Salesforce, Inc. CRM
Strong Cloud & SaaS sector · The default customer-relationship software for big companies, layering AI agents on top.
▼ Downgraded Insufficient → Strong on 2026-08-10.
🗓 Reports earnings in 57 days (2026-12-02) — calendar context, not a prediction.
Salesforce, Inc. (CRM) is an established Cloud & SaaS company, graded Strong on FrontierLab's evidence-based quality rubric (data as of 2026-10-05). Revenue grew 11.2% year-over-year at a 77.3% gross margin. Gross-profits-to-assets is 0.31; Rule of 40 is 32.6. Net share issuance -14.7% YoY (buying back shares). 1 risk flag is noted below. Analyst mix: 44 buy / 13 hold / 2 sell. 1 distinct insider cluster-buyer in the last 90 days. Track record: 55% of Strong-graded names beat the S&P over 63 sessions (95% CI 38–72%, N=29). Median excess vs the S&P was +2.2%.
These sentences are generated from the day's data by deterministic templates.
Key quality signals
| Revenue growth (YoY) | 11.2% |
|---|---|
| Gross margin | 77.3% |
| Gross profits / assets | 0.31 |
| Rule of 40 | 32.6 |
| Net margin | 21.4% |
| Cash runway (months) | — |
| PEG | 0.4 |
| Price / sales | 4.4 |
Quality checklist
Each line is one quality test behind the grade — ✓ passed · ~ borderline · ✗ failed. Hover a metric in the tables below for what it means.
- ~ Revenue growth — 11.2% (pass ≥ 20%)
- ~ Gross profits / assets — 0.31 (pass ≥ 0.33)
- · Rule of 40 — 32.6 (context — graded for software only)
- ✓ Gross margin — 77.3% (pass ≥ 72% · Cloud & SaaS)
- ✓ Cash generation
- ✓ Share dilution — -14.7%
- ✓ Competitive moat — Wide
- ✓ Market size (TAM) — Large
Grade history
- 2026-08-10 — Strong (from Insufficient)
- 2026-07-31 — Insufficient (from Strong)
- 2026-06-10 — Strong (first graded)
Every grade change since FrontierLab began tracking this name — the receipts behind the current grade.
How have Strong-graded names performed?
The forward returns of all Strong-graded names since each grade was recorded — the bucket this name currently sits in, not a forecast of this individual stock.
| Window | Forward record vs the S&P | Median |
|---|---|---|
| ~1 month | 50% of Strong-graded names beat the S&P over 21 sessions (95% CI 33–67%, N=30). | Median excess vs the S&P was +0.9%. |
| ~3 months | 55% of Strong-graded names beat the S&P over 63 sessions (95% CI 38–72%, N=29). | Median excess vs the S&P was +2.2%. |
| ~6 months | building — 46 more sessions needed | |
How have this name's flags scored?
| Flag | N | Mean excess vs S&P |
|---|---|---|
| News: possible dilution — a share offering or raise is on the tape. | sample still too small to report (need ≥ 8) | |
These per-flag figures are observational — a flag firing is not a randomized assignment, so any edge can reflect what kind of names trip a flag, not the flag itself. Descriptive, not causal.
Scope: these are forward returns vs the S&P among names still covered at each horizon's end, within the curated universe — not a survivorship-clean whole-market backtest. Names later dropped from coverage are counted as attrition (not hidden), and single-session moves beyond ±300% are treated as split/data artifacts and excluded. How this is measured → · Full track record →
How it compares
Coarse same-sector, same-stage context — not a percentile or rank. GP/A is graded on its absolute level, not position.
Fundamentals
| Market cap | $192.21B |
|---|---|
| Stage | Established |
| Share issuance (YoY) | -14.7% · buying back shares |
| Moat | Wide |
| TAM | LARGE |
| P/E (trailing) | 21.4 |
| EPS (trailing) | $10.96 |
| Burn multiple | — |
| Gross-margin trend (pts) | -0.3 |
| Cash / assets | 0.1 |
| Accruals (%) | -5.9% |
| Net debt / EBITDA | 2.1 |
| Statements as of | Q2 FY2027 · filed 2026-08-27 |
Momentum context — describes the past, not a signal
Low reached Jun 22, 2026 · high reached Dec 29, 2025 — by daily close.
| Price | $234.69 (as of 2026-10-02) |
|---|---|
| Last session move | — |
| % off 52-wk high | -12.8% |
| RSI (14) | 51 |
| Relative volume | 0.6× |
Risk flags
Insider activity (90 days)
| Cluster buyers | 1 |
|---|---|
| Sellers | 1 |
Insider selling is routine diversification, not a bearish signal.
Analyst mix
| Strong buy | 14 |
|---|---|
| Buy | 30 |
| Hold | 13 |
| Sell | 1 |
| Strong sell | 1 |
Ratings are context, not a price target. "Momentum" = how the mix changed over recent weeks, not a forecast.
From the headlines
Salesforce executing $50B stock buyback; comparison with AI automation peers.
AI take — daily, AI-generated
AI leans mixed
Mature growth (11.2%) with best-in-class margins and a $50B buyback signal confidence, but the 0.4 PEG and slowing growth rate suggest valuation already reflects quality.
Generated by an AI model from the day's news — an opinion for context only. Not financial advice, not a recommendation, and not a price target.
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Data as of 2026-10-05 08:19 (end-of-day). How grades are computed →