What Does Salesforce (CRM) Do? - Stock Outlook, Earnings, Market Cap, Related Stocks, and Headquarters Overview
An overview of Salesforce (CRM) stock price, outlook, earnings, revenue, market cap, and related stocks. As a flagship name in the global application software industry, the stock and earnings trajectory are jointly driven by AI agent transition, cloud revenue growth rate, operating margin trends, cross-selling across modules, and the company's capital return policy.
🏢 What kind of company is Salesforce?
Salesforce (CRM) is a global application software company headquartered in San Francisco, USA, founded in 1999 by Marc Benioff and co-founders. It has held a global leading position in the cloud-based application software market for sales, marketing, service, and commerce automation.
It operates an integrated customer data platform that combines multiple cloud modules including Sales, Service, Marketing, Commerce, Analytics (Tableau), Collaboration (Slack), and Data Integration (MuleSoft). The company is progressively expanding its scope through AI agent-based automation.
💰 How does Salesforce make money?
| Business Segment | Revenue Mix | Description | ||||||
|---|---|---|---|---|---|---|---|---|
| Subscription Cloud | Core growth driver | Sales, Service, Marketing, Commerce, and Platform modules | ||||||
| Professional Services & Other | Supplementary business | Implementation, training, and consulting revenue |
| 종목 | 회사명 | 가격 | 등락 | 시총 | PER | PBR | ROE | 배당률 |
|---|---|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp | $451.60 | +15.6% | $3.35T | 25.2 | 7.6 | 34.04% | 0.88% |
| ORCL | Oracle Corp | $127.56 | +8.3% | $367.4B | 21.9 | 9.8 | 54.28% | 1.53% |
| ADBE | Adobe Inc | $247.90 | -5.9% | $98.5B | 14.2 | 8.6 | 62.95% | - |
| SAP | Sap SE ADR | $180.88 | -2.8% | $208.8B | 22.7 | 4.1 | 18.71% | 1.65% |
| 종목 | 회사명 | 가격 | 등락 | 시총 | PER | PBR | ROE | 배당률 |
|---|---|---|---|---|---|---|---|---|
| AMZN | Amazon.com Inc | $236.07 | +4.2% | $2.54T | 28.2 | 5.7 | 24.28% | - |
| GOOGL | Alphabet Inc | $333.83 | -0.9% | $4.08T | 16.8 | 6.6 | 48.68% | 0.24% |
| SNOW | Snowflake Inc | $298.10 | +5.4% | $103.3B | - | 53.3 | -55.07% | - |
✅ Salesforce investor checklist
Key checkpoints to review when investing in Salesforce. Cloud revenue growth rate, AI agent monetization progress, operating margin recovery trajectory, and capital return policy function as key short- and mid-term variables.
| Checkpoint | What to Verify | Current Status |
|---|---|---|
| Cloud Growth | Subscription cloud revenue growth rate trend | Maintained |
| AI Monetization | Revenue contribution from AI agents such as Agentforce | Early expansion phase |
| Operating Margin | SaaS margin recovery trend | Expanding |
| Capital Return | Share buyback and dividend trend | Steady return flow |
Corporate IT spending slowdown and intensifying application software competition pose near-term risks. If AI agent monetization lags expectations, multiple compression could materialize, and integration of acquired assets along with goodwill management should also be monitored as margin volatility drivers.
As a flagship core holding within the global application software industry, Salesforce is a large-cap SaaS company that combines AI agent transition with module integration. AI monetization pace and operating margin recovery are the key variables to watch, and a phased buying approach with a long-term horizon is recommended for investors seeking long-term SaaS exposure.
이 글은 2026년 5월 21일 기준 정보입니다.