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TickerCRM
SectorSoftware - Application
Mkt cap$172.7B
EV / EBITDA14.3×
PostureHigh Velocity
Composite78/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 1108524

Salesforce, Inc.

CRMHIGH VELOCITYFILING INTENSITY

Salesforce, Inc. reads as an High Velocity (composite 78/100); Transformational Buyer deploying $12B across 7 disclosed transactions, down 27% vs the prior cycle · primary market Software & IT, ranked #3 on disclosed spend.

Lens

Disclosed M&A capital (2023–2025)

$12.1B

−27%

vs $16.6B in 2020–2022

Disclosed transactions

7

+17%

3/3 active fiscal years in window

Buyer archetype

Transformational Buyer

Episodic but very large disclosed transactions drive the profile.

Composite score

78

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$41.5B
EBITDA$12.7B
Enterprise value$182.6B
EV / Revenue4.4×
EV / EBITDA14.3×
P/EN/A
Cash$7.3B
Total debt$14.4B
as of 2026-05-10
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

58/100

Companies actively deploying disclosed capital into M&A

  • $41.6B disclosed buyer spend
  • Filed within 21d

Buyer Cadence

50/100

Buyer-side companies with recent filing activity

  • Filed within 21d
  • 64 acquisition-history signals
  • 287 8-Ks

Target Probability

12/100

Issuers showing target-side patterns from filings

  • 1 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 1 activism filings

Pressure Watch

17/100

Issuers facing activism, governance, or control pressure

  • 1 activism filings
  • Latest activism 13y ago; heavily discounted

Distress Watch

24/100

Issuers showing financial-distress filing patterns

  • 10-Q 173d stale
  • 1 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
78/100

Issuers with the highest filing-activity intensity

  • 287 8-Ks
  • Filed within 21d
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $182.6B
  • 10-Q 173d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $14,876M · Peak count: 8

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20254$9.3B$2.3BN/A
20243$2.7B$911MN/A
2023N/A$82MN/AN/A
20221$439M$439MN/A
20212$14.9B$7.4BN/A
20203$1.3B$427MN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Bolt On
    20%
  • Platform
    20%
  • Technology Acquisition
    20%
  • Horizontal Consolidation
    20%
  • Geographic Expansion
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • technology_acquisition
  • bolt_on
  • platform
  • geographic_expansion
  • horizontal_consolidation
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

As part of our business strategy, we periodically make investments in, or acquisitions of, complementary businesses, joint ventures, services and technologies and intellectual property rights.

10-KFY2020

We acquired Buddy for the assembled workforce, expected synergies and expanded market opportunities when integrating Buddy’s social media marketing platform with our current offerings.

10-KFY2012

With the acquisition of ExactTarget, we have created a world-class marketing platform that enables companies to deliver personalized marketing campaigns across the digital channels

10-KFY2013

The success of our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights

10-KFY2021

the costs associated with acquiring new businesses and technologies and the follow-on costs of integration and consolidating the results of acquired businesses;

10-KFY2019
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

Software & IT

Market spend (2023–2025)
$217.7B
Market spend (2020–2022)
$197.1B
Recent vs prior
+10%
Issuer rank in market
#3 of 379
Share of market capital
5.7%

Valuation positioning

14.3×EV / EBITDA

CRM trades at a -5.1-turn discount to the Software & IT peer median of 19.5×.

EV / Revenue
4.4×
Net debt / EBITDA
0.6×
Peer median EV / EBITDA
19.5×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
23.8×6.8×0.9×$59.1B$26.6B
23.4×10.7×0.2×$64.1B$27.7B
15.5×9.8×0.0×$318.3B$75.4B
Salesforce, Inc.CRM
14.3×4.4×0.6×$41.5B$12.1B
10.4×4.2×-0.1×$24.5BN/A

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Software & IT. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)232026-03-02
  • 10-Q (quarterly)652025-12-04
  • 8-K (event)2872026-03-16
  • Proxy / DEF 14A502026-05-05
  • Activism (13D / DFAN / PREC)12013-06-10

Signals on file

  • elevated

    Activism on file

    2013-06-10

    1 activist filing on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Disclosed acquisition spend

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.