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CRM vs WDAY
Which Stock Would AI Choose? Salesforce (CRM) vs. Workday (WDAY) Stock Comparison
Key Takeaways
- Salesforce (CRM) and Workday (WDAY) are both leading enterprise software providers facing similar pressures from artificial intelligence (AI) adoption concerns in recent market activity.
- Both stocks have experienced notable declines year-to-date amid broader sector rotation away from high-valuation software names, with prices trading well below 52-week highs.
- Salesforce benefits from a larger scale, diversified cloud ecosystem, and recent analyst upgrades citing resilient demand despite AI competition.
- Workday has delivered consistent double-digit revenue growth in recent quarters, supported by its human capital management (HCM) and financial platforms, though margins remain a focus area.
- Relative performance shows both names underperforming the broader market recently, with sentiment influenced by AI disruption narratives affecting the entire software sector.
- Market positioning highlights trade-offs between Salesforce’s breadth in customer relationship management (CRM) applications and Workday’s depth in workforce and finance solutions.
Introduction
Salesforce (CRM) and Workday (WDAY) represent two prominent players in the enterprise cloud software space, making them relevant for comparison among institutional investors, growth-oriented traders, and sector-focused portfolio managers. Both companies operate in high-growth technology subsectors where recurring subscription revenue models drive valuation, yet they face overlapping challenges from macroeconomic uncertainty and accelerating artificial intelligence (AI) capabilities. This analysis examines their recent stock behavior, operational developments, and relative positioning to help market participants evaluate risk-reward profiles in the current environment. The comparison draws on observable metrics such as revenue trends, analyst commentary, and price action over recent weeks without forecasting specific outcomes.
CRM Overview and Recent Performance
Salesforce (CRM) provides customer relationship management (CRM) software and related cloud services to enterprises worldwide. In recent market activity, the stock has traded near the lower end of its 52-week range, reflecting investor caution toward software valuations amid artificial intelligence (AI) substitution concerns. Performance has been pressured by sector-wide rotation, with the shares declining substantially from prior peaks as guidance and competitive dynamics drew scrutiny. Recent developments include analyst upgrades highlighting the company’s scale advantages and ecosystem stability, alongside reports of mixed options sentiment and ongoing investments in AI-enhanced offerings. Broader influences on sentiment include enterprise adoption trends and comparisons with emerging AI tools, contributing to volatility in recent weeks.
WDAY Overview and Recent Performance
Workday (WDAY) delivers cloud-based human capital management (HCM) and financial management applications primarily to large organizations. The stock has similarly faced downward pressure in recent market activity amid the same software sector headwinds tied to artificial intelligence (AI) narratives. Recent quarterly results demonstrated solid revenue expansion in the double-digit range, supported by subscription growth and operational execution. Sentiment has been shaped by margin guidance discussions and broader risk-off moves affecting growth names, with the shares reflecting typical volatility seen across the peer group. Key influences include customer retention metrics and competitive positioning in workforce solutions, maintaining a neutral balance with Salesforce in terms of recent performance drivers.
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Head-to-Head Comparison
Salesforce (CRM) operates a broader platform centered on customer relationship management (CRM) with extensive add-on capabilities, while Workday (WDAY) maintains a more specialized focus on human capital management (HCM) and financials, creating distinct growth drivers. Recent momentum for both has been constrained by artificial intelligence (AI) disruption fears, though Salesforce has attracted targeted upgrades citing its ecosystem resilience. Risk factors include high valuations typical of the sector and exposure to enterprise spending cycles, with Workday potentially showing slightly higher sensitivity to margin expectations. Sector exposure overlaps significantly in cloud software, yet sentiment shifts have affected them comparably in recent weeks, highlighting trade-offs between Salesforce’s scale and Workday’s niche penetration.
Tickeron AI Verdict
Based on observable factors such as trend consistency, stability metrics, and relative positioning in recent market activity, Tickeron’s AI models indicate a modest probabilistic preference for Salesforce (CRM) due to its broader ecosystem stability and scale advantages.
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 WDAY is a Hold.
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 whileWDAY’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 1 green, 4 red.
- WDAY’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 4 TA indicator(s) are bullish while WDAY’s TA Score has 6 bullish TA indicator(s).
- CRM’s TA Score: 4 bullish, 5 bearish.
- WDAY’s TA Score: 6 bullish, 4 bearish.
Price Growth
CRM (@Packaged Software) experienced а -1.68% price change this week, while WDAY (@Packaged Software) price change was +4.99% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was +7.10%. For the same industry, the average monthly price growth was +10.34%, and the average quarterly price growth was -5.84%.
Reported Earning Dates
CRM is expected to report earnings on Sep 02, 2026.
WDAY is expected to report earnings on Aug 20, 2026.
Industries' Descriptions
@Packaged Software (+7.10% 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.
| CRM | WDAY | CRM / WDAY | |
| Capitalization | 140B | 35.8B | 391% |
| EBITDA | 13.7B | 1.73B | 793% |
| Gain YTD | -35.038 | -32.550 | 108% |
| P/E Ratio | 19.84 | 45.13 | 44% |
| Revenue | 42.8B | 9.85B | 434% |
| Total Cash | 11.8B | 4.35B | 271% |
| Total Debt | 41.9B | 3.81B | 1,101% |
CRM | WDAY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 50 | 50 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 14 Undervalued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 52 | 69 | |
PRICE GROWTH RATING 1..100 | 63 | 60 | |
P/E GROWTH RATING 1..100 | 95 | 97 | |
SEASONALITY SCORE 1..100 | n/a | 50 |
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 (14) in the Packaged Software industry is somewhat better than the same rating for WDAY (70) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than WDAY’s over the last 12 months.
CRM's Profit vs Risk Rating (100) in the Packaged Software industry is in the same range as WDAY (100) in the Information Technology Services industry. This means that CRM’s stock grew similarly to WDAY’s over the last 12 months.
CRM's SMR Rating (52) in the Packaged Software industry is in the same range as WDAY (69) in the Information Technology Services industry. This means that CRM’s stock grew similarly to WDAY’s over the last 12 months.
WDAY's Price Growth Rating (60) in the Information Technology Services industry is in the same range as CRM (63) in the Packaged Software industry. This means that WDAY’s stock grew similarly to CRM’s over the last 12 months.
CRM's P/E Growth Rating (95) in the Packaged Software industry is in the same range as WDAY (97) in the Information Technology Services industry. This means that CRM’s stock grew similarly to WDAY’s over the last 12 months.
| CRM | WDAY | |
|---|---|---|
| RSI ODDS (%) | 4 days ago 59% | 4 days ago 80% |
| Stochastic ODDS (%) | 4 days ago 65% | 4 days ago 70% |
| Momentum ODDS (%) | 4 days ago 66% | 4 days ago 69% |
| MACD ODDS (%) | 4 days ago 72% | 4 days ago 75% |
| TrendWeek ODDS (%) | 4 days ago 66% | 4 days ago 61% |
| TrendMonth ODDS (%) | 4 days ago 71% | 4 days ago 73% |
| Advances ODDS (%) | 12 days ago 70% | 4 days ago 56% |
| Declines ODDS (%) | 5 days ago 64% | 22 days ago 70% |
| BollingerBands ODDS (%) | N/A | 4 days ago 69% |
| Aroon ODDS (%) | 4 days ago 81% | 4 days ago 80% |
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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 78% 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% | +4.84% | ||
| HUBS - CRM | 78% Closely correlated | +4.87% | ||
| WDAY - CRM | 75% Closely correlated | +4.26% | ||
| TEAM - CRM | 72% Closely correlated | +8.22% | ||
| FRSH - CRM | 71% Closely correlated | +4.54% | ||
| ADBE - CRM | 70% Closely correlated | +3.12% | ||
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