Suggestions

CRM · NYSE

Salesforce, Inc.

Private beta

Information Technology · Software

$247.72

+1.94%

Close on Sep 11, 2026

Defensively Qualified

Updated 6/30/2026

Long-term research evidence only. No price targets, no trading signals, no recommendations.

Investment Report Card

Salesforce, Inc.

Information Technology · Software · Data confidence good

66 / 100

Rank #132 of 1,152 qualified companies

Top 20% · Watch

Risk Intelligence

Core Model
B

79 / 100

Fundamentally Qualified

How strong and defensively sound is the company?

Above average on this measure.

Long-Term Potential

Research Model
B−

70 / 100

Weak Compounder

Does the business have the characteristics needed to create value over many years?

Above average on this measure.

Fundamental Momentum

Research Model
D

41 / 100

Accelerating

Is the underlying business getting stronger or weaker?

Weaker than most covered companies on this measure.

Ownership Intelligence

Supplemental Intelligence
C+

66 / 100

Positive disclosed activity

What are important owners actually doing?

Around the middle of the covered universe.

Valuation Intelligence

Research Model
A−

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.

Capital Returns Intelligence

Research Model
C

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.

Why it stands out

  • Business Quality meets the frozen IA Defensive qualification.
  • More disclosed holders are new or increasing than reducing or exiting.
  • Attractive valuation: the stock reads 85 out of 100 on Valuation Intelligence (Very Attractive) relative to its own history and comparable companies.

What holds it back

  • Price Risk is currently in the higher-risk category.

Long-term view

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.

Ownership view

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.

Valuation view

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 view

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.

What changed

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 companies

Appears in

Rule-based membership

Membership means the company satisfied a published rule on the latest research build. It is not a recommendation.

About a minute to read

The 60-Second Investment Brief

Written from stored research readings only. No hype. No trading signals. Just better evidence.

Why it's interesting

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.

Business strength

Risk Intelligence reads 79 out of 100 (B), recorded as fundamentally qualified. Above average on this measure.

Long-term opportunity

Long-Term Potential reads 70 out of 100 (B−), recorded as weak compounder. Above average on this measure.

What's improving or weakening

Fundamental Momentum reads 41 out of 100 (D), recorded as accelerating. Weaker than most covered companies on this measure.

What important owners are doing

Ownership Intelligence reads 66 out of 100 (C+), recorded as positive disclosed activity. Around the middle of the covered universe.

What kind of price you'd be paying

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.

How the company rewards shareholders

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.

What could go wrong

Price Risk is currently in the higher-risk category. Data confidence for this company is good.

Bottom line

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

Pro Investor Score™

66 / 100

Watch

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.

Rank
#132 of 694
Percentile
Top 25%
Ranking updated
September 12, 2026
76Rank weakened by 76 positions. Rank weakened by 76 positions.
Risk Intelligence
79

30% contribution

Long-Term Potential
70

30% contribution

Fundamental Momentum
41

20% contribution

Ownership Intelligence
66

20% contribution

Ownership Intelligence

66 / 100 · Positive · 20% of the Pro Investor Score

SUPPLEMENTAL / DESCRIPTIVE INTELLIGENCE

Coverage: Good

Elite Investor Activity
58 · Moderately Positive

50% of Ownership Intelligence · 10% of the total score

Tracked professional-manager activity is moderately positive.

Institutional Activity
88 · Strong

20% of Ownership Intelligence · 4% of the total score

Broad institutional evidence from resolved filings is strong.

Insider Activity
Insufficient Data

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.

Strategic Ownership
Insufficient Data

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.

Why it ranks here

  • 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.

What holds it back

  • 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

RESEARCH MODEL

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

RESEARCH MODEL

Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.

Score explanation

Why this company scores the way it does

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.

    How this area is measured

    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 methodology
  • Long-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.

    How this area is measured

    Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.

    Full methodology
  • Fundamental 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.

    How this area is measured

    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 methodology
  • Ownership 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.

    How this area is measured

    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 methodology

What is helping the score

  • Risk Intelligence92 percentile, adding 27.5 points.
  • Long-Term Potential89 percentile, adding 26.6 points.

What deserves attention

  • Fundamental Momentum28 percentile, adding only 5.6 of a possible 20 points.
  • Ownership Intelligence31 percentile, adding only 6.3 of a possible 20 points.
Outside the score

Additional research — not currently included in the primary Suggested Investment Score.

  • Valuation IntelligenceSalesforce, 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.
  • Capital Returns IntelligenceSalesforce, 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.

Pro Investor Intelligence™

Reported by insiders, large shareholders and professional funds. Shown beside our research, never blended into it.

Loading professional-investor activity…

Stored snapshots only

What changed

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.

Learn the metrics on this page

Plain-English definitions, with the formula and the limitations of each measure.

Fifth research lens · outside the score

Valuation Intelligence

Valuation Intelligence

Is today's price reasonable?

Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.

85/ 100

Very Attractive

RESEARCH MODEL
Good coverage

Compared with its history

96

Very Attractive

Is this company expensive or inexpensive compared with its own history?

Compared with peers

80

Very Attractive

How expensive is this stock compared with similar companies?

Earnings & cash flow

67

Attractive

How much financial output does an investor receive relative to the price paid?

Growth-adjusted

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

Valuation history

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

How effectively does the company reward shareholders?

Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.

63/ 100

Favorable Capital Returns

RESEARCH MODEL
Excellent coverage

Dividend Quality

66

Favorable Capital Returns

Dividend reliability

Buyback Effectiveness

97

Exceptional Capital Returns

Do buybacks actually reduce shares?

Dilution Control

77

Strong Capital Returns

Is your ownership share protected?

Capital Return Sustainability

0

Limited Capital Returns

Can the cash flow support it?

Shareholder Yield

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

Capital returns history

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.

Why higher yield isn't always better

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.

Why buybacks can be misleading

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.

What these terms mean
Dividend Yield
The annual dividend relative to the current share price.
Payout Ratio
The share of company earnings used to pay dividends.
Free Cash Flow Payout
How much of the company's available cash is being used for dividends.
Share Repurchases
When a company buys back its own stock.
Dilution
When the number of shares increases, reducing each existing share's percentage ownership of the company.
Shareholder Yield
A combined view of dividends and net share repurchases relative to the company's market value.

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

Ranking history

Stored Suggested Investment ranking history
Today#132Score 66
30 days agoNot rankedNo stored score
90 days agoNot rankedNo stored score
First suggestedSeptember 12, 2026
Highest rank#132

In the company’s own words

What this company does

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

The IA view

Risk Intelligence

Production core

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

Long-Term Potential

Research model

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

Fundamental Momentum

Research model

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

Elite Investor Activity

Supplemental

58

Mid range

0 vs Jun 30, 2026

13 tracked managers disclosed a position for this period.

As of Sep 11, 2026

Company intelligence

CRM score history

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

CRM price history

Closing prices adjusted for splits and dividends, through Sep 11, 2026. Past prices do not indicate future results.

6M change
+25.0%
1Y change
+1.4%
3Y change
+15.2%
5Y change
-3.2%
Max change
+51.0%

Last stored close $247.72 · +1.4% over the selected range · 52 sessions shown

Balanced evidence

Why IA likes it

  • Business Quality meets the frozen IA Defensive qualification.
  • More disclosed holders are new or increasing than reducing or exiting.

Risk and uncertainty

What IA doesn’t like

  • Price Risk is currently in the higher-risk category.

What would change our view

  • Business Quality falling below the frozen qualification threshold.
  • Price Risk moving to a less favorable category.
  • A sustained reversal in the Fundamental Momentum research evidence.
  • New material public ownership disclosures.

Public filings · descriptive only

Elite Investor Activity

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

ManagerChangePortfolio weightRankDisclosed

Insufficient high-confidence manager coverage.

Objective stored changes

What changed

  • Risk Intelligence

    IA Defensive weakened

    Business Quality qualification score moved from 61.7 to 53.4.

  • Long-Term Potential

    IA Compounder strengthened

    IA Compounder research score moved from 41.8 to 62.0.

  • Fundamental Momentum

    Fundamental Momentum softened

    Fundamental Momentum research score moved from 61.7 to 38.1.

  • Risk Intelligence

    IA Defensive improved

    Business Quality qualification score moved from 59.7 to 61.7.

  • Long-Term Potential

    IA Compounder softened

    IA Compounder research score moved from 61.9 to 41.8.

  • Fundamental Momentum

    Fundamental Momentum improved

    Fundamental Momentum research score moved from 57.8 to 61.7.

  • Elite Investor Activity

    Elite Investor Consensus strengthened

    Disclosed agreement among tracked managers moved from 29 to 58 for the reporting period ending 2026-06-30.

  • Elite Investor Activity

    Elite Investor Consensus weakened

    Disclosed agreement among tracked managers moved from 43 to 29 for the reporting period ending 2026-03-31.

  • Elite Investor Activity

    Tracked managers exited positions

    2 tracked managers no longer disclosed a position for the reporting period ending 2026-03-31.

  • Elite Investor Activity

    Elite Investor Consensus strengthened

    Disclosed agreement among tracked managers moved from 27 to 43 for the reporting period ending 2025-12-31.

Ownership timeline

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.