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Upturn AI Summary - About
Salesforce.com Inc(CRM)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CRM
11/02/2026: CRM (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Salesforce.com Inc is a foundational cloud enterprise software provider known for its CRM platform and broad suite of business tools. The company’s primary strength lies in its expansive Customer 360 ecosystem, which drives recurring revenue and high customer retention. The investment story centers on the company’s transition toward maturing its platform through AI integration while expanding margins. However, investors face significant risks including fierce competition from hyperscalers like Microsoft, execution challenges inherent in its acquisitive growth model, and sensitivity to enterprise IT spending. Salesforce suits growth-oriented investors looking for exposure to enterprise digital transformation, with recent developments like dividend initiation signaling a focus on long-term shareholder returns.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Salesforce remains a core cloud platform provider with significant scale and ongoing innovation in AI. |
| Momentum investor | Strong fit while signal remains positive | The stock often trends with broader technology sector sentiment and internal margin expansion narratives. |
| Value investor | Mixed fit | While valuation has become more reasonable compared to historical highs, it is not a traditional value play. |
| Dividend investor | Mixed fit | The dividend is new and modest, acting more as a signaling mechanism for maturity than a high-yield income source. |
| Low-risk investor | Weak fit | As a large-cap growth stock, it remains subject to market volatility and sector-specific risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | Technology stocks are often sensitive to interest rate changes and macro sentiment. |
| Valuation risk | Medium | Investors must pay for growth, which can lead to rapid price adjustments if growth slows. |
| Competition risk (AI competition) | High | Aggressive AI strategies from Microsoft and others threaten to displace specialized workflows. |
| Business quality | Strong | The high recurring revenue and deep integration create a resilient, sticky enterprise franchise. |
| Dividend income | Low | Dividends are not the primary reason to hold this equity. |
| Execution risk | Medium | Integrating diverse, massive acquisitions requires consistent, high-level operational discipline. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 13.16% | Avg. Invested days 37 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 11/02/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 188.61B USD | Price to earnings Ratio 20.97 | 1Y Target Price 287.08 |
Price to earnings Ratio 20.97 | 1Y Target Price 287.08 | ||
Volume (30-day avg) 8.2M shares | Beta 1.26 | 52 Weeks Range 146.06 - 267.80 | Updated Date 11/01/2026 |
52 Weeks Range 146.06 - 267.80 | Updated Date 11/01/2026 | ||
Dividends yield (FY) 0.74% | Basic EPS (TTM) 10.93 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription and Support | License fees for Sales Cloud, Service Cloud, Marketing Cloud, and industry-specific clouds. | This is the primary, predictable revenue stream generated by long-term contracts. |
| Professional Services | Consulting and implementation services to help clients set up the platform. | This supports adoption but is generally lower margin than subscription software. |
| Geography | Operations across North America, Europe, and Asia-Pacific. | Salesforce is a global entity, though North America remains the largest contributor to revenue. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 20.97 | Forward PE 14.68 | Enterprise Value 218.95B | Price to Sales(TTM) 4.29 |
Enterprise Value 218.95B | Price to Sales(TTM) 4.29 | ||
Enterprise Value to Revenue 4.98 | Enterprise Value to EBITDA 13.36 | Shares Outstanding 823.00M | Shares Floating 797.53M |
Shares Outstanding 823.00M | Shares Floating 797.53M | ||
Percent Insiders 2.98 | Percent Institutions 87.19 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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