Salesforce Competitors
| CRM Stock | USD 214.08 13.88 6.09% |
Salesforce vs Lam Research Correlation
Good diversification
The correlation between Salesforce and LRCX is -0.17 (i.e., Good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Salesforce and LRCX in the same portfolio, assuming nothing else is changed.
Moving against Salesforce Stock
At this time, Salesforce's Return On Capital Employed is very stable compared to the past year. As of the 29th of January 2026, Return On Assets is likely to grow to 0.06, while Return On Tangible Assets are likely to drop 0.12. At this time, Salesforce's Intangible Assets are very stable compared to the past year. As of the 29th of January 2026, Fixed Asset Turnover is likely to grow to 9.54, while Deferred Long Term Asset Charges is likely to drop about 21 M.Salesforce Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Salesforce and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Salesforce and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Salesforce does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Salesforce Stock performing well and Salesforce Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Salesforce's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| SHOP | 2.13 | (0.38) | 0.00 | (0.12) | 0.00 | 5.06 | 12.99 | |||
| SAP | 1.11 | (0.29) | 0.00 | (0.38) | 0.00 | 2.09 | 6.32 | |||
| UBER | 1.43 | (0.29) | 0.00 | (0.33) | 0.00 | 2.50 | 10.23 | |||
| APP | 2.70 | (0.11) | 0.00 | (0.14) | 0.00 | 5.14 | 15.84 | |||
| INTU | 1.49 | (0.39) | 0.00 | (0.41) | 0.00 | 2.38 | 10.42 | |||
| MU | 3.47 | 1.09 | 0.32 | 0.62 | 2.95 | 8.93 | 19.80 | |||
| NOW | 1.60 | (0.58) | 0.00 | (0.92) | 0.00 | 2.43 | 14.07 | |||
| IBM | 1.35 | (0.03) | 0.00 | 0.05 | 1.78 | 2.54 | 12.56 | |||
| CSCO | 1.05 | 0.17 | 0.09 | 0.61 | 1.12 | 2.21 | 8.38 | |||
| LRCX | 2.62 | 0.65 | 0.25 | 0.38 | 2.43 | 6.27 | 12.15 |
Cross Equities Net Income Analysis
Compare Salesforce and related stocks such as Shopify, SAP SE ADR, and Uber Technologies Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHOP | (1.2 M) | (1.2 M) | (1.2 M) | (4.8 M) | (22.3 M) | (18.8 M) | (35.4 M) | (40 M) | (64.6 M) | (124.8 M) | 319.5 M | 2.9 B | (3.5 B) | 132 M | 2 B | 2.3 B | 2.4 B |
| SAP | 567.5 M | 3.4 B | 2.8 B | 3.3 B | 3.3 B | 3.1 B | 3.6 B | 4 B | 4.1 B | 3.3 B | 5.1 B | 5.3 B | 2.3 B | 6.1 B | 3.1 B | 3.6 B | 2.7 B |
| UBER | (2.7 B) | (2.7 B) | (2.7 B) | (2.7 B) | (2.7 B) | (2.7 B) | (370 M) | (4 B) | 997 M | (8.5 B) | (6.8 B) | (496 M) | (9.1 B) | 1.9 B | 9.9 B | 11.3 B | 11.9 B |
| APP | (260 M) | (260 M) | (260 M) | (260 M) | (260 M) | (260 M) | (260 M) | (260 M) | (260 M) | 119 M | (125.2 M) | 35.4 M | (192.7 M) | 356.7 M | 1.6 B | 1.8 B | 1.9 B |
| INTU | 8.4 M | 792 M | 858 M | 907 M | 365 M | 979 M | 971 M | 1.3 B | 1.6 B | 1.8 B | 2.1 B | 2.1 B | 2.4 B | 3 B | 3.9 B | 4.4 B | 4.7 B |
| MU | 200 K | (1 B) | 1.2 B | 3 B | 2.9 B | (276 M) | 5.1 B | 14.1 B | 6.3 B | 2.7 B | 5.9 B | 8.7 B | (5.8 B) | 778 M | 8.5 B | 9.8 B | 10.3 B |
| NOW | (3.7 M) | (6.7 M) | (37.3 M) | (73.7 M) | (179.4 M) | (198.4 M) | (451.8 M) | (149.1 M) | (26.7 M) | 626.7 M | 119 M | 230 M | 325 M | 1.7 B | 1.4 B | 1.6 B | 1.7 B |
| IBM | 6.6 B | 15.9 B | 16.6 B | 16.5 B | 12 B | 13.2 B | 11.9 B | 5.8 B | 8.7 B | 9.4 B | 5.6 B | 5.7 B | 1.6 B | 7.5 B | 6 B | 6.9 B | 7.9 B |
| CSCO | 400 K | 8 B | 10 B | 7.9 B | 9 B | 10.7 B | 9.6 B | 110 M | 11.6 B | 11.2 B | 10.6 B | 11.8 B | 12.6 B | 10.3 B | 10.2 B | 11.7 B | 12.3 B |
| LRCX | 1.7 M | 168.7 M | 113.9 M | 632.3 M | 655.6 M | 914 M | 1.7 B | 2.4 B | 2.2 B | 2.3 B | 3.9 B | 4.6 B | 4.5 B | 3.8 B | 5.4 B | 6.2 B | 6.5 B |
Salesforce and related stocks such as Shopify, SAP SE ADR, and Uber Technologies Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Salesforce financial statement analysis. It represents the amount of money remaining after all of Salesforce operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Salesforce Competitive Analysis
The better you understand Salesforce competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Salesforce's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Salesforce's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Salesforce Competition Performance Charts
Five steps to successful analysis of Salesforce Competition
Salesforce's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Salesforce in relation to its competition. Salesforce's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Salesforce in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Salesforce's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Salesforce, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Salesforce position
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Check out Salesforce Correlation with its peers. To learn how to invest in Salesforce Stock, please use our How to Invest in Salesforce guide.You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.
Will Application Software sector continue expanding? Could Salesforce diversify its offerings? Factors like these will boost the valuation of Salesforce. Projected growth potential of Salesforce fundamentally drives upward valuation adjustments. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Salesforce data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 0.386 | Dividend Share 1.648 | Earnings Share 7.5 | Revenue Per Share | Quarterly Revenue Growth 0.086 |
Understanding Salesforce requires distinguishing between market price and book value, where the latter reflects Salesforce's accounting equity. The concept of intrinsic value—what Salesforce's is actually worth based on fundamentals—guides informed investors toward better entry and exit points. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. Market sentiment, economic cycles, and investor behavior can push Salesforce's price substantially above or below its fundamental value.
It's important to distinguish between Salesforce's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Salesforce should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. In contrast, Salesforce's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.