VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Salesforce, Inc. vs Pool 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)$245B
Gross margin (TTM)77.7%
Operating margin (TTM)20.5%
Net margin (TTM)17.9%
SectorTechnology
IndustrySoftware - Application
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

Pool Corporation

POOL · NASDAQ

Market cap (USD)$8.8B
Gross margin (TTM)29.6%
Operating margin (TTM)11.1%
Net margin (TTM)7.8%
SectorIndustrials
IndustryIndustrial - Distribution
CountryUS
Data as of2026-01-06
Moat score
56/ 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 Pool Corporation's moat claims, evidence, and risks.

View POOL analysis

Comparison highlights

  • Moat score gap: Salesforce, Inc. leads (70 / 100 vs 56 / 100 for Pool Corporation).
  • Segment focus: Salesforce, Inc. has 3 segments (78.9% in CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)); Pool Corporation has 1 segment (100% in Wholesale distribution (pool, irrigation, outdoor living)).
  • Primary market structure: Oligopoly vs Competitive. Pricing power: Moderate vs Weak.
  • Moat breadth: Salesforce, Inc. has 6 moat types across 2 domains; Pool Corporation has 5 across 2.

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%

Pool Corporation

Wholesale distribution (pool, irrigation, outdoor living)

Market

Wholesale distribution of swimming pool, irrigation/landscape, and related outdoor living products

Geography

North America (majority), with operations in Europe and Australia

Customer

Pool builders/remodelers, pool service/repair professionals, specialty pool retailers, irrigation/landscape contractors, commercial pool operators

Role

Distributor / wholesaler

Revenue share

100%

Side-by-side metrics

Salesforce, Inc.
Pool Corporation
Ticker / Exchange
CRM - New York Stock Exchange
POOL - NASDAQ
Market cap (USD)
$245B
$8.8B
Gross margin (TTM)
77.7%
29.6%
Operating margin (TTM)
20.5%
11.1%
Net margin (TTM)
17.9%
7.8%
Sector
Technology
Industrials
Industry
Software - Application
Industrial - Distribution
HQ country
US
US
Primary segment
CRM Applications Suite (Sales, Service, Platform, Marketing & Commerce)
Wholesale distribution (pool, irrigation, outdoor living)
Market structure
Oligopoly
Competitive
Market share
20.7% (reported)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
70 / 100
56 / 100
Moat domains
Demand, Network
Supply, Demand
Last update
2025-12-22
2026-01-06

Moat coverage

Shared moat types

Data Workflow Lockin

Salesforce, Inc. strengths

Suite BundlingEcosystem ComplementsLong Term ContractsInteroperability HubTraining Org Change Costs

Pool Corporation strengths

Physical Network DensityScale Economies Unit CostScope EconomiesProcurement Inertia

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%

Pool Corporation segments

Full profile >

Wholesale distribution (pool, irrigation, outdoor living)

Competitive

100%

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.