Equity Brief · Technology2026-09-01
CRM·Technology

Salesforce, Inc.

I · AI Analysis

The brief

Salesforce provides cloud-based customer relationship management software that helps companies manage sales, customer service, marketing, and commerce operations [Yahoo Finance]. The company recently launched Agentforce, a platform for building AI agents that work alongside humans, and owns Slack, a workplace messaging tool [Yahoo Finance]. It serves industries including financial services, healthcare, manufacturing, and government [Yahoo Finance].

Salesforce is a $212 billion enterprise software company that sells customer relationship management and business tools, employing over 83,000 people [Yahoo Finance]. Recent earnings results showed the company growing revenue 10.8% year-over-year to $43.9 billion, easing investor fears that AI adoption would undermine its traditional per-user pricing model [Insider Monkey]. The company is integrating AI capabilities into its platform through partnerships, including a new product called Claudeforce that combines Anthropic's Claude AI with Salesforce's customer data tools [Insider Monkey].

Salesforce is financially healthy with strong cash generation and improving operating margins, though institutional holders trimmed positions last quarter.

The brief AI analysisConfidence 8/10

Sentinellis health

Financially healthy

7.0/10

7+ strong · 4–7 moderate · under 4 weak

Profitability

15% of score10.0/10
Net margin+22.0%Gross margin+77.3%

Returns on capital

15% of score3.3/10
ROIC+7.8%· need > 10%Return on equity+19.4%

Growth & momentum

20% of score10.0/10
Revenue growth+10.8%Operating margin trend+1.7pp YoY

Balance sheet

25% of score6.0/10
Current ratio0.8x· need > 1.2xNet debt / EBITDA2.4xInterest coverage· no dataDebt / equity1.10

Cash generation

15% of score10.0/10
Free cash flow$14.7BCash vs reported profit$15.2B vs $9.7B

Value creation

10% of score0.0/10
ROIC vs cost of capital-1.9pp· need ROIC above WACC

Sentinellis calculation from the published statements — not a score reported by any data source. Each category is scored on the checks that had data; missing inputs are excluded rather than counted as failures.

Market capitalisation

$212.0B

Revenue (TTM)

$43.9B

II · Recent news

What moved

3 stories · ranked by relevance

  • company2026-09-01

    Salesforce (CRM) Stock Surges as Jim Cramer Says AI Fears Were Overstated

    Insider Monkey

  • sector2026-09-01

    AI Software Stocks Are at a Turning Point. These 2 Are Showing the Way.

    Barron's

  • company2026-09-01

    Salesforce (CRM) Bets Its Next Chapter On An Unlikely AI Marriage

    Insider Monkey

Premium · Free with any account

Major institutional holders including BlackRock, Vanguard, State Street, and Morgan Stanley all reduced positions last quarter, with Morgan Stanley cutting its stake by 26.4% [EODHD]

1 of 4 risks in this report

Risks

4

Opportunities

5

Red flags

1

Leadership

5

9 more findings in the full report — free with any account.

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Produced 01 Sept 2026, 13:08 UTC

Figures come from company filings and market data. The Sentinellis health score and the wording attached to it are our interpretation of those figures, not numbers the company reported.

Not investment advice and not a recommendation to buy or sell. Sentinellis holds no positions in the companies it covers, takes no payment from issuers, and has no broker referral arrangements.

How every figure and score is calculated