Salesforce Fundamentals

CRM
 Stock
  

USD 189.89  3.16  1.69%   

Salesforce fundamentals help investors to digest information that contributes to Salesforce's financial success or failures. It also enables traders to predict the movement of Salesforce Stock. The fundamental analysis module provides a way to measure Salesforce's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Salesforce stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  
Salesforce Gross Profit is relatively stable at the moment as compared to the past year. The company's current value of Gross Profit is estimated at 21 Billion. Net Income is expected to hike to about 1.6 B this year, although the value of Weighted Average Shares will most likely fall to nearly 915 M.

Salesforce Shares Owned by Institutions Analysis

Salesforce's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current Salesforce Shares Owned by Institutions

    
  79.77 %  
Most of Salesforce's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Salesforce is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

Based on the latest financial disclosure, 79% of Salesforce are shares owned by institutions. This is 74.78% higher than that of the Technology sector and significantly higher than that of the Software—Application industry. The shares owned by institutions for all United States stocks is 103.44% lower than that of the firm.

Salesforce Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Salesforce's current stock value. Our valuation model uses many indicators to compare Salesforce value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Salesforce competition to find correlations between indicators driving Salesforce's intrinsic value. More Info.
Salesforce is number one stock in current ratio category among related companies. It is number one stock in price to earning category among related companies reporting about  97.32  of Price to Earning per Current Ratio. Salesforce Current Ratio is relatively stable at the moment as compared to the past year. The company's current value of Current Ratio is estimated at 1.08. Comparative valuation analysis is a catch-all model that can be used if you cannot value Salesforce by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Salesforce's Stock . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Salesforce's earnings, one of the primary drivers of an investment's value.

Salesforce Current Valuation Drivers

We derive many important indicators used in calculating different scores of Salesforce from analyzing Salesforce's financial statements. These drivers represent accounts that assess Salesforce's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Salesforce's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee4.4 K31.71 K2.57 K71.74 K19.64 K21.19 K
Revenue Per Employee361.38 K379.49 K348.94 K374.41 K360.23 K331.94 K
Average Assets18.49 B26.53 B42.89 B59.21 B84.05 B90.68 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA1.2 B1.97 B2.84 B5.41 B4.83 B5.21 B
Earnings Before Interest Taxes and Depreciation Amortization USD1.2 B1.97 B2.84 B5.41 B4.83 B5.21 B
Earnings before Tax420 M983 M706 M2.56 B1.53 B1.65 B
Average Equity8.9 B13.72 B25.19 B38.7 B53.32 B57.53 B
Enterprise Value82.05 B117.83 B163.93 B208.5 B238.39 B257.21 B
Free Cash Flow2.2 B2.8 B3.69 B4.09 B5.28 B5.7 B
Invested Capital2.81 B4.52 B10.8 B16.51 B22.68 B24.48 B
Invested Capital Average1.67 B4.46 B10.38 B14.26 B20.18 B21.77 B
Market Capitalization82.28 B116.26 B161.71 B206.39 B229.14 B247.23 B
Tangible Asset Value13.7 B15.27 B23.92 B34.15 B35.95 B38.79 B
Working Capital(483 M)(572 M)1.12 B4.16 B1.06 B1.15 B

Salesforce ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Salesforce's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Salesforce's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

Salesforce Institutional Holders

Institutional Holdings refers to the ownership stake in Salesforce that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Salesforce's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Salesforce's value.
Security TypeSharesValue
Vanguard Group IncCommon Shares79.3 M13.1 B
Blackrock IncCommon Shares69.1 M11.4 B
Fmr LlcCommon Shares49 M8.1 B
Geode Capital Management LlcCommon Shares16.6 M2.7 B
Fisher Asset Management LlcCommon Shares15.7 M2.6 B
Jennison Associates LlcCommon Shares13.5 M2.2 B
Northern Trust CorpCommon Shares11.8 M1.9 B
Let's try to break down what Salesforce's beta means in this case. Salesforce returns are very sensitive to returns on the market. As the market goes up or down, Salesforce is expected to follow.

Salesforce Fundamentals

About Salesforce Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Salesforce's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Salesforce using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Salesforce based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Last ReportedProjected for 2022
Deferred Revenue15.6 B16.9 B
Cost of RevenueB7.6 B
Revenues26.5 B28.6 B
Revenue to Assets 0.28  0.41 
Revenue Per Employee360.2 K331.9 K
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California. Salesforce operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. It employs 77810 people.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Salesforce without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with Salesforce

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Salesforce position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Salesforce will appreciate offsetting losses from the drop in the long position's value.

Moving together with Salesforce

0.85BILLBill Holdings Earnings Call  This WeekPairCorr
The ability to find closely correlated positions to Salesforce could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Salesforce when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Salesforce - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Salesforce to buy it.
The correlation of Salesforce is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Salesforce moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Salesforce moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Salesforce can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to Salesforce Piotroski F Score and Salesforce Altman Z Score analysis. Note that the Salesforce information on this page should be used as a complementary analysis to other Salesforce's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Financial Widgets module to easily integrated Macroaxis content with over 30 different plug-and-play financial widgets.

Complementary Tools for Salesforce Stock analysis

When running Salesforce price analysis, check to measure Salesforce's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Salesforce is operating at the current time. Most of Salesforce's value examination focuses on studying past and present price action to predict the probability of Salesforce's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Salesforce's price. Additionally, you may evaluate how the addition of Salesforce to your portfolios can decrease your overall portfolio volatility.
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Is Salesforce's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Salesforce. If investors know Salesforce will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Salesforce listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
-0.94
Market Capitalization
188.9 B
Quarterly Revenue Growth YOY
0.24
Return On Assets
0.0021
Return On Equity
0.0198
The market value of Salesforce is measured differently than its book value, which is the value of Salesforce that is recorded on the company's balance sheet. Investors also form their own opinion of Salesforce's value that differs from its market value or its book value, called intrinsic value, which is Salesforce's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Salesforce's market value can be influenced by many factors that don't directly affect Salesforce's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Salesforce's value and its price as these two are different measures arrived at by different means. Investors typically determine Salesforce value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Salesforce's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.