Salesforce.com (CRM)$180.07
Market Cap: 261.58 BCurrency: USD
Research Snapshot
Static fundamentals, valuation context, and investor signals for Salesforce.com (CRM).
TECHNOLOGY
SOFTWARE - APPLICATION
DCF ready
Valuation
18.7x
EV/FCF, 5.4% FCF yield
Quality
10.1%
ROIC, 34.7% FCF margin
Growth
14.3%
5Y sales (revenue) CAGR
Balance sheet
0.2x
Debt/equity, 0.8x current ratio
Superinvestors
10
Top: ValueAct Capital (9.8%)
Strengths to research
- Revenue compounded at 14.3% over five years.
- Free cash flow compounded at 28.6% over five years.
- Free cash flow margin is healthy at 34.7%.
- Debt/equity looks manageable at 0.2x.
Watchouts
- Current ratio is below 1 at 0.8x.
Annual data: 10 periods
Quarterly data: 24 periods
Stock snapshot: May 25, 2026
Static dataset: May 25, 2026
Quality Scorecard
Build-time composite score for CRM.
Grade B
71
/ 100
Peer Comparison
Target stock against 8 market-cap comparable peers.
Heat map: red worst to green best
| CRM Target | Salesforce.com | $261.6B | 23.1x | 18.7x | 10.1% | 14.3% | 34.7% | 77.7% | 0.7x | N/A |
| NOW | ServiceNow Inc. | $202.4B | 61.2x | 43.4x | 13.5% | 24.1% | 34.5% | 77.5% | -1.5x | N/A |
| SAP | SAP SE | $353.0B | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| UBER | Uber Technologies Inc. | $178.7B | 15.2x | 18.7x | 26.7% | 36.1% | 18.8% | N/A | 0.6x | N/A |
| INTU | Intuit Inc. | $176.7B | 23.4x | 29.4x | 15.1% | 19.7% | 32.5% | N/A | 0.6x | N/A |
| ADBE | Adobe Inc. | $162.4B | 14.7x | 16.6x | 40.0% | 13.1% | 41.4% | 89.3% | 0.1x | N/A |
| SHOP | Shopify Inc. | $127.0B | 109.6x | 62.5x | 9.1% | 31.6% | 17.4% | 48.1% | -1.0x | N/A |
| ADP | Automatic Data Processing Inc. | $123.4B | 22.6x | 24.3x | 65.9% | 7.1% | 24.0% | N/A | N/A | N/A |
| MSTR | MicroStrategy Inc. | $105.7B | -10.5x | -1478.6x | -7.4% | -0.1% | -15.8% | 68.7% | N/A | N/A |
Financial Charts
No financial data available for CRM (annual).
10 superinvestors own CRM
Current quarter ownership and quarter-over-quarter share changes.
Superinvestor ownership
| Fund | Shares | Value | % Portfolio | QoQ Change |
|---|---|---|---|---|
| Bill Nygren Oakmark Select Fund | 14,917,993 | $2.8B | 3.72% | 0.0% |
| First Eagle Investment Management First Eagle Investment Management | 6,132,564 | $1.1B | 1.94% | 0.0% |
| ValueAct Capital ValueAct Capital | 2,994,509 | $559M | 9.79% | 0.0% |
| Chuck Akre Akre Capital Management | 717,799 | $134M | 2.19% | 0.0% |
| Nicolai Tangen AKO Capital | 354,805 | $66M | 1.30% | 0.0% |
| Wallace Weitz Weitz Large Cap Equity Fund | 81,500 | $15M | 1.06% | 0.0% |
| Mairs & Power Growth Fund Mairs & Power Growth Fund | 49,996 | $9M | 0.10% | 0.0% |
| Robert Vinall RV Capital GmbH | 15,511 | $3M | 0.76% | ▼ -10.9% |
| Hillman Value Fund Hillman Value Fund | 10,956 | $2M | 1.42% | 0.0% |
| Polen Capital Management Polen Capital Management | 1,215 | $227,000 | 0.00% | 0.0% |