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CRM logo

CRM

Salesforce, Inc.
TechnologySoftware - ApplicationGrowth at a Reasonable Price
$173.85 · 15min delay
β 1.14

A high-quality large-cap growth-at-a-reasonable-price pick trading near fair value.

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52-wk low $163.5252-wk high $296.05

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.

0 10 5

Endorses

· 2 frameworks
  • Peter Lynch· Lynch GARP75/100

    PEG < 1 (growth at a discount) 0.99× clears "< 1.00×".

  • Cyclical Value School· Deep Cyclical75/100

    Down > 30% from 52-wk high -41.3% clears "< -30.0%".

Rejects

· 3 frameworks
Insider activity · Positive

3 insiders bought shares in the open market

Strength 80/100

Over 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).

InsiderRoleTypeDateSharesAvg priceValueOwn
TALLAPRAGADA SRINIVAS D.OfficerTransactionApr 22, 20261,785——Direct
HARRIS G PARKEROfficer and DirectorTransactionApr 22, 20261,785——Direct
TALLAPRAGADA SRINIVAS D.OfficerAward / grantMar 20, 202627,790$0.00$0Direct
TALLAPRAGADA SRINIVAS D.OfficerTransactionMar 20, 20269,849——Direct
BENIOFF MARC RUSSELLChief Executive OfficerAward / grantMar 20, 202645,474$0.00$0Direct
NILES SABASTIANPresidentAward / grantMar 20, 202616,084$0.00$0Direct
NILES SABASTIANPresidentTransactionMar 20, 20265,083——Direct
MILANO MIGUELPresidentAward / grantMar 20, 202616,084$0.00$0Direct
MILANO MIGUELPresidentTransactionMar 20, 20267,118——Direct
WASHINGTON ROBIN LPresidentTransactionMar 20, 20267,323——Direct
HARRIS G PARKEROfficer and DirectorAward / grantMar 20, 202627,790$0.00$0Direct
HARRIS G PARKEROfficer and DirectorTransactionMar 20, 20267,359——Direct
ALBER LAURADirectorOpen-market buyMar 19, 20262,571$194.58$500KDirect
KIRK DAVID BLAIRDirectorOpen-market buyMar 18, 20262,570$194.62$500KDirect
CONWAY CRAIGDirectorTransactionFeb 20, 2026442——Direct
MUNOZ OSCAR XDirectorTransactionFeb 20, 2026442——Direct
WEBB MAYNARD GEORGE JRDirectorTransactionFeb 20, 2026442——Direct
DONALD ARNOLD WAYNEDirectorTransactionFeb 20, 2026442——Indirect
KIRK DAVID BLAIRDirectorTransactionFeb 20, 2026442——Direct
NILES SABASTIANPresidentTransactionFeb 20, 20261,663——Direct
MILANO MIGUELPresidentTransactionFeb 20, 20261,663——Direct
ALBER LAURADirectorTransactionFeb 20, 2026442——Direct
KROES NEELIEDirectorTransactionFeb 20, 2026442——Direct
CHANG AMY LDirectorTransactionFeb 20, 2026442——Direct
SACHIN J. MEHRADirectorTransactionFeb 20, 2026442——Direct
ROOS JOHN VICTORDirectorTransactionFeb 20, 2026442——Direct
TALLAPRAGADA SRINIVAS D.OfficerTransactionJan 22, 20261,785——Direct
REDDY SUNDEEP GOfficerTransactionJan 22, 2026487——Direct
HARRIS G PARKEROfficer and DirectorTransactionJan 22, 20261,785——Direct
KROES NEELIEDirectorOpen-market sellJan 14, 20263,893$238.70$929KDirect
BENIOFF MARC RUSSELLChief Executive OfficerOption exerciseJan 13, 20261$215.00$215Indirect
TALLAPRAGADA SRINIVAS D.OfficerTransactionDec 22, 20252,525——Direct
REDDY SUNDEEP GOfficerTransactionDec 22, 2025574——Direct
NILES SABASTIANPresidentTransactionDec 22, 20251,016——Direct
MILANO MIGUELPresidentTransactionDec 22, 20251,016——Direct
HARRIS G PARKEROfficer and DirectorTransactionDec 22, 20252,271——Direct
KIRK DAVID BLAIRDirectorOpen-market buyDec 17, 20251,936$258.64$501KDirect
MORFIT G MASONDirector and Beneficial Owner of more than 10% of a Class of SecurityOpen-market buyDec 5, 202596,000$260.58$25.02MIndirect
HARRIS G PARKEROfficer and DirectorOpen-market sellDec 2, 2025134,662$234.70$31.61MDirect
HARRIS G PARKEROfficer and DirectorOption exerciseDec 2, 2025134,662$161.50$21.75MDirect

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

—
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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.

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Full framework decision report

See how Lynch, Buffett, Graham, Greenblatt, Fisher and more each score this stock — with every rule, threshold, and reason exposed.

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Peer comparison + AI read-through

See how this stock stacks up against its closest peers on valuation, growth, and returns — with a written peer summary.

What would CRM do to your portfolio?

Add Salesforce, Inc. at a hypothetical weight and Prism recalculates your whole book:

Risk metrics

Sharpe, Sortino, volatility, max drawdown, beta — before and after.

Sector concentration

How much this shifts your top sector weight and overall diversification.

Archetype tilt

Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.

CRM is currently tagged:Growth at a Reasonable PriceFails criteria (20/100)

Portfolio analytics are part of the member experience.

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Probabilistic recommendation· rec-v1.0.0-2026-04

Salesforce, Inc. · CRM

CRM: 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%).

Outperform prob.
60%
vs S&P 500 · 12M
high confidence
Expected return
+0.7% → +24.7%
mid +12.7% / yr
Downside (p20)
-13.7%
stress -27.3%
Data quality
95/100
Excellent

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.

Prism Score

Composite 76/100. Strongest contribution from valuation; weakest from ownership.

Composite
76
/ 100
Attractive
Deep valueval.
89/ 100

P/B 2.73× · FCF yield 11.5%

Margin of safetyval.
75/ 100

15% below fair value

Bull · base · bear scenarios

Three plausible paths over a 5-year horizon.

Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.

Bull
~20%
$265.99
+8.9% / yr (5y)

A turnaround takes hold: margin recovers toward peer averages, revenue stabilises, and the market re-prices the asset value rather than the running earnings.

Drivers
  • • Margin expands by 200–400 bps from 19%
  • • Stranded asset value crystallises
  • • Multiple re-rates one full turn higher
Base
~45%
$204.60
+3.3% / yr (5y)

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.

Global value comparison

Salesforce, Inc. vs sector medians — GCC, MENA, and Global ex-US.

Sector: Technology. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.

MetricCRMGCC medianMENA medianGlobal ex-US
P/E (TTM)—22.0×—23.0×
P/B2.73×4.00×—4.50×
Dividend yield0.99%1.00%—1.40%
ROE12.4%
Earnings reaction explainer

CRM blew past estimates by 22.0%.

Big beat· +22.0%

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%.

  • Growth investorsPositive

    Confirms operating leverage — 18% trailing EPS growth + a beat of this size is the pattern that drives multi-year re-rates.

  • Quality investorsPositive

    If ROE (12%) and operating margin (19%) are stable or rising, the beat is consistent with compounding rather than one-off.

  • Value investorsNegative

    Outsized beats on thin trailing quality often invite multiple expansion that doesn't survive the next print.

News & events

Next earnings

Wed, May 27 · consensus EPS $3.12 · last actual $3.81

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    Simply Wall St. · just now

  • Citigroup Adjusts Price Target on Salesforce to $188 From $200, Maintains Neutral Rating

    MT Newswires · just now

Key Metrics at a Glance

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

William O'Neil
· Momentum / CAN SLIM
13/100

Within 15% of 52-wk high is -41.3% — fails "> -15.0%".

  • Joel Greenblatt· Magic Formula25/100

    ROE > 20% is 12.4% — fails "> 20.0%".

  • Walter Schloss· Schloss Deep Value29/100

    P/B < 1.0 (below book) is 2.73× — fails "< 1.00×".

  • See the full rule-by-rule drill-down below
    Prism Score
    76/100
    Medium-High agreement
    Signal families · 4 of 6 signal families positive
    Agreement: Medium-High
    • Valuationpositive

      Trades materially below the fair-value range — historically a tailwind for forward returns.

      15% below fair valueReverse DCF: low expectations bar11.5% FCF yield
      78
      /100
    • Qualitypositive

      Returns and margins are healthy and consistent.

      ROE 12%Gross 78%EPS growth 18%
      72
      /100
    • Balance sheetneutral

      Capital structure is unremarkable — neither a stress nor a tailwind.

      D/E 0.30CR 0.76 (tight)
      52
      /100
    • Momentumnegative

      Price has been weak — momentum is a headwind.

      Near 52w lows (8%)41% off 52w high
      40
      /100
    • Behaviouralpositive

      Insiders and / or superinvestors are accumulating — informed-money tailwind.

      3 insiders buyingShort ratio 5.5d (elevated)
      62
      /100
    • Catalysts & eventspositive

      Recent print + capital-return signal lean positive.

      Big EPS beat (+22%)
      62
      /100
    Positive drivers
    • • 15% below fair value
    • • Reverse DCF: low expectations bar
    • • 11.5% FCF yield
    • • ROE 12%
    • • Gross 78%
    Key risks
    • • Near 52w lows (8%)
    • • 41% off 52w high
    Suggested diligence questions
    • 1. Is the valuation discount durable, or is the market pricing in deteriorating fundamentals?
    • 2. Is insider buying coming from operators with informed perspective on near-term results?
    Similar historical setups[MOCK DATA]

    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.

    Probabilistic research output — not financial advice.
    View full thesis
    Quality20%
    76/ 100

    ROE 12% · Op margin 19%

    Balance sheet15%
    71/ 100

    D/E 0.30 · CR 0.76

    Insider convictionown.
    93/ 100

    3 insiders buying

    Superinvestorown.
    35/ 100

    No tracked superinvestor holds it

    Shareholder yield10%
    100/ 100

    0.99% yield + buyback runway

    Momentum5%
    26/ 100

    8% through 52w range

    Growth5%
    76/ 100

    EPS 18% · Rev 12%

    Designed to surface potentially attractive characteristics — descriptive, not prescriptive. For research and educational purposes only.

    Customise weights
    Drivers
    • • Revenue growth holds near 12%
    • • Operating margin stays around 19%
    • • No major balance-sheet surprises
    Bear
    ~35%
    $153.45
    -2.5% / yr (5y)

    Cyclical earnings prove to be at peak; revenue stalls and the multiple, already low, drifts lower as estimates re-rate down.

    Drivers
    • • Operating margin compresses 200–400 bps
    • • Multiple compresses as estimates roll back
    • • Sentiment de-rates the name to a deeper-value multiple
    Indicative weights
    14.0%
    —
    16.0%

    Editorial dataset · as of 2024-12-31. Sector medians are hand-maintained from public Tadawul / ADX / DFM / QSE / EGX disclosures and indicative Global ex-US references. Live licensed data is on the roadmap. For research and educational purposes only.

    What to watch on the next print
    • • Whether margin expansion sustains into next quarter
    • • Forward guidance update — beats without raises tend to fade
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  • Institutional Own.

    94.8%

    Insider Own.

    3.0%

    Dividend Yield

    0.99%

    Book Value / Share

    $63.66