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Salesforce
NYSE: CRM Technology IT 🔎 Screen
Dow 30 S&P 500
🏹 Trader: 🚀 Stage 2 + Near High 📈 Stage 2 🎯 Near 52W High 💎 VCP Breakout | BRS 85 Ready View all →
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$85.5B
Market Cap
20.0
P/E
0.46
PEG
53.7%
ROCE
130.9%
ROE
0.13
D/E
35.8%
OPM
-5.4%
% from 52W High
89
α RS
🔍 CRM is showing a high-conviction setup because it matches 18 of 39 tracked screener presets, Sector RRG has Technology in the Leading quadrant with the trail still weakening further, and RS Rating is 89. Net: Broad signal stack, not a recommendation. ? Conviction RRG RS Rating
Sources
Conviction 18/39 · Technology in Leading quadrant · RS Rating 89
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🌏 Global Investor Returns
Currency-adjusted total returns for CRM including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

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.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding CRM
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Manager Shares Value % of Fund Period
Jeff Ubben ValueAct Holdings 2.99M $559.0M 9.79% Mar 2026
Cathie Wood ARK Investment Management 6.1K $1.1M 0.01% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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Good quarter Investor Presentation One-Pager? Q1 2027
Revenue
$11.13B
+13% YoY
GAAP Operating Margin
21.1%
+1.3pp YoY
Non-GAAP Operating Margin
34.8%
+2.5pp YoY
GAAP Diluted EPS
$2.42
+52% YoY
What Went Right
  • Revenue $11.13B, 13% YoY growth, ahead of guide driven by Informatica and services
  • Agentforce ARR surpassed $1B, with 98 deals over $1M net new ACV in Q1
  • Slack contributed nearly half of million-plus wins, up 80% YoY, and AWUs grew 350% QoQ
What to Watch
  • Softness in Commerce Cloud and Tableau, with increased softness in Tableau bookings and renewals
  • cRPO growth of ~13% constant currency was in line with guidance, not accelerating
  • Debt issuance for $25B ASR created ~5-point headwind to operating and free cash flow growth
Management Guidance
  • Q2 FY27 revenue $11.27B to $11.35B, growth ~10% constant currency
  • FY27 revenue raised to $45.9B-$46.2B, maintaining non-GAAP operating margin 34.3%
  • FY27 operating cash flow and free cash flow growth revised to ~4-5% (from higher) due to ASR debt
Investor Lens
The thesis of durable growth driven by agentic AI and platform expansion is stronger after this call. Agentforce quickly crossed $1B ARR, Slack is reaccelerating, and the headless strategy opens new monetization surfaces. However, weaknesses in Commerce and Tableau, combined with cRPO in line with guidance rather than accelerating, temper near-term enthusiasm. The raised FY revenue midpoint and confidence in H2 organic re-acceleration support long-term conviction.
From investor presentation · AI-generated analysis · Not investment advice
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📈 STRONG Strong quarter with revenue beat and Agentforce momentum
Revenue
Total revenue reached $11.13B, up 13% YoY (12% CC), ahead of guidance. Growth was driven by Agentforce, Data 360 (including Informatica), and Slack, partially offset by softness in Commerce Cloud and Tableau. Subscription & support revenue was $10.6B, up 14% YoY (12% CC) including $428M from Informatica.
Profitability
GAAP diluted EPS was $2.42, up 52% YoY, and non-GAAP diluted EPS was $3.88, up 50% YoY. Profitability benefited from operational leverage and the $25B ASR which reduced share count by 10% YoY, contributing $0.23 to GAAP and non-GAAP EPS.
Margins
GAAP operating margin was 21.1%, up 130 bps YoY. Non-GAAP operating margin was 34.8%, up 250 bps YoY, driven by disciplined cost management and productivity gains from AI tools (e.g., Slackbot saved 3.8M annualized employee hours).
Balance Sheet
Operating cash flow was $6.7B, up 3% YoY, and free cash flow was $6.6B, up 4% YoY. The company returned $27.5B to shareholders via $27.1B in repurchases (including $25B ASR) and $365M in dividends. Debt issuance for the ASR created a ~5-point headwind to cash flow growth.
Key Risks
Ongoing weakness in Marketing Cloud, Commerce Cloud, and Tableau bookings/renewals. cRPO growth of 13% CC was in line with guidance, not accelerating, raising questions about the pace of H2 re-acceleration. The Informatica on-prem business creates license revenue volatility. Currency headwinds are expected to persist (~$300M impact on FY revenue).
Outlook
Q2 FY27 revenue guided to $11.27B-$11.35B, ~10% CC growth. Full-year FY27 revenue guidance raised to $45.9B-$46.2B, with organic subscription revenue re-acceleration expected in H2. Non-GAAP operating margin maintained at 34.3%, and cash flow growth revised to ~4-5% due to the ASR debt impact.
Generated by AI · Q1 2027 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q1 2027 Q1 2027 2026-05-27
Record Q1 revenue and margins driven by Agentforce, Data 360, and Slack, with strong customer adoption and operational efficiency. Raised FY 2027 revenue guidance and launched major innovations like Headless 360 and Agentforce Coworker, while executing a $25B share repurchase.
Q4 2026 Q4 2026 2026-02-25
FY26 revenue grew 10% to $41.5B, with Q4 up 12% and Agentforce ARR surging 169% year-over-year. FY27 revenue is guided to $45.8–$46.2B, and share repurchase authorization was raised to $50B, reflecting strong cash flow and confidence in long-term growth.
Q3 2026 Q3 2026 2025-12-03
Q3 revenue grew 9% year over year to $10.26 billion, driven by Agentforce and Data 360, with Agentforce ARR up 330%. Informatica integration is ahead of schedule, supporting a $10 billion data business next year. FY26 guidance remains strong, with continued margin expansion and robust cash flow.
Q2 2026 Q2 2026 2025-09-03
Q2 revenue grew 10% year-over-year to $10.25B, with strong margin expansion and robust AI and Data Cloud growth. Fiscal year guidance was raised for revenue, margin, and cash flow, while capital returns and strategic acquisitions continue. AI-driven transformation is accelerating across all segments.
Q1 2026 Q1 2026 2025-05-28
Q1 revenue grew 8% year-over-year to $9.83B, driven by strong adoption of Agentforce and Data Cloud, and robust small/mid-market performance. FY26 revenue guidance was raised to $41.3B, and the Informatica acquisition is expected to accelerate AI-driven growth.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Information Sources:
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