Salesforce.com Inc Stock Research

Market Summary

USD215.44+5.53

Market Closed

2.63%

CRM Alerts

4 major insider sales recently.

CRM Stock Price

CRM RSI Chart

CRM Valuation

Market Cap

217.4B

Price/Earnings (Trailing)

1.0K

Price/Sales (Trailing)

6.93

EV/EBITDA

44.56

Price/Free Cashflow

34.43

CRM Price/Sales (Trailing)

CRM Profitability

EBT Margin

2.11%

Return on Equity

0.36%

Return on Assets

0.21%

Free Cashflow Yield

2.9%

CRM Fundamentals

CRM Revenue

Revenue (TTM)

31.4B

Revenue Y/Y

17.47%

Revenue Q/Q

6.98%

CRM Earnings

Earnings (TTM)

208.0M

Earnings Y/Y

-250%

Earnings Q/Q

-146.67%

Price Action

52 Week Range

126.34216.15

(Low)(High)

Last 7 days

2.4%

Last 30 days

12.5%

Last 90 days

32.8%

Trailing 12 Months

32.6%

CRM Financial Health

Current Ratio

1.02

Debt/Equity

0.18

Debt/Cashflow

0.67

CRM Investor Care

Shares Dilution (1Y)

2.02%

Diluted EPS (TTM)

0.21

Peers (Alternatives to Salesforcecom)

View All Peers In Detail

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
MSFT	2.5T	207.6B	12.70%	25.81%	35.87	11.93	7.81%	-4.74%
ADBE	190.7B	18.0B	14.41%	1.66%	40.25	10.59	11.50%	-1.86%
AZPN	-	-	-29.25%	-13.98%	-	-	-	-
ORCL	281.0B	48.0B	11.07%	46.64%	33.56	5.86	14.66%	10.75%
CRM	217.4B	31.4B	12.49%	32.61%	1.0K	6.93	19.41%	-85.60%
ZM	20.5B	4.4B	7.88%	-38.07%	198.13	4.68	7.15%	-92.46%
MID-CAP
APPN	2.9B	489.0M	13.36%	-11.92%	-19.47	6.28	23.89%	-67.60%
MANH	11.1B	809.1M	8.18%	50.50%	81.07	13.74	17.99%	15.82%
GWRE	6.7B	869.9M	8.60%	1.58%	-39.92	7.66	13.87%	-28.82%
PING	2.4B	-	1.17%	7.67%	-23.16	7.93	-	-
SMALL-CAP
ZUO	1.1B	396.1M	29.79%	5.39%	-5.73	2.87	14.23%	-99.11%
YEXT	1.1B	400.9M	1.28%	74.75%	-16.18	2.66	2.63%	29.30%
UPLD	92.8M	315.6M	-17.82%	-77.71%	-0.5	0.29	2.89%	-207.54%

Financials for Salesforcecom

* denotes actual numbers (not divided by Millions)
Income Statement (Last 12 Months)					(In Millions)
Description	(%) Q/Q	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1
Revenue	4.2%	31,352	30,078	28,804	27,531	26,257
Gross Profit	4.4%	22,992	22,020	21,290	20,424	19,466
Operating Expenses	2.0%	21,962	21,523	21,215	20,210	18,918
S&GA Expenses	-0.6%	13,526	13,605	13,371	12,683	11,855
R&D Expenses	-3.1%	5,055	5,218	5,141	4,832	4,465
EBITDA	48.2%	4,721	3,185	3,031	4,676	-
EBITDA Margin	42.2%	0.15*	0.11*	0.15*	-	-
Earnings Before Taxes	184.9%	660	-777	-953	-308	325
EBT Margin	181.5%	0.02*	-0.03*	0.01*	-	-
Interest Expenses	-0.7%	275	277	277	187	187
Net Income	-25.2%	208	278	536	1,003	1,444
Net Income Margin	-28.2%	0.01*	0.01*	0.02*	-	-
Free Cahsflow	13.6%	6,313	5,558	5,681	5,723	-

Balance Sheet					(In Millions)
Description	(%) Q/Q	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1
Assets	7.6%	98,849	91,884	94,148	93,022	95,209
Current Assets	37.4%	26,395	19,209	21,246	20,411	22,850
Cash Equivalents	15.5%	7,016	6,076	6,931	6,859	5,464
Goodwill	0.0%	48,568	48,555	48,568	293	47,937
Liabilities	24.5%	40,490	32,533	34,050	34,146	37,078
Current Liabilities	42.0%	25,891	18,227	20,080	19,899	21,788
Long Term Debt	0.0%	10,600	10,599	10,597	10,596	-
LT Debt, Non Current	0.0%	9,419	9,418	9,416	9,595	10,592
Shareholder's Equity	-1.7%	58,359	59,351	60,098	58,876	58,131
Retained Earnings	-1.3%	7,585	7,683	7,473	7,405	7,377
Additional Paid-In Capital	2.1%	55,047	53,891	52,979	51,780	50,919
Shares Outstanding	1.2%	1,009	997	997	991	989

* denotes actual numbers (not divided by Millions)
Cashflow (Last 12 Months)					(In Millions)
Description	(%) Q/Q	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1
Cashflow From Operations	12.8%	7,111	6,305	6,396	6,448	6,000
Share Based Compensation	1.4%	3,279	3,233	3,202	2,991	2,779
Cashflow From Investing	47.1%	-1,989	-3,760	-5,269	-15,946	-14,536
Cashflow From Financing	-213.0%	-3,562	-1,138	-430	7,874	7,838
Buy Backs	19.3%	4,000	3,354	0.00	-	-

Risks for CRM

What is the probability of a big loss on CRM?

76.9%

Probability that Salesforcecom stock will be more than 20% underwater in next one year

26.1%

Probability that Salesforcecom stock will be more than 30% underwater in next one year.

18.1%

Probability that Salesforcecom stock will be more than 40% underwater in next one year.

*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does CRM drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Salesforcecom was unfortunately bought at previous high price.

Drawdowns

Returns for CRM

Cumulative Returns on CRM

17.8%

10-Year Cumulative Returns

14.5%

7-Year Cumulative Returns

11.0%

5-Year Cumulative Returns

6.9%

3-Year Cumulative Returns

What are the long-term rolling returns for CRM?

FIve years rolling returns for Salesforcecom.

Annualized Returns

Which funds bought or sold CRM recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
2023-05-24	Old North State Trust, LLC	unchanged	-	8,000	23,000	0.02%
2023-05-23	Toroso Investments, LLC	added	162	12,959,000	17,340,000	0.30%
2023-05-23	Brookfield Corp /ON/	new	-	10,649,900	10,649,900	0.04%
2023-05-23	Seaport Global Advisors, LLC	added	2.51	258,857	734,192	2.32%
2023-05-23	Capital Impact Advisors, LLC	sold off	-100	-558,071	-	-%
2023-05-23	Front Row Advisors LLC	unchanged	-	66,000	196,000	0.09%
2023-05-22	AMERIPRISE FINANCIAL INC	reduced	-1.62	180,319,000	552,298,000	0.18%
2023-05-22	Arete Wealth Advisors, LLC	added	12.11	-680,758,000	1,152,000	0.09%
2023-05-22	FDx Advisors, Inc.	unchanged	-	-	33,030,000	1.44%
2023-05-22	CTC LLC	new	-	14,915,300	14,915,300	0.01%

Latest Funds Activity

Are funds buying CRM calls or puts?

Calls

Puts

Are funds bullish or bearish(Calls - Puts)?

Net Call Options

No. of funds that own CRM

No. of Funds

CRM Alerts

4 major insider sales recently.

Salesforcecom News

Schedule 13G FIlings of Salesforcecom

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 09, 2023	vanguard group inc	8.19%	81,871,309	SC 13G/A
Feb 09, 2023	fmr llc	-	0	SC 13G/A
Feb 07, 2023	blackrock inc.	7.1%	70,723,185	SC 13G/A
Feb 09, 2022	fmr llc	-	0	SC 13G/A
Feb 07, 2022	blackrock inc.	6.8%	66,756,973	SC 13G/A
Feb 16, 2021	price t rowe associates inc /md/	5.0%	45,844,942	SC 13G/A
Feb 10, 2021	vanguard group inc	7.71%	70,607,149	SC 13G/A
Feb 08, 2021	fmr llc	-	0	SC 13G/A
Feb 01, 2021	blackrock inc.	7.1%	65,415,954	SC 13G/A
Feb 14, 2020	price t rowe associates inc /md/	5.1%	45,608,407	SC 13G

CRM Fair Value

Salesforcecom fair value in different scenarios

The table shows the Fair Value estimates for Salesforcecom for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.

Fair Value	Very Pessimistic	Pessimistic	Base Case	Optimistic	Very Optimistic
Very Low Inflation	64.01 -70.29%	83.24 -61.36%	112.53 -47.77%	146.30 -32.09%	168.60 -21.74%
Current Inflation	59.13 -72.55%	75.43 -64.99%	99.77 -53.69%	127.69 -40.73%	146.05 -32.21%
Very High Inflation	53.17 -75.32%	66.11 -69.31%	84.89 -60.60%	106.32 -50.65%	120.37 -44.13%

Historical Salesforcecom Fair Value Estimates

Very Pessimistic Case

Pessimistic Case

Fair Value

Optimistic Case

Very Optimistic Case

Closing Stock Price

Recent SEC filings of Salesforcecom

View All Filings

Date Filed	Form Type	Document
May 24, 2023	4	Insider Trading
May 23, 2023	4	Insider Trading
May 23, 2023	4	Insider Trading
May 23, 2023	4	Insider Trading
May 23, 2023	4	Insider Trading
May 23, 2023	4	Insider Trading
May 23, 2023	4	Insider Trading
May 23, 2023	4	Insider Trading
May 23, 2023	4	Insider Trading
May 23, 2023	4	Insider Trading

Latest Insider Trading transactions for CRM

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
2023-05-23	Harris Parker	sold	-259,675	207	-1,250	co-founder and cto
2023-05-23	Harris Parker	acquired	94,462	75.57	1,250	co-founder and cto
2023-05-22	WEBB MAYNARD G JR	acquired	-	-	535	-
2023-05-22	Morfit G Mason	acquired	-	-	554	-
2023-05-22	Washington Robin L	acquired	-	-	535	-
2023-05-22	ROBERTSON SANFORD	acquired	-	-	535	-
2023-05-22	Wojcicki Susan	acquired	-	-	535	-
2023-05-22	Roos John Victor	acquired	-	-	535	-
2023-05-22	DONALD ARNOLD W	acquired	-	-	554	-
2023-05-22	Conway Craig	acquired	-	-	535	-

About Salesforcecom

Marc R. Benioff

www.salesforce.com

65535

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.

CRM Income Statement

2023-01-31

Consolidated Statements of Operations - USD ($)
shares in Millions, $ in Millions

12 Months Ended

Jan. 31, 2023

Jan. 31, 2022

Jan. 31, 2021

Revenues:

Total revenues

$ 31,352

$ 26,492

$ 21,252

Cost of revenues:

Total cost of revenues

^[1],[2]

8,360

7,026

5,438

Gross profit

22,992

19,466

15,814

Operating expenses:

Research and development

^[1],[2]

5,055

4,465

3,598

Marketing and sales

^[1],[2]

13,526

11,855

9,674

General and administrative

^[1],[2]

2,553

2,598

2,087

Restructuring (Note 10)

^[1],[2]

828

Total operating expenses

^[1],[2]

21,962

18,918

15,359

Income from operations

1,030

548

455

Gains (losses) on strategic investments, net

(239)

1,211

2,170

Other expense

(131)

(227)

(64)

Income before benefit from (provision for) income taxes

660

1,532

2,561

Benefit from (provision for) income taxes

^[3]

(452)

(88)

1,511

Net income

$ 208

$ 1,444

$ 4,072

Basic net income per share (in dollars per share)

$ 0.21

$ 1.51

$ 4.48

Diluted net income per share (in dollars per share)

$ 0.21

$ 1.48

$ 4.38

Shares used in computing basic net income per share (in shares)

992

955

908

Shares used in computing diluted net income per share (in shares)

997

974

930

Subscription and support

Revenues:

Total revenues

$ 29,021

$ 24,657

$ 19,976

Cost of revenues:

Total cost of revenues

^[1],[2]

5,821

5,059

4,154

Professional services and other

Revenues:

Total revenues

2,331

1,835

1,276

Cost of revenues:

Total cost of revenues

^[1],[2]

$ 2,539

$ 1,967

$ 1,284

[1]

Amounts include amortization of intangible assets acquired through business combinations, as follows:


	Fiscal Year Ended January 31,
		2023		2022		2021
Cost of revenues		$	1,035	$	897	$	662
Marketing and sales		916		727		459

[2]

Amounts include stock-based compensation expense, as follows:


	Fiscal Year Ended January 31,
		2023		2022		2021
Cost of revenues		$	499	$	386	$	241
Research and development		1,136		918		703
Marketing and sales		1,256		1,104		941
General and administrative		368		371		305
Restructuring		20		0		0

[3]

During fiscal 2021, the Company recorded approximately $2.0 billion of a one-time benefit from a discrete tax item related to the recognition of deferred tax assets resulting from an intra-entity transfer of intangible property.

CRM Balance Sheet

2023-01-31

Consolidated Balance Sheets - USD ($) $ in Millions	Jan. 31, 2023	Jan. 31, 2022
Current assets:
Cash and cash equivalents	$ 7,016	$ 5,464
Marketable securities	5,492	5,073
Accounts receivable, net	10,755	9,739
Costs capitalized to obtain revenue contracts, net	1,776	1,454
Prepaid expenses and other current assets	1,356	1,120
Total current assets	26,395	22,850
Property and equipment, net	3,702	2,815
Operating lease right-of-use assets, net	2,890	2,880
Noncurrent costs capitalized to obtain revenue contracts, net	2,697	2,342
Strategic investments	4,672	4,784
Goodwill	48,568	47,937
Intangible assets acquired through business combinations, net	7,125	8,978
Deferred tax assets and other assets, net	2,800	2,623
Total assets	98,849	95,209
Current liabilities:
Accounts payable, accrued expenses and other liabilities	6,743	5,470
Operating lease liabilities, current	590	686
Unearned revenue	17,376	15,628
Debt, current	1,182	4
Total current liabilities	25,891	21,788
Noncurrent debt	9,419	10,592
Noncurrent operating lease liabilities	2,897	2,703
Other noncurrent liabilities	2,283	1,995
Total liabilities	40,490	37,078
Commitments and contingencies (See Notes 6 and 14)
Stockholders’ equity:
Preferred stock, $0.001 par value; 5 shares authorized and none issued and outstanding	0	0
Common stock, $0.001 par value; 1,600 shares authorized, 1,009 and 989 issued and outstanding at January 31, 2023 and 2022, respectively	1	1
Treasury stock, at cost	(4,000)	0
Additional paid-in capital	55,047	50,919
Accumulated other comprehensive loss	(274)	(166)
Retained earnings	7,585	7,377
Total stockholders’ equity	58,359	58,131
Total liabilities and stockholders’ equity	$ 98,849	$ 95,209