WIDE MOAT STOCKS COMPARISON

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Stock Comparison

Salesforce, Inc. vs Microsoft Corporation

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)$185.2B
Gross margin (TTM)77.3%
Operating margin (TTM)19.9%
Net margin (TTM)22%
SectorTechnology
IndustryApplication software
CountryUS
Data as of2026-08-23
67/100
Moat score

Weighted across the company's segments.

Full stock profile

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

View CRM analysis

Microsoft Corporation

MSFT · The Nasdaq Global Select Market

Market cap (USD)$3.9T
Gross margin (TTM)67.9%
Operating margin (TTM)46.8%
Net margin (TTM)40.3%
SectorTechnology
IndustryInfrastructure software
CountryUS
Data as of2026-08-23
95/100
Moat score

Weighted across the company's segments.

Full stock profile

Dive deeper into Microsoft Corporation's moat claims, evidence, and risks.

View MSFT analysis

Comparison highlights

  • Moat score gap: Microsoft Corporation leads (95 / 100 vs 67 / 100 for Salesforce, Inc.).
  • Segment focus: Salesforce, Inc. has 3 segments (64.3% in Agentforce Apps (Sales, Service, Marketing, Commerce, Slack)); Microsoft Corporation has 2 segments (80.8% in Agents and Infra).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Strong.
  • Moat breadth: Salesforce, Inc. has 3 moat types across 2 domains; Microsoft Corporation has 8 across 4.

Primary market context

Salesforce, Inc.

Agentforce Apps (Sales, Service, Marketing, Commerce, Slack)

Market

AI-enabled CRM applications for sales, service, marketing, commerce and collaboration delivered as SaaS

Geography

Global

Customer

Business (SMB to enterprise)

Role

SaaS application & platform vendor

Revenue share

64.3%

Microsoft Corporation

Agents and Infra

Market

Cloud infrastructure, commercial and consumer productivity and AI applications, developer tools, business solutions and server licensing

Geography

Global

Customer

Enterprises, governments, developers, households and individual productivity subscribers

Role

Integrated application, model and infrastructure platform

Revenue share

80.8%

Side-by-side metrics

Salesforce, Inc.
Microsoft Corporation
Ticker / Exchange
CRM - New York Stock Exchange
MSFT - The Nasdaq Global Select Market
Market cap (USD)
$185.2B
$3.9T
Gross margin (TTM)
77.3%
67.9%
Operating margin (TTM)
19.9%
46.8%
Net margin (TTM)
22%
40.3%
Sector
Technology
Technology
Industry
Application software
Infrastructure software
HQ country
US
US
Primary segment
Agentforce Apps (Sales, Service, Marketing, Commerce, Slack)
Agents and Infra
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Strong
Moat score
67 / 100
95 / 100
Moat domains
Demand, Network
Demand, Network, Supply, Legal
Last update
2026-09-05
2026-09-05

Moat coverage

Shared moat types

Data Workflow LockinSuite BundlingEcosystem Complements

Salesforce, Inc. strengths

No unique moat types yet.

Microsoft Corporation strengths

Long Term ContractsTwo Sided NetworkCapex Knowhow ScaleDefault OS GatewayContent Rights Currency

Segment mix

Salesforce, Inc. segments

Full profile >

Agentforce Apps (Sales, Service, Marketing, Commerce, Slack)

Competitive

64.3%

Data 360, Headless Platform & Integration/Analytics

Competitive

30.6%

Professional Services & Other

Competitive

5.1%

Microsoft Corporation segments

Full profile >

Agents and Infra

Oligopoly

80.8%

Devices and Consumer

Competitive

19.2%

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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.