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CRM vs SAP
Which Stock Would AI Choose? Salesforce (CRM) vs. SAP (SAP) Stock Comparison
Key Takeaways
- Salesforce (CRM) is the dominant player in customer relationship management (CRM) software, while SAP (SAP) anchors enterprise resource planning (ERP) systems for large global businesses.
- SAP is riding accelerating cloud momentum: current cloud backlog rose 26% and cloud revenue grew 25% at constant currencies in its latest quarter.
- Salesforce posted 10.8% revenue growth and saw its Agentforce AI business reach $1.5 billion in annual recurring revenue, but the stock has traded below its recent highs on valuation and growth concerns.
- Tickeron AI Verdict: SAP — its stronger backlog growth, margin expansion, and more consistent uptrend give it the current edge in this stock comparison.
- Get deeper context on each name by exploring CRM Major News, CRM Today's Price Move, SAP Major News, and SAP Today's Price Move.
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Introduction
Salesforce and SAP are two of the most closely watched names in enterprise software, yet they compete from different corners of the market. Salesforce has built its franchise around customer relationship management (CRM) software, while SAP provides the enterprise resource planning (ERP) backbone that runs finance, supply chain, and human resources for thousands of the world's largest companies. As both firms push aggressively into artificial intelligence (AI), investors increasingly compare their growth trajectories, profitability, and market positioning. This stock comparison is particularly relevant for traders and long-term investors seeking to understand how relative performance, cloud momentum, and AI monetization are reshaping the enterprise software landscape.
CRM Overview and Recent Performance
Salesforce (CRM) is a global leader in customer relationship management (CRM) software, offering a platform spanning sales, service, marketing, and data tools such as Slack, MuleSoft, and Tableau. In recent market activity, the stock has underperformed its software peers, trading well below its 52-week high and roughly flat to negative on a year-to-date basis despite a sharp rally following strong quarterly results earlier in the year.
Financially, the company delivered second-quarter fiscal 2027 revenue of about $11.35 billion, up 10.8% year over year, with notable strength in its AI products. Agentforce, its flagship AI agent platform, surpassed $1.5 billion in annual recurring revenue, growing more than 240% year over year. Management also raised its full-year revenue outlook. However, sentiment has been tempered by slowing growth in some legacy segments, rising debt tied to an accelerated share buyback, and a $5.66 billion agreement to acquire customer-engagement firm Braze. These factors have kept the shares in a broad consolidation range as investors weigh AI upside against a maturing core business.
SAP Overview and Recent Performance
SAP SE (SAP), headquartered in Germany, is the world's largest provider of enterprise application software, best known for its ERP systems and the S/4HANA cloud suite. After a sharp sell-off earlier in 2026, SAP shares have rebounded strongly in recent weeks as AI-disruption fears eased and quarterly results consistently beat expectations.
In its latest quarter, total revenue crossed €10 billion for the first time, rising 12% at constant currencies, while cloud revenue grew 25% and cloud ERP suite revenue climbed 28%. Current cloud backlog reached €24.1 billion, up 26% at constant currencies, and non-IFRS (International Financial Reporting Standards) operating profit rose 18%. The company raised its 2026 revenue outlook toward the upper end of guidance. Strategic acquisitions, including Dremio, Reltio, and the planned purchase of AI work-intelligence firm TechWolf, are deepening SAP's data and AI capabilities, while its Joule AI assistant is now integrated across its cloud platform. This combination of backlog visibility, margin expansion, and steady cloud adoption has underpinned the stock's improved relative performance.
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Head-to-Head Comparison
The two companies differ sharply in business model and growth profile. Salesforce generates the bulk of its revenue from subscription CRM and collaboration software, positioning it in the customer-facing, front-office segment. SAP, by contrast, sits in the mission-critical back office, where its ERP systems are deeply embedded and notoriously difficult to replace — a structural "stickiness" advantage reflected in its growing backlog.
On growth, SAP currently holds the momentum edge, with cloud revenue expanding at roughly 25% and cloud backlog growing 26%. Salesforce is growing at a slower, though still double-digit, pace of about 10.8%, with AI products like Agentforce emerging as its key reacceleration lever. On profitability, SAP has been steadily expanding operating margins, while Salesforce has balanced margin gains against a significantly higher debt load taken on to fund buybacks and acquisitions.
Risk profiles also diverge. Salesforce faces questions about whether AI could compress seat-based demand and pricing in its core CRM market, alongside integration risk from recent deals. SAP's main risks include currency effects from its euro-denominated results, a large fourth-quarter bookings concentration, and a slowing legacy license and support business. Sector exposure overlaps, but SAP's entrenched ERP position gives it a different sensitivity to enterprise IT spending cycles than Salesforce's more discretionary front-office software.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely favor SAP in the current environment. The stock's trend has been more consistent in recent weeks, supported by accelerating cloud revenue, a rapidly expanding backlog, improving margins, and a steadier AI narrative embedded directly in its core ERP franchise. Salesforce (CRM) offers compelling AI optionality through Agentforce and a more modest valuation, but its relative performance has been choppier and its near-term catalysts less concentrated. While both are high-quality enterprise software leaders, SAP's combination of visibility, momentum, and relative stability gives it the stronger current positioning in this comparison.
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 SAP is a Hold.
CRM in upward trend: price expected to rise as it breaks its lower Bollinger Band on October 30, 2026
CRM may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 31 of 38 cases where CRM's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 82%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The RSI Oscillator points to a transition from a downward trend to an upward trend -- in cases where CRM's RSI Indicator exited the oversold zone, 23 of 34 resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 68%.
The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. 45 of 59 cases where CRM's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are 76%.
Bearish Trend Analysis
The Momentum Indicator moved below the 0 level on October 29, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on CRM as a result. In 58 of 84 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 69%.
The Moving Average Convergence Divergence Histogram (MACD) for CRM turned negative on October 29, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 49 similar instances when the indicator turned negative. In 23 of the 49 cases the stock turned lower in the days that followed. This puts the odds of success at 47%.
CRM moved below its 50-day moving average on October 29, 2026 date and that indicates a change from an upward trend to a downward trend.
The 10-day moving average for CRM crossed bearishly below the 50-day moving average on November 03, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 10 of 17 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 59%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where CRM declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 68%.
The Aroon Indicator for CRM entered a downward trend on October 19, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron SMR rating for this company is 48 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Price Growth Rating for this company is 49 (best 1 - 100 worst), indicating steady price growth. CRM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Valuation Rating of 69 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.582) is normal, around the industry mean (-1.906). P/E Ratio (19.529) is within average values for comparable stocks, (9.554). Projected Growth (PEG Ratio) (0.759) is also within normal values, averaging (2.824). Dividend Yield (0.008) settles around the average of (0.069) among similar stocks. P/S Ratio (5.107) is also within normal values, averaging (70.383).
The Tickeron PE Growth Rating for this company is 88 (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 100 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. CRM’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock worse than average.
SAP sees MACD Histogram just turned negative
SAP saw its Moving Average Convergence Divergence Histogram (MACD) turn negative on November 06, 2026. This is a bearish signal that suggests the stock could decline going forward. Tickeron's A.I.dvisor looked at 48 instances where the indicator turned negative. In 33 of the 48 cases the stock moved lower in the days that followed. This puts the odds of a downward move at 69%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The 10-day RSI Indicator for SAP moved out of overbought territory on November 06, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 34 similar instances where the indicator moved out of overbought territory. In 12 of the 34 cases, the stock moved lower in the following days. This puts the odds of a move lower at 35%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 40 of 66 cases where SAP's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 61%.
The Momentum Indicator moved below the 0 level on November 06, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on SAP as a result. In 48 of 88 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 55%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SAP declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 54%.
SAP broke above its upper Bollinger Band on October 22, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
Following a +5.74% 3-day Advance, the price is estimated to grow further. Considering data from situations where SAP advanced for three days, in 178 of 321 cases, the price rose further within the following month. The odds of a continued upward trend are 55%.
The Aroon Indicator entered an Uptrend today. In 141 of 283 cases where SAP Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 50%.
Fundamental Analysis (Ratings)
The Tickeron Seasonality Score of 37 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Price Growth Rating for this company is 42 (best 1 - 100 worst), indicating steady price growth. SAP’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 49 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is 49 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 59 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 94, placing this stock slightly better than average.
The Tickeron Valuation Rating of 81 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.022) is normal, around the industry mean (-1.906). P/E Ratio (34.791) is within average values for comparable stocks, (9.554). Projected Growth (PEG Ratio) (1.610) is also within normal values, averaging (2.824). Dividend Yield (0.043) settles around the average of (0.069) among similar stocks. P/S Ratio (5.653) is also within normal values, averaging (70.383).
CRM | SAP | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 60 | 36 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 69 Overvalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 59 | |
SMR RATING 1..100 | 48 | 49 | |
PRICE GROWTH RATING 1..100 | 49 | 42 | |
P/E GROWTH RATING 1..100 | 88 | 49 | |
SEASONALITY SCORE 1..100 | 50 | 37 |
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 (69) in the Packaged Software industry is in the same range as SAP (81). This means that CRM’s stock grew similarly to SAP’s over the last 12 months.
SAP's Profit vs Risk Rating (59) in the Packaged Software industry is somewhat better than the same rating for CRM (100). This means that SAP’s stock grew somewhat faster than CRM’s over the last 12 months.
CRM's SMR Rating (48) in the Packaged Software industry is in the same range as SAP (49). This means that CRM’s stock grew similarly to SAP’s over the last 12 months.
SAP's Price Growth Rating (42) in the Packaged Software industry is in the same range as CRM (49). This means that SAP’s stock grew similarly to CRM’s over the last 12 months.
SAP's P/E Growth Rating (49) in the Packaged Software industry is somewhat better than the same rating for CRM (88). This means that SAP’s stock grew somewhat faster than CRM’s over the last 12 months.
| CRM | SAP | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 68% | 2 days ago 35% |
| Stochastic ODDS (%) | 2 days ago 76% | 2 days ago 61% |
| Momentum ODDS (%) | 2 days ago 69% | 2 days ago 55% |
| MACD ODDS (%) | 2 days ago 47% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 67% | 2 days ago 61% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 62% |
| Advances ODDS (%) | N/A | 10 days ago 55% |
| Declines ODDS (%) | 9 days ago 68% | 12 days ago 54% |
| BollingerBands ODDS (%) | 2 days ago 82% | 2 days ago 50% |
| Aroon ODDS (%) | 2 days ago 84% | 2 days ago 50% |
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 overvalued. 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 0 FA rating(s) are green while SAP’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 0 green, 5 red.
- SAP’s FA Score: 0 green, 5 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 SAP’s TA Score has 2 bullish TA indicator(s).
- CRM’s TA Score: 3 bullish, 6 bearish.
- SAP’s TA Score: 2 bullish, 6 bearish.
Price Growth
CRM (@Packaged Software) experienced а +1.96% price change this week, while SAP (@Packaged Software) price change was +0.62% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -0.39%. For the same industry, the average monthly price growth was -2.75%, and the average quarterly price growth was +2.60%.
Reported Earning Dates
CRM is expected to report earnings on Dec 02, 2026.
SAP is expected to report earnings on Jan 28, 2027.
Industries' Descriptions
@Packaged Software (-0.39% 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.
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CRM and
Correlation & Price change
A.I.dvisor indicates that over the last year, CRM has been closely correlated with HUBS. These tickers have moved in lockstep 76% of the time. This A.I.-generated data suggests there is a high statistical probability that if CRM jumps, then HUBS could also see price increases.
| Ticker / NAME | Correlation To CRM | 1D Price Change % | ||
|---|---|---|---|---|
| CRM | 100% | +0.12% | ||
| HUBS - CRM | 76% Closely correlated | +0.65% | ||
| ADBE - CRM | 76% Closely correlated | +1.90% | ||
| WDAY - CRM | 75% Closely correlated | +3.05% | ||
| NOW - CRM | 73% Closely correlated | +1.58% | ||
| FRSH - CRM | 71% Closely correlated | N/A | ||
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