VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Salesforce, Inc. vs Oracle 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)$170.3B
Gross margin (TTM)77.7%
Operating margin (TTM)21.5%
Net margin (TTM)18%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-05-27
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 Salesforce, Inc.'s moat claims, evidence, and risks.

View CRM analysis

Oracle Corporation

ORCL · New York Stock Exchange

Market cap (USD)$548.7B
Gross margin (TTM)66.4%
Operating margin (TTM)30.8%
Net margin (TTM)25.3%
SectorTechnology
IndustrySoftware - Infrastructure
CountryUS
Data as of2026-05-27
Moat score
65/ 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 Oracle Corporation's moat claims, evidence, and risks.

View ORCL analysis

Comparison highlights

  • Moat score gap: Salesforce, Inc. leads (71 / 100 vs 65 / 100 for Oracle Corporation).
  • Segment focus: Salesforce, Inc. has 3 segments (79.8% in CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)); Oracle Corporation has 5 segments (36.8% in Software license and support).
  • Moat breadth: Salesforce, Inc. has 6 moat types across 2 domains; Oracle Corporation has 7 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

79.8%

Oracle Corporation

Software license and support

Market

Enterprise software licenses and support for databases, middleware, and applications (on-premise and hybrid/cloud)

Geography

Global

Customer

Enterprises & public sector

Role

Software vendor (licenses)

Revenue share

36.8%

Side-by-side metrics

Salesforce, Inc.
Oracle Corporation
Ticker / Exchange
CRM - New York Stock Exchange
ORCL - New York Stock Exchange
Market cap (USD)
$170.3B
$548.7B
Gross margin (TTM)
77.7%
66.4%
Operating margin (TTM)
21.5%
30.8%
Net margin (TTM)
18%
25.3%
Sector
Technology
Technology
Industry
Software - Application
Software - Infrastructure
HQ country
US
US
Primary segment
CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)
Software license and support
Market structure
Oligopoly
Oligopoly
Market share
20.7% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
65 / 100
Moat domains
Demand, Network
Demand, Supply, Network
Last update
2026-05-27
2026-05-27

Moat coverage

Shared moat types

Suite BundlingLong Term ContractsInteroperability HubTraining Org Change Costs

Salesforce, Inc. strengths

Data Workflow LockinEcosystem Complements

Oracle Corporation strengths

Capex Knowhow ScaleSwitching Costs GeneralKeystone Component

Segment mix

Salesforce, Inc. segments

Full profile >

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

Oligopoly

79.8%

Integration & Analytics (MuleSoft, Tableau, related subscriptions)

Competitive

15%

Professional Services & Other

Competitive

5.1%

Oracle Corporation segments

Full profile >

Cloud applications

Oligopoly

24.4%

Cloud infrastructure

Oligopoly

25.6%

Software license and support

Oligopoly

36.8%

Hardware

Competitive

4.5%

Services

Competitive

8.8%

Want the full wide moat stocks list?

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

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

View expansion-stage stocks

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.