Compare Stocks › CRM vs CRWD
Salesforce, Inc. (CRM) vs CrowdStrike Holdings, Inc. (CRWD)
CRM
Salesforce, Inc.
$183.82
VS
CRWD
CrowdStrike Holdings, Inc.
$455.64
Rewards
CRM
- ★Gross margin of 77.7% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 31.6% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Each dollar of retained earnings has created $5.49 of earning power — management is an exceptional capital allocator.
CRWD
- ★Gross margin of 74.8% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Free cash flow has grown at a 22.5% CAGR over the past 4 years, demonstrating strong earnings power growth.
- ★Altman Z-Score of 11.01 indicates very low bankruptcy risk — the company is firmly in the safe zone.
Risks
CRM
CRWD
- ⚠FCF yield of 1.4% is below 3%, meaning the market is pricing in substantial future growth to justify the current price.
- ⚠PEG ratio of 3.76 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.
- ⚠13 insider sales totaling $53.6M with no purchases in the past 3 months — insiders are reducing their exposure.
Key Valuation Metrics
Learn more →CRM
CRWD
Valuation
$16.37B
Free Cash Flow
$1.60B
10.88%
FCF Yield
1.39%
23.60
Trailing P/E
N/A
12.31
Forward P/E
73.83
Quality & Moat
8.21%
ROIC
0.72%
12.61%
ROE
-3.63%
77.68%
Gross Margin
74.81%
1.32
PEG Ratio
3.76
Balance Sheet Safety
0.30
Debt / Equity
0.18
N/A
Interest Coverage
N/A
0.65
Net Debt / EBITDA
N/A
0.96%
Dividend Yield
N/A
CRM: 6Ties: 2CRWD: 1
CRMCRWD
Historical Fundamentals
Learn more →CRM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
CRWD
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →CRM
$-5.96
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$14.67B
Δ Market Cap
$-87.37B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
CRWD
N/A
Net losses over 3 years — test not applicable
Company had negative cumulative retained earnings
Σ Retained
$-105.6M
Δ Market Cap
+$55.24B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →CRM
28.5% Margin of Safety
Price is 28.5% below estimated fair value
Current Price: $183.82
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $257.23
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
CRWD
6.4% Overvalued
Price is 6.4% above estimated fair value
Current Price: $455.64
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Fair Value: $428.26
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →CRM
What growth rate is the market pricing in at $184?
+8.5%
Market-Implied Owner Earnings Growth
Standard FCF implies -2.3%
The market implies +8.5% Owner Earnings growth, below historical trends — potential opportunity.
Standard FCF implies a more demanding -2.3%, reflecting heavy growth investment expected to generate future returns.
CRWD
What growth rate is the market pricing in at $456?
+24.7%
Market-Implied FCF Growth Rate
Market roughly matching historical growth — reasonable.
Economic Moat Score
Learn more →CRM
58/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
CRWD
42/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving margin stability would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
Forensic Accounting
Learn more →CRM
-2.73
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
CRWD
-2.92
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →CRM
Insiders 3.0%Institutions 95.7%Retail & Other 1.3%
No. of Institutional Holders3,813
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
CRWD
Insiders 3.1%Institutions 75.3%Retail & Other 21.6%
No. of Institutional Holders2,732
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →CRM
2
Buys (3M)
5
Buys (12M)
Total value (12M): $27.38M
ALBER LAURA
Director
$500,266
@ $194.58 · 2026-03-19
KIRK DAVID BLAIR
Director
$500,178
@ $194.62 · 2026-03-18
KIRK DAVID BLAIR
Director
$500,722
@ $258.64 · 2025-12-17
MORFIT G MASON
Director and Beneficial Owner of more than 10% of a Class of Security
$25.02M
@ $260.58 · 2025-12-05
KIRK DAVID BLAIR
Director
$865,827
@ $254.66 · 2025-09-09
Open market purchases · includes direct & indirect ownership · excludes option exercises
CRWD
0
Buys (3M)
0
Buys (12M)
No open market insider purchases found.
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →CRM
0
Sells (3M)
17
Sells (12M)
Total value (12M): $41.42M
KROES NEELIE
Director
$929,276
@ $238.70 · 2026-01-14
HARRIS G PARKER
Officer and Director
$31.61M
@ $234.70 · 2025-12-02
BENIOFF MARC RUSSELL
Chief Executive Officer
$575,140
@ $255.62 · 2025-10-23
BENIOFF MARC RUSSELL
Chief Executive Officer
$590,102
@ $262.27 · 2025-10-21
BENIOFF MARC RUSSELL
Chief Executive Officer
$567,631
@ $252.28 · 2025-10-20
BENIOFF MARC RUSSELL
Chief Executive Officer
$550,430
@ $244.64 · 2025-10-17
BENIOFF MARC RUSSELL
Chief Executive Officer
$558,810
@ $248.36 · 2025-10-16
BENIOFF MARC RUSSELL
Chief Executive Officer
$536,322
@ $238.37 · 2025-10-15
BENIOFF MARC RUSSELL
Chief Executive Officer
$548,796
@ $243.91 · 2025-10-14
BENIOFF MARC RUSSELL
Chief Executive Officer
$1.10M
@ $244.75 · 2025-10-13
BENIOFF MARC RUSSELL
Chief Executive Officer
$547,344
@ $243.26 · 2025-10-09
BENIOFF MARC RUSSELL
Chief Executive Officer
$539,533
@ $239.79 · 2025-10-08
BENIOFF MARC RUSSELL
Chief Executive Officer
$555,001
@ $246.67 · 2025-09-23
BENIOFF MARC RUSSELL
Chief Executive Officer
$552,798
@ $245.69 · 2025-09-19
BENIOFF MARC RUSSELL
Chief Executive Officer
$545,384
@ $242.39 · 2025-09-15
BENIOFF MARC RUSSELL
Chief Executive Officer
$543,378
@ $241.50 · 2025-09-04
BENIOFF MARC RUSSELL
Chief Executive Officer
$572,842
@ $254.60 · 2025-09-03
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
CRWD
13
Sells (3M)
45
Sells (12M)
Total value (12M): $244.91M
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.27M
@ $454.73 · 2026-04-28
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.97M
@ $445.11 · 2026-04-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$261,586
@ $449.46 · 2026-04-24
KURTZ GEORGE ROBERT
Chief Executive Officer
$1.89M
@ $454.39 · 2026-04-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$390,651
@ $465.62 · 2026-04-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.13M
@ $426.83 · 2026-04-20
SAHA ANURAG
Officer
$1.35M
@ $428.78 · 2026-04-17
SAHA ANURAG
Officer
$467,786
@ $411.06 · 2026-03-23
SENTONAS MICHAEL
President
$7.96M
@ $411.06 · 2026-03-23
PODBERE BURT W.
Chief Financial Officer
$6.53M
@ $410.45 · 2026-03-23
KURTZ GEORGE ROBERT
Chief Executive Officer
$13.15M
@ $411.88 · 2026-03-23
PODBERE BURT W.
Chief Financial Officer
$3.27M
@ $415.78 · 2026-02-04
KURTZ GEORGE ROBERT
Chief Executive Officer
$11.92M
@ $413.01 · 2026-02-04
PODBERE BURT W.
Chief Financial Officer
$714,472
@ $438.33 · 2026-02-02
KURTZ GEORGE ROBERT
Chief Executive Officer
$2.97M
@ $438.60 · 2026-02-02
FLOWER JOHANNA
Director
$1.39M
@ $461.94 · 2026-01-15
SAHA ANURAG
Officer
$398,630
@ $476.83 · 2025-12-24
SAHA ANURAG
Officer
$734,063
@ $479.78 · 2025-12-22
SENTONAS MICHAEL
President
$5.50M
@ $479.78 · 2025-12-22
PODBERE BURT W.
Chief Financial Officer
$5.08M
@ $483.33 · 2025-12-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.45M
@ $481.38 · 2025-12-22
PODBERE BURT W.
Chief Financial Officer
$1.08M
@ $550.41 · 2025-11-03
KURTZ GEORGE ROBERT
Chief Executive Officer
$3.84M
@ $549.89 · 2025-11-03
FLOWER JOHANNA
Director
$1.15M
@ $490.98 · 2025-10-15
SENTONAS MICHAEL
President
$12.72M
@ $509.00 · 2025-10-10
SENTONAS MICHAEL
President
$10.00M
@ $500.00 · 2025-10-01
SAHA ANURAG
Officer
$1.96M
@ $489.83 · 2025-09-24
SENTONAS MICHAEL
President
$5.73M
@ $495.69 · 2025-09-22
PODBERE BURT W.
Chief Financial Officer
$5.31M
@ $495.67 · 2025-09-22
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.82M
@ $494.53 · 2025-09-22
PODBERE BURT W.
Chief Financial Officer
$5.41M
@ $455.47 · 2025-08-05
KURTZ GEORGE ROBERT
Chief Executive Officer
$19.04M
@ $450.47 · 2025-08-05
FLOWER JOHANNA
Director
$983,033
@ $474.21 · 2025-07-15
AUSTIN ROXANNE SCHUH
Director
$5.13M
@ $512.50 · 2025-07-01
AUSTIN ROXANNE SCHUH
Director
$7.46M
@ $497.67 · 2025-06-25
SAHA ANURAG
Officer
$1.92M
@ $480.31 · 2025-06-24
SENTONAS MICHAEL
President
$5.43M
@ $471.20 · 2025-06-23
PODBERE BURT W.
Chief Financial Officer
$5.03M
@ $469.49 · 2025-06-23
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.37M
@ $477.62 · 2025-06-23
AUSTIN ROXANNE SCHUH
Director
$4.83M
@ $482.50 · 2025-06-12
AUSTIN ROXANNE SCHUH
Director
$4.75M
@ $475.00 · 2025-06-11
SENTONAS MICHAEL
President
$11.93M
@ $477.00 · 2025-06-11
AUSTIN ROXANNE SCHUH
Director
$3.38M
@ $470.20 · 2025-06-09
PODBERE BURT W.
Chief Financial Officer
$6.99M
@ $436.88 · 2025-05-05
KURTZ GEORGE ROBERT
Chief Executive Officer
$24.86M
@ $447.54 · 2025-05-05
FLOWER JOHANNA
Director
$1.08M
@ $362.48 · 2025-04-21
AUSTIN ROXANNE SCHUH
Director
$1.90M
@ $380.00 · 2025-04-09
HENRY SHAWN
Officer
$2.76M
@ $360.94 · 2025-03-24
SAHA ANURAG
Officer
$1.33M
@ $366.37 · 2025-03-24
SENTONAS MICHAEL
President
$4.86M
@ $358.62 · 2025-03-21
PODBERE BURT W.
Chief Financial Officer
$4.84M
@ $358.10 · 2025-03-21
KURTZ GEORGE ROBERT
Chief Executive Officer
$8.05M
@ $358.68 · 2025-03-21
HENRY SHAWN
Officer
$1.59M
@ $353.00 · 2025-03-17
HENRY SHAWN
Officer
$1.80M
@ $450.67 · 2025-02-18
HENRY SHAWN
Officer
$1.42M
@ $354.91 · 2025-01-15
SAHA ANURAG
Officer
$1.71M
@ $361.99 · 2024-12-26
HENRY SHAWN
Officer
$4.89M
@ $360.01 · 2024-12-24
SENTONAS MICHAEL
President
$3.87M
@ $358.47 · 2024-12-23
PODBERE BURT W.
Chief Financial Officer
$4.02M
@ $358.14 · 2024-12-23
KURTZ GEORGE ROBERT
Chief Executive Officer
$6.50M
@ $359.70 · 2024-12-23
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →CRM
😨Fear(32/100)
"Market is pessimistic — investigate whether fears are temporary or structural"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
CRWD
😐Neutral(54/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →CRM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Fear (32)
CRWD
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (54)