CRM is Salesforce fastest growing enterprise software segment with a massive $120 billion market opportunity. Salesforce also recently closed their acquisition of MuleSoft, making them the industry's leading integration platform. With MuleSoft, Salesforce is enabling customers to connect all of their data across any public or private cloud and on-premise to radically enhance innovation and create incredible customer experiences. Forbes also named Salesforce as one of the world's most innovative companies for the eighth year in a row.
- Current revenue growth rate exceeds the average of the last 3 years, indicating that market momentum is increasing
- Current gross profit margin is less than the average of the last 3 years gross profit margins, indicating customer pricing power
- Current EBITDA margin is less than the average of the last 3 years EBITDA margins, which may signal further consolidation