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Earnings transcript
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CRM
Salesforce, Inc.
$170.21
-3.58
(-2.06%)
| Exchange: | NYSE |
| Market Cap: | 139.402B |
| Shares Outstanding: | 53.256M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Software – Application | |||||
| CEO: | Marc R. Benioff | |||||
| Full Time Employees: | 83334 | |||||
| Address: |
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| Website: | https://www.salesforce.com |
Salesforce, Inc. is a leading provider of customer relationship management (CRM) solutions, dedicated to connecting businesses and their clientele on a global scale. At its core, the Customer 360 platform empowers organizations to create seamless, integrated experiences for their customers. The company’s extensive suite of services encompasses a wide array of functionalities: Sales: Tools designed to manage sales pipelines, track leads, forecast opportunities, extract data-driven insights through analytics, and streamline the creation of quotes, contracts, and invoices. Service: Capabilities enabling companies to deliver highly personalized, trustworthy, and scalable customer support. Platform: A versatile development environment, featuring intuitive drag-and-drop tools, that allows businesses of diverse sizes, locations, and industries to build tailored applications, thereby strengthening customer relationships. Learning: An online educational platform providing accessible training to acquire sought-after Salesforce skills. Slack: A comprehensive system for team collaboration and engagement. Marketing: Solutions for strategizing, personalizing, and optimizing individual customer marketing journeys. Commerce: Offerings that unify customer interactions across various channels, including mobile, web, social media, and physical retail stores. Tableau: A complete analytics solution addressing a broad spectrum of enterprise data analysis needs. MuleSoft: An integration platform designed to unlock and connect data residing across an organization’s various systems. Salesforce’s offerings cater to numerous sectors, such as financial services, healthcare, life sciences, and manufacturing, among others. Beyond its core products, the company also provides professional services and conducts both in-person and online courses to certify customers and partners in the architecture, administration, deployment, and development of its services. Its solutions are distributed through direct sales channels, as well as a network of consulting firms, systems integrators, and other strategic partners. Established in 1999, Salesforce, Inc. maintains its headquarters in San Francisco, California.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 34,857,000 | 37,895,000 | 41,525,000 |
| Gross Profit | 26,316,000 | 29,252,000 | 32,255,000 |
| EBITDA | 9,221,000 | 11,143,000 | 13,151,000 |
| Operating Income | 5,011,000 | 7,205,000 | 8,917,000 |
| Net Income | 4,136,000 | 6,197,000 | 7,457,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 99,823,000 | 102,928,000 | 112,305,000 |
| Total Liabilities | 40,177,000 | 41,755,000 | 53,163,000 |
| Total Stockholders Equity | 59,646,000 | 61,173,000 | 59,142,000 |
| Total Debt | 12,588,000 | 12,070,000 | 6,737,000 |
| Cash and Cash Equivalents | 8,472,000 | 8,848,000 | 7,327,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 10,234,000 | 13,092,000 | 14,996,000 |
| Capital Expenditure | -736,000 | -658,000 | -594,000 |
| Free Cash Flow | 9,498,000 | 12,434,000 | 14,402,000 |
| Net Income | 4,136,000 | 6,197,000 | 7,457,000 |
| Net Change in Cash | 1,456,000 | 376,000 | -1,521,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2031 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 69,565,488.729 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 72,228,180.617 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 70,505,000 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 32,330,537.131 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 33,568,022.276 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 32,767,174.673 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 23,655,072.824 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 24,836,918.265 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 24,072,080.025 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 32,597,125.450 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 33,844,814.542 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 33,037,363.380 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 25.180 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 25.980 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 24.740 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 10 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 5 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Delivered strong FY25 results with $37.9 billion in revenue and positive earnings performance that supported a favorable market reaction.
- Agentforce platform positioned as a core growth driver, with management highlighting robust customer adoption across multiple sectors in the FY25 earnings call.
- Positive FY26 outlook cited in the earnings call, reflecting sustained demand and operational execution.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates CRM intrinsic value between $142.03 – $1,973.55 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about CRM valuation
Is Salesforce, Inc. (CRM) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Salesforce, Inc. (CRM) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is CRM a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether CRM trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is CRM’s P/E ratio?
You can see CRM’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for CRM?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is CRM a good long-term investment?
Whether CRM fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
CRM
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Daily snapshot
-2.06
Trading Metrics:
| Open: | 167.06 | Previous Close: | 173.79 | |
| Day Low: | 166.93 | Day High: | 172.43 | |
| Year Low: | 146.32 | Year High: | 274 | |
| Price Avg 50: | 171.44 | Price Avg 200: | 208.13 | |
| Volume: | 6.887M | Average Volume: | 14.825M |
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Login — it's freeCRM full analysis
Hey everyone, welcome back to the channel. Today we're diving deep into Salesforce, ticker CRM, with a full breakdown of where this cloud giant stands right now and whether the recent pullback creates an opportunity for long-term investors. Salesforce has been on quite a ride lately, trading near its 52-week lows after a rough stretch that saw the stock drop over 36 percent in the past year. Yet behind the price action, the company is showing real momentum in its…
