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Salesforce Inc's Competitiveness

A competitive positioning analysis and financial ratio benchmarking of Salesforce Inc (CRM) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.

Peer Data As of Q2 2026
Competitors
75
Named by the company
Peer Group Market Share
2.54 %
vs 2.61 % a year ago
Revenue Growth Y/Y
10.83 %
Peers: 14.08 %
Net Margin
31.08 %
Peers: 29.44 %

Key Findings: Salesforce Inc vs Its Competitors

  • TTM: Trailing 12-month revenue of 43,938M vs 1,681,046M combined for its competitors (2.5% combined share).
  • Trending: Latest-quarter revenue run-rate is accelerating (+3.3% annualized vs trailing 12 months), vs accelerating (+3.6%) for its tracked peer group.
  • Growth: Salesforce Inc generated 10.8% revenue growth year over year in Q2 2026, vs 14.1% for its competitors combined.
  • Profitability: Its 31.1% net margin compares with 29.4% for the peer group.
  • Scale: Salesforce Inc ranks #8 of 255 companies by market capitalization in the Software & Programming industry, holding 2.3% of industry market cap.
  • Peer revenue share: Salesforce Inc accounted for 2.5% of combined revenue among its tracked peer group, down from 2.6% a year earlier.
  • Peer differentiation: Revenue per employee of $0.60M compares with $0.45M for the peer group (1.3x).

Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).

CRM Sales vs. its Competitors, Q2 2026

Salesforce Inc reported revenue growth of 10.83 % year on year in Q2 2026, below its competitors' combined revenue growth of 14.08 %.

With a net margin of 31.08 %, Salesforce Inc achieved higher profitability than its competitors (29.44 %).

Salesforce Inc generated 2.54 % of the combined sales of its peer group, down from 2.61 % a year earlier.

API endpoints for this dataset

https://api.csimarket.com/api/v1/companies/CRM/competitors
https://api.csimarket.com/api/v1/companies/CRM/relationships
https://api.csimarket.com/api/v1/companies/CRM/similar
Programmatic access for models, analytics, and integration workflows.
Explore the Financial Data API

Salesforce Inc vs. its Competitors, Q2 2026

Revenue growth, year on year

Salesforce Inc +10.8 %
Competitors combined +14.1 %

Net income growth, year on year

Salesforce Inc +86.9 %
Competitors combined +101.3 %

Net margin

Salesforce Inc +31.1 %
Competitors combined +29.4 %

Revenue run-rate vs trailing 12 months

Salesforce Inc +3.3 %
Competitors combined +3.6 %

TTM net margin

Salesforce Inc +22.0 %
Competitors combined +22.7 %

TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Salesforce Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.

Competitor Financial Benchmarking - TTM Commercial

TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Salesforce Inc and its 4 competitor groupings. Available under Commercial License.

Entity TTM Revenue Latest Q ×4 Rev Run-rate vs TTM TTM Net Income TTM Net Margin
Salesforce Inc $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitors combined $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
High-Confidence Competitors (29) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar-Size Competitors (8) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Similar Growth & Profitability (6) $12,345M $12,345M +12.3% · Accelerating $1,234M 12.3%
Competitor Financial Benchmarking

TTM revenue, run-rate and net margin benchmarking across Salesforce Inc's competitor groups requires a Commercial License.

For context: the Software & Programming industry grew revenue 16.7% year over year, combined, vs 10.8% for Salesforce Inc. Salesforce Inc's share of combined industry revenue moved from 3.67% to 3.49%, a loss of 0.18 percentage points.

Salesforce Inc's Competitor Quality Breadth

Group definitions: see Methodology: Performance Group Definitions.

Entity Profitable Expanding Above Industry Growth Distressed
Salesforce Inc Yes Yes No No
Competitors combined (80) 65% 81% 48% 9%
High-Confidence Competitors (44) 61% 77% 43% 16%
Similar-Size Competitors (10) 80% 100% 100% 10%
Similar Growth & Profitability (8) 100.00 % (8 of 8) 100.00 % (8 of 8) 25.00 % (2 of 8) 0.00 % (0 of 8)

Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.

Market Share of the Peer Group, Q2 2026

2.5%market share
  • Salesforce Inc2.5%
  • Competitors combined97.5%

Share of combined quarterly revenue of Salesforce Inc and its 75 competitors.

See Salesforce Inc's full market share breakdown »

CRM Stock Performance relative to its Competitors

CRM Competitors (weighted) Percent change over the selected range

Salesforce Inc's Share Price Performance vs Peer Groups

Trailing 12-month total share price return, and the share of each group that outperformed the U.S.A. 500 over the same period. Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC.
41.7%beat U.S.A. 500
Competitors Combined
(30 of 72)
23.5%beat U.S.A. 500
High-Confidence
(8 of 34)
10%beat U.S.A. 500
Similar-Size
(1 of 10)
28.6%beat U.S.A. 500
Similar Growth & Profitability
(2 of 7)
Entity TTM Share Price Return
(group: median)
vs U.S.A. 500
Salesforce Inc -14.20 % Underperformed
Competitors combined (72) 40.4% 63.2%
High-Confidence Competitors (34) 40.4% 63.2%
Similar-Size Competitors (10) 40.4% 63.2%
Similar Growth & Profitability (7) 40.4% 63.2%
Peer Group Share Price Returns

TTM share price return and U.S.A. 500 outperformance for Salesforce Inc's competitor groups requires a Commercial License.

Source: CSIMarket API (daily market-structure computation). Outperformance is trailing-12-month total return vs the U.S.A. 500 over the same window, not risk-adjusted.

CRM Stock Performance relative to High-Confidence Competitors

CRM High-Confidence Competitors (equal-weighted, 48) Percent change over the selected range

CRM Stock Performance relative to Similar-Size Competitors

CRM Similar-Size Competitors (equal-weighted, 10) Percent change over the selected range

CRM Stock Performance relative to Similar Growth & Profitability Competitors

CRM Similar Growth & Profitability Competitors (equal-weighted, 8) Percent change over the selected range

5 Best-Performing Tracked Competitors, Trailing 12 Months

#CompetitorTTM Share Price Returnvs U.S.A. 500
1 Ringcentral Inc 282.9% Outperformed
2 Fastly Inc 282.9% Outperformed
3 Okta Inc 282.9% Outperformed
4 Upland Software Inc 282.9% Outperformed
5 Amplitude Inc 282.9% Outperformed
Best-Performing Competitor Returns

TTM share price return and U.S.A. 500 outperformance for Salesforce Inc's best-performing competitors requires a Commercial License.

Source: CSIMarket API, trailing 12 months.

Salesforce Inc's Comment on Competition and Industry Peers

The company's service market is competitive, rapidly changing, and fragmented, characterized by low entry barriers and evolving customer requirements. Competitors include vendors of packaged business software, providers of enterprise applications via on-premises or cloud services, AI-native firms and startups utilizing generative AI and large language models, and software companies delivering products or services on existing infrastructure or as hosted solutions. The company anticipates that competition will continue to evolve as it enters new markets with additional offerings.

Publicly Traded Peers of Salesforce Inc

Revenue and income for trailing 12 months, in millions of $, except employees
Company Market Cap Revenues Income Employees
Salesforce Inc 175,406.65 43,938.00 9,662.00 72,682
Microsoft Corporation 3,950,922.06 346,445.00 142,631.00 223,000
Amazon com Inc 2,833,889.70 798,097.00 134,779.00 1,576,000
Broadcom Inc 1,435,263.03 89,104.00 38,265.00 33,000
Palantir Technologies Inc 412,806.25 7,289.50 3,681.98 4,429
Oracle Corporation 348,300.00 73,266.00 18,920.00 141,000
SUBTOTAL 10,764,833.15 1,817,202.51 404,209.83 4,000,552
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Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Salesforce Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.

Salesforce Inc's Competitors Named by the Company

Competitive relationships identified from Salesforce Inc reports and corroborating sources, each with a basis and confidence.
Competitor Basis Confidence Active Sources
Domo Inc Company report 85% 2022 to 2026 3
Dropbox Inc Company report 85% 2022 to 2026 3
Guidewire Software Inc Company report 85% 2022 to 2026 3
Egain Corporation Company report 85% 2022 to 2026 3
Veeva Systems Inc Company report 85% 2022 to 2026 3
Freshworks Inc Company report 85% 2022 to 2026 3
Zoominfo Technologies Inc Company report 85% 2022 to 2026 3
Moatable inc Company report 85% 2022 to 2026 3
Alteryx Inc Company report 85% 2022 to 2026 3
Liveperson Inc Company report 85% 2022 to 2026 3
Criteo S a Company report 85% 2022 to 2026 3
Microsoft Corporation Company report 85% 2022 to 2026 3
Vtex Company report 85% 2022 to 2026 3
Health Catalyst Inc Company report 85% 2022 to 2026 3
Blackbaud Inc Company report 85% 2022 to 2026 3
Manhattan Associates Inc Company report 85% 2022 to 2026 3
Pegasystems Inc Company report 85% 2022 to 2026 3
Magic Software Enterprises Ltd Company report 85% 2022 to 2026 3
Aiadvertising Inc Company report 85% 2022 to 2026 3
Ncino Inc Company report 85% 2022 to 2026 3
Evercommerce Inc Company report 85% 2022 to 2026 3
Nice Ltd Company report 85% 2022 to 2026 3
BCAN Company report 85% 2022 to 2026 3
ZI Company report 85% 2022 to 2026 3
Servicenow Inc Company report 85% 2022 to 2026 3
Csg Systems International Inc Company report 85% 2022 to 2026 3
Amdocs Limited Company report 85% 2022 to 2026 3
Youxin Technology Ltd Company report 85% 2022 to 2026 3
Femto Technologies Inc Company report 85% 2022 to 2026 3
Klaviyo Inc Company report 85% 2022 to 2026 3
Digitalocean Holdings Inc Company report 85% 2022 to 2026 3
C3 ai Inc Company report 85% 2022 to 2026 3
Zuora Inc Company report 85% 2022 to 2026 3
Vimeo Inc Company report 85% 2022 to 2026 3
Walkme Ltd Company report 85% 2022 to 2026 3
Appian Corporation Company report 85% 2022 to 2026 3
VERB Company report 85% 2022 to 2026 3
Propertyguru Group Limited Company report 85% 2022 to 2026 3
Ton Strategy Company Company report 85% 2022 to 2026 3
Strategy Inc Company report 85% 2022 to 2026 3
Dun and Bradstreet Holdings Inc Company report 85% 2022 to 2026 3
Progress Software Corp Company report 85% 2022 to 2026 3
MSTR Company report 85% 2022 to 2026 3
Talend S a Company report 85% 2022 to 2026 3
Digital Turbine Inc Company report 85% 2022 to 2026 3
Fair Isaac Corp Company report 85% 2022 to 2026 3
Nic Inc Company report 85% 2022 to 2026 3
Ringcentral Inc Company report 85% 2022 to 2026 3
Broadcom Inc Company report 85% 2022 to 2026 3
Rimini Street Inc Company report 85% 2022 to 2026 3
Braze Inc Company report 85% 2022 to 2026 3
Sharing Services Global Corporation Company report 85% 2022 to 2026 3
Flyexclusive Inc Company report 85% 2022 to 2026 3
Sharpspring Inc Company report 85% 2022 to 2026 3
Sap Se Company report 85% 2022 to 2026 3
Cornerstone Ondemand Inc Company report 85% 2022 to 2026 3
Okta Inc Company report 85% 2022 to 2026 3
Monday com Ltd Company report 85% 2022 to 2026 3
Oracle Corporation Company report 85% 2022 to 2026 3
Shopify Inc Company report 85% 2022 to 2026 3
Hubspot Inc Company report 85% 2022 to 2026 3
International Business Machines Corporation Company report 85% 2022 to 2026 3
Accenture Plc Company report 85% 2022 to 2026 3
Zeta Global Holdings Corp Company report 85% 2022 to 2026 3
Amazon com Inc Company report 85% 2022 to 2026 3
Block Inc Company report 85% 2022 to 2026 3
Paycor Hcm Inc Company report 85% 2022 to 2026 3
Adobe Inc Company report 85% 2022 to 2026 3
Model N Inc Company report 85% 2022 to 2026 3
Thryv Holdings Inc Company report 85% 2022 to 2026 3
Atlassian Corporation Company report 85% 2022 to 2026 3
Teradata Corporation Company report 85% 2022 to 2026 3
Amplitude Inc Company report 85% 2022 to 2026 3
Pagerduty Inc Company report 85% 2022 to 2026 3
Upland Software Inc Company report 85% 2022 to 2026 3
Competitor Evidence Detail

Company report basis, confidence, active dates and source counts for Salesforce Inc's named competitors require a Commercial License.

Methodology: see Methodology: Peer & Competitor Identification, Sourcing.

Salesforce Inc's Business Segment Mix vs Peers

Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).
Company Largest Segment 2nd Segment 3rd Segment
Microsoft Corporation Agents and Infra 83.22 % Devices and Consumer 16.78 % -
Amazon com Inc North America 55.86 % Amazon Web Services 22.76 % International 21.34 %
Broadcom Inc Semiconductor Solutions 64.81 % Infrastructure Software 35.19 % -
Palantir Technologies Inc Commercial 50.48 % Government Operating 49.52 % -
Oracle Corporation Cloud and Software Business 83.96 % Services Business 8.06 % Hardware Business 3.99 %

Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).

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Salesforce Inc's Productivity vs Peers Comparison

Revenue and income per employee, trailing 12 months, in $; market cap in millions of $
CompanyMarket CapRevenue / EmployeeIncome / Employee
Salesforce Inc 175,407 604,524 132,935
Microsoft Corporation 3,950,922 1,553,565 639,601
Amazon com Inc 2,833,890 506,407 85,520
Broadcom Inc 1,435,263 2,700,121 1,159,545
Palantir Technologies Inc 412,806 1,645,856 831,335
Oracle Corporation 348,300 519,617 134,184
PEERS TOTAL 10,589,426 451,457 100,448
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Salesforce Inc's Geographic Revenue Exposure vs Peers

Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.
Company Largest Market 2nd Market 3rd Market
Salesforce Inc Americas 64.97 % Europe 24.74 % Asia Pacific 10.29 %
Microsoft Corporation US 53.60 % Non Us 46.40 % -
Broadcom Inc Asia Pacific 60.15 % Americas 26.31 % EMEA 13.54 %
Oracle Corporation Americas 63.46 % EMEA 22.14 % Asia Pacific 10.42 %
International Business Machines Corporation Americas 50.14 % EMEA 31.73 % Asia Pacific 18.13 %
Servicenow Inc North America 62.69 % EMEA 25.01 % Asia Pacific and other 12.30 %

Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.

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Salesforce Inc's Position in Industry Market Structure

Market-capitalization share and concentration across all 229 companies in Salesforce Inc's industry classification, broader than the peer set above. Market cap in millions of $.

Salesforce Inc ranks #8 of 229 companies by market capitalization in its industry, holding 2.32 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,855, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).

Rank Company Market Cap Industry Share
1 Microsoft Corporation 3,954,636 52.39 %
2 Palantir Technologies Inc 411,967 5.46 %
3 Oracle Corporation 338,315 4.48 %
4 Sap Se 307,220 4.07 %
5 Crowdstrike Holdings Inc 1,234 5.2%
6 Shopify Inc 1,234 5.2%
7 Full Truck Alliance Co Ltd 1,234 5.2%
8 Salesforce Inc 175,407 2.32 %
9 Servicenow Inc 1,234 5.2%
10 Snowflake Inc 1,234 5.2%
Full Industry Market Structure

Market cap and industry share for the rest of Salesforce Inc's industry peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-06.

Salesforce Inc's Same-Size Peers & Stock Performance

Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.
Rank Company Market Cap TTM Return 3M Momentum Beta Sharpe (1Y)
3 Oracle Corporation 338,315 -52.51 % -23.91 % 1.64 -1.07
4 Sap Se 307,220 -10.09 % 12.15 % 0.84 -0.20
5 Crowdstrike Holdings Inc 226,545 -57.52 % 0.60 % 9.69 21.09
6 Shopify Inc 193,276 -10.56 % -8.08 % 2.13 0.08
7 Full Truck Alliance Co Ltd 1,234 12.3% 4.5% 1.10 0.80
8 Salesforce Inc 175,407 -14.25 % 7.60 % 0.97 -0.23
9 Servicenow Inc 1,234 12.3% 4.5% 1.10 0.80
10 Snowflake Inc 1,234 12.3% 4.5% 1.10 0.80
11 Adobe Inc 1,234 12.3% 4.5% 1.10 0.80
12 Cloudflare Inc 1,234 12.3% 4.5% 1.10 0.80
13 Intuit Inc 1,234 12.3% 4.5% 1.10 0.80
Full Same-Size Peer Performance

Market cap, return, momentum, beta and Sharpe ratio for the rest of Salesforce Inc's same-size peers requires a Commercial License.

Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-06. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.

Salesforce Inc's Profitability & Cost Structure

Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Software & Programming industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (442 companies). See the full Software & Programming industry profitability benchmarks.
Metric Company Industry Difference
Gross Margin 77.28 % 50.50 % (avg) +26.8 pp
Operating Margin 19.88 % industry median +19.7 pp
EBITDA Margin 40.90 % 1.87 % (avg) +39.0 pp
Capital Intensity (Capex / Revenue) 1.36 % 5.22 % (avg) -3.9 pp

Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.

Salesforce Inc's Valuation vs Competitive Position

Valuation multiples vs the Software & Programming industry average (442 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Software & Programming industry valuation benchmarks.
Metric Company Industry Average Difference
P/E 16.1x 40.4x -24.4x
EV / EBITDA 9.0x 20.3x -11.3x
P/B 3.0x 5.5x -2.5x
Return on Equity 20.15 % industry aggregate -5.01 %
Return on Invested Capital 6.94 % -3.23 % (avg) 10.17 %

Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.

Salesforce Inc's Multi-Year Financial Trajectory

Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.
Metric 20182019202020212022202320242025
Revenue Growth 59.10 %2.54 %0.00 %24.30 %47.52 %11.18 %8.72 %9.58 %
Operating Margin 3.21 %1.74 %1.74 %2.14 %1.75 %2.95 %13.22 %20.06 %
Return on Invested Capital 1.71 %0.52 %0.35 %0.38 %0.41 %0.79 %3.79 %6.18 %
P/E 95.8x782.6x-56.3x689.5x53.9x50.2x32.0x

Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.

Salesforce Inc's Strategic Group Map

Salesforce Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.

Revenue Growth (TTM, %)Operating Margin (%)SSNCBSYNICESalesforce IncACIWMITIIPRGSATENTYL

Salesforce Inc's trailing-12-month revenue growth of 11.2% and operating margin of 19.9% compares with an average of 8.8% growth and 19.3% margin across its 8 closest peers by combined growth, margin and ROIC -- Salesforce Inc sits above that peer average on growth and above it on margin.

Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.

Salesforce Inc's BCG Growth-Share Matrix

See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.

Question Mark Star Dog Cash Cow Relative Market Share (vs largest competitor) Industry Revenue Growth (%) Salesforce Inc

Salesforce Inc falls in the Question Mark quadrant: relative market share of 0.04x vs its largest competitor, in an industry growing revenue 11.3% (median, trailing 12 months).

Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Microsoft Corporation alone holds 52% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.

Salesforce Inc's Competitive Forces (Porter's Five Forces)

Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.
Force Assessment Basis
Competitive Rivalry Low Industry HHI of 2,855 (see Industry Market Structure & Concentration above)
Barriers to Entry Lower than typical for the industry Capital intensity (capex / revenue) of 1.36 % vs industry average 5.22 % (see Profitability & Cost Structure above)

Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Salesforce Inc's dedicated Suppliers and Customers pages, not here.

Salesforce Inc's Industry Attractiveness & Competitive Strength

See Methodology: GE/McKinsey Matrix for how the two axes are built.

High Strength
Medium Strength
Low Strength
High Attractiveness
Invest / Grow
Invest / Grow
Selective
Medium Attractiveness
Invest / Grow
Selective Salesforce Inc
Harvest
Low Attractiveness
Selective
Harvest
Harvest / Divest

Salesforce Inc falls in the Medium attractiveness / Medium strength cell: Selective.

Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.

Salesforce Inc's SWOT

Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.

Strengths

  • Operating margin 19.7 points above the industry median.
  • Latest-quarter revenue run-rate is accelerating (+3.3% annualized vs trailing 12 months).

Weaknesses

  • Return on equity 5.0 points below the industry aggregate.
  • Underperforming the U.S.A. 500 over the trailing 12 months.
  • Low relative market share vs the industry leader (0.04x).

Opportunities

  • Industry revenue growing at a healthy 11.3% median pace.
  • Trades at a lower P/E than the industry average (16.1x vs 40.4x) despite a higher return on invested capital -- a possible re-rating opportunity.

Threats

  • Industry dominated by Microsoft Corporation, holding 52.39 % of industry market cap.

Methodology: see Methodology: SWOT Analysis.

Salesforce Inc's Financial Strength vs Peers Comparison

Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months
CompanyQuick RatioWorking CapitalDebt / EquityAsset Turnover
Salesforce Inc 0.30 0.83 0.53 0.41
Microsoft Corporation 0.16 1.27 0.10 0.49
Amazon com Inc 0.35 1.06 0.25 0.78
Broadcom Inc 0.99 2.05 0.75 0.50
Palantir Technologies Inc 1.59 7.09 - 0.66
Oracle Corporation 0.72 1.12 2.83 0.30
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.

Salesforce Inc's Revenue and Income Growth vs Peers

Quarterly revenue and net income growth, year over year and quarter over quarter
CompanyPeriodRevenue Y/YRevenue Q/QIncome Y/YIncome Q/Q
Salesforce Inc Q2 2026+10.8 %+1.9 %+86.9 %+67.3 %
Microsoft CorporationQ3 2026+18.8 %+2.5 %+32.0 %+2.4 %
Amazon com Inc Q3 2026+12.1 %+0.4 %-2.4 %-67.0 %
Broadcom Inc Q2 2026+85.5 %+33.4 %+216.1 %+40.6 %
Palantir Technologies Inc Q3 2026+95.9 %+19.5 %+136.6 %+5.8 %
Oracle CorporationQ3 2026+24.0 %+0.8 %+62.6 %+10.6 %
PEERS TOTAL+15.5 %+3.8 %+36.9 %-24.7 %
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.

Salesforce Inc's Peers' Costs of Sales and Capital Expenditures

Context for revenue growth: peer costs and capex, year over year and quarter over quarter
CompanyPeriodCosts Y/YCosts Q/QCapex Y/YCapex Q/Q
Salesforce Inc Q2 2026+18.2 %+3.1 %+26.7 %+17.9 %
Microsoft CorporationQ3 2026+23.6 %+0.7 %+103.0 %+10.0 %
Amazon com Inc Q3 2026+6.7 %-1.3 %+20.1 %-67.3 %
Broadcom Inc Q2 2026+74.0 %+34.9 %+274.6 %-
Palantir Technologies Inc Q3 2026+85.2 %+29.1 %+18.0 %-44.9 %
Oracle CorporationQ3 2026--+235.2 %+72.8 %
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Salesforce Inc's Returns and Turnover vs Peers

ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover
CompanyROAROIROEReceivables TurnoverInventory Turnover
Salesforce Inc 9.12%12.41%20.15%5.63-
Microsoft Corporation20.01%23.87%34.15%5.0883.17
Amazon com Inc 13.23%18.74%26.71%9.699.96
Broadcom Inc 21.57%24.07%43.74%9.188.31
Palantir Technologies Inc 33.33%37.35%39.51%5.01-
Oracle Corporation7.73%9.84%44.45%7.145.96
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).

Salesforce Inc's Valuation vs Peers

P/E, price to sales, PEG, price to cash flow and price to book
CompanyP/EPrice / SalesPEGP/CFPrice / Book
Salesforce Inc 19.553.990.28-4.57
Microsoft Corporation27.7111.400.58-8.40
Amazon com Inc 20.953.550.20359.084.62
Broadcom Inc 37.4116.110.19108.2614.40
Palantir Technologies Inc 112.1556.630.21205.5836.39
Oracle Corporation18.204.750.3712.235.18
PEERS AVERAGE26.635.92196.206.89
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.

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