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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) both operate in the enterprise software sector but target different core functions, with CRM emphasizing customer relationship management and WDAY focusing on human capital and financial management.
- In recent market activity, both stocks have experienced significant year-to-date declines, with WDAY showing steeper losses compared to CRM amid broader sector pressures.
- WDAY reported strong first-quarter fiscal 2027 results in late May 2026, with revenue growth of 13.5% year-over-year and an earnings beat that supported a positive stock reaction.
- CRM has highlighted progress in AI initiatives such as Agentforce alongside ongoing share repurchase programs and dividend increases in recent quarters.
- Relative performance reflects contrasts in growth drivers, with CRM benefiting from a broader product ecosystem and WDAY demonstrating resilience in subscription revenue expansion.
- Market sentiment for both remains influenced by enterprise spending trends, AI adoption rates, and macroeconomic factors affecting technology investments.
Introduction
Salesforce (CRM) and Workday (WDAY) represent prominent players in the cloud-based enterprise software industry, making them relevant for comparison by investors and traders seeking exposure to business applications and digital transformation trends. This analysis examines their business models, recent stock performance, and key differentiators to provide context on relative positioning in the current market environment. The comparison is particularly useful for those evaluating technology sector holdings, assessing growth potential in customer versus workforce management solutions, or monitoring AI-related developments within established software platforms.
CRM Overview and Recent Performance
Salesforce, Inc. (CRM) provides cloud-based customer relationship management (CRM) software and related enterprise applications. In recent weeks, the stock has traded within a range influenced by broader technology sector volatility, closing near $180.07 as of May 22, 2026, following a daily gain. Year-to-date performance shows a decline of approximately 31.86%, reflecting challenges in the enterprise software space despite ongoing operational milestones. Recent developments include continued expansion of AI capabilities through platforms like Agentforce, alongside capital return initiatives such as an expanded share repurchase authorization and a modest dividend increase announced in prior quarters. These factors have contributed to mixed sentiment, with the stock maintaining analyst coverage focused on long-term ecosystem stability.
WDAY Overview and Recent Performance
Workday, Inc. (WDAY) delivers cloud-based enterprise applications primarily for human capital management and financial management. The stock has faced notable pressure in recent market activity, closing at $128.14 as of May 22, 2026, after a session gain of over 5%. Year-to-date returns indicate a decline exceeding 40%, amid sector-wide adjustments. A key recent catalyst was the company’s fiscal first-quarter 2027 earnings release in late May 2026, which featured total revenue of $2.542 billion, representing 13.5% year-over-year growth, along with subscription revenue expansion and an earnings per share beat. This supported an immediate positive market response, highlighting resilience in core subscription metrics despite the overall price trajectory.
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Head-to-Head Comparison
Salesforce (CRM) maintains a broader suite of customer engagement and analytics tools, providing diversified revenue streams compared to Workday’s (WDAY) more concentrated focus on human resources and finance applications. Growth drivers differ accordingly, with CRM advancing AI agent technologies across its platform while WDAY emphasizes subscription revenue growth in core enterprise functions. Recent momentum has favored WDAY following its earnings release, though both stocks remain below prior highs amid year-to-date pressures. Risk factors include exposure to enterprise IT spending cycles and competition in cloud software, with CRM potentially benefiting from greater scale and WDAY from specialized domain expertise. Sector exposure overlaps in technology but varies in end-market emphasis, influencing relative sensitivity to economic indicators and digital adoption rates. Market sentiment reflects these trade-offs, with observable differences in volatility and analyst positioning based on earnings visibility and product roadmaps.
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. Workday (WDAY) shows strengths in recent earnings execution but faces more pronounced recent drawdowns. This assessment remains probabilistic and tied to current data patterns rather than forward projections.
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 StrongBuy 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 3 TA indicator(s) are bullish while WDAY’s TA Score has 5 bullish TA indicator(s).
- CRM’s TA Score: 3 bullish, 7 bearish.
- WDAY’s TA Score: 5 bullish, 5 bearish.
Price Growth
CRM (@Packaged Software) experienced а -10.42% price change this week, while WDAY (@Packaged Software) price change was -9.34% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -2.27%. For the same industry, the average monthly price growth was +0.37%, and the average quarterly price growth was -8.09%.
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 (-2.27% 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 | 136B | 32.3B | 421% |
| EBITDA | 13.7B | 1.73B | 793% |
| Gain YTD | -37.060 | -39.100 | 95% |
| P/E Ratio | 19.22 | 40.75 | 47% |
| Revenue | 42.8B | 9.85B | 434% |
| Total Cash | 1.8B | 4.35B | 41% |
| Total Debt | 41.9B | 3.81B | 1,101% |
CRM | WDAY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 58 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 15 Undervalued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 52 | 69 | |
PRICE GROWTH RATING 1..100 | 64 | 62 | |
P/E GROWTH RATING 1..100 | 94 | 98 | |
SEASONALITY SCORE 1..100 | 50 | 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 (15) in the Packaged Software industry is somewhat better than the same rating for WDAY (69) 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 (62) in the Information Technology Services industry is in the same range as CRM (64) 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 (94) in the Packaged Software industry is in the same range as WDAY (98) 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 (%) | 3 days ago 41% | 3 days ago 68% |
| Stochastic ODDS (%) | 3 days ago 73% | 3 days ago 70% |
| Momentum ODDS (%) | 3 days ago 60% | 3 days ago 69% |
| MACD ODDS (%) | 3 days ago 57% | 3 days ago 61% |
| TrendWeek ODDS (%) | 3 days ago 65% | 3 days ago 71% |
| TrendMonth ODDS (%) | 3 days ago 69% | 3 days ago 61% |
| Advances ODDS (%) | 14 days ago 69% | 14 days ago 55% |
| Declines ODDS (%) | 3 days ago 64% | 4 days ago 70% |
| BollingerBands ODDS (%) | 3 days ago 60% | 3 days ago 82% |
| Aroon ODDS (%) | 3 days ago 83% | 3 days ago 63% |
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