CRM · Salesforce, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Agentforce and Data 360 ARR | 3.4B | Q1 FY27 | — |
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| Agentforce ARR | 1.2B | Q1 FY27 | — |
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| Agentic Work Units delivered | 3.8B | Q1 FY27 | — |
| Current remaining performance obligation | 33.6B | Q1 FY27 | — |
| Data 360 records ingested | 52T | Q1 FY27 | — |
| Data 360 records ingested via Zero Copy | 35T | Q1 FY27 | — |
| First quarter free cash flow non-GAAP | 6.6B | Q1 FY27 | — |
| First quarter operating cash flow | 6.7B | Q1 FY27 | — |
| Free cash flow non-GAAP | $6.56B | Three Months Ended April 30, 2026 | — |
| Informatica Cloud ARR | 1.1B | Q1 FY27 | — |
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| Non-GAAP diluted net income per share non-GAAP | $3.88 | Three Months Ended April 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP diluted net income per share $1.59
+$0.41 Amortization of purchased intangibles
+$0.82 Stock-based compensation expense
+$0.04 Restructuring and acquisition-related costs
-$0.28 Income tax effects and adjustments
= Non-GAAP diluted net income per share $2.58
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| Non-GAAP income from operations non-GAAP | $3.87B | Three Months Ended April 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP income from operations $1.94B
+$395M Amortization of purchased intangibles
+$799M Stock-based compensation expense
+$36M Restructuring and acquisition-related costs
= Non-GAAP income from operations $3.17B
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| Non-GAAP net income non-GAAP | $3.38B | Three Months Ended April 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP GAAP net income $1.54B
+$395M Amortization of purchased intangibles
+$799M Stock-based compensation expense
+$36M Restructuring and acquisition-related costs
-$272M Income tax effects and adjustments
= Non-GAAP net income $2.5B
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| Non-GAAP operating margin non-GAAP | 34.8% | Three Months Ended April 30, 2026 | — |
| Public Sector Industry Cloud ARR | 2B | Q1 FY27 | — |
| Remaining performance obligation | 67.9B | As of April 30, 2026 | +0.0% |
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| Tokens processed to date | 28.6T | Q1 FY27 | — |
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| Agentforce deals closed since launch | 29,000 | Q4 FY2026 | — |
| Dividends | 1.6B | FY2026 | — |
| FY26 Data 360 records ingested | 112T | FY2026 | — |
| FY26 Data 360 records ingested via Zero Copy | 53T | FY2026 | — |
| FY26 free cash flow non-GAAP | 14.4B | FY2026 | — |
| FY26 non-GAAP operating margin non-GAAP | 34.1% | FY2026 | — |
| FY26 operating cash flow | 15B | FY2026 | — |
| Returned to shareholders | 14.3B | FY2026 | — |
| Salesforce industry businesses ARR | 6.6B | FY2026 | — |
| Share repurchases | 12.7B | FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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CRM
this stock
Salesforce, Inc.
|
$171.31B | -21.0% | +25.9% | 24.2 | 3.6% |
|
SAP
Sap SE
|
$252.40B | -10.0% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$192.03B | -7.3% | +30.1% | 100.2 | 1.6% |
|
UBER
Uber Technologies, Inc
|
$160.95B | -3.6% | +18.3% | — | 2.3% |
|
NOW
ServiceNow, Inc.
|
$132.85B | -16.1% | +39.0% | 80.3 | 3.6% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CRM | +6.6% | +27.8% | +8.4% | +13.7% | -21.0% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | +8.0% | +24.2% | -3.2% | +11.2% | -33.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.