CRM vs NET: AI Stock Comparison
Salesforce, Inc. vs Cloudflare, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.
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: $NET has the earlier next catalyst (Nov 5, 2026).
| AI exposure score | ⚡⚡⚡⚡⚡ 3/5 | ⚡⚡⚡⚡⚡ 3/5 |
|---|---|---|
| Shares outstanding | 823.0M as of 2026-08-20 · 10-Q cover page · SEC filing | Not shown (multiple share classes or no recent cover-page figure) |
| Category | Cloud software | Cloud 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) $696.1M 10-Q period ended 2026-06-30; +36% y/y · SEC filing Gross margin 71.8% Gross profit / revenue, same quarter · SEC filing Operating income -$205.7M Same quarter; -30% operating margin · SEC filing |
| Next earnings | ||
| Next catalyst | ||
| Upcoming catalysts | ||
| Most recent reported | Not yet announced / not on our calendar | Not yet announced / not on our calendar |
| Key risks |
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| 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. | Cloudflare runs GPUs at the edge for inference and sells tools to manage AI crawlers and AI apps on its network. |
| Full analysis: $CRM → | Full analysis: $NET → |
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