Advertisement
CRM vs CRWD
Which Stock Would AI Choose? Salesforce (CRM) vs. CrowdStrike (CRWD) Stock Comparison
Key Takeaways
- CRM has declined approximately 30% year-to-date in 2026, while CRWD has advanced more than 50% over the same period amid divergent sector momentum.
- Salesforce reported first-quarter fiscal 2027 revenue of $11.13 billion, exceeding estimates, with strong growth in its Agentforce artificial intelligence platform, though shares exhibited mixed post-earnings movement.
- CrowdStrike shares reached a new 52-week high near $731 in late May 2026, driven by AI-driven cybersecurity demand ahead of its upcoming quarterly results.
- CRM emphasizes broad enterprise software with recurring revenue stability and substantial shareholder returns via buybacks and dividends.
- CRWD focuses on endpoint security and AI protection, delivering higher revenue growth rates but at elevated valuation multiples.
- Relative performance highlights trade-offs between established software scale and high-growth cybersecurity exposure in the current market environment.
Introduction
Salesforce (CRM) and CrowdStrike (CRWD) represent distinct segments within the technology sector, with one centered on customer relationship management and enterprise cloud platforms and the other on cybersecurity solutions. This comparison provides traders and investors with an objective view of their relative performance, business models, and recent market positioning. The analysis is relevant for those evaluating growth-oriented technology holdings, sector rotation opportunities, or diversification within software and security themes. It examines verifiable developments from recent market activity to support informed assessment of these stocks.
CRM Overview and Recent Performance
Salesforce, Inc. delivers customer relationship management (CRM) software and enterprise cloud services, increasingly incorporating artificial intelligence features such as Agentforce. In recent weeks, the company reported first-quarter fiscal 2027 results with revenue of $11.13 billion, surpassing analyst expectations by a modest margin and reflecting 13% year-over-year growth. Adjusted earnings per share reached $3.88. The stock has faced pressure throughout 2026, trading near $191 after a year-to-date decline of roughly 30%, influenced by broader software sector rotation and guidance considerations following the earnings release. Management highlighted expansion in AI-related annual recurring revenue and authorized significant share repurchases, contributing to ongoing capital return initiatives alongside a quarterly dividend.
CRWD Overview and Recent Performance
CrowdStrike Holdings, Inc. provides cloud-native endpoint security and threat intelligence platforms, with growing emphasis on artificial intelligence for proactive threat detection. In recent market activity, shares advanced sharply, closing near $731 on May 29, 2026, for an intraday gain exceeding 8% and establishing a new 52-week high. The move occurred ahead of the company’s first-quarter fiscal 2027 earnings scheduled for early June. Year-to-date performance shows gains exceeding 50%, supported by sustained demand for cybersecurity solutions amid expanding AI workloads. Prior quarterly results demonstrated continued annual recurring revenue growth above 20%, underscoring operational momentum in a high-growth segment of the technology market.
Trending AI Robots
Tickeron’s Trending AI Robots page curates the most suitable artificial intelligence trading bots from a pool of hundreds available across thousands of tickers. Only those demonstrating strong alignment with prevailing market conditions receive placement in this section. Available bots exhibit varied performance metrics, with select examples showing returns ranging from over 50% to nearly 150% in recent periods, alongside win rates that can exceed 70% depending on strategy and timeframe. Each robot employs distinct trading styles, time horizons, and ticker selections, allowing users to review detailed statistics before considering any approach. This resource offers transparent access to quantitative signals for market participants seeking data-driven tools.
Head-to-Head Comparison
Salesforce operates a diversified enterprise software platform with high-visibility recurring revenue and substantial scale, while CrowdStrike maintains a specialized focus on cybersecurity with faster revenue expansion tied to emerging threats and AI adoption. Recent momentum favors CRWD, which has outperformed amid sector tailwinds, whereas CRM has experienced greater price pressure despite solid fundamentals and capital return programs. Risk profiles differ, with CRWD carrying higher valuation multiples reflective of growth expectations and CRM offering more established cash flow stability. Sector exposure places CRM in broader application software and CRWD in information security, creating contrasting sensitivities to macroeconomic and regulatory developments. Market sentiment has shifted positively toward cybersecurity themes in recent weeks, contrasting with more tempered reactions in certain enterprise software names.
Tickeron AI Verdict
Based on observable factors such as trend consistency, relative outperformance, and positioning within high-demand segments, Tickeron’s AI currently assigns a higher probability of favorable near-term movement to CRWD. Stronger revenue acceleration and market resilience in recent weeks support this assessment, though outcomes remain subject to broader market conditions and sector sentiment. CRM presents a more stable profile with established scale that could appeal under different market regimes.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CRM is a Hold and CRWD is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CRM’s FA Score shows that 1 FA rating(s) are green whileCRWD’s FA Score has 1 green FA rating(s).
- CRM’s FA Score: 1 green, 4 red.
- CRWD’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CRM’s TA Score shows that 3 TA indicator(s) are bullish while CRWD’s TA Score has 5 bullish TA indicator(s).
- CRM’s TA Score: 3 bullish, 7 bearish.
- CRWD’s TA Score: 5 bullish, 4 bearish.
Price Growth
CRM (@Packaged Software) experienced а -5.13% price change this week, while CRWD (@Computer Communications) price change was +0.21% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -1.88%. For the same industry, the average monthly price growth was -4.67%, and the average quarterly price growth was +13.98%.
The average weekly price growth across all stocks in the @Computer Communications industry was -2.46%. For the same industry, the average monthly price growth was -0.76%, and the average quarterly price growth was +30.26%.
Reported Earning Dates
CRM is expected to report earnings on Sep 02, 2026.
CRWD is expected to report earnings on Sep 02, 2026.
Industries' Descriptions
@Packaged Software (-1.88% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
@Computer Communications (-2.46% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
| CRM | CRWD | CRM / CRWD | |
| Capitalization | 126B | 173B | 73% |
| EBITDA | 13.7B | 329M | 4,164% |
| Gain YTD | -41.791 | 45.260 | -92% |
| P/E Ratio | 17.40 | 765.02 | 2% |
| Revenue | 42.8B | 5.09B | 840% |
| Total Cash | 1.8B | 4.55B | 40% |
| Total Debt | 41.9B | 821M | 5,104% |
CRM | CRWD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 51 | 69 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 100 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 20 | |
SMR RATING 1..100 | 52 | 92 | |
PRICE GROWTH RATING 1..100 | 65 | 38 | |
P/E GROWTH RATING 1..100 | 95 | 66 | |
SEASONALITY SCORE 1..100 | 50 | n/a |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
CRM's Valuation (15) in the Packaged Software industry is significantly better than the same rating for CRWD (100) in the null industry. This means that CRM’s stock grew significantly faster than CRWD’s over the last 12 months.
CRWD's Profit vs Risk Rating (20) in the null industry is significantly better than the same rating for CRM (100) in the Packaged Software industry. This means that CRWD’s stock grew significantly faster than CRM’s over the last 12 months.
CRM's SMR Rating (52) in the Packaged Software industry is somewhat better than the same rating for CRWD (92) in the null industry. This means that CRM’s stock grew somewhat faster than CRWD’s over the last 12 months.
CRWD's Price Growth Rating (38) in the null industry is in the same range as CRM (65) in the Packaged Software industry. This means that CRWD’s stock grew similarly to CRM’s over the last 12 months.
CRWD's P/E Growth Rating (66) in the null industry is in the same range as CRM (95) in the Packaged Software industry. This means that CRWD’s stock grew similarly to CRM’s over the last 12 months.
| CRM | CRWD | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 68% | 1 day ago 67% |
| Stochastic ODDS (%) | 1 day ago 75% | 1 day ago 79% |
| Momentum ODDS (%) | 1 day ago 67% | 1 day ago 78% |
| MACD ODDS (%) | 1 day ago 61% | 1 day ago 79% |
| TrendWeek ODDS (%) | 1 day ago 65% | 1 day ago 74% |
| TrendMonth ODDS (%) | 1 day ago 70% | 1 day ago 83% |
| Advances ODDS (%) | 24 days ago 69% | 7 days ago 81% |
| Declines ODDS (%) | 3 days ago 64% | 17 days ago 72% |
| BollingerBands ODDS (%) | 1 day ago 62% | 1 day ago 65% |
| Aroon ODDS (%) | 1 day ago 85% | 1 day ago 78% |
Advertisement
CRWD and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRWD has been closely correlated with PANW. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRWD jumps, then PANW could also see price increases.
| Ticker / NAME | Correlation To CRWD | 1D Price Change % | ||
|---|---|---|---|---|
| CRWD | 100% | +0.81% | ||
| PANW - CRWD | 76% Closely correlated | +1.58% | ||
| NOW - CRWD | 68% Closely correlated | +3.15% | ||
| OKTA - CRWD | 67% Closely correlated | +1.91% | ||
| ZS - CRWD | 65% Loosely correlated | +1.70% | ||
| HUBS - CRWD | 64% Loosely correlated | +0.28% | ||
More | ||||