Services-Prepackaged Software · SIC 7372

Salesforce, Inc.

CRM

Watch

Latest revenue

$11.13B

as of 2026-04-30

Latest net income

$2.11B

as of 2026-04-30

Net margin

18.9%

as of 2026-04-30

Community sentiment

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CRM vs S&P 500 · rebased to 100

-5.0% / yr 24.7 pts / yr vs S&P 500(S&P 500 +19.7% / yr) 22.7% total
Compare:

Live market

delayed ≤15 min
$175.41
3.91%
Market cap
$143.66B
Enterprise value
$174.01B
P/E (trailing)
19.3×
Forward P/E
P/B
4.20×
Dividend yield
1.2%
52-wk high
52-wk low
Beta
Shares out
819.0M

What this company does

AI

ITEM 1. BUSINESS Overview Salesforce, Inc. (“Salesforce,” the “Company,” “we” or “our”) is a global leader in customer relationship management (“CRM”) technology, helping organizations of any size become agentic enterprises. Founded in 1999, we bring humans, agents, applications, and data together on a trusted, unified platform to unlock growth and innovation. Our artificial intelligence (“AI”) powered Agentforce 360 Platform unites our offerings — spanning sales, service, marketing, commerce, collaboration, data management, integration, analytics, IT service, industry verticals and more — on a single, intelligent platform for trusted enterprise execution. We unify and harmonize across…

AI summary unavailable — showing raw filing excerpt

Generated from CRM's filing dated 2026-03-02

Key risks

AI

ITEM 1A. RISK FACTORS In evaluating our business, you should carefully consider the following discussion of material risks, events and uncertainties that make an investment in us speculative or risky in addition to the other information included in this Annual Report. A manifestation of any of the following risks and uncertainties could, in circumstances we may or may not be able to accurately predict, materially and adversely affect our business and operations, growth, reputation, prospects, operating and financial results, financial condition, cash flows, liquidity and stock price. Some of the factors, events and contingencies discussed below may have occurred in the past, but the…

AI summary unavailable — showing raw filing excerpt

Generated from CRM's filing dated 2026-03-02

7.6
of 10

ActaClear Score

Above avg
#19 of 228 in Services-Prepackaged Software
-0.1 · 5d
Profitability·25%
8.3
Growth·15%
5.9
Value·20%
9.0
Quality·20%
8.2
Momentum·20%
5.9

Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Prepackaged Software (228 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 10, 2026.

0.51
Price / FV

Fair value · DCF

Deeply undervalued
~96% upside at this growth
15.9% / yr
-5%30%
Terminal growthWACC 9.5% · 10y forecast
Market-implied growth at today's price: 7.0% / yrfor 10 years, holding WACC 9.5% and terminal 2.5%.
Current price
$183
DCF fair value
$358
FCF base (last FY)
$7.46B
Net debt
$3.11B
Methodology + caveats (click to expand)

Method. 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Beta defaults to 1.0 when not reported.

Why DCF is fragile. Treat the output as a thinking aid, not a verdict. Honest weaknesses of any DCF:

  • Growth is the dominant assumption. No one can foresee 10 years of growth — small changes in the slider can double or halve fair value. The reverse-DCF readout above tells you what the market is implicitly assuming; ask yourself whether that's realistic before trusting either number.
  • Terminal value dominates. In most DCFs, 60-80% of the answer comes from the terminal-value calculation — i.e., everything AFTER year 10. A 0.5pp change in terminal growth, or in WACC, can swing fair value by 20-30%.
  • WACC is itself a guess. We use a textbook CAPM cost of equity (Rf 4.3%, MRP 5.5%, β from the quote) plus a 6% pretax cost of debt — none of these are the company's actual marginal financing cost.
  • No moat / disruption modelling. The model assumes the company keeps earning whatever it earns today, compounding cleanly. Competitive shifts, regulatory action, and technology disruption can invalidate the forecast overnight.
  • Net income ≠ free cash flow. For capex-heavy names (semis, telcos) net income overstates distributable cash. For low-capex names (software) it understates. Both reduce the precision of the FV figure.
  • Reflexivity. A high stock price often becomes a self-fulfilling prophecy via better hiring, financing, and customer trust. DCF can't see this.

Take the DCF, the reverse-DCF implied growth, the historical multiples, and the community sentiment together. When they agree, conviction. When they disagree, the disagreement is the most informative thing on the page.

Historical multiples

How does CRM's current valuation compare to its own past?

Current P/E
19.3×
Own 5y average
41.3×
Own 5y median
45.2×
vs. own average
-53%
Industry 5y avg P/E
45.1×
Median P/E across the top 40 peers in Services-Prepackaged Software by market cap, then averaged across 6 years.
vs. industry
-57%
PEG (this co.)
1.21
5y revenue CAGR
15.9%
Industry PEG
2.13
Industry 5y avg growth
21.2%
Solid: this company. Dotted: industry median.
Dashed flat: own 5y avg.
Coloured dot at right: current P/E.

P/E uses year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. PEG uses 5y revenue CAGR as a proxy for EPS growth — close, but not identical (margin expansion or dilution can drive a wedge). Best read as a comparator across companies and industries, not as a precise replica of historical multiples.