SAP vs Salesforce
This page compares SAP and Salesforce, examining their business models, financial performance, and market context to help readers understand how the firms operate within the technology and enterprise software sectors. The comparison remains neutral and accessible, focusing on structure, strategy, and market positioning for both companies. Educational content, not financial advice.
This page compares SAP and Salesforce, examining their business models, financial performance, and market context to help readers understand how the firms operate within the technology and enterprise ...
Why It's Moving
SAP shares dip amid bearish forecasts signaling short-term pressure on enterprise software demand.
- Stock fell 0.78% to €209.30 on December 11, with forecasts predicting a dip to $241.36 by December 12, implying -1.66% downside[1][2].
- Bearish sentiment dominates, with Fear & Greed Index at 39 (Fear) and 50% green days over 30 sessions amid 3.31% volatility[1].
- Technical signals like MACD sell indicators and lagging moving averages reinforce downward momentum in the absence of major news[1][2].
Salesforce Powers Through Q3 with Explosive Agentforce Growth and Record Results
- Agentforce and Data 360 ARR hit nearly $1.4B, skyrocketing 114% Y/Y, with Agentforce alone up 330% Y/Y and processing over 3.2 trillion tokens to prove massive AI traction.
- Raised FY26 revenue guidance to $41.45B-$41.55B, topping estimates and highlighting consumption-based model's scalability amid steady enterprise software momentum.
- Closed Informatica deal, supercharging Salesforce's agent-ready data platform, while nearly 90% of Forbes' Top 50 AI companies leverage multiple Salesforce clouds.
SAP shares dip amid bearish forecasts signaling short-term pressure on enterprise software demand.
- Stock fell 0.78% to €209.30 on December 11, with forecasts predicting a dip to $241.36 by December 12, implying -1.66% downside[1][2].
- Bearish sentiment dominates, with Fear & Greed Index at 39 (Fear) and 50% green days over 30 sessions amid 3.31% volatility[1].
- Technical signals like MACD sell indicators and lagging moving averages reinforce downward momentum in the absence of major news[1][2].
Salesforce Powers Through Q3 with Explosive Agentforce Growth and Record Results
- Agentforce and Data 360 ARR hit nearly $1.4B, skyrocketing 114% Y/Y, with Agentforce alone up 330% Y/Y and processing over 3.2 trillion tokens to prove massive AI traction.
- Raised FY26 revenue guidance to $41.45B-$41.55B, topping estimates and highlighting consumption-based model's scalability amid steady enterprise software momentum.
- Closed Informatica deal, supercharging Salesforce's agent-ready data platform, while nearly 90% of Forbes' Top 50 AI companies leverage multiple Salesforce clouds.
Which Baskets Do They Appear In?
Neuro-Inclusive Employers
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Explore BasketTalent Analytics
These innovative companies are leveraging AI and big data to revolutionize workforce management. They provide essential tools for businesses seeking to win the modern war for talent through data-driven HR strategies and predictive analytics.
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Explore BasketCompany Toolbox
Invest in the businesses that power other businesses. These carefully selected companies provide the essential tools, platforms, and services that enterprises can't live without. With recurring revenue models and high customer retention, they form the backbone of our digital economy.
Published: June 17, 2025
Explore BasketWhich Baskets Do They Appear In?
Neuro-Inclusive Employers
Explore companies that are tapping into neurodivergent talent as a strategic advantage. These forward-thinking organizations have established dedicated programs for recruiting and supporting employees with autism, ADHD, and other forms of neurodivergence, potentially driving innovation and long-term growth.
Published: June 17, 2025
Explore BasketTalent Analytics
These innovative companies are leveraging AI and big data to revolutionize workforce management. They provide essential tools for businesses seeking to win the modern war for talent through data-driven HR strategies and predictive analytics.
Published: June 17, 2025
Explore BasketCompany Toolbox
Invest in the businesses that power other businesses. These carefully selected companies provide the essential tools, platforms, and services that enterprises can't live without. With recurring revenue models and high customer retention, they form the backbone of our digital economy.
Published: June 17, 2025
Explore BasketWin-Win Partners
Looking beyond competition to collaboration, these carefully selected stocks are building the future through powerful partnerships. Our professional analysts have identified companies creating shared value and ecosystem-driven growth that's more resilient than traditional business models.
Published: June 17, 2025
Explore BasketInvestment Analysis
SAP
SAP
Pros
- SAP has delivered an 18.7% year-to-date stock price increase in 2025, outperforming Salesforce and showing market resilience.
- SAP maintains a strong competitive position as a leading global enterprise application software provider with diverse operational reach.
- SAP’s stock risk metrics indicate somewhat lower than normal risk, supported by a higher percentile trading range relative to its historical levels.
Considerations
- SAP’s current analyst recommendations show mixed signals, with some platforms rating its shares as a 'Sell,' reflecting uncertainty in near-term outlook.
- SAP’s stock performance, while positive, has seen some recent downward pressure with a 3.22% decline noted against volatile markets.
- SAP faces intense competition from other software giants and must sustain growth in a highly fragmented and competitive CRM and enterprise software market.
Salesforce
CRM
Pros
- Salesforce dominates the salesforce automation market, controlling around 30% market share with room to grow in a double-digit expanding sector.
- The company’s five-year expected EPS CAGR of 12.9%, although lower than before, still reflects solid profit growth potential amid challenges.
- Salesforce offers a broad cloud-based CRM platform that appeals to diverse enterprise customers, supporting long-term growth opportunities.
Considerations
- Salesforce shares have fallen 28% in 2025, underperforming its sector and major competitors, indicating material investor concerns.
- Revenue growth has slowed to 7.7% year-over-year, marking a significant deceleration from years of double-digit increases.
- Salesforce faces macroeconomic and geopolitical headwinds causing cautious enterprise spending and increased near-term growth uncertainty.
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