CluenexSalesforce Inc CRM
Salesforce Inc scores average on business quality (5.9 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Salesforce Inc does
Salesforce sells cloud-based customer relationship management software to enterprises, charging subscription fees to power their sales, service, and marketing operations. The company is leaning heavily into AI-driven automation products to re-accelerate top-line expansion.
- What it does best
Salesforce dominates enterprise customer data management, securing a gross margin of 77% that beats peer SNPS at 72%. Deep workflow integration across corporate departments makes ripping out its software painful for clients.
- The main risk
Revenue growth slowing to 9.6% signals a mature core business facing saturation in its primary enterprise markets, threatening the double-digit expansion history that investors once took for granted.
Quality, check by check
Scored against its own industry, from company filings.
Operating margin sits at 21.5% with a top-decile free cash flow margin in the 85th sector percentile. High cash conversion proves the business gets steadily more efficient as revenue scales.
Enterprise switching costs form the primary moat, locking in corporate IT buyers. Gross margin sits in the top quartile at the 77th sector percentile, though a 4.9 moat score reflects intense software competition.
Revenue grew 9.6%, slowing down compared to historical annual figures as the massive enterprise customer base matures and large-deal additions moderate.
Total debt of $15.0 billion sits against $9.6 billion in cash, with interest coverage at 9.6x keeping debt servicing manageable. Free cash flow reached $15.2B, leaving the balance sheet on stable ground.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 insider bought $999K on the open market. 1 sold $1.2M outside pre-planned sales.
Our sealed record on CRM
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Salesforce Inc scores average on the Cluenex quality check (5.9 of 10), measured against its own industry. Profitability is strong, moat fair, growth steady and financial health fair.
In the last 90 days of SEC Form 4 filings: 1 insider bought $999K on the open market. 1 sold $1.2M outside pre-planned sales.
Dec 1, 2026, after the close.
See CRM today
- Today's verdict on CRM, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Salesforce Inc (CRM)”, https://cluenex.com/stocks/crm/, data as of Oct 10, 2026.