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CRM vs WK
Which Stock Would AI Choose? Salesforce (CRM) vs. Workiva (WK) Stock Comparison
Key Takeaways
- Salesforce (CRM) has demonstrated recent resilience with month-over-month gains exceeding 28% amid record share buybacks and expanding AI revenue streams.
- Workiva (WK) reported robust second-quarter results, including 19% year-over-year revenue growth and early achievement of its 2027 operating margin target.
- CRM operates at a significantly larger scale as a leading enterprise customer relationship management platform with broader market exposure.
- WK focuses on specialized regulatory reporting and compliance solutions, delivering higher relative growth rates in a targeted niche.
- Both companies are integrating agentic artificial intelligence features, though CRM faces more prominent market scrutiny regarding AI disruption risks.
- Recent market activity shows contrasting momentum, with CRM benefiting from analyst upgrades and WK from earnings outperformance.
Introduction
This comparison examines CRM and WK, two publicly traded companies in the enterprise software sector. Salesforce provides cloud-based customer relationship management solutions, while Workiva specializes in regulatory reporting and compliance platforms. The analysis is relevant for traders and investors evaluating relative performance, sector positioning, and adaptation to artificial intelligence trends within software-as-a-service (SaaS) businesses. It highlights observable differences in scale, growth drivers, and recent market behavior without offering investment recommendations.
CRM Overview and Recent Performance
Salesforce is a major provider of customer relationship management (CRM) software and related enterprise applications. In recent market activity, the stock has shown recovery momentum, with notable gains over the past month following periods of pressure related to artificial intelligence concerns. Key influences include strong quarterly results featuring substantial growth in AI and data products, including Agentforce reaching over $1 billion in annual recurring revenue. The company executed record share repurchases, returning significant capital to shareholders. Analyst commentary has included rating upgrades ahead of upcoming earnings, supporting sentiment amid broader technology sector volatility.
WK Overview and Recent Performance
Workiva offers a cloud platform for financial reporting, regulatory compliance, and sustainability disclosures. Recent performance reflects positive response to second-quarter results, which exceeded guidance with 19% year-over-year revenue growth and subscription revenue expansion. The company raised full-year margin and free cash flow outlooks after achieving its 2027 medium-term operating margin target ahead of schedule. Additional developments include the introduction of specialized AI agents for reporting workflows. Institutional interest and earnings beats have contributed to momentum in recent weeks, though the stock has experienced typical post-earnings fluctuations.
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Head-to-Head Comparison
Salesforce maintains a large-scale, diversified business model centered on broad enterprise adoption, while Workiva targets a narrower but high-value compliance and reporting niche. Growth drivers for CRM emphasize AI agent expansion and ecosystem integrations; WK highlights subscription retention above 110% and multi-solution adoption. Recent momentum favors CRM through buyback activity and analyst support, contrasted with WK’s earnings-driven gains and margin expansion. Risk factors include CRM’s exposure to large-cap software valuation swings and AI disruption debates, versus WK’s smaller market capitalization and concentration in regulated industries. Sector exposure overlaps in enterprise SaaS but differs in end-market focus, with CRM more tied to general productivity tools and WK to financial governance. Market sentiment reflects these contrasts, with CRM navigating broader tech rotations and WK benefiting from targeted operational achievements.
Tickeron AI Verdict
Based on observable factors such as trend consistency in recent weeks, capital return programs, and positioning within AI-driven product cycles, Tickeron’s AI models would currently assign a higher probabilistic preference to CRM over WK. This assessment draws from relative stability indicators and catalyst visibility rather than definitive forecasts.
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.
Disclaimers and LimitationsTo 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 WK is a Buy.
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 whileWK’s FA Score has 0 green FA rating(s).
- CRM’s FA Score: 1 green, 4 red.
- WK’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 2 TA indicator(s) are bullish while WK’s TA Score has 3 bullish TA indicator(s).
- CRM’s TA Score: 2 bullish, 4 bearish.
- WK’s TA Score: 3 bullish, 5 bearish.
Price Growth
CRM (@Packaged Software) experienced а -4.97% price change this week, while WK (@Packaged Software) price change was -3.95% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -5.43%. For the same industry, the average monthly price growth was -6.78%, and the average quarterly price growth was +3.56%.
Reported Earning Dates
CRM is expected to report earnings on Dec 08, 2026.
WK is expected to report earnings on Nov 04, 2026.
Industries' Descriptions
@Packaged Software (-5.43% 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 | WK | CRM / WK | |
| Capitalization | 201B | 3.96B | 5,077% |
| EBITDA | 16.4B | 75.5M | 21,722% |
| Gain YTD | -7.364 | -15.641 | 47% |
| P/E Ratio | 22.36 | 86.62 | 26% |
| Revenue | 43.9B | 966M | 4,545% |
| Total Cash | 11.4B | 815M | 1,399% |
| Total Debt | 41.7B | 793M | 5,259% |
CRM | WK | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 32 | 83 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 17 Undervalued | 99 Overvalued | |
PROFIT vs RISK RATING 1..100 | 97 | 100 | |
SMR RATING 1..100 | 48 | 100 | |
PRICE GROWTH RATING 1..100 | 37 | 39 | |
P/E GROWTH RATING 1..100 | 86 | 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 (17) in the Packaged Software industry is significantly better than the same rating for WK (99) in the Information Technology Services industry. This means that CRM’s stock grew significantly faster than WK’s over the last 12 months.
CRM's Profit vs Risk Rating (97) in the Packaged Software industry is in the same range as WK (100) in the Information Technology Services industry. This means that CRM’s stock grew similarly to WK’s over the last 12 months.
CRM's SMR Rating (48) in the Packaged Software industry is somewhat better than the same rating for WK (100) in the Information Technology Services industry. This means that CRM’s stock grew somewhat faster than WK’s over the last 12 months.
CRM's Price Growth Rating (37) in the Packaged Software industry is in the same range as WK (39) in the Information Technology Services industry. This means that CRM’s stock grew similarly to WK’s over the last 12 months.
CRM's P/E Growth Rating (86) in the Packaged Software industry is in the same range as WK (97) in the Information Technology Services industry. This means that CRM’s stock grew similarly to WK’s over the last 12 months.
| CRM | WK | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 50% | 2 days ago 68% |
| Stochastic ODDS (%) | 2 days ago 71% | 2 days ago 79% |
| Momentum ODDS (%) | N/A | 2 days ago 77% |
| MACD ODDS (%) | N/A | 2 days ago 64% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 72% |
| TrendMonth ODDS (%) | 2 days ago 62% | 2 days ago 74% |
| Advances ODDS (%) | 10 days ago 69% | 11 days ago 71% |
| Declines ODDS (%) | 2 days ago 67% | 2 days ago 73% |
| BollingerBands ODDS (%) | 2 days ago 64% | 2 days ago 88% |
| Aroon ODDS (%) | 2 days ago 68% | 2 days ago 76% |
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WK and
Correlation & Price change
A.I.dvisor indicates that over the last year, WK has been closely correlated with WDAY. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if WK jumps, then WDAY could also see price increases.