Salesforce Stock Performance

CRM Stock  USD 316.88  8.06  2.61%   
On a scale of 0 to 100, Salesforce holds a performance score of 20. The entity has a beta of 1.4, which indicates a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Salesforce will likely underperform. By inspecting Salesforce technical indicators, you can presently evaluate if the expected return of 0.39% will be sustainable into the future. Please operates Salesforce downside variance, and the relationship between the sortino ratio and accumulation distribution to make a quick decision on whether Salesforce existing price patterns will revert.

Risk-Adjusted Performance

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Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Salesforce are ranked lower than 20 (%) of all global equities and portfolios over the last 90 days. In spite of very weak basic indicators, Salesforce displayed solid returns over the last few months and may actually be approaching a breakup point. ...more
Payout Ratio
0.0487
Last Split Factor
4:1
Ex Dividend Date
2024-03-13
Last Split Date
2013-04-18
1
Unclassified Event
01/26/2024
2
Salesforce, Inc. Shares Purchased by Kestra Private Wealth Services LLC
02/02/2024
3
Salesforce, Inc. Shares Bought by IPG Investment Advisors LLC
02/12/2024
4
River Mercantile Asset Management LLP Raises Holdings in Salesforce, Inc.
02/21/2024
5
O Shaughnessy Asset Management LLC Boosts Stock Holdings in Salesforce, Inc.
02/26/2024
6
Synovus Financial Corp Boosts Position in Salesforce, Inc.
02/27/2024
7
Salesforce stumbles as tepid guidance overshadows strong Q4 results, dividend
02/28/2024
8
Salesforce Shows AI Remains The Gist Of Tech Growth Stories
02/29/2024
Begin Period Cash FlowB
  

Salesforce Relative Risk vs. Return Landscape

If you would invest  25,066  in Salesforce on December 4, 2023 and sell it today you would earn a total of  6,622  from holding Salesforce or generate 26.42% return on investment over 90 days. Salesforce is generating 0.3889% of daily returns assuming volatility of 1.4395% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Salesforce, and above 93% of all equities are expected to generate higher returns over the next 90 days.
  Expected Return   
       Risk  
Considering the 90-day investment horizon Salesforce is expected to generate 2.27 times more return on investment than the market. However, the company is 2.27 times more volatile than its market benchmark. It trades about 0.27 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of risk.

Salesforce Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Salesforce's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Salesforce, and traders can use it to determine the average amount a Salesforce's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.2702

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Estimated Market Risk

 1.44
  actual daily
12
88% of assets are more volatile

Expected Return

 0.39
  actual daily
7
93% of assets have higher returns

Risk-Adjusted Return

 0.27
  actual daily
20
80% of assets perform better
Based on monthly moving average Salesforce is performing at about 20% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Salesforce by adding it to a well-diversified portfolio.

Salesforce Fundamentals Growth

Salesforce Stock prices reflect investors' perceptions of the future prospects and financial health of Salesforce, and Salesforce fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Salesforce Stock performance.

About Salesforce Performance

To evaluate Salesforce Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Salesforce generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Salesforce Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Salesforce market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Salesforce's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2024
Effect of Exchange Rate Changes on Cash-9.2 M-9.9 M
Return on Investment 1.72  1.47 
Return on Average Assets 0  0 
Return on Average Equity 0  0 
Return on Invested Capital 0.03  0.04 
Return on Sales 0.02  0.03 

Things to note about Salesforce performance evaluation

Checking the ongoing alerts about Salesforce for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Salesforce help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Over 83.0% of the company shares are held by institutions such as insurance companies
Latest headline from finance.yahoo.com: Salesforce Shows AI Remains The Gist Of Tech Growth Stories
Evaluating Salesforce's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Salesforce's stock performance include:
  • Analyzing Salesforce's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Salesforce's stock is overvalued or undervalued compared to its peers.
  • Examining Salesforce's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Salesforce's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Salesforce's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Salesforce's stock. These opinions can provide insight into Salesforce's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Salesforce's stock performance is not an exact science, and many factors can impact Salesforce's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether Salesforce is a strong investment it is important to analyze Salesforce's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Salesforce's future performance. For an informed investment choice regarding Salesforce Stock, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Salesforce. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area.
To learn how to invest in Salesforce Stock, please use our How to Invest in Salesforce guide.
You can also try the Insider Screener module to find insiders across different sectors to evaluate their impact on performance.

Complementary Tools for Salesforce Stock analysis

When running Salesforce's 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 the 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
4.952
Earnings Share
4.21
Revenue Per Share
35.787
Quarterly Revenue Growth
0.108
Return On Assets
0.0377
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 if Salesforce is a good investment 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.