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CRM vs WDAY
Which Stock Would AI Choose? Salesforce (CRM) vs. Workday (WDAY) Stock Comparison
Key Takeaways
- CRM and WDAY are both enterprise-software leaders, but Salesforce dominates customer relationship management while Workday leads human-capital and financial-management cloud applications.
- Both companies are pivoting aggressively toward agentic AI (autonomous software "agents"), and both are shifting toward consumption-based pricing for these new capabilities.
- Salesforce has shown stronger recent share-price momentum and a larger, more diversified revenue base, while Workday is smaller and faster-growing on a percentage basis.
- Salesforce's active acquisition strategy (including the recent Braze deal) contrasts with Workday's more focused, organic-plus-tuck-in approach under a returning CEO.
- Both stocks carry "Buy"-rated consensus analyst views, though Workday's average price target implies modest upside relative to Salesforce's.
Introduction
Investors evaluating large-cap enterprise software often weigh CRM and WDAY against each other because both sell mission-critical, subscription-based cloud applications and are racing to monetize artificial intelligence. This stock comparison is relevant for traders tracking relative performance and market positioning, as well as longer-term investors assessing how AI disruption is reshaping software business models. While the two companies operate in adjacent but distinct niches, their recent stock behavior, growth drivers, and risk profiles offer a useful lens on the broader software sector. Understanding these contrasts can help clarify which name currently holds the stronger trend and catalyst profile.
CRM Overview and Recent Performance
Salesforce (CRM) is the world's largest customer relationship management (CRM) software provider, holding more than 20% market share and generating roughly $46 billion in projected annual revenue. The company has broadened beyond sales, service, and marketing into analytics (Tableau), integration (MuleSoft), collaboration (Slack), and data management (Informatica). In recent weeks, CRM shares have rebounded sharply after a weak first half, outperforming many enterprise-software peers as investor attention returned to its AI strategy.
The central narrative is Agentforce, Salesforce's platform for building autonomous AI agents. Agentforce reached about $1.5 billion in annual recurring revenue (ARR), up more than 240% year over year, and combined Agentforce and Data 360 ARR approached $3.9 billion. Salesforce has also pursued an aggressive M&A (mergers and acquisitions) agenda, completing roughly 15 deals since mid-2025, most recently agreeing to acquire customer-engagement platform Braze for about $5.66 billion in cash. The announcement briefly pressured the stock as investors weighed acquisition costs against longer-term scale. Management has signaled expectations for organic revenue growth to reaccelerate in the second half of its fiscal year.
WDAY Overview and Recent Performance
Workday (WDAY) is a leading provider of cloud-based human-capital management and financial-management applications, serving more than 65% of Fortune 500 companies. The company operates at a smaller scale than Salesforce, with annual revenue approaching $11 billion, but has sustained low-teens percentage revenue growth. In recent quarters, Workday's momentum has been shaped by a leadership transition, with co-founder Aneel Bhusri returning as CEO, and by an expanding suite of AI agents known as Sana.
Workday reported that AI products drove more than $100 million of new annual contract value (ACV) in its latest quarter, accounting for over 25% of all new ACV, while more than 5,500 customers were using at least one native AI agent. Its AI-related ARR has grown rapidly, and its 12-month subscription backlog rose roughly 14% year over year. The company has also authorized a new $4 billion share repurchase program. Despite these developments, WDAY shares have lagged in relative performance over the past year, trading below prior highs as investors weigh the timing of AI monetization and decelerating organic growth.
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Head-to-Head Comparison
The two companies differ most sharply in scale and breadth. Salesforce is a diversified platform spanning CRM, data, analytics, and collaboration, while Workday is concentrated in HR and finance workflows — a narrower but deeply embedded niche with strong customer stickiness. Both are pivoting from per-seat pricing toward consumption-based models for AI, a transition that introduces near-term revenue-recognition uncertainty for each.
On growth drivers, Salesforce leans on acquisition-led expansion and a broad AI agent rollout, whereas Workday emphasizes organic AI adoption across its installed base and a returning CEO focused on execution. Recent momentum favors CRM, which has rallied more forcefully in recent weeks, while WDAY has underperformed on a one-year basis despite solid fundamentals. Risk profiles also diverge: Salesforce faces competitive pressure from Microsoft and questions about whether AI will commoditize core CRM, while Workday carries execution and leadership-transition risk alongside timing concerns around AI monetization.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely tilt toward CRM in the current environment. Salesforce has displayed stronger recent trend consistency, a larger and more diversified revenue base, meaningful AI traction in Agentforce, and a rebound in sentiment supported by upward analyst revisions. Workday's fundamentals are solid and its AI adoption is accelerating, but its relative performance has been more uneven, and its leadership transition adds a layer of execution uncertainty. The AI framework would therefore view Salesforce as carrying a modestly stronger combination of momentum, stability, and near-term catalysts, though this assessment reflects a probabilistic read on current conditions rather than a definitive or guaranteed outcome.
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 Buy and WDAY is a Hold.
CRM's Stochastic Oscillator remains in oversold zone for 1 day
Be on the lookout for a price bounce soon.
Technical Analysis (Indicators)
Bullish Trend Analysis
Following a +3.88% 3-day Advance, the price is estimated to grow further. Considering data from situations where CRM advanced for three days, in 222 of 324 cases, the price rose further within the following month. The odds of a continued upward trend are 69%.
CRM may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
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 57 of 85 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 67%.
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 50 similar instances when the indicator turned negative. In 34 of the 50 cases the stock turned lower in the days that followed. This puts the odds of success at 68%.
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.
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 Price Growth Rating for this company is 43 (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 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 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 70 (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 (4.850) is normal, around the industry mean (-1.884). P/E Ratio (20.675) is within average values for comparable stocks, (15.540). Projected Growth (PEG Ratio) (0.759) is also within normal values, averaging (2.824). Dividend Yield (0.008) settles around the average of (0.072) among similar stocks. P/S Ratio (5.107) is also within normal values, averaging (70.854).
The Tickeron PE Growth Rating for this company is 86 (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.
Momentum Indicator for WDAY turns positive, indicating new upward trend
WDAY saw its Momentum Indicator move above the 0 level on October 30, 2026. This is an indication that the stock could be shifting in to a new upward move. Traders may want to consider buying the stock or buying call options. Tickeron's A.I.dvisor looked at 89 similar instances where the indicator turned positive. In 62 of the 89 cases, the stock moved higher in the following days. The odds of a move higher are at 70%.
Technical Analysis (Indicators)
Bullish Trend Analysis
WDAY moved above its 50-day moving average on October 19, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for WDAY crossed bullishly above the 50-day moving average on October 21, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 10 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 62%.
Following a +1.37% 3-day Advance, the price is estimated to grow further. Considering data from situations where WDAY advanced for three days, in 170 of 300 cases, the price rose further within the following month. The odds of a continued upward trend are 57%.
The Aroon Indicator entered an Uptrend today. In 105 of 167 cases where WDAY Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 63%.
Bearish Trend Analysis
The 10-day RSI Indicator for WDAY moved out of overbought territory on October 26, 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 39 similar instances where the indicator moved out of overbought territory. In 27 of the 39 cases, the stock moved lower in the following days. This puts the odds of a move lower at 69%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 44 of 58 cases where WDAY's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 76%.
The Moving Average Convergence Divergence Histogram (MACD) for WDAY turned negative on October 30, 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 48 similar instances when the indicator turned negative. In 30 of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at 62%.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where WDAY 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 70%.
WDAY 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.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 40 (best 1 - 100 worst), indicating steady price growth. WDAY’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 54 (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 Seasonality Score of 75 (best 1 - 100 worst) indicates that the company is slightly overvalued 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 82 (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 (7.384) is normal, around the industry mean (-1.902). P/E Ratio (40.232) is within average values for comparable stocks, (15.583). Projected Growth (PEG Ratio) (0.689) is also within normal values, averaging (2.824). Dividend Yield (0.000) settles around the average of (0.072) among similar stocks. P/S Ratio (4.773) is also within normal values, averaging (70.854).
The Tickeron PE Growth Rating for this company is 94 (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. WDAY’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.
CRM | WDAY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 67 | 21 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 70 Overvalued | 82 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 48 | 54 | |
PRICE GROWTH RATING 1..100 | 43 | 40 | |
P/E GROWTH RATING 1..100 | 86 | 94 | |
SEASONALITY SCORE 1..100 | 50 | 75 |
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 (70) in the Packaged Software industry is in the same range as WDAY (82) in the Information Technology Services industry. This means that CRM’s stock grew similarly to 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 (48) in the Packaged Software industry is in the same range as WDAY (54) 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 (40) in the Information Technology Services industry is in the same range as CRM (43) 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 (86) in the Packaged Software industry is in the same range as WDAY (94) 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 (%) | N/A | 2 days ago 69% |
| Stochastic ODDS (%) | 2 days ago 69% | 2 days ago 76% |
| Momentum ODDS (%) | 2 days ago 67% | 2 days ago 70% |
| MACD ODDS (%) | 2 days ago 68% | 2 days ago 63% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 71% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 64% |
| Advances ODDS (%) | 22 days ago 69% | 2 days ago 57% |
| Declines ODDS (%) | 2 days ago 68% | 6 days ago 70% |
| BollingerBands ODDS (%) | 2 days ago 65% | 2 days ago 71% |
| Aroon ODDS (%) | 2 days ago 84% | 2 days ago 63% |
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 WDAY’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 0 green, 5 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 3 TA indicator(s) are bullish while WDAY’s TA Score has 4 bullish TA indicator(s).
- CRM’s TA Score: 3 bullish, 6 bearish.
- WDAY’s TA Score: 4 bullish, 6 bearish.
Price Growth
CRM (@Packaged Software) experienced а -7.76% price change this week, while WDAY (@Packaged Software) price change was -3.66% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -1.57%. For the same industry, the average monthly price growth was -3.80%, and the average quarterly price growth was -3.15%.
Reported Earning Dates
CRM is expected to report earnings on Dec 02, 2026.
WDAY is expected to report earnings on Nov 24, 2026.
Industries' Descriptions
@Packaged Software (-1.57% 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 77% 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% | -1.76% | ||
| HUBS - CRM | 77% Closely correlated | -3.14% | ||
| ADBE - CRM | 75% Closely correlated | -2.12% | ||
| WDAY - CRM | 75% Closely correlated | -0.10% | ||
| NOW - CRM | 74% Closely correlated | +2.97% | ||
| FRSH - CRM | 71% Closely correlated | -0.42% | ||
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WDAY and
Correlation & Price change
A.I.dvisor indicates that over the last year, WDAY has been closely correlated with ADBE. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if WDAY jumps, then ADBE could also see price increases.
| Ticker / NAME | Correlation To WDAY | 1D Price Change % | ||
|---|---|---|---|---|
| WDAY | 100% | -0.10% | ||
| ADBE - WDAY | 75% Closely correlated | -2.12% | ||
| ASAN - WDAY | 75% Closely correlated | +0.81% | ||
| NOW - WDAY | 75% Closely correlated | +2.97% | ||
| FRSH - WDAY | 73% Closely correlated | -0.42% | ||
| INTU - WDAY | 72% Closely correlated | -2.10% | ||
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