VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Salesforce, Inc. vs Intuit Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Salesforce, Inc.

CRM · New York Stock Exchange

Market cap (USD)$243.5B
SectorTechnology
CountryUS
Data as of2025-12-22
Moat score
70/ 100

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

Full stock profile

Dive deeper into Salesforce, Inc.'s moat claims, evidence, and risks.

View CRM analysis

Intuit Inc.

INTU · NASDAQ

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
76/ 100

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

Full stock profile

Dive deeper into Intuit Inc.'s moat claims, evidence, and risks.

View INTU analysis

Comparison highlights

  • Moat score gap: Intuit Inc. leads (76 / 100 vs 70 / 100 for Salesforce, Inc.).
  • Segment focus: Salesforce, Inc. has 3 segments (78.9% in CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)); Intuit Inc. has 4 segments (58.8% in Global Business Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Salesforce, Inc. has 6 moat types across 2 domains; Intuit Inc. has 8 across 4.

Primary market context

Salesforce, Inc.

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

Market

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

Geography

Global

Customer

Business (SMB to enterprise)

Role

SaaS application & platform vendor

Revenue share

78.9%

Intuit Inc.

Global Business Solutions

Market

Small and mid-market business financial management, payroll, payments/capital, and marketing automation software (QuickBooks ecosystem + Mailchimp)

Geography

Global

Customer

Small businesses, mid-market businesses, and accounting/bookkeeping professionals

Role

SaaS platform operator and payments/embedded-finance enabler

Revenue share

58.8%

Side-by-side metrics

Salesforce, Inc.
Intuit Inc.
Ticker / Exchange
CRM - New York Stock Exchange
INTU - NASDAQ
Market cap (USD)
$243.5B
n/a
Sector
Technology
Technology
HQ country
US
US
Primary segment
CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)
Global Business Solutions
Market structure
Oligopoly
Oligopoly
Market share
20.7% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
70 / 100
76 / 100
Moat domains
Demand, Network
Demand, Network, Supply, Legal
Last update
2025-12-22
2025-12-30

Moat coverage

Shared moat types

Data Workflow LockinSuite BundlingEcosystem Complements

Salesforce, Inc. strengths

Long Term ContractsInteroperability HubTraining Org Change Costs

Intuit Inc. strengths

Brand TrustDistribution ControlCompliance AdvantageTwo Sided NetworkData Network Effects

Segment mix

Salesforce, Inc. segments

Full profile >

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

Oligopoly

78.9%

Integration & Analytics (MuleSoft, Tableau, related subscriptions)

Competitive

15.2%

Professional Services & Other

Competitive

5.8%

Intuit Inc. segments

Full profile >

Global Business Solutions

Oligopoly

58.8%

Consumer

Oligopoly

25.9%

Credit Karma

Competitive

12%

ProTax

Oligopoly

3.3%

Want the full wide moat stocks list?

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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.