Salesforce, Inc.(CRM)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #133 of 2,879 stocksTOP 5%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
CRM Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Salesforce, Inc. (CRM), a Technology sector company. 13F Pro's AI-powered ranking engine scores CRM at 75.2/100 on a 32-signal composite quality model, placing it at rank #133 of 2,879 stocks — the top 5% of the AI-ranked universe. CRM scores in the top quartile across revenue scale (96.6), free cash flow (89.4), profitability (84.6). Areas of concern include institutional flow (22.1), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.0/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), Salesforce, Inc. reports quarterly revenue of $11.1B, net income of $2.1B, an operating margin of 21.1%. Top institutional holders of CRM by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. CRM trades on the NYSE exchange and files with the SEC under CIK 1108524. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CRM daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Salesforce, Inc. directly from SEC EDGAR. Salesforce, Inc.'s 13F Pro composite quality score has ranged between 8 and 82 since 2021, currently 75.2 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving CRM's Business? Latest 10-Q Breakdown
✓ 27/27 datapoints verifiedAI-extracted from Salesforce, Inc.'s 10-Q filed 2026-05-28 — Q1 FY2027 (quarter ended April 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenue grew 13% YoY to $11.1B driven by Agentforce Apps (+9%) and Data 360 (+25%); operating margin expanded to 21% and diluted EPS rose 52% to $2.42, boosted by $25B accelerated share repurchase.
Biggest Revenue Drivers
Total revenue: $11.1B+13% YoY
Volume-driven increases from new business, upgrades and additional subscriptions from existing customers; pricing not a significant driver.
Within Subscription and support
Includes Agentforce Sales, Service, Marketing, Commerce, Flex Credits and Slack.
Includes Data 360, Platform Flex Credits, Headless Platform, Informatica, Mulesoft, Tableau and Other.
Incremental revenue from Informatica partially offset by less demand for larger, multi-year transformation engagements.
Largest Expense Items
Increase in employee-related costs, stock-based compensation, and amortization of purchased intangibles from Informatica acquisition.
Increase in service delivery expenses and amortization of purchased intangibles, primarily from Informatica acquisition.
Increase in employee-related costs including stock-based compensation.
Increase in employee-related costs including stock-based compensation.
Margins: Gross margin remained stable at 77% of revenue. Operating margin expanded to 21% from 20% YoY, driven by revenue growth outpacing operating expense growth and benefits from restructuring initiatives aimed at improving operating margins.
Watch Items from the Filing
- Remaining performance obligation declined 6% sequentially to $67.9B (from $72.4B) despite 11% YoY growth, reflecting seasonality and timing of billings; current RPO of $33.6B grew 14% YoY but represents near-term revenue visibility.
- Debt increased substantially to $39.5B outstanding principal (from $14.4B) due to $25B March 2026 notes issuance for $25B accelerated share repurchase; interest expense more than quadrupled to $317M quarterly, expected to remain elevated throughout FY2027.
- Informatica acquisition contributed ~$444M of revenues in Q1 FY2027; integration risks and achievement of expected business benefits remain uncertain; company entered new debt agreements ($6B term loan) to finance acquisition.
- Significant litigation exposure from Backpage-related claims (250+ plaintiffs across multiple jurisdictions) alleging company's CRM software facilitated sex trafficking; many cases are stayed pending criminal proceedings, but ultimate exposure remains unquantified.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2027
$11.1B
Net Income
Q1 2027
$2.1B
Free Cash Flow
Q1 2027
$6.6B
Operating Margin
Q1 2027
21.1%
D/E Ratio
Q1 2027
1.15
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+9.6% YoYNet Income
+20.3% YoYOperating Income
+15.6% YoYEPS (Diluted)
+22.6% YoYTotal Assets
+9.1% YoYTotal Debt
+118.7% YoYOp. Cash Flow
+14.5% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $41.52B +9.6% | $37.90B +8.7% | $34.86B +11.2% | $31.35B +18.3% | $26.49B +54.9% | $17.10B |
| Net Income | $7.46B +20.3% | $6.20B +49.8% | $4.14B +1888.5% | $208.0M -85.6% | $1.44B +1046.0% | $126.0M |
| Operating Income | $8.33B +15.6% | $7.21B +43.8% | $5.01B +386.5% | $1.03B +88.0% | $548.0M +84.5% | $297.0M |
| EPS (Diluted) | $7.80 +22.6% | $6.36 +51.4% | $4.20 +1900.0% | $0.21 -85.8% | $1.48 +886.7% | $0.15 |
| Total Assets | $112.31B +9.1% | $102.93B +3.1% | $99.82B +1.0% | $98.85B +3.8% | $95.21B +72.7% | $55.13B |
| Total Debt | $18.44B +118.7% | $8.43B -19.1% | $10.43B -11.5% | $11.78B +11.2% | $10.60B +292.9% | $2.70B |
| Operating Cash Flow | $15.00B +14.5% | $13.09B +27.9% | $10.23B +43.9% | $7.11B +18.5% | $6.00B +38.5% | $4.33B |
AI Insight: CRM Financial Trends
Salesforce's Q2 2026 revenue collapsed 18% Q-Q while debt surged 113%, signaling a major acquisition or balance-sheet restructuring amid operational stress.
• Operating margin expanded from 19.6% in Q2 2025 to 21.1% in Q4 2025, then peaked at 21.6% in Q1 2026 before contracting to 21.1% in Q2 2026.
• Net income grew 36% from Q3 2025 ($1,887M) to Q1 2026 ($2,968M), but fell 29% to $2,107M in Q2 2026.
• Total debt exploded from $8,438M in Q4 2025 to $39,280M in Q2 2026; equity contracted 43% to $34,235M same period.
⚠ Revenue declined 18% Q-Q in Q2 2026 ($13.6B to $11.1B) after strong Q1 2026 growth—investigate whether seasonal or structural.
⚠ Operating cash flow dropped 14% Q-Q to $6.7B in Q2 2026 despite higher reported earnings—potential working-capital strain.
⚠ Leverage (Debt/Equity) jumped from 0.14× in Q4 2025 to 1.15× in Q2 2026—major capital event requires immediate clarification.
AI Insight: CRM Ratio Trends
Profitability surged but latest quarter shows margin compression and leverage spike to 1.15x D/E.
• Operating margin expanded from 18.7% in Q2 2024 to 21.7% TTM, driven by Q3 2025's 22.8% peak and Q1 2026's 21.6%.
• Net profit margin climbed from 16.8% in Q2 2024 to 20.0% TTM, with Q1 2026 reaching 21.8%.
• ROE accelerated sharply from 10.3% in Q2 2024 to 26.4% TTM, peaking at 24.6% in Q2 2026.
• ROIC climbed from 9.8% in Q2 2024 to 13.4% TTM, despite Q2 2026 dip to 12.8%.
⚠ D/E ratio jumped from 0.14 in prior quarters to 1.15 in Q2 2026—an 8× spike signaling aggressive debt issuance.
⚠ Operating and net margins contracted sequentially from Q1 2026 (21.6%/21.8%) to Q2 2026 (21.1%/18.9%).
⚠ ROA declined to 7.9% in Q2 2026 from 10.6% in Q1 2026, suggesting asset utilization deterioration.
Get alerted when CRM's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Salesforce, Inc. including:
Top Institutional Holders of CRM
BlackRock, Inc.
$14.9B79,691,184 shVANGUARD CAPITAL MANAGEMENT LLC
$11.1B59,333,776 shSTATE STREET CORP
$9.1B48,953,388 shMORGAN STANLEY
$5.9B31,675,603 shGEODE CAPITAL MANAGEMENT, LLC
$4.1B22,225,157 shVANGUARD PORTFOLIO MANAGEMENT LLC
$3.6B19,419,407 shCapital World Investors
$3.1B16,711,525 shHARRIS ASSOCIATES L P
$2.8B14,917,993 shCapital Research Global Investors
$2.6B13,705,564 shJANE STREET GROUP, LLC
$2.5B13,173,600 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $14.9B | 79,691,184 |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.1B | 59,333,776 |
| STATE STREET CORP | $9.1B | 48,953,388 |
| MORGAN STANLEY | $5.9B | 31,675,603 |
| GEODE CAPITAL MANAGEMENT, LLC | $4.1B | 22,225,157 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.6B | 19,419,407 |
| Capital World Investors | $3.1B | 16,711,525 |
| HARRIS ASSOCIATES L P | $2.8B | 14,917,993 |
| Capital Research Global Investors | $2.6B | 13,705,564 |
| JANE STREET GROUP, LLC | $2.5B | 13,173,600 |
More Technology Companies
View all Technology →Put CRM on your watchlist
Track score changes the day Salesforce, Inc. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is CRM a good stock to buy?
13F Pro's AI-powered analysis of Salesforce, Inc. (CRM) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CRM are available on the CRM stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own CRM?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CRM. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Salesforce, Inc.'s investment landscape.