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Situation · 2026-04-24

CRM — Structural weakness emerging

AI Growth Bet With Volatility Discount

Updated 2026-04-23 · Ref: Software - Application
Key metrics — 2026-04-23
Peer score
47
Quality pct
26
Valuation pct
74
52w drawdown
-40.0%
21d vs sector
-10.5%
Peer group
Software - Application
Situation summary

Salesforce is priced as an AI-driven growth play, not a defensive compounder. Strong 34.3% margins meet 36.5% volatility—this stock swings hard. The market wants perfect AI and growth signals every quarter. One weak update, and the rerating is brutal.

Published by AssetNext · 2026-04-23

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Related pages for CRM
Full peer analysis for Salesforce, Inc. →Similar companies to CRMCRM peersAll CRM comparisonsRussell 1000 context
Signal history — last 30 days
Date Signal Peer score Drawdown 21d vs sector
2026-04-23 Structural weakness emerging 47 -40.0% -10.5%
2026-04-13 Structural weakness emerging 49 -40.2% -13.4%

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