CHARGED ALPHA
Stock Analysis
CRM Technology Latest YouTube: Q1 FY2027

Salesforce

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
5
Episodes linked
4
Latest video
Q1 FY2027
Podcast available
Yes
Current price
$165.89
-1.31 (-0.78%)
Trailing / Forward P/E
19.22x
Forward: 10.67x
Market cap / Volume
Volume:
Revenue / Earnings Growth
13.3%
Earnings: 52.2%
Margins
21.8% op
Gross: 77.6% · Net: 18.7%
Balance sheet
0.79x current
Debt / Equity: 124.3
52-week range / Beta
$161.40 - $276.80
Beta: 1.15
Analyst target
$255.28
Upside: 53.9%
Cash / shareholder return
12.18% FCF yield
Dividend yield: 1.01%

Company context

Industry: Software - Application
Country: United States
Employees:
Price to book: 3.97x
Return on equity: 16.9%
Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific. The company offers Agentforce, which enables customers to build, deploy, and manage enterprise-grade, autonomous AI agents at scale, enabling humans and agents to work together; Agentforce Sales, an integrated platform that brings together the power of humans with AI agents to help sales teams for selling, managing, and automating entire sales processes; Agentforce Service, which enables companies in every industry to bring all of their customer, employee, IT, and field service needs onto one integrated AI-powered platform; Data 360, a data engine that gives AI agents their context and serves as the foundation for how customers unify service offerings, making their data actionable for both humans and agents; Informatica, an AI-powered data management platform that enables customers to discover, integrate, govern, and deliver trusted data at scale across hybrid and multi-cloud environments; and Slack, a conversational interface for the agentic enterprise where people and agents work together, connecting knowledge, actions, and data in real time. It also provides marketing platforms; commerce services, which empower shopping experiences across various customer touchpoints; integration and analytics solutions; Salesforce Starter, a suite for small and medium-sized businesses that brings sales, service, marketing, and commerce together; and a field service solution that enables companies to connect service agents, dispatchers, and mobile employees through one centralized platform to schedule and dispatch work, as well as track and manage jobs. It serves financial services, healthcare and life sciences, manufacturing, automotive, and government sectors. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California.

Price chart

Market context for CRM

Competitive view

CRM vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Salesforce latest YouTube video thumbnail YouTube
Salesforce
CRM
Latest video
Q1 FY2027
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Intel Corporation latest YouTube video thumbnail YouTube
Intel Corporation
INTC
Latest video
Q1 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Microsoft Corp. latest YouTube video thumbnail YouTube
Microsoft Corp.
MSFT
Latest video
Q3 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Consensus analyst targets still imply meaningful upside, suggesting the Street thinks the current price leaves room for appreciation.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
CRM
$135.86B
Salesforce
INTC
$626.09B
Intel Corporation
MSFT
$2.90T
Microsoft Corp.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
CRM
19.2x
Salesforce
INTC
Intel Corporation
MSFT
23.3x
Microsoft Corp.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
CRM
10.7x
Salesforce
INTC
80.8x
Intel Corporation
MSFT
20.2x
Microsoft Corp.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
CRM
13.3%
Salesforce
INTC
7.2%
Intel Corporation
MSFT
18.3%
Microsoft Corp.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
CRM
52.2%
Salesforce
INTC
Intel Corporation
MSFT
23.4%
Microsoft Corp.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
CRM
21.8%
Salesforce
INTC
6.9%
Intel Corporation
MSFT
46.3%
Microsoft Corp.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
CRM
77.6%
Salesforce
INTC
37.2%
Intel Corporation
MSFT
68.3%
Microsoft Corp.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
CRM
18.7%
Salesforce
INTC
-5.9%
Intel Corporation
MSFT
39.3%
Microsoft Corp.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
CRM
16.9%
Salesforce
INTC
-2.9%
Intel Corporation
MSFT
34.0%
Microsoft Corp.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
CRM
12.2%
Salesforce
INTC
-1.3%
Intel Corporation
MSFT
1.3%
Microsoft Corp.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
CRM
124.28x
Salesforce
INTC
36.03x
Intel Corporation
MSFT
30.27x
Microsoft Corp.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
CRM
0.79x
Salesforce
INTC
2.31x
Intel Corporation
MSFT
1.28x
Microsoft Corp.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
CRM
1.15
Salesforce
INTC
2.23
Intel Corporation
MSFT
1.10
Microsoft Corp.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
CRM
1.0%
Salesforce
INTC
Intel Corporation
MSFT
0.9%
Microsoft Corp.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
CRM
53.9%
Salesforce
INTC
-25.2%
Intel Corporation
MSFT
43.7%
Microsoft Corp.

Episode timeline

Episode archive for CRM

Each row is one earnings episode with every verified platform link available.

Q1 FY2027
Episode live
Published youtube podcast complete
CRM Stock: BUY Call - Agentforce $1.2B ARR +205% Q1 FY2027
Quarterly earnings-analysis entry for Salesforce. Use the links on the right to open the video or podcast episode.
Q1 FY2027
Episode live
Published youtube podcast complete
CRM Stock: BUY Call - Agentforce $1.2B ARR +205% Q1 FY2027
Quarterly earnings-analysis entry for Salesforce. Use the links on the right to open the video or podcast episode.
Q4 FY2026
Episode live
Published youtube podcast complete
Charged Alpha | Salesforce (CRM) | Q4 FY2026 Earnings Deep Dive -- Ep. 114
Quarterly earnings-analysis entry for Salesforce. Use the links on the right to open the video or podcast episode.
Q4 FY2026
Episode live
Published podcast complete
Charged Alpha | Salesforce (CRM) | Q4 FY2026 Earnings Deep Dive — Ep. 114
Quarterly earnings-analysis entry for Salesforce. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode pending
Pending link pending
CRM Q1 2026 earnings analysis
Quarterly earnings-analysis entry for Salesforce. Use the links on the right to open the video or podcast episode.
No verified episode link yet