Salesforce, Inc. (CRM)
Salesforce pioneered cloud-based customer relationship management and now offers a broad suite of sales, service, marketing, and analytics tools. It is layering AI agents across that suite to automate customer-facing work.
Information Technology stock comparison
CRM vs ORCL: which business are you actually underwriting?
Compare Salesforce, Inc. with Oracle Corporation using their business models, SEC classifications, fiscal calendars, current primary filings, and the research questions that matter. This is a thesis framework—not a price target or automatic winner.
- Sector
- Information
- Industry
- Same SIC
- Shared themes
- 1
- Updated
- 2026-06-22
CRM vs ORCL: quick comparison
| Company fact | CRM | ORCL |
|---|---|---|
| Company | Salesforce, Inc. | Oracle Corporation |
| Exchange | NYSE | NYSE |
| Headquarters | San Francisco, California | Austin, Texas |
| Founded | 1999 | 1977 |
| SEC industry | Services-Prepackaged Software | Services-Prepackaged Software |
| Fiscal year-end | January 31 | May 31 |
| Latest annual filing | 10-K · 2026-03-02 | 10-K · 2026-06-22 |
CRM vs ORCL: audited financials
ORCL reported about 1.6× the revenue of CRM in the latest audited fiscal year. On profitability, ORCL converted a larger share of revenue into net income (25.4% versus 18.0%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | CRM | ORCL |
|---|---|---|
| Revenue | $41.5B | $67.4B |
| Net income | $7.5B | $17.1B |
| Operating cash flow | $15.0B | $32.0B |
| Diluted EPS | $7.80 | $5.83 |
| Net margin | 18.0% | 25.4% |
CRM: FY ending 2026-01-31 · ORCL: FY ending 2026-05-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
How the businesses differ
Why this pair belongs in the comparison set
CRM and ORCL share the SEC industry classification “Services-Prepackaged Software,” giving the comparison a primary-source operating relationship. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
Oracle Corporation (ORCL)
Oracle runs one of the world's most widely used database platforms and has pivoted aggressively into cloud infrastructure and applications. Its cloud regions have become a favored home for large AI training workloads.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. CRM is classified by the SEC as Services-Prepackaged Software, while ORCL is classified as Services-Prepackaged Software. The matching industry code strengthens the peer comparison, although product mix can still differ materially.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchWhich thesis does each company fit?
Use the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Study CRM when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Study ORCL when…
- The AI capital-expenditure cycle
- Interest rates and the cost of long-duration growth
- Enterprise IT budgets and cloud migration
- Export controls and the US–China chip race
Shared research themes
Artificial intelligence
SEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.CRM's fiscal year ends January 31, while ORCL's ends May 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 48matched transaction rows for CRMand 48 for ORCL. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
CRM primary filings
ORCL primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
CRM vs ORCL FAQs
Are CRM and ORCL direct competitors?
Salesforce, Inc. and Oracle Corporation share the SEC industry classification “Services-Prepackaged Software.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
Which is better, CRM or ORCL?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this CRM vs ORCL comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers Salesforce, Inc. and Oracle Corporation tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
A comparison is the setup. The thesis is the call.
CRM vs ORCL shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
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