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CRM Cloud, Data & AI Software

Salesforce

CRM + agentic AI

Detail page

Salesforce owns valuable customer and workflow data that can power AI sales, service, and marketing agents.

Price $242.85
1D change -2.00%
Market cap $199.87B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric CRM
Price $242.85
1D Change -2.00%
Market Cap $199.87B
Enterprise Value $230.84B
Trailing P/E 22.9
Forward P/E 15.2
PEG Ratio 0.84x
Price / Sales 4.5
EV / Revenue 5.3
Revenue Growth 10.8%
Earnings Growth 118.9%
Gross Margin 77.3%
Operating Margin 21.4%
Net Margin 22.0%
ROE 19.4%
Free Cash Flow $17.73B
FCF Margin 40.4%
Debt / Equity 1.10x
Current Ratio 0.84x
Dividend Yield 0.72%
Next Earnings Dec 02, 2026
Quarterly Revenue $11.35B
Revenue QoQ +1.9%
Quarterly Net Income $3.53B
Net Income QoQ +67.3%

CRM thesis lens

CRM + agentic AI

Why it could benefit

  • Salesforce owns valuable customer and workflow data that can power AI sales, service, and marketing agents.
  • Agentforce gives it a way to turn existing CRM footprint into recurring AI revenue.
  • Cross-cloud bundling can increase AI attachment if customers want fewer vendors.

Moat / edge

  • Large installed base and customer-data gravity.
  • Deep enterprise relationships across multiple business functions.
  • Switching costs rise when workflows, apps, and data layers are interconnected.

What to watch

  • Agentforce ARR and conversion from pilots to production.
  • Margin discipline while AI products scale.
  • Competitive pressure from Microsoft, ServiceNow, and specialized AI tooling.

Key risks

  • AI may be slower to monetize than headline bookings imply.
  • Enterprise spending cycles can delay large expansions.