Salesforce, Inc.
NYSE-CRM
Company Overview
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and relationship intelligence, and deliver quotes, contracts, and invoices; and Service that enables companies to deliver trusted and highly personalized customer service and support at scale. Its service offerings also comprise flexible platform that enables companies of various sizes, locations, and industries to build business apps to bring them closer to their customers with drag-and-drop tools; online learning platform that allows anyone to learn in-demand Salesforce skills; and Slack, a system of engagement. In addition, the company's service offerings include Marketing offering that enables companies to plan, personalize, and optimize one-to-one customer marketing journeys; and Commerce offering, which empowers brands to unify the customer experience across mobile, web, social, and store commerce points. Further, its service offerings comprise Tableau, an end-to-end analytics solution serving various enterprise use cases; and MuleSoft, an integration offering that allows its customers to unlock data across their enterprise. The company provides its service offering for customers in financial services, healthcare and life sciences, manufacturing, and other industries. It also offers professional services; and in-person and online courses to certify its customers and partners on architecting, administering, deploying, and developing its service offerings. The company provides its services through direct sales; and consulting firms, systems integrators, and other partners. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California.
Name
Salesforce, Inc.
CEO
Marc R. Benioff
Website
www.salesforce.com
Sector
Software
Year Founded
1999
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Bulls Say
Salesforce dominates salesforce automation but still only controls 30% in a highly fragmented market that continues to grow double digits each year, suggesting there is still room to run.
The company has added legs to the overall growth story, including customer service, marketing automation, e-commerce, analytics, and artificial intelligence.
Management is likely going to focus on expanding margins after years of subscale profitability.
Bears Say
As the company grows larger, it may be increasingly difficult for Salesforce to grow faster than its various end markets.
Salesforce has entered new areas via acquisition and has arguably paid material premiums in the process. Integration risk is real, as is the risk of increasingly large, dilutive, or ill-conceived deals.
The company’s generative AI strategy has been a series of fits and starts and while Agentforce looks promising, it may be just another iteration in an evolving approach.
What's happening
Nov 5, 2025 - Dec 5, 2025
Salesforce Inc Faces Significant Challenges Amid Market Volatility
- Concerns over AI capabilities and operational challenges have led to bearish sentiment surrounding Salesforce Inc.
- A downgrade from Citi intensified doubts about the company's earnings potential in light of scrutiny over its artificial intelligence initiatives.
- Despite strong quarterly earnings, investor confidence remains cautious due to slower revenue growth compared to historical averages.
Over the past month, Salesforce Inc. (CRM) experienced a decline of 6.2%, significantly underperforming relative to the S&P 500's gain of 1.3%. This performance gap indicates that CRM lagged behind the broader market by 7.4%. The stock faced considerable bearish sentiment driven by concerns regarding its artificial intelligence capabilities and operational challenges in key markets.
The downward pressure on CRM was notably exacerbated by a downgrade from Citi, which raised doubts about Salesforce's ability to deliver positive earnings amidst increasing scrutiny over its AI initiatives. Reports indicating potential exposure of customer data and strategic shifts—such as ceasing direct service for Slack in China while partnering with Alibaba—further contributed to heightened investor anxiety and negative market reactions.
Despite some bullish momentum surrounding recent earnings reports where adjusted EPS surpassed expectations at $3.25 against an anticipated $2.86, revenue figures slightly missed consensus estimates at $10.26 billion compared to projections of $10.27 billion. Although these results were generally viewed positively—leading to increased guidance for future quarters—the overall sentiment remained cautious due to slower annualized revenue growth rates compared to historical averages.
Additionally, discussions around Salesforce’s Agentforce initiative highlighted competitive pressures affecting customer acquisition costs and retention strategies, dampening investor confidence in sustained growth prospects within the software sector amid evolving macroeconomic conditions like inflationary pressures and regulatory changes.
Salesforce Inc underperformed the Information Technology (XLK) sector by -5.2%.