Salesforce, Inc. (CRM)

In the past six months, Salesforce's stock price has experienced fluctuations. As of June 27, 2025, CRM stock was down 19.67% year to date. A notable event occurred around May 30, 2025, when Salesforce's stock was down approximately 5% following its first-quarter earnings release. Investors reacted negatively to the announcement of an $8 billion acquisition of Informatica, with analysts questioning the necessity of the acquisition and expressing concerns about growth through acquisition rather than organic growth.

Salesforce's products and services help customers manage their own demand seasonality and optimize operations. Salesforce's Einstein Discovery helps businesses analyze historical data to identify seasonal trends and predict future demand. Salesforce also offers scalable support packages to help customers adjust their workload needs in response to demand changes. Salesforce has a "Salesforce Season," which refers to periods when it releases new technologies and updates to existing products, potentially influencing customer interest and demand.

Salesforce, Inc. is a leading American technology company known for its cloud-based software solutions, primarily focusing on customer relationship management (CRM). Its core business revolves around connecting companies with their customers through data, AI, and CRM, with its flagship offering being the AI-powered Customer 360 platform. Major products and services include Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Tableau, MuleSoft, and Industry Clouds. Salesforce primarily sells its offerings on a subscription basis, both directly and through partners.

Salesforce has a significant global presence with offices and data centers across the Americas, including the United States, Canada, Argentina, Brazil, and Mexico. In Europe, the Middle East, and Africa (EMEA), it has operations in countries such as the Netherlands, Sweden, the UK, Albania, the Czech Republic, and the UAE. Its Asia Pacific (APAC) presence includes Australia, India, Indonesia, Japan, Singapore, and South Korea.

Salesforce maintains a strong brand reputation, having been ranked as the #1 CRM provider for the 12th consecutive year by IDC in May 2025. It was also named one of Fortune 100 Best Companies To Work For® in 2025, recognized as one of the World's Most Innovative Companies for 2025, and included in the World's Most Ethical Companies List for the 16th year in March 2025. Some challenges include the perceived expensiveness and implicit costs of its services, the complexity of its functionality, limited deployment options, and a steep learning curve.

Salesforce, Inc. is heavily dominated by institutional owners, holding approximately 82% of the shares. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Individual investors hold about 15% ownership, while insiders own approximately 2.83% of the company's stock. CEO Marc Benioff owns 2.4% of the company's shares.