Salesforce (CRM)
Connects customer operations, enterprise data, and AI agents through subscription cloud software.
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Sells subscription cloud software for sales, service, marketing, commerce, collaboration, analytics, integration, data management, and AI agents. Agentforce Apps run on a shared Data 360 and platform foundation, while renewals, enterprise deployment cycles, and secure access to customer data shape the business.
Sells cloud software that connects customer-facing work across Agentforce Sales, Service, Marketing, and Commerce, with Slack as a collaboration interface. Agentforce 360 Platform and Data 360 provide low-code workflows, customer data, governance, and AI-agent tooling; MuleSoft connects applications and APIs, Tableau analyzes data, and Informatica adds data integration, quality, catalog, and master-data management.
The portfolio works as a shared platform, supporting cross-selling across departments and industry-specific deployments. Revenue comes overwhelmingly from subscriptions and support, generally recognized over contract terms, with professional services a small complement. Customers span industries and geographies, though the Americas are the largest revenue region. Operations depend on subscription renewals, enterprise sales and implementation cycles, third-party cloud infrastructure, data security, privacy compliance, and successful integration of acquired products.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | D.A. Davidson | Target | Target: $200 | Target: $225 |
| Sep 11, 2026 | Stifel Nicolaus | Target | Target: $200 | Target: $275 |
| Sep 11, 2026 | UBS | Reiterate | Rating: —Target: $260 | Target: $240 |
| Sep 2, 2026 | Morgan Stanley | Target | Target: $350 | Target: $315 |
| Aug 27, 2026 | Monness | Target | Target: $222 | Target: $266 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $11.40B · Total debt $41.74B · Total assets $109.62B · Shareholders' equity $38.38B
- Revenue
- $11.35B
- Operating income
- $2.33B
- Net income
- $3.53B
HistoryDividendAnnual yield
| Institutions | 85.88% | 706.78M shares | |
|---|---|---|---|
| 2,657 holders · as of Jun 30, 2026 | |||
| Insiders | 3.24% | 26.63M shares | |
| 20 holders · as of Sep 21, 2026 | |||
| Other | 10.88% | 89.59M shares | |
| remainder | |||
823.00M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.84% | 72.75M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.33% | 52.07M | as of Jun 30, 2026 |
State Street CorpInstitution | 5.45% | 44.87M | as of Jun 30, 2026 |
Marc Benioff1,2Insiderdirector, officer: Chair and CEO | 3.06% | 36.08M | filed Apr 23, 2026 |
Morgan StanleyInstitution | 2.83% | 23.31M | as of Jun 30, 2026 |
- Marc Benioff's transaction reports restate only vehicles that traded; the 2019 ownership statement (36.08M) less the 10.89M net shares sold since is used instead.
- Marc Benioff reports a block also reported by Bank of America Corp /DE/; it is counted once, under Bank of America Corp /DE/.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 18, 2026 | David Blair Kirk | director | +4,176 | $239.33 |
| Sep 4, 2026 | Craig Conway | director | −4,500 | $260.61 |
| Mar 19, 2026 | Laura Alber | director | +2,571 | $194.58 |
| Mar 18, 2026 | David Blair Kirk | director | +2,570 | $194.62 |
| Jan 14, 2026 | Neelie Kroes | director | −3,893 | $238.70 |
- Microsoft
Broadest overlap across CRM, service, marketing, analytics, and AI agents.
- ServiceNow
#1 Gartner AI-agent platform; contests service, CRM, and enterprise workflow.
- Oracle
Full-stack CX suite with ERP integration; Oracle explicitly names Salesforce as rival.
- SAP (ADR)
ERP-anchored CX suite contesting sales, service, marketing, and commerce.
- Adobe
Contests marketing automation, commerce, analytics, and customer data platforms.
- HubSpot
Unified CRM-marketing-service platform capturing Salesforce's SMB-to-midmarket.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Salesforce | $237.82 | +0.59% | $193.63B | 21.6 | 16.2 | 4.4 | +10.8% |
| Microsoft | $499.28 | −0.47% | $3.72T | 27.9 | 25.5 | 11.2 | +17.8% |
| ServiceNow | $137.35 | −0.24% | $142.34B | 86.0 | 30.3 | 9.7 | +24.0% |
| Oracle | $153.36 | +3.23% | $427.95B | 23.3 | 18.0 | 6.0 | +29.6% |
| SAP (ADR) | $210.65 | +0.68% | $243.79B | 26.8 | 23.1 | 5.6 | +5.8% |
| Adobe | $249.15 | −0.15% | $99.18B | 13.9 | 9.3 | 3.8 | +12.9% |
| HubSpot | $221.16 | +3.41% | $10.95B | 75.6 | 14.6 | 3.2 | +19.8% |
| Median | 27.4 | 20.5 | 5.8 | +18.8% |