Salesforce is demonstrating strong operating leverage, with operating income growing 27.8% year-over-year in Q2 FY2027 on 10.8% revenue growth, driving a significant expansion in operating margin to 20.5%.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth decelerated to 10.8% in Q2 FY2027 from a high of 13.3% in Q1 FY2027, while operating margin expanded to 20.5% driven by SG&A expenses declining to 40.7% of revenue, indicating strong operational efficiency but a maturing core market.
Salesforce is considered undervalued with significant upside potential, boasting a three-year CAGR in the top 10% of its industry.
Salesforce's AI products like Agentforce and Data Cloud are experiencing explosive growth, expected to drive future revenue reacceleration.
Recent acquisitions such as Slack and Informatica, along with partnerships like Workday, enhance Salesforce's ecosystem and market position.
The enterprise software market, especially in AI, is becoming more competitive, potentially challenging Salesforce's market share.
Concerns exist about sustaining high growth rates, as revenue growth contracted in the past fiscal year according to some analyses.
Salesforce's high costs and complex pricing structure may hinder smaller companies from fully benefiting from its solutions.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 26, 2026 | $5.90+80.4% vs $3.27 | $11.3B+0.1% vs $11.3B |
Q2 2026 May 27, 2026 | $3.88+24.0% vs $3.13 | $11.1B+0.7% vs $11.1B |
Q1 2026 Feb 25, 2026 | $3.81+24.9% vs $3.05 | $11.2B+0.1% vs $11.2B |
Q4 2025 Dec 3, 2025 | $3.25+13.6% vs $2.86 | $10.3B-0.1% vs $10.3B |
Investors interested in stocks from the Internet - Software sector have probably already heard of Salesforce (CRM) and Autodesk (ADSK). But which of these two stocks presents investors with the better value opportunity right now?
The Fund returned 3.18% compared to a 2.61% return for the Russell 1000 Value Index. Key contributors include Microsoft, Salesforce and Thermo Fisher Scientific. Key detractors include Aon, Carrier Global and Builders FirstSource.
Salesforce (CRM -2.07%) is expanding Agent Fabric to help enterprises monitor, evaluate, and manage AI agents across multiple platforms. With more than 1.2 billion daily requests and a large existing customer base, the potential for additional revenue is substantial.
The mean of analysts' price targets for Salesforce (CRM) points to a 26.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
Benchmark CRM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Salesforce, Inc. (CRM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $213.65 | $174.98B | 27.39 | 9.58% | 17.96% | 12.4% | 0.78% | |
| $233.45 | $272.02B | 34.87 | 7.68% | 20.41% | 17.54% | 1.07% | |
| $116.05 | $333.77B | 19.91 | 17.35% | 26.36% | 42.1% | 1.71% | |
| $530.61 | $3.94T | 29.56 | 17.79% | 41.17% | 33.21% | 0.67% | |
| $101.97 | $105.42B | 61.06 | 20.88% | 9.36% | 11.49% | — | |
| $192.90 | $50.53B | 74.77 | 13.1% | 12.32% | 16.78% | — |
Salesforce, Inc. (CRM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Salesforce, Inc. (CRM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 26, 2026·SEC
Aug 5, 2026·SEC
Jun 2, 2026·SEC
Mar 2, 2026·SEC
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Salesforce, Inc. (CRM) stock FAQ — growth, dividends, profitability & financials explained
Salesforce, Inc. (CRM) reported $43.94B in revenue over the trailing twelve months. Revenue was $41.52B in fiscal year 2026. That is 81336% more than the $51.0M of fiscal year 2003.
Salesforce, Inc. (CRM) grew revenue by 9.6% in fiscal year 2026, compared with the prior fiscal year.
Yes. Salesforce, Inc. (CRM) earned $9.66B in net income over the trailing twelve months (a 22.0% net margin).
Yes. Salesforce, Inc. (CRM) pays a dividend that yields 0.78% at the current price, a small yield.
Salesforce, Inc. (CRM) had a return on equity (ROE) of 12.4% in fiscal year 2026. That is in line with the market's typical 10-15%.
Salesforce, Inc. (CRM) generated $15.15B in free cash flow over the trailing twelve months.
