CRM vs. DT
CRM (Salesforce, Inc.) and DT (Dynatrace, Inc.) are both stocks. Both operate in the Software - Application industry within the Technology sector. Over the past 5 years, CRM returned -5.00%/yr vs -7.05%/yr for DT. Their 0.58 correlation means they have sometimes moved together and sometimes differently.
Performance
CRM vs. DT - Performance Comparison
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Returns By Period
In the year-to-date period, CRM achieves a -30.18% return, which is significantly lower than DT's 2.26% return.
CRM
- 1D
- 1.83%
- 1M
- 12.74%
- 6M
- -12.88%
- YTD
- -30.18%
- 1Y
- -28.16%
- 3Y*
- -5.84%
- 5Y*
- -5.00%
- 10Y*
- 8.81%
- ALL TIME*
- 19.35%
DT
- 1D
- 0.50%
- 1M
- -2.34%
- 6M
- 16.36%
- YTD
- 2.26%
- 1Y
- -15.76%
- 3Y*
- -7.05%
- 5Y*
- -7.05%
- 10Y*
- —
- ALL TIME*
- 8.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $2.36B | $2.15B | $2.56B | |
| $181.38M | $180.50M | $231.39M |
CRM vs. DT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
CRM Salesforce, Inc. | -30.18% | -20.25% | 27.76% | 98.46% | -47.83% | 14.20% | 36.82% | 5.27% |
DT Dynatrace, Inc. | 2.26% | -20.26% | -0.62% | 42.79% | -36.54% | 39.47% | 71.03% | -0.78% |
Correlation
The correlation between CRM and DT is 0.62, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.62 |
Correlation (3Y) Balances recent behavior with more history. | 0.58 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.62 |
Correlation (All Time) Calculated using the full available price history since Aug 1, 2019 | 0.58 |
The correlation between CRM and DT has been stable across timeframes, ranging from 0.58 to 0.62 - a consistent structural relationship.
Fundamentals
CRM:
$150.71B
DT:
$12.92B
CRM:
$8.68
DT:
$0.73
CRM:
21.20
DT:
60.47
CRM:
0.04
DT:
0.84
CRM:
3.97
DT:
6.63
CRM:
4.68
DT:
5.07
CRM:
$42.83B
DT:
$2.02B
CRM:
$33.25B
DT:
$1.65B
CRM:
$12.32B
DT:
$289.14M
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Return for Risk
CRM vs. DT — Risk / Return Rank
CRM
DT
CRM vs. DT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Salesforce, Inc. (CRM) and Dynatrace, Inc. (DT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CRM | DT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.30 | ||
| Sortino ratioReturn per unit of downside risk | -0.53 | ||
| Omega ratioGain probability vs. loss probability | 0.90 | 0.96 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | -0.65 | -0.42 | -0.23 |
| Martin ratioReturn relative to average drawdown | -1.20 | -0.81 | -0.39 |
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Drawdowns
CRM vs. DT - Drawdown Comparison
The maximum CRM drawdown since its inception was -70.50%, which is greater than DT's maximum drawdown of -61.77%. Use the drawdown chart below to compare losses from any high point for CRM and DT.
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Drawdown Indicators
| CRM | DT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.50% | -61.77% | -8.73% |
Max Drawdown (1Y)Largest decline over 1 year | -43.33% | -37.30% | -6.03% |
Max Drawdown (3Y)Largest decline over 3 years | -58.67% | -48.16% | -10.51% |
Max Drawdown (5Y)Largest decline over 5 years | -58.67% | -61.77% | +3.10% |
Max Drawdown (10Y)Largest decline over 10 years | -58.67% | — | — |
Current DrawdownCurrent decline from peak | -49.34% | -43.73% | -5.61% |
Average DrawdownAverage peak-to-trough decline | -16.37% | -31.01% | +14.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 23.55% | 20.77% | +2.78% |
Volatility
CRM vs. DT - Volatility Comparison
Salesforce, Inc. (CRM) has a higher volatility of 14.40% compared to Dynatrace, Inc. (DT) at 10.57%. This indicates that CRM's price experiences larger fluctuations and is considered to be riskier than DT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRM | DT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.40% | 10.57% | +3.83% |
Volatility (6M)Calculated over the trailing 6-month period | 33.51% | 34.04% | -0.53% |
Volatility (1Y)Calculated over the trailing 1-year period | 41.11% | 40.56% | +0.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.77% | 40.99% | -3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.70% | 46.41% | -10.71% |
Dividends
CRM vs. DT - Dividend Comparison
CRM's dividend yield for the trailing twelve months is around 0.93%, while DT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
CRM Salesforce, Inc. | 0.93% | 0.63% | 0.48% |
DT Dynatrace, Inc. | 0.00% | 0.00% | 0.00% |
Financials
CRM vs. DT - Financials Comparison
This section allows you to compare key financial metrics between Salesforce, Inc. and Dynatrace, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
CRM vs. DT - Profitability Comparison
CRM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Salesforce, Inc. reported a gross profit of 8.56B and revenue of 11.13B. Therefore, the gross margin over that period was 76.9%.
DT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Dynatrace, Inc. reported a gross profit of 430.32M and revenue of 531.72M. Therefore, the gross margin over that period was 80.9%.
CRM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Salesforce, Inc. reported an operating income of 2.35B and revenue of 11.13B, resulting in an operating margin of 21.1%.
DT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Dynatrace, Inc. reported an operating income of 37.34M and revenue of 531.72M, resulting in an operating margin of 7.0%.
CRM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Salesforce, Inc. reported a net income of 2.11B and revenue of 11.13B, resulting in a net margin of 18.9%.
DT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Dynatrace, Inc. reported a net income of 76.21M and revenue of 531.72M, resulting in a net margin of 14.3%.
Frequently Asked Questions
CRM and DT have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRM has higher volatility (14.40%) compared to DT (10.57%). In terms of maximum drawdown, CRM dropped -70.50% vs DT's -61.77%.
DT currently has the higher Sharpe Ratio (-0.39 vs -0.69), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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