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Ticker Comparison

CRM vs INTU

Comparing Salesforce and Intuit. Latest refresh 2026-02-27.

AIS delta N/AMomentum delta N/ASurface delta 10

Salesforce is ahead on AIS because the latest snapshot exposes more countable AI surface area (10 extracted items vs 0 for INTU).

Company

Salesforce CRM

Latest quarter: Q4 FY2026 • Updated 2026-02-27

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Latest QuarterQ4 FY2026
AIS24.29
Momentum-26.6%
MovementFalling
AI Mentions13
Signal Surface10
AI Products2
Partnerships0

Salesforce positions itself as the 'operating system for the Agentic Enterprise' and is commercializing AI through its Agentforce family and Data 360. Key productized offerings include Agentforce (multiple modules: Sales, Service, Analytics, Marketing, Commerce, Integration) and the Agentforce 360 Platform. Management highlights large-scale usage metrics (2.4B Agentic Work Units, ~19T tokens processed), fast ARR growth (Agentforce ARR $800M, Agentforce+Data360 ARR > $2.9B) and strong adoption signals (29k deals, >60% bookings from expansions). Guidance: FY27 revenue $45.8B–$46.2B and Q1 FY27 revenue $11.03B–$11.08B. Financials show FY26 total revenue $41.525B (10% Y/Y), gross margin 78%, non-GAAP operating income $14.156B, GAAP net income $7.457B and free cash flow $14.402B. Tone is bullish with high innovation intensity and measurable monetization tied to Agentforce/Data 360, while risks include AI integration uncertainty, acquisition (Informatica) impacts and FX.

Company

Intuit INTU

Latest quarter: N/A • Updated N/A

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Latest QuarterN/A
AISN/A
MomentumN/A
MovementNo movement
AI Mentions0
Signal Surface0
AI Products0
Partnerships0

No summary extracted yet.

Quarterly TAIS Comparison

Comparison Read

CRM has the stronger current AI signal surface.

Salesforce is ahead on AIS because the latest snapshot exposes more countable AI surface area (10 extracted items vs 0 for INTU).

CRM: AIS 24.29 • Momentum -26.6% • Surface 10

INTU: AIS N/A • Momentum N/A • Surface 0

Shared Signal Surface

No overlapping extracted items yet.

CRM AI Products

  • Agentforce
  • Data 360

INTU AI Products

  • None extracted

CRM AI Initiatives

  • Agentic Enterprise
  • Agentforce
  • Data 360
  • Agentic Work Units (AWUs)

INTU AI Initiatives

  • None extracted

CRM AI Capabilities

  • agentic workflows
  • generative AI
  • Zero Copy ingestion

INTU AI Capabilities

  • None extracted

CRM Developer Tools

  • None extracted

INTU Developer Tools

  • None extracted

CRM Customer Proof

  • 2.4 billion Agentic Work Units delivered
  • 19 trillion tokens processed
  • Agentforce ARR $800 million (up 169% Y/Y)
  • Agentforce and Data 360 ARR > $2.9 billion (up over 200% Y/Y)
  • 29,000 Agentforce deals closed (up 50% Q/Q)
  • Agentforce accounts in production increased nearly 50% Q/Q
  • Data 360 ingested 112 trillion records (up 114% Y/Y); 53 trillion via Zero Copy (up 310% Y/Y)
  • All Top 10 Q4 wins included Agentforce 360 and Data 360

INTU Customer Proof

  • No customer proof extracted