Risk Intelligence
79 / 100
Fundamentally Qualified
How strong and defensively sound is the company?
Above average on this measure.
CRM · NYSE
Information Technology · Software
$247.72
+1.94%
Close on Sep 11, 2026
Updated 6/30/2026
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
Information Technology · Software · Data confidence good
66 / 100
Rank #132 of 1,152 qualified companies
Top 20% · Watch
79 / 100
Fundamentally Qualified
How strong and defensively sound is the company?
Above average on this measure.
70 / 100
Weak Compounder
Does the business have the characteristics needed to create value over many years?
Above average on this measure.
41 / 100
Accelerating
Is the underlying business getting stronger or weaker?
Weaker than most covered companies on this measure.
66 / 100
Positive disclosed activity
What are important owners actually doing?
Around the middle of the covered universe.
85 / 100
Very Attractive
Is today's price reasonable?
Among the strongest readings on this measure — and valuation is researched separately from the Suggested Investment Score.
63 / 100
Favorable Capital Returns
How effectively does the company reward shareholders?
Around the middle of the covered universe — and capital returns are researched separately from the Suggested Investment Score.
Salesforce, Inc. scores 70 on Long-Term Potential (B−), described by the research model as weak compounder. This describes business characteristics only — it is not a forecast of future returns.
Disclosed ownership evidence reads 66 (C+): Positive disclosed activity. 13 tracked managers disclosed a position in the latest reporting period. Ownership filings are historical disclosures, not signals.
Salesforce, Inc. reads 85 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Salesforce, Inc. reads 63 out of 100 on Capital Returns Intelligence (Favorable Capital Returns), reflecting a dividend that has grown about 4.0% a year and a share count falling about 2.9% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare CRM with other companiesAppears in
Membership means the company satisfied a published rule on the latest research build. It is not a recommendation.
About a minute to read
Written from stored research readings only. No hype. No trading signals. Just better evidence.
Salesforce, Inc. (CRM) scores 66 out of 100 and ranks #132 of 1,152 qualified companies today. That places it in the top 20% of ranked companies. The stored tier for that score is watch.
Risk Intelligence reads 79 out of 100 (B), recorded as fundamentally qualified. Above average on this measure.
Long-Term Potential reads 70 out of 100 (B−), recorded as weak compounder. Above average on this measure.
Fundamental Momentum reads 41 out of 100 (D), recorded as accelerating. Weaker than most covered companies on this measure.
Ownership Intelligence reads 66 out of 100 (C+), recorded as positive disclosed activity. Around the middle of the covered universe.
Valuation currently appears favourable: Valuation Intelligence reads 85 out of 100 (A−), recorded as Very Attractive. Salesforce, Inc. reads 85 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Capital Returns Intelligence reads 63 out of 100 (C), recorded as Favorable Capital Returns. Salesforce, Inc. reads 63 out of 100 on Capital Returns Intelligence (Favorable Capital Returns), reflecting a dividend that has grown about 4.0% a year and a share count falling about 2.9% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Price Risk is currently in the higher-risk category. Data confidence for this company is good.
No individual layer reaches the strongest band today. Fundamental Momentum remains the main area to watch. Separately from the score, valuation reads very attractive at today's price.
Composite discovery model
Pro Investor Score™
66 / 100
A 0–100 composite discovery score combining Risk Intelligence, Long-Term Potential, Fundamental Momentum, and Ownership Intelligence. It helps rank qualified companies for further research and does not predict future returns.
30% contribution
30% contribution
20% contribution
20% contribution
66 / 100 · Positive · 20% of the Pro Investor Score
Coverage: Good
50% of Ownership Intelligence · 10% of the total score
Tracked professional-manager activity is moderately positive.
20% of Ownership Intelligence · 4% of the total score
Broad institutional evidence from resolved filings is strong.
15% of Ownership Intelligence · 3% of the total score
No discretionary insider transactions are stored for this company, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No qualifying major-holder filings are stored, so this evidence is unavailable rather than neutral.
Ownership Intelligence summarizes publicly disclosed activity among professional investment managers, broader institutions, company insiders, and significant strategic owners. It adds context to investment research but is not a validated predictor of future performance. Ownership information is publicly reported with a delay; the latest applicable reporting period is 2026-06-30, publicly disclosed 9/11/2026. Congressional activity is unavailable pending legal review and contributes nothing to this reading.
Strong risk profile
Risk Intelligence ranks in the top 9% of qualified companies, with normal_risk price risk.
Exceptional long-term potential
Stored profitability, capital efficiency and reinvestment readings rank near the top of the qualified universe.
Fundamental Momentum is softer
Reported business trends rank below the qualified median.
Ownership evidence is not uniformly supportive
The combined disclosed ownership evidence ranks below the qualified median.
Ownership evidence disagrees
Different owner groups point in different directions, so the combined reading is best read as mixed rather than uniformly favourable.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Data coverage Excellent. Rankings are recalculated daily using the latest available information. Individual components may update at different frequencies based on when new financial and ownership data becomes available.
Researched separately
Valuation Intelligence 85 · Very Attractive
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 63 · Favorable Capital Returns
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Score explanation
Four research areas carry fixed weights. Each area is compared against every other eligible company, then weighted. The four contributions below add to 65.9 of the stored score (65.9).
Risk Intelligence
30% of the score · contributes 27.5 points
How strong and defensively sound is the company?
Stands at the 92 percentile of eligible companies · stored reading 79 · 42% of this company’s total score
How financially sturdy the company has been when conditions turned against it.
Risk Intelligence reads stored balance-sheet strength, historical downside behaviour and the company's price-risk grouping. A stronger reading describes past resilience; it does not protect against future losses.
Full methodologyLong-Term Potential
30% of the score · contributes 26.6 points
Does the business have the characteristics needed to create value over many years?
Stands at the 89 percentile of eligible companies · stored reading 70 · 40% of this company’s total score
Whether the business has the durable characteristics long-term owners look for.
Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.
Full methodologyFundamental Momentum
20% of the score · contributes 5.6 points
Is the underlying business getting stronger or weaker?
Stands at the 28 percentile of eligible companies · stored reading 41 · 9% of this company’s total score
Whether the reported business results have been getting stronger or weaker.
Fundamental Momentum compares recent reported fundamentals with the company's own earlier periods, so improvement or deterioration is measured against its history rather than against a forecast.
Full methodologyOwnership Intelligence
20% of the score · contributes 6.3 points
What are important owners actually doing?
Stands at the 31 percentile of eligible companies · stored reading 66 · 10% of this company’s total score
What large reporting owners have actually been doing with their positions.
Ownership Intelligence reads public ownership filings: how many tracked reporting owners hold the company, and whether they were adding, holding, reducing or exiting in the latest disclosed period.
Full methodologyAdditional research — not currently included in the primary Suggested Investment Score.
Reported by insiders, large shareholders and professional funds. Shown beside our research, never blended into it.
Loading professional-investor activity…
Stored snapshots only
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Very Attractive
96
Very Attractive
Is this company expensive or inexpensive compared with its own history?
80
Very Attractive
How expensive is this stock compared with similar companies?
67
Attractive
How much financial output does an investor receive relative to the price paid?
99
Very Attractive
Does the company's growth help justify the valuation investors are paying?
Salesforce, Inc. reads 85 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended July 31, 2026
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current P/E 21.1x · own median 131.9x · peer median 28.5x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Favorable Capital Returns
66
Favorable Capital Returns
Dividend reliability
97
Exceptional Capital Returns
Do buybacks actually reduce shares?
77
Strong Capital Returns
Is your ownership share protected?
0
Limited Capital Returns
Can the cash flow support it?
66
Favorable Capital Returns
Cash returned versus company value
Salesforce, Inc. reads 63 out of 100 on Capital Returns Intelligence (Favorable Capital Returns), reflecting a dividend that has grown about 4.0% a year and a share count falling about 2.9% a year.
Distributions coincided with rising debt over this period, so part of the cash returned was not funded by the cash the business generated.
How returned cash was used
Dividends $1.51B · net repurchases $34.25B · total returned $35.76B · 236% of free cash flow
Price data through September 11, 2026 · Financial data through the quarter ended July 31, 2026
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Pro Investor Score.
Stored daily snapshots only
| Today | #132 | Score 66 |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | September 12, 2026 | |
| Highest rank | #132 | |
In the company’s own words
Salesforce, Inc. ("Salesforce," the "Company," "we" or "our") is a global leader in customer relationship management ("CRM") technology, helping organizations of any size become agentic enterprises. Founded in 1999, we bring humans, agents, applications, and data together on a trusted, unified platform to unlock growth and innovation.
Our artificial intelligence ("AI") powered Agentforce 360 Platform unites our offerings — spanning sales, service, marketing, commerce, collaboration, data management, integration, analytics, IT service, industry verticals and more — on a single, intelligent platform for trusted enterprise execution. We unify and harmonize across systems, applications and devices to create a complete view of customers. With this single source of customer truth powering agents, teams can be more responsive, productive and efficient and deliver AI-powered, personalized and automated experiences across every channel. With Agentforce, the agentic layer of the Agentforce 360 Platform, our customers can build and deploy always-on digital labor for employees and customers, leveraging autonomous AI agents across business functions that aim to increase productivity, lower costs and drive operational efficiencies. With Agentforce, AI is embedded in the flow of work — in the applications that our customers already use every day. Every Agentforce-embedded application now reasons, learns, and takes action alongside users.
Our service offerings are designed to be flexible, scalable and easy to use. They can generally be configured easily, deployed rapidly and integrated with other platforms and enterprise applications. We sell to businesses worldwide, primarily on a subscription basis, through our direct sales efforts and also indirectly through partners. In addition, we enable third parties to use our platform and developer tools to create additional functionality and new applications that run on our platform, which are sold separately from, or in conjunction with, our service offerings.
Salesforce is committed to a core set of values: trust, customer success, innovation, equality and sustainability – all of which are grounded in legal and regulatory frameworks that guide and inform our business. Foremost among these is trust, which is paramount and the foundation for everything we do, and is also firmly rooted in compliance with applicable laws governing security, privacy, data protection and operational integrity. Our customers expect to trust and rely on our technology to meet the high enterprise-grade standards of security, privacy, performance, legal compliance and availability at scale. Customer success is at the core of our business, and we align the entire company around our customers’ needs, promoting their success and delivering value while upholding applicable laws, contractual obligations and industry regulations and standards. Innovation is fundamental to our mission, empowering and enabling our customers to stay ahead in their industries and driving technological advancements in line with evolving laws, standards and guidelines. Equality is a legal and ethical mandate and a core tenet that informs how we operate. Our commitment to equal opportunity is anchored in applicable laws, statutes, regulations and principles. We value the equality of every individual at our company and in our communities and are dedicated to fostering a workplace that complies with these protections, creating an inclusive culture where every individual feels seen, heard and valued. Finally, we are committed to creating a more sustainable and nature-positive future for all. Our products and services help our customers meet their own sustainability and compliance priorities, guided by applicable environmental and sustainability-related laws, corporate social responsibility frameworks and legal requirements. By grounding our values in legal and regulatory principles, we reinforce our opportunity and responsibility to uphold high integrity and robust ethical standards, ensuring that trust, fairness, and compliance remain central to everything we seek to do.
Quoted from the business section of this company’s 10-K filed March 2, 2026. Read the filing
Four distinct intelligence areas
79
Fundamentally Qualified
+17.6 vs Jun 30, 2026
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
70
Elite Compounder
+28.5 vs Jun 30, 2026
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
41
Deteriorating
-20.8 vs Jun 30, 2026
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
58
Mid range
0 vs Jun 30, 2026
13 tracked managers disclosed a position for this period.
As of Sep 11, 2026
Company intelligence
Each area is measured and reported separately. No combined score exists.
CRM intelligence history from 2023-09-30 to 2026-09-11. Risk Intelligence 79.3 on 2026-09-11, up 17.6 from 61.7 on 2026-06-30. Long-Term Potential 70.3 on 2026-09-11, up 28.5 from 41.8 on 2026-06-30. Fundamental Momentum 40.9 on 2026-09-11, down 20.8 from 61.7 on 2026-06-30. Elite Investor Activity 57.7 on 2026-09-11, unchanged 0 from 57.7 on 2026-06-30. Each area is reported separately and is never combined into a single score.
Risk Intelligence 79.3 as of Sep 11, 2026 (+17.6 vs prior period) · Production core
Long-Term Potential 70.3 as of Sep 11, 2026 (+28.5 vs prior period) · Research model
Fundamental Momentum 40.9 as of Sep 11, 2026 (-20.8 vs prior period) · Research model
Elite Investor Activity 57.7 as of Sep 11, 2026 (0 vs prior period) · Supplemental
Share price
Closing prices adjusted for splits and dividends, through Sep 11, 2026. Past prices do not indicate future results.
Last stored close $247.72 · +1.4% over the selected range · 52 sessions shown
Balanced evidence
Risk and uncertainty
Public filings · descriptive only
Reporting holders
1
New holders
1
Increasing
0
Reducing
0
Exiting
0
Coverage
Excellent
Positive disclosed activity · Report period 2016-12-31 · Public 12/22/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
IA Defensive weakened
Business Quality qualification score moved from 61.7 to 53.4.
IA Compounder strengthened
IA Compounder research score moved from 41.8 to 62.0.
Fundamental Momentum softened
Fundamental Momentum research score moved from 61.7 to 38.1.
IA Defensive improved
Business Quality qualification score moved from 59.7 to 61.7.
IA Compounder softened
IA Compounder research score moved from 61.9 to 41.8.
Fundamental Momentum improved
Fundamental Momentum research score moved from 57.8 to 61.7.
Elite Investor Consensus strengthened
Disclosed agreement among tracked managers moved from 29 to 58 for the reporting period ending 2026-06-30.
Elite Investor Consensus weakened
Disclosed agreement among tracked managers moved from 43 to 29 for the reporting period ending 2026-03-31.
Tracked managers exited positions
2 tracked managers no longer disclosed a position for the reporting period ending 2026-03-31.
Elite Investor Consensus strengthened
Disclosed agreement among tracked managers moved from 27 to 43 for the reporting period ending 2025-12-31.
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.