CRM vs MDB: AI Stock Comparison

Salesforce, Inc. vs MongoDB, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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Tie: both score 3/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: $CRM has the earlier next catalyst (Dec 2, 2026).
$CRM
Salesforce, Inc.
CRM leader pushing Agentforce AI agents.
$MDB
MongoDB, Inc.
Developer database (Atlas) used by AI app builders.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 3/5
Shares outstanding823.0M
as of 2026-08-20 · 10-Q cover page · SEC filing
80.6M
as of 2026-08-28 · 10-Q cover page · SEC filing
CategoryCloud softwareCloud software
Key metrics
Revenue (latest quarter) $11.35B
10-Q period ended 2026-07-31; +11% y/y · SEC filing
Gross margin 76.7%
Gross profit / revenue, same quarter · SEC filing
Operating income $2.33B
Same quarter; 21% operating margin · SEC filing
Revenue (latest quarter) $771.8M
10-Q period ended 2026-07-31; +30% y/y · SEC filing
Gross margin 73.8%
Gross profit / revenue, same quarter · SEC filing
Operating income $28.4M
Same quarter; 4% operating margin · SEC filing
Next earnings
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Next catalyst
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Upcoming catalysts
Dec 2, 2026 expected
Salesforce, Inc. quarterly earnings · source
Dec 7, 2026 expected
MongoDB, Inc. quarterly earnings · source
Most recent reportedNot yet announced / not on our calendarNot yet announced / not on our calendar
Key risks
  • “We may be subject to risks from governmental sanctions and export and import controls that could impair our ability to compete in international markets and subject us to liability if we are…” — 10-K risk factor (filed 2026-03-02) · source
  • “Social, ethical, and regulatory issues, including the development, deployment, use or capabilities of AI in our offerings, may result in reputational harm, legal liability and increased…” — 10-K risk factor (filed 2026-03-02) · source
  • “We are subject to governmental export and import controls that could impair our ability to compete in international markets or subject us to liability if we violate the controls.” — 10-K risk factor (filed 2026-03-11) · source
  • “In the past, we incurred significant amounts of debt and may in the future incur additional indebtedness. We may not have sufficient cash flow from our business to make payments on such…” — 10-K risk factor (filed 2026-03-11) · source
AI angle

Salesforce sells AI agents (Agentforce) and data cloud on top of its CRM apps; AI monetization is a key debate for its growth rate.

MongoDB's Atlas database adds vector search for AI applications; AI-native startups are a source of new workloads.

Full analysis: $CRM →Full analysis: $MDB →

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Deep dives: CRM next earnings & catalysts · MDB next earnings & catalysts · AI earnings this week