
A high-quality large-cap growth-at-a-reasonable-price pick trading near fair value.
Mkt Cap
$142.22B
P/E
—
PEG
0.99
P/B
2.73
Dividend
0.99%
ROE
12.4%
About the business
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.
Who would buy CRM?
Consensus 20/100 · Aligned · Investors mostly agree.
Endorses
· 2 frameworksPEG < 1 (growth at a discount) 0.99× clears "< 1.00×".
Down > 30% from 52-wk high -41.3% clears "< -30.0%".
Rejects
· 3 frameworksOver the last ~6 months 3 different insiders made open-market purchases totalling $26.5M, against $32.5M of selling (including planned 10b5-1 disposals). Multi-insider open-market buying is one of the more durable positive signals because it reflects fresh-dollar conviction rather than vesting or diversification. Over the 6M window, insiders are net buyers by 298,278 shares.
In Prism's context
Insider buying adds modest supporting evidence alongside the framework read (Fails criteria).
| Insider | Role | Type | Date | Shares | Avg price | Value | Own |
|---|---|---|---|---|---|---|---|
| TALLAPRAGADA SRINIVAS D. | Officer | Transaction | Apr 22, 2026 | 1,785 | — | — | Direct |
| HARRIS G PARKER | Officer and Director | Transaction | Apr 22, 2026 | 1,785 | — | — | Direct |
| TALLAPRAGADA SRINIVAS D. | Officer | Award / grant | Mar 20, 2026 | 27,790 | $0.00 | $0 | Direct |
| TALLAPRAGADA SRINIVAS D. | Officer | Transaction | Mar 20, 2026 | 9,849 | — | — | Direct |
| BENIOFF MARC RUSSELL | Chief Executive Officer | Award / grant | Mar 20, 2026 | 45,474 | $0.00 | $0 | Direct |
| NILES SABASTIAN | President | Award / grant | Mar 20, 2026 | 16,084 | $0.00 | $0 | Direct |
| NILES SABASTIAN | President | Transaction | Mar 20, 2026 | 5,083 | — | — | Direct |
| MILANO MIGUEL | President | Award / grant | Mar 20, 2026 | 16,084 | $0.00 | $0 | Direct |
| MILANO MIGUEL | President | Transaction | Mar 20, 2026 | 7,118 | — | — | Direct |
| WASHINGTON ROBIN L | President | Transaction | Mar 20, 2026 | 7,323 | — | — | Direct |
| HARRIS G PARKER | Officer and Director | Award / grant | Mar 20, 2026 | 27,790 | $0.00 | $0 | Direct |
| HARRIS G PARKER | Officer and Director | Transaction | Mar 20, 2026 | 7,359 | — | — | Direct |
| ALBER LAURA | Director | Open-market buy | Mar 19, 2026 | 2,571 | $194.58 | $500K | Direct |
| KIRK DAVID BLAIR | Director | Open-market buy | Mar 18, 2026 | 2,570 | $194.62 | $500K | Direct |
| CONWAY CRAIG | Director | Transaction | Feb 20, 2026 | 442 | — | — | Direct |
| MUNOZ OSCAR X | Director | Transaction | Feb 20, 2026 | 442 | — | — | Direct |
| WEBB MAYNARD GEORGE JR | Director | Transaction | Feb 20, 2026 | 442 | — | — | Direct |
| DONALD ARNOLD WAYNE | Director | Transaction | Feb 20, 2026 | 442 | — | — | Indirect |
| KIRK DAVID BLAIR | Director | Transaction | Feb 20, 2026 | 442 | — | — | Direct |
| NILES SABASTIAN | President | Transaction | Feb 20, 2026 | 1,663 | — | — | Direct |
| MILANO MIGUEL | President | Transaction | Feb 20, 2026 | 1,663 | — | — | Direct |
| ALBER LAURA | Director | Transaction | Feb 20, 2026 | 442 | — | — | Direct |
| KROES NEELIE | Director | Transaction | Feb 20, 2026 | 442 | — | — | Direct |
| CHANG AMY L | Director | Transaction | Feb 20, 2026 | 442 | — | — | Direct |
| SACHIN J. MEHRA | Director | Transaction | Feb 20, 2026 | 442 | — | — | Direct |
| ROOS JOHN VICTOR | Director | Transaction | Feb 20, 2026 | 442 | — | — | Direct |
| TALLAPRAGADA SRINIVAS D. | Officer | Transaction | Jan 22, 2026 | 1,785 | — | — | Direct |
| REDDY SUNDEEP G | Officer | Transaction | Jan 22, 2026 | 487 | — | — | Direct |
| HARRIS G PARKER | Officer and Director | Transaction | Jan 22, 2026 | 1,785 | — | — | Direct |
| KROES NEELIE | Director | Open-market sell | Jan 14, 2026 | 3,893 | $238.70 | $929K | Direct |
| BENIOFF MARC RUSSELL | Chief Executive Officer | Option exercise | Jan 13, 2026 | 1 | $215.00 | $215 | Indirect |
| TALLAPRAGADA SRINIVAS D. | Officer | Transaction | Dec 22, 2025 | 2,525 | — | — | Direct |
| REDDY SUNDEEP G | Officer | Transaction | Dec 22, 2025 | 574 | — | — | Direct |
| NILES SABASTIAN | President | Transaction | Dec 22, 2025 | 1,016 | — | — | Direct |
| MILANO MIGUEL | President | Transaction | Dec 22, 2025 | 1,016 | — | — | Direct |
| HARRIS G PARKER | Officer and Director | Transaction | Dec 22, 2025 | 2,271 | — | — | Direct |
| KIRK DAVID BLAIR | Director | Open-market buy | Dec 17, 2025 | 1,936 | $258.64 | $501K | Direct |
| MORFIT G MASON | Director and Beneficial Owner of more than 10% of a Class of Security | Open-market buy | Dec 5, 2025 | 96,000 | $260.58 | $25.02M | Indirect |
| HARRIS G PARKER | Officer and Director | Open-market sell | Dec 2, 2025 | 134,662 | $234.70 | $31.61M | Direct |
| HARRIS G PARKER | Officer and Director | Option exercise | Dec 2, 2025 | 134,662 | $161.50 | $21.75M | Direct |
Showing 40 of 50 matching transactions.
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 3.0% of shares outstanding.
Net 6M: +298,278 sh
Price history
Drag across the chart to select a custom period — all analysis below refocuses to that window.
What this means: Price near 52-week lows confirms what most frameworks are already flagging: the market is discounting deteriorating fundamentals.
Add Salesforce, Inc. at a hypothetical weight and Prism recalculates your whole book:
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
How much this shifts your top sector weight and overall diversification.
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
Portfolio analytics are part of the member experience.
Sign in to run this simulationCRM: 60% estimated probability of outperforming over the next 12M window. 4 of 6 signal families positive (high confidence). Strongest support: 15% below fair value. Main risk to monitor: Near 52w lows (8%).
Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.
Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.
P/B 2.73× · FCF yield 11.5%
15% below fair value
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
A turnaround takes hold: margin recovers toward peer averages, revenue stabilises, and the market re-prices the asset value rather than the running earnings.
No deterioration, no surprise re-acceleration. 19% operating margin and 12% top-line growth chug along; the multiple slowly converges to the central fair-value estimate.
Sector: Technology. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | CRM | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 22.0× | — | 23.0× |
| P/B | 2.73× | 4.00× | — | 4.50× |
| Dividend yield | 0.99% | 1.00% | — | 1.40% |
| ROE | 12.4% |
Reported EPS $3.81 vs $3.12 expected — well outside the normal beat-and-raise band. The market typically rewards a print this size only if it is read as durable, not one-off. Trailing operating margin: 19.2%.
Confirms operating leverage — 18% trailing EPS growth + a beat of this size is the pattern that drives multi-year re-rates.
If ROE (12%) and operating margin (19%) are stable or rising, the beat is consistent with compounding rather than one-off.
Outsized beats on thin trailing quality often invite multiple expansion that doesn't survive the next print.
Next earnings
Wed, May 27 · consensus EPS $3.12 · last actual $3.81
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P/E Ratio (TTM)
N/A
PEG Ratio
0.99
P/B Ratio
2.73
EPS Growth
17.9%
Revenue Growth
12.1%
Debt / Equity
0.30
Net Cash / Share
$-9.96
Return on Equity
12.4%
Gross Margin
77.7%
Operating Margin
19.2%
FCF / Share
$20.01
Current Ratio
0.76
Within 15% of 52-wk high is -41.3% — fails "> -15.0%".
ROE > 20% is 12.4% — fails "> 20.0%".
P/B < 1.0 (below book) is 2.73× — fails "< 1.00×".
Trades materially below the fair-value range — historically a tailwind for forward returns.
Returns and margins are healthy and consistent.
Capital structure is unremarkable — neither a stress nor a tailwind.
Price has been weak — momentum is a headwind.
Insiders and / or superinvestors are accumulating — informed-money tailwind.
Recent print + capital-return signal lean positive.
Among 105 historical setups with similar Prism Score and signal-agreement profiles, 58% beat the benchmark over the next 12 months, with average excess return of +4.1% / yr.
ROE 12% · Op margin 19%
D/E 0.30 · CR 0.76
3 insiders buying
No tracked superinvestor holds it
0.99% yield + buyback runway
8% through 52w range
EPS 18% · Rev 12%
Cyclical earnings prove to be at peak; revenue stalls and the multiple, already low, drifts lower as estimates re-rate down.
| — |
| 16.0% |
Institutional Own.
94.8%
Insider Own.
3.0%
Dividend Yield
0.99%
Book Value / Share
$63.66