-2.95%
2.76%
17.92%
32.76%
22.23%
47.69%
88.45%
AI Spotlight on CRM
Company Description
Salesforce, Inc.provides customer relationship management technology that brings companies and customers together worldwide.Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers.
The company's service offerings include Sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and relationship intelligence, and deliver quotes, contracts, and invoices; and Service that enables companies to deliver trusted and highly personalized customer service and support at scale.Its service offerings also comprise flexible platform that enables companies of various sizes, locations, and industries to build business apps to bring them closer to their customers with drag-and-drop tools; online learning platform that allows anyone to learn in-demand Salesforce skills; and Slack, a system of engagement.In addition, the company's service offerings include Marketing offering that enables companies to plan, personalize, and optimize one-to-one customer marketing journeys; and Commerce offering, which empowers brands to unify the customer experience across mobile, web, social, and store commerce points.
Further, its service offerings comprise Tableau, an end-to-end analytics solution serving various enterprise use cases; and MuleSoft, an integration offering that allows its customers to unlock data across their enterprise.The company provides its service offering for customers in financial services, healthcare and life sciences, manufacturing, and other industries.It also offers professional services; and in-person and online courses to certify its customers and partners on architecting, administering, deploying, and developing its service offerings.
The company provides its services through direct sales; and consulting firms, systems integrators, and other partners.Salesforce, Inc.was incorporated in 1999 and is headquartered in San Francisco, California.
Market Data
| Last Price | 343.57 |
| Change Percentage | -2.95% |
| Open | 340.9 |
| Previous Close | 354 |
| Market Cap ( Millions) | 328796 |
| Volume | 7564834 |
| Year High | 369 |
| Year Low | 212 |
| M A 50 | 337.87 |
| M A 200 | 284.64 |
Financial Ratios
| FCF Yield | 3.61% |
| Dividend Yield | 0.47% |
| ROE | 13.35% |
| Debt / Equity | 5.11% |
| Net Debt / EBIDTA | -63.67% |
| Price To Book | 5.65 |
| Price Earnings Ratio | 42.11 |
| Price To FCF | 27.69 |
| Price To sales | 8.84 |
| EV / EBITDA | 41.19 |
News
- Jan -29 - Here's Why Salesforce.com (CRM) Fell More Than Broader Market
- Jan -29 - Why Salesforce Stock Could Be at Fresh Highs by February
- Jan -28 - Why Software Stocks MongoDB, Salesforce, and GitLab Were Moving Higher
- Jan -28 - Veeva Systems: Forget The Short-Term Volatility; The Long Term Is Promising
- Jan -27 - AI Software Leaders Hit Buy Points While Nvidia, Chip Stocks Crash On China Tidal Wave
- Jan -27 - 3 Mega-Cap Artificial Intelligence (AI) Stocks Wall Street Thinks Will Soar the Most Over the Next 12 Months
- Jan -26 - Potential Stock Splits in 2025: 2 AI Stocks Up 115% and 350% in 2 Years to Buy Now, According to Wall Street
- Jan -23 - Wedbush Sees PLTR "Path to Become Next ORCL or CRM"
- Jan -22 - Salesforce CEO Benioff is 'retraining' himself for AI
- Jan -22 - Salesforce CEO Marc Benioff: Don't think Microsoft will use OpenAI in the future
- Jan -21 - Here's Why Salesforce.com (CRM) Gained But Lagged the Market Today
- Jan -21 - This Is What Nvidia Says Could Be the Next Big Trend in Artificial Intelligence. These 3 Stocks Could Be Big Winners
- Jan -21 - Revolutionizing Proprietary Trading with OSYS CRM's New Prop Trading Integration
- Jan -21 - 1 Wall Street Analyst Sees Salesforce Stock Going to $400. Is It a Buy?
- Jan -20 - Why this AI software stock is offering a ‘compelling entry point' now
- Jan -20 - Salesforce: An Evaluation Amidst The Tech Bubble
- Jan -20 - Optimove Launches OptiLive: For the First Time, Sportsbook Operators Can Create CRM-Powered Live Sports Marketing at Scale
- Jan -19 - AI Agents Are Coming in 2025. Here's My Top Stock Pick To Capitalize on the Next Wave of AI Investing.
- Jan -19 - 3 Millionaire-Maker Artificial Intelligence (AI) Stocks
- Jan -17 - Forget the Magnificent 7: Buy These 3 Tech Stocks That Can Win Big in 2025
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Service
Expected Growth : 10 %
What the company do ?
MuleSoft, a Service from Salesforce, Inc., is an integration platform that enables organizations to connect applications, data, and APIs across on-premises and cloud environments.
Why we expect these perspectives ?
Salesforce's 10% growth in its Service segment is driven by increasing adoption of cloud-based customer service platforms, rising demand for omnichannel engagement, and growing need for AI-powered customer support. Additionally, the company's strategic acquisitions, such as Tableau, have expanded its service offerings, contributing to the segment's growth.
Segment n°2 -> Software License
Expected Growth : 12 %
What the company do ?
Salesforce, Inc. offers a limited, non-exclusive, non-transferable license to use its software, subject to terms and conditions, for internal business purposes.
Why we expect these perspectives ?
Salesforce's software license growth is driven by increasing adoption of cloud-based customer relationship management (CRM) solutions, expanding partner ecosystem, and rising demand for digital transformation across industries. Additionally, strategic acquisitions, innovative product offerings, and strong sales execution contribute to the 12% growth rate.
Segment n°3 -> Platform and Other
Expected Growth : 9 %
What the company do ?
Platform refers to the core Salesforce services, while Others include additional products and services such as MuleSoft, Tableau, and Pardot.
Why we expect these perspectives ?
Salesforce's Platform and Other segment growth is driven by increasing adoption of its cloud-based services, expansion into new markets, and strategic acquisitions. The 9% growth is also fueled by rising demand for digital transformation, customer experience management, and integration of artificial intelligence and machine learning capabilities.
Segment n°4 -> Data
Expected Growth : 13 %
What the company do ?
Data from Salesforce, Inc. refers to customer information and interactions stored in the Salesforce platform, including contacts, accounts, leads, and customer activity.
Why we expect these perspectives ?
Salesforce's 13% growth driven by increasing adoption of cloud-based Customer Relationship Management (CRM) solutions, expansion into new markets, and growing demand for digital transformation. Strong sales execution, strategic partnerships, and innovative product offerings, such as Einstein Analytics and Commerce Cloud, also contribute to the company's rapid growth.
Segment n°5 -> Marketing and Commerce
Expected Growth : 11 %
What the company do ?
Marketing and Commerce from Salesforce, Inc. enables businesses to deliver personalized customer experiences across sales, marketing, and commerce, unifying customer data and interactions.
Why we expect these perspectives ?
Salesforce's Marketing and Commerce segment growth is driven by increasing adoption of digital transformation, rising demand for customer-centric experiences, and growing need for omnichannel engagement. Additionally, the shift to cloud-based marketing and commerce platforms, and the company's strategic acquisitions and innovations, such as Einstein AI and Commerce Cloud, are also contributing to the 11% growth.
Segment n°6 -> Professional Services and Other
Expected Growth : 8 %
What the company do ?
Professional Services and Other from Salesforce, Inc. refers to the revenue generated from consulting, implementation, and training services, as well as other miscellaneous revenue streams.
Why we expect these perspectives ?
Salesforce's Professional Services and Other segment growth of 8% is driven by increasing adoption of cloud-based services, expansion of existing customer relationships, and strategic partnerships. Additionally, the company's investments in digital transformation, customer success, and innovation are contributing to the growth. Furthermore, the rising demand for consulting and implementation services, as well as the growing need for digital skills training, are also driving segment growth.
Salesforce, Inc. Products
| Product Range | What is it ? |
|---|---|
| Sales Cloud | A customer relationship management (CRM) platform that enables businesses to manage sales, marketing, and customer service activities. |
| Service Cloud | A customer service platform that enables businesses to provide personalized, omnichannel customer service and support. |
| Marketing Cloud | A digital marketing platform that enables businesses to manage customer journeys, personalize customer experiences, and optimize marketing campaigns. |
| Commerce Cloud | An ecommerce platform that enables businesses to create seamless, omnichannel shopping experiences. |
| Community Cloud | A platform that enables businesses to create online communities, portals, and forums to engage with customers, partners, and employees. |
| Analytics Cloud | A cloud-based analytics platform that enables businesses to explore, prepare, and visualize data to gain insights and make data-driven decisions. |
| IoT Cloud | An Internet of Things (IoT) platform that enables businesses to connect, process, and analyze IoT data to gain insights and automate business processes. |
| Einstein Analytics | A cloud-based analytics platform that enables businesses to explore, prepare, and visualize data to gain insights and make data-driven decisions. |
| MuleSoft | An integration platform that enables businesses to connect applications, data, and devices to create a unified, omnichannel customer experience. |
Salesforce, Inc.'s Porter Forces
Threat Of Substitutes
Salesforce, Inc. has a low threat of substitutes due to its unique cloud-based customer relationship management (CRM) software, which is highly customizable and integrated with other business applications.
Bargaining Power Of Customers
Salesforce, Inc. has a medium bargaining power of customers due to the presence of large enterprises and small businesses, which can negotiate prices and terms, but the company's strong brand and customer loyalty mitigate this power.
Bargaining Power Of Suppliers
Salesforce, Inc. has a low bargaining power of suppliers due to its dominant position in the CRM market, allowing it to negotiate favorable terms with its suppliers.
Threat Of New Entrants
Salesforce, Inc. has a low threat of new entrants due to the high barriers to entry, including the need for significant investments in research and development, marketing, and sales.
Intensity Of Rivalry
Salesforce, Inc. operates in a highly competitive CRM market, with intense rivalry among established players, including Microsoft, Oracle, and SAP, which drives innovation and pricing pressure.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 14.75% |
| Debt Cost | 3.95% |
| Equity Weight | 85.25% |
| Equity Cost | 10.43% |
| WACC | 9.47% |
| Leverage | 17.30% |
Salesforce, Inc. : Quality Control
Salesforce, Inc. passed 6 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| INTU | Intuit Inc. provides financial management and compliance products and services for consumers, small businesses, self-employed, and accounting professionals in the United States, Canada, and internationally. The company operates in four … |
| CDNS | Cadence Design Systems, Inc. provides software, hardware, services, and reusable integrated circuit (IC) design blocks worldwide. The company offers functional verification services, including emulation and prototyping hardware. Its functional verification … |
| FICO | Fair Isaac Corporation develops analytic, software, and data management products and services that enable businesses to automate, enhance, and connect decisions in the Americas, Europe, the Middle East, Africa, and … |
| NOW | ServiceNow, Inc. provides enterprise cloud computing solutions that defines, structures, consolidates, manages, and automates services for enterprises worldwide. It operates the Now platform for workflow automation, artificial intelligence, machine learning, … |
| APP | AppLovin Corporation engages in building a software-based platform for mobile app developers to enhance the marketing and monetization of their apps in the United States and internationally. The company's software … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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