Company Analysis

Salesforce, Inc. (CRM)

NYSE: CRM · Services-Prepackaged Software · San Francisco, CA · filing with the SEC since 2003
Grade6.2
◀ Past 7.6● Present 6.6▶ Future 5.0

The grade of Salesforce, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.2/10
◀ Past7.625% of the headline
● Present6.635% of the headline
▶ Future5.040% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

7.6/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.3/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 22% of this tense · 73rd percentile among 230 sector filers · read for itself

From the record

Salesforce, Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
7.2/10

What has it actually done, year after year?

+19.4% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 72nd percentile among 213 sector filers · read for its customers

From the record

Salesforce, Inc.'s 10 filed years say what it did: revenue went from $8.4 billion in fiscal 2017 to $42 billion in fiscal 2026, up 19.4% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span19.4%top 49% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profittop 7% of its family
  • the deepest fall from a revenue peak0.0%top 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.4/10

How has it treated the people who own it?

Share count shrank 1.4% a year. 81% of cash flow returned. Insiders: 44 sales, 6 purchases.

weight 33% of this tense · 84th percentile among 152 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-01-31, Salesforce, Inc.'s diluted share count shrank about 1.4% a year, and dividends and buybacks returned about 81% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 44 sales (41 under scheduled 10b5-1 plans) and 6 purchases of their own stock on the open market in the year to 2026-10-23, buying about $28 million (their Form 4 filings).

What it rests on

  • the share count over the yearstop 14% of its family
  • cash returned against operating cash flowtop 19% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.6/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
6.2/10

Is it financially healthy right now?

ROE 13%: 13¢ of profit per shareholder dollar. Leverage 47%: owes 47¢ per asset dollar.

weight 45% of this tense · 62nd percentile among 217 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-01-31, Salesforce, Inc. earned about 13 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 29 cents per dollar of everything the company owns. Leverage: it owed about 47 cents per dollar of assets, and net share issuance: its share count shrank 1.8% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 49% of its family
  • return on equitytop 26% of its family
  • gross profit against assetsbottom 38% of its family
  • the share count against the year beforetop 13% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
7.5/10

How strong is its position in its industry?

top 25% of 218 in its family; net margin 18%.

weight 33% of this tense · 75th percentile among 218 sector filers · read for its customers

From the record

Salesforce, Inc.'s standing among 218 graded names in its industry family: revenue of $42 billion in fiscal 2026 ranks in the top 1% by size; a net margin of 18% ranks in the top 18%; revenue growth of 9.8% a year over the last 3 filed years ranks in the bottom 43% (its annual reports).

What it rests on

  • revenue against the family$41.52Btop 1% of its family
  • net margin18.0%top 18% of its family
  • three-year revenue growth9.8%bottom 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.3/10

What are the people in charge doing?

top 37% of 139 in its family for leadership; chief executive since 2006.

weight 22% of this tense · 63rd percentile among 139 sector filers · read for its shareholders

From the record

Salesforce, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Benioff, Marc (Chair and CEO, as filed), filing under that title since 2006-01-04, 20.9 years (top 1% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 4.9 years (bottom 39%); 10 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (bottom 50%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge10 in three years among 19 peopletop 50% of its family
  • the median years the people in charge have filed4.9 yearsbottom 39% of its family
  • the chief executive's years on the record20.9 yearstop 1% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.0/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
5.3/10

How much room does it have to grow?

top 47% of 216 in its family for room to expand.

weight 22% of this tense · 53rd percentile among 216 sector filers · read for itself

From the record

Salesforce, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $7.3 billion against debt of $10 billion leaves -2.8% of its assets as net cash, bottom 18% of its family; cash from operations less capital spending is 34.7% of revenue (top 8%); a gross margin of 77.7% (top 27%); research spending of 14.4% of revenue (bottom 29%) (its annual report).

What it rests on

  • cash less debt against assets-2.8%bottom 18% of its family
  • cash from operations less capital spending against revenue34.7%top 8% of its family
  • gross margin77.7%top 27% of its family
  • research spending against revenue14.4%bottom 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.1/10

What could actually drive growth from here?

bottom 41% of 213 in its family for growth drivers.

weight 45% of this tense · 41st percentile among 213 sector filers · read for its customers

From the record

Salesforce, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 9.8% a year over the last three filed years against 19.4% over all 10, slowing (bottom 38% of its family); the newest year grew 9.6% (bottom 41%); research spending grew 5.8% a year (bottom 45%); capital spending grew -9.4% a year (bottom 40%) (its annual reports). Salesforce, Inc. reported 6 product lines in fiscal 2026: Agentforce Service at $9.8 billion (24%), Agentforce Sales at $9.0 billion (22%), Agentforce360 Platform Slack and Other at $8.9 billion (21%), and 3 more; 5 of 6 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-9.6 points a yearbottom 38% of its family
  • the newest year's revenue growth9.6%bottom 41% of its family
  • three-year growth of research spending5.8%bottom 45% of its family
  • three-year growth of capital spending-9.4%bottom 40% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.1/10

Did its newest year beat what its own record pointed to?

top 39% of 194 in its family for expectations against reality.

weight 33% of this tense · 61st percentile among 194 sector filers · read for its shareholders

From the record

Salesforce, Inc.'s newest year against its own record: revenue of $42 billion in fiscal 2026 came in 0.3% below the $42 billion its prior three years' pace pointed to (top 48% of its family); net income of $7.5 billion against a prior three-year average of $3.5 billion (top 20%); a net margin of 18% against 9.6% before (top 50%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-0.3%top 48% of its family
  • net income against the prior three years' average+112%top 20% of its family
  • net margin against its prior average+8.3 pointstop 50% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton CRM · research, not advice