Skip to content
KStart free
AI InfrastructureDefenseQuantumAll studies →

CRM vs SHOP

Salesforce, Inc. (CRM) and Shopify Inc. (SHOP) are both filed with the SEC under Services-Prepackaged Software. The two are within rounding of one another by market cap ($207.4B and $201.4B); SHOP trades at the higher fiscal-year P/E (164.2× against 32.3×); CRM reports the higher net margin (18.0% against 10.7%); SHOP grew sales faster over three years (+27.3% against +9.8%); and over the past year SHOP returned +8.0% against CRM's +1.4%.

CRMSHOP
Last close$256.00$152.90
Market cap$207.4B$201.4B
P/E (FY)32.3×164.2×
P/S5.0×17.4×
EV/EBITDA22.5×130.5×
Gross margin77.7%48.1%
Operating margin20.1%12.7%
Net margin18.0%10.7%
Return on equity12.4%9.8%
Sales growth (3y)+9.8%+27.3%
EPS growth (3y)+233.7%
Dividend yield0.8%
1-year return+1.4%+8.0%

Screener snapshot — prices as of 2026-08-28. Each side's last close is the most recent session the snapshot holds for that company, which can be an earlier one, and its 1-year return is measured to that close. Market caps struck on 2026-08-27. Last close, market cap and the 1-year return are price figures; every other row is computed over the company's latest filed fiscal year, and the two differ: CRM FY2026 (ended 2026-01-31); SHOP FY2025 (ended 2025-12-31). — not published for this company. A ratio goes unpublished for more than one reason: a component the calculation needs is not on file, the filing does not tag the line it is read from, or the calculation is not defined on the filed basis — EV/EBITDA is not printed on non-positive EBITDA, and return on equity is not computed on a zero or negative equity base.

Who holds them, and who has traded them

CRMSHOP
Institutional holders (13F)2,6501,714
Insider buyers − sellers (180d)+2
Congressional trades disclosed (180d)30
Executive-branch officials on file — trades disclosed (180d)160

Counts only. The congressional figures count transactions dated in the trailing 180 days and disclosed in STOCK Act periodic transaction reports; amounts are filed as ranges and are never summed. The executive-branch figures count the same window of transactions, and they are scoped to one roster. The officials OGE posts for direct download. Insider buyers − sellers counts distinct people filing open-market Form 4 purchases minus distinct people filing open-market sales over the trailing 180 days, capped at ±5. — no open-market Form 4 purchases or sales in the window.

CRM vs SHOP: common questions

Is CRM bigger than SHOP?
CRM carries the larger market cap — $207.4B against $201.4B, both struck on 2026-08-27.
Which trades at a higher P/E, CRM or SHOP?
SHOP, at a fiscal-year 164.2× against 32.3× for CRM. Both are price ÷ latest full-year diluted earnings per share, not a trailing-twelve-month P/E.
How have CRM and SHOP performed over the past year?
SHOP returned +8.0% and CRM +1.4%, measured on the trailing calendar year to the last close.
How many institutions hold CRM and SHOP?
2,650 13F filers report a position in CRM and 1,714 in SHOP, on the latest quarter in the panel.
Are CRM and SHOP in the same industry?
Both are filed with the SEC under Services-Prepackaged Software, which is the classification this pairing is built on.

CRM overview · SHOP overview · CRM institutional ownership · SHOP institutional ownership · Congress and CRM · Executive branch and CRM

More in Services-Prepackaged Software: CRM vs MSFT · CRM vs NOW · CRM vs ORCL · CRM vs PLTR

Stock comparisons lists every pair this site publishes.

Source: SPZCO — https://spzco.com/vs/crm-vs-shop