VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Salesforce, Inc. vs Microchip Technology Incorporated

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

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$34.9B
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
71/ 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 Microchip Technology Incorporated's moat claims, evidence, and risks.

View MCHP analysis

Comparison highlights

  • Moat score gap: Microchip Technology Incorporated leads (71 / 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)); Microchip Technology Incorporated has 3 segments (51.1% in Mixed-signal Microcontrollers).
  • Moat breadth: Salesforce, Inc. has 6 moat types across 2 domains; Microchip Technology Incorporated has 6 across 3.

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%

Microchip Technology Incorporated

Mixed-signal Microcontrollers

Market

Embedded microcontrollers & microprocessors for embedded control

Geography

Global

Customer

OEMs and distributors (embedded system designers)

Role

IDM / hybrid manufacturing semiconductor supplier

Revenue share

51.1%

Side-by-side metrics

Salesforce, Inc.
Microchip Technology Incorporated
Ticker / Exchange
CRM - New York Stock Exchange
MCHP - NASDAQ
Market cap (USD)
$243.5B
$34.9B
Sector
Technology
Technology
HQ country
US
US
Primary segment
CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)
Mixed-signal Microcontrollers
Market structure
Oligopoly
Oligopoly
Market share
20.7% (reported)
6%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
70 / 100
71 / 100
Moat domains
Demand, Network
Demand, Supply, Legal
Last update
2025-12-22
2025-12-29

Moat coverage

Shared moat types

Training Org Change Costs

Salesforce, Inc. strengths

Data Workflow LockinSuite BundlingEcosystem ComplementsLong Term ContractsInteroperability Hub

Microchip Technology Incorporated strengths

Operational ExcellenceSwitching Costs GeneralScope EconomiesIP Choke PointDesign In Qualification

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%

Microchip Technology Incorporated segments

Full profile >

Mixed-signal Microcontrollers

Oligopoly

51.1%

Analog

Oligopoly

26.3%

Other (FPGA, memory, timing systems, manufacturing services, SuperFlash licensing)

Oligopoly

22.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

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.