.25M-12.18%1.41B
NORGES BANK8.84M8.84MNew1.39B
CAPITAL WORLD INVESTORS8.69M-8.02M-48.02%1.36B
CAPITAL INTERNATIONAL INVESTORS8.15M-4.47M-35.43%1.28B
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC7.95M-917.30K-10.34%1.25B
SUSQUEHANNA INTERNATIONAL GROUP, LLP7.75M1.27M+19.61%1.21B
FIRST EAGLE INVESTMENT MANAGEMENT, LLC7.31M1.17M+19.14%1.14B
CITADEL ADVISORS LLC7.07M5.12M+262.51%1.11B

Insights

Revenue by product
PeriodValue
FY2016Marketing and Commerce: 933300000.0, Platform and Other: 1441600000.0, Professional Services and Other: 635800000.0, Service: 2320700000.0, Software License: 3060600000.0
FY2017Marketing and Commerce: 1349900000.0, Platform and Other: 1929200000.0, Professional Services and Other: 769500000.0, Service: 2877100000.0, Software License: 3554300000.0
FY2018Marketing and Commerce: 1898000000.0, Platform and Other: 2854000000.0, Professional Services and Other: 869000000.0, Service: 3621000000.0, Software License: 4040000000.0
FY2019Marketing and Commerce Cloud: 1898000000.0, Professional Services and Other: 869000000.0, Sales Cloud: 4040000000.0, Salesforce Platform and Other: 2854000000.0, Service Cloud: 3621000000.0
FY2020Marketing and Commerce Cloud: 2506000000.0, Professional Services and Other: 1055000000.0, Sales Cloud: 4598000000.0, Salesforce Platform and Other: 4473000000.0, Service Cloud: 4466000000.0
FY2021Marketing and Commerce Cloud: 3133000000.0, Professional Services and Other: 1276000000.0, Sales Cloud: 5191000000.0, Salesforce Platform and Other: 6275000000.0, Service Cloud: 5377000000.0
FY2022Integration And Analytics: 3783000000.0, Marketing and Commerce Cloud: 3902000000.0, Professional Services and Other: 1835000000.0, Sales Cloud: 5989000000.0, Salesforce Platform and Other: 4509000000.0, Service Cloud: 6474000000.0
FY2023Integration And Analytics: 4338000000.0, Marketing and Commerce Cloud: 4516000000.0, Professional Services and Other: 2331000000.0, Sales Cloud: 6831000000.0, Salesforce Platform and Other: 5967000000.0, Service Cloud: 7369000000.0
FY2024Integration And Analytics: 5189000000.0, Marketing and Commerce Cloud: 4912000000.0, Professional Services and Other: 2320000000.0, Sales Cloud: 7580000000.0, Salesforce Platform and Other: 6611000000.0, Service Cloud: 8245000000.0
FY2025Integration And Analytics: 5775000000.0, Marketing and Commerce Cloud: 5281000000.0, Professional Services and Other: 2216000000.0, Sales Cloud: 8322000000.0, Salesforce Platform and Other: 7247000000.0, Service Cloud: 9054000000.0
FY2026Integration And Analytics: 6232000000.0, Marketing and Commerce Cloud: 5428000000.0, Professional Services and Other: 2137000000.0, Sales Cloud: 9028000000.0, Salesforce Platform and Other: 8882000000.0, Service Cloud: 9818000000.0
Revenue by region
PeriodValue
FY2011Americas: 1135019000.0, Asia Pacific: 230336000.0, Europe: 291784000.0
FY2012Americas: 1540289000.0, Asia Pacific: 317794000.0, Europe: 408456000.0
FY2013Americas: 2123736000.0, Asia Pacific: 401155000.0, Europe: 525304000.0
FY2014Americas: 2899837000.0, Asia Pacific: 429946000.0, Europe: 741220000.0
FY2015Americas: 3868329000.0, Asia Pacific: 520338000.0, Europe: 984919000.0
FY2016Americas: 4910745000.0, Asia Pacific: 593663000.0, Europe: 1162808000.0
FY2017Americas: 6224971000.0, Asia Pacific: 793466000.0, Europe: 1373547000.0
FY2018Americas: 7579116000.0, Asia Pacific: 997372000.0, Europe: 1903524000.0
FY2019Americas: 9445000000.0, Asia Pacific: 1284000000.0, Europe: 2553000000.0
FY2020Americas: 12051000000.0, Asia Pacific: 1617000000.0, Europe: 3430000000.0
FY2021Americas: 14736000000.0, Asia Pacific: 2015000000.0, Europe: 4501000000.0
FY2022Americas: 17983000000.0, Asia Pacific: 2493000000.0, Europe: 6016000000.0
FY2023Americas: 21250000000.0, Asia Pacific: 2939000000.0, Europe: 7163000000.0
FY2024Americas: 23289000000.0, Asia Pacific: 3440000000.0, Europe: 8128000000.0
FY2025Americas: 25143000000.0, Asia Pacific: 3861000000.0, Europe: 8891000000.0
FY2026Americas: 27193000000.0, Asia Pacific: 4315000000.0, Europe: 10017000000.0

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Salesforce (CRM) Stock Insights

CRM$242.11+1.22 +0.51%

$199.26B

Market Cap

22.51

P/E

14.45

Forward P/E

67

Score

Price History