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Salesforce CRM

equity

Price History

$3.25$116.07$228.88$341.7
2004-06 · DCA start$4.02

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-63.2%-42.1%-21.1%0.0%
2004-062026-08 · -43.4%

Worst drawdown: −63%, peaking May 2008 and bottoming Jan 2009 — 19 months below the prior high before recovering.

DCA Backtest

Invested
$26,700
Value today
$222,634
Return
+733.8%
Months invested
267

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $36,786 today, so the real (inflation-adjusted) return is +505.2%.

Lump sum instead — $26,700 all at once in Jun 2004: $1,284,790 (+4711.9%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jan 2025): $1,705 on $2,000 invested (-14.7%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2004-06: +733.8%

About Salesforce

Salesforce, Inc. is an American enterprise software company headquartered in San Francisco, California. It is best known for customer relationship management software and related applications which it delivers through a software as a service subscription business model. It also provides software for sales, customer service, marketing automation, e-commerce, data analytics, artificial intelligence, agentic AI, and application development. (Wikipedia)

It's a listed company categorised under information technology and application software, with a market cap of about $159.1B.

It rates Medium-Low Risk at 2.2/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: market / volatility (3.3/5) and earnings quality (3.0/5).

Scoring well: sector / regulatory at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(2.2/5)80% rated

How these ratings work

Market / Volatility3.3/5 · weight 20%
  • Annualised volatility (3yr)3/535.1
  • Max drawdown from ATH3/563.2
  • Beta vs S&P 5004/51.3
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/52.6bn
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.0/5 · weight 20%
  • Debt / equity3/51.0
  • Interest coverage (EBIT / interest)1/525.7
Earnings Quality3.0/5 · weight 15%
  • 3yr EPS volatility3/520.4
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory1.0/5 · weight 10%
  • Sector regulatory exposure1/5low

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.