VOL. XCIV, NO. 247

★ MOAT STOCKS & COMPETITIVE ADVANTAGES ★

PRICE: 5 CENTS

Tuesday, December 23, 2025

Salesforce, Inc.

CRM · New York Stock Exchange

active
Market cap (USD)$243.5B
SectorTechnology
CountryUS
Data as of
Moat score
70/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

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Overview

Salesforce is a global CRM applications leader with the majority of revenue from subscription-based cloud software. Its core moat in CRM apps is driven by workflow/data lock-in and suite bundling across multiple front-office clouds, reinforced by an AppExchange marketplace and a large partner/developer community. Integration and analytics extend the platform but compete in more crowded categories, while professional services is a small attach business with relatively weak defensibility.

Primary segment

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

Market structure

Oligopoly

Market share

20.7% (reported)

HHI:

Coverage

3 segments · 8 tags

Updated 2025-12-22

Segments

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

CRM applications (sales, customer service, marketing, digital commerce) delivered as SaaS

Revenue

78.9%

Structure

Oligopoly

Pricing

moderate

Share

20.7% (reported)

Peers

MSFTORCLSAPADBE+2

Integration & Analytics (MuleSoft, Tableau, related subscriptions)

Integration platform (iPaaS/API management) and analytics/BI software

Revenue

15.2%

Structure

Competitive

Pricing

moderate

Share

Peers

MSFTORCLIBMSAP+3

Professional Services & Other

CRM implementation, advisory, and training services

Revenue

5.8%

Structure

Competitive

Pricing

weak

Share

Peers

ACNIBMCTSHEPAM

Moat Claims

CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)

CRM applications (sales, customer service, marketing, digital commerce) delivered as SaaS

Revenue share derived from FY2025 10-K disaggregation: Sales + Service + Platform and Other + Marketing and Commerce as a share of total FY2025 revenues.

Oligopoly

Data Workflow Lockin

Demand

Strength: 4/5 · Durability: durable · Confidence: 4/5 · 1 evidence

Salesforce positions itself as a system-of-record for customer interactions by connecting customer data across systems and embedding automation/AI into front-office workflows.

Erosion risks

  • Improved data portability and API-first architectures reduce switching friction
  • AI-native CRM entrants change buyer expectations and lower migration costs
  • Competitor suites (e.g., Microsoft) consolidate front-office spend

Leading indicators

  • Renewal rate/churn (if disclosed) and CRPO/RPO growth
  • Attach rate of multiple clouds per customer
  • Adoption/usage of Agentforce, Data Cloud, and automation features

Counterarguments

  • CRM data can be replicated into customer data platforms/data lakes, enabling parallel-run migrations
  • Enterprises often operate multi-vendor front-office stacks, reducing lock-in

Suite Bundling

Demand

Strength: 4/5 · Durability: durable · Confidence: 4/5 · 1 evidence

Salesforce explicitly emphasizes cross-selling/upselling multiple service offerings as a one-stop-shop strategy for front-office needs.

Erosion risks

  • Unbundling toward best-of-breed point solutions
  • Budget pressure increases seat rationalization and cloud consolidation
  • Competitors bundle CRM with broader suites (e.g., productivity + ERP)

Leading indicators

  • Average number of clouds/modules per customer
  • Net new bookings mix: new logos vs expansions
  • Discounting levels and contract duration trends

Counterarguments

  • Large enterprises may standardize by function and still mix vendors
  • Suite breadth can increase complexity and time-to-value, pushing some buyers to simpler tools

Ecosystem Complements

Network

Strength: 4/5 · Durability: durable · Confidence: 4/5 · 2 evidence

AppExchange marketplace plus a large developer/admin community and SI/ISV partners extend Salesforce and reduce adoption friction (complements and implementation capacity).

Erosion risks

  • Partners multi-home and shift attention to other ecosystems
  • Platform governance/pricing changes reduce partner ROI
  • Third-party app security incidents reduce trust

Leading indicators

  • AppExchange install/usage growth and partner participation
  • SI implementation capacity and partner-sourced pipeline
  • Trailhead/community engagement (if disclosed)

Counterarguments

  • Partners can build comparable solutions on competing platforms
  • Ecosystem value may be less defensible if customers minimize third-party add-ons

Long Term Contracts

Demand

Strength: 3/5 · Durability: medium · Confidence: 4/5 · 2 evidence

Subscription contracts are generally noncancellable during the term and often billed in advance, supporting revenue visibility and lowering short-term churn.

Erosion risks

  • Renewal renegotiations can compress pricing and scope
  • Shift toward shorter terms or usage-based pricing in some products
  • Macro downturn increases downsizing at renewal

Leading indicators

  • Remaining performance obligations (RPO) and CRPO trend
  • Renewal rates and net revenue retention
  • Average contract term and renewal discounting

Counterarguments

  • At renewal, customers can still switch; contract structure is not permanent lock-in
  • High discounting or concessions can weaken the benefit of contract stickiness

Integration & Analytics (MuleSoft, Tableau, related subscriptions)

Integration platform (iPaaS/API management) and analytics/BI software

Revenue share derived from FY2025 10-K disaggregation: Integration and Analytics as a share of total FY2025 revenues.

Competitive

Interoperability Hub

Network

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Positioned as connective tissue across systems and partners; integration and data connectivity become embedded in business processes.

Erosion risks

  • Cloud hyperscalers and platform vendors replicate integration/analytics features
  • Open-source and API standardization reduce differentiation
  • Consolidation toward data platforms (warehouse/lakehouse) weakens standalone BI tools

Leading indicators

  • Attach rate of integration/analytics products to core CRM deals
  • Competitive win/loss vs Microsoft and hyperscalers
  • Consumption/usage metrics for integration runtimes and analytics (if disclosed)

Counterarguments

  • iPaaS and BI categories have many credible alternatives; differentiation can be narrow
  • Buyers may standardize on hyperscaler-native integration/analytics stacks

Data Workflow Lockin

Demand

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Once integration flows, connectors, and analytics dashboards are built and governed, switching can require significant rework, retesting, and retraining.

Erosion risks

  • Data layer abstraction reduces dependence on any single analytics vendor
  • Composable architectures reduce workflow coupling to one platform

Leading indicators

  • Renewal/expansion of integration and analytics SKUs
  • Migration away from Tableau or MuleSoft in competitive accounts (signals in disclosures/earnings commentary)

Counterarguments

  • BI tooling can be swapped if the semantic layer and data platform are externalized
  • Integration can be rewritten using cloud-native services or open-source frameworks

Ecosystem Complements

Network

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Partner-built applications and consulting ecosystem can accelerate integration deployments and extend connectors/integrations.

Erosion risks

  • Connector commoditization and multi-cloud standardization
  • Partner incentives shift toward other ecosystems

Leading indicators

  • Growth of integration/analytics-related AppExchange solutions
  • Partner-sourced deployments and SI utilization for MuleSoft/Tableau projects

Counterarguments

  • Ecosystem value is shared with partners and can be replicated on other platforms
  • Many integration projects are SI-led and platform choice may be secondary

Professional Services & Other

CRM implementation, advisory, and training services

Revenue share derived from FY2025 10-K disaggregation: Professional services and other as a share of total FY2025 revenues.

Competitive

Training Org Change Costs

Demand

Strength: 2/5 · Durability: fragile · Confidence: 3/5 · 1 evidence

Implementation and training work embeds Salesforce-specific knowledge and change management; switching providers mid-project can be disruptive but is generally feasible.

Erosion risks

  • Global SIs and boutiques substitute for Salesforce's own services
  • Customers build in-house admin/dev teams and reduce services spend

Leading indicators

  • Professional services revenue trend vs subscription growth
  • Partner mix shift (more SI-led implementations)

Counterarguments

  • Professional services is labor-intensive and highly substitutable
  • Customers can change service providers between phases or at renewal cycles

Evidence

sec_filing
Salesforce, Inc. Form 10-K (fiscal year ended January 31, 2025)

"a single source of truth that connects customer data across systems, applications and devices..."

Company describes cross-system data unification supporting embedded workflows and higher switching costs.

sec_filing
Salesforce, Inc. Form 10-K (fiscal year ended January 31, 2025)

"driving multiple service offering adoption... a one-stop-shop for their front-office business technology needs."

Direct statement of bundling/cross-sell strategy across clouds.

sec_filing
Salesforce, Inc. Form 10-K (fiscal year ended January 31, 2025)

"an enterprise application marketplace... tens of millions of Trailblazers... thousands of partner applications."

Describes a large community and partner-built applications that expand platform utility.

sec_filing
Salesforce, Inc. Form 10-K (fiscal year ended January 31, 2025)

"applications can be marketed and sold on the AppExchange... [and] we rely on our consulting partners..."

AppExchange plus consulting partners (SIs) reinforce ecosystem complements.

sec_filing
Salesforce, Inc. Form 10-K (fiscal year ended January 31, 2025)

"Substantially all subscription service arrangements are noncancellable..."

Noncancellable arrangements support contractual stickiness within the contract term.

Showing 5 of 12 sources.

Risks & Indicators

Erosion risks

  • Improved data portability and API-first architectures reduce switching friction
  • AI-native CRM entrants change buyer expectations and lower migration costs
  • Competitor suites (e.g., Microsoft) consolidate front-office spend
  • Unbundling toward best-of-breed point solutions
  • Budget pressure increases seat rationalization and cloud consolidation
  • Competitors bundle CRM with broader suites (e.g., productivity + ERP)

Leading indicators

  • Renewal rate/churn (if disclosed) and CRPO/RPO growth
  • Attach rate of multiple clouds per customer
  • Adoption/usage of Agentforce, Data Cloud, and automation features
  • Customer expansion vs contraction in large enterprise accounts
  • Average number of clouds/modules per customer
  • Net new bookings mix: new logos vs expansions
Created 2025-12-22
Updated 2025-12-22

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.