CRM vs. IOT
CRM (Salesforce, Inc.) and IOT (Samsara Inc.) are both stocks. Both are in the Technology sector — CRM in Software - Application, IOT in Software - Infrastructure. Over the past 3 years, CRM returned -6.88%/yr vs 3.56%/yr for IOT. A 0.56 correlation means they provide meaningful diversification when combined.
Performance
CRM vs. IOT - Performance Comparison
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Returns By Period
In the year-to-date period, CRM achieves a -37.06% return, which is significantly lower than IOT's -5.05% return.
CRM
- 1D
- -0.34%
- 1M
- -0.75%
- YTD
- -37.06%
- 6M
- -36.31%
- 1Y
- -35.16%
- 3Y*
- -6.88%
- 5Y*
- -6.82%
- 10Y*
- 7.60%
IOT
- 1D
- 4.34%
- 1M
- 20.26%
- YTD
- -5.05%
- 6M
- -18.68%
- 1Y
- -14.15%
- 3Y*
- 3.56%
- 5Y*
- —
- 10Y*
- —
CRM vs. IOT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CRM Salesforce, Inc. | -37.06% | -20.25% | 27.76% | 98.46% | -47.83% | -0.57% |
IOT Samsara Inc. | -5.05% | -18.86% | 30.89% | 168.54% | -55.78% | 12.89% |
Correlation
The correlation between CRM and IOT is 0.63, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.63 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.56 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2021 | 0.56 |
The correlation between CRM and IOT has been stable across timeframes, ranging from 0.56 to 0.63 - a consistent structural relationship.
Fundamentals
CRM:
$144.49B
IOT:
$19.78B
CRM:
$8.59
IOT:
$0.10
CRM:
19.31
IOT:
338.97
CRM:
3.62
IOT:
11.26
CRM:
4.22
IOT:
13.12
CRM:
$42.83B
IOT:
$1.73B
CRM:
$33.25B
IOT:
$1.32B
CRM:
$12.32B
IOT:
-$14.10M
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Return for Risk
CRM vs. IOT — Risk / Return Rank
CRM
IOT
CRM vs. IOT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Salesforce, Inc. (CRM) and Samsara Inc. (IOT). 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 | IOT | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.68 | ||
| Sortino ratioReturn per unit of downside risk | -1.30 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 0.99 | -0.15 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | -0.37 | -0.57 |
| Martin ratioReturn relative to average drawdown | -1.78 | -0.75 | -1.04 |
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Drawdowns
CRM vs. IOT - Drawdown Comparison
The maximum CRM drawdown since its inception was -70.50%, roughly equal to the maximum IOT drawdown of -70.38%. Use the drawdown chart below to compare losses from any high point for CRM and IOT.
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Drawdown Indicators
| CRM | IOT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.50% | -70.38% | -0.12% |
Max Drawdown (1Y)Largest decline over 1 year | -39.36% | -46.37% | +7.01% |
Max Drawdown (3Y)Largest decline over 3 years | -54.70% | -60.22% | +5.52% |
Max Drawdown (5Y)Largest decline over 5 years | -58.62% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -58.62% | — | — |
Current DrawdownCurrent decline from peak | -54.33% | -44.78% | -9.55% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -31.39% | +15.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.92% | 23.26% | -2.34% |
Volatility
CRM vs. IOT - Volatility Comparison
The current volatility for Salesforce, Inc. (CRM) is 16.76%, while Samsara Inc. (IOT) has a volatility of 19.99%. This indicates that CRM experiences smaller price fluctuations and is considered to be less risky than IOT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRM | IOT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.76% | 19.99% | -3.23% |
Volatility (6M)Calculated over the trailing 6-month period | 31.59% | 44.50% | -12.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.09% | 57.78% | -19.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.07% | 65.87% | -28.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.38% | 65.87% | -30.49% |
Dividends
CRM vs. IOT - Dividend Comparison
CRM's dividend yield for the trailing twelve months is around 1.28%, while IOT has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 |
|---|---|---|---|
CRM Salesforce, Inc. | 1.28% | 0.63% | 0.48% |
IOT Samsara Inc. | 0.00% | 0.00% | 0.00% |
Financials
CRM vs. IOT - Financials Comparison
This section allows you to compare key financial metrics between Salesforce, Inc. and Samsara 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. IOT - Profitability Comparison
CRM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
IOT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Samsara Inc. reported a gross profit of 361.14M and revenue of 478.84M. Therefore, the gross margin over that period was 75.4%.
CRM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Salesforce, Inc. reported an operating income of 2.35B and revenue of 11.13B, resulting in an operating margin of 21.1%.
IOT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Samsara Inc. reported an operating income of 7.20M and revenue of 478.84M, resulting in an operating margin of 1.5%.
CRM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Salesforce, Inc. reported a net income of 2.11B and revenue of 11.13B, resulting in a net margin of 18.9%.
IOT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Samsara Inc. reported a net income of 44.51M and revenue of 478.84M, resulting in a net margin of 9.3%.
Frequently Asked Questions
CRM and IOT have a correlation of 0.63, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IOT has higher volatility (19.99%) compared to CRM (16.76%). In terms of maximum drawdown, CRM dropped -70.50% vs IOT's -70.38%.
IOT currently has the higher Sharpe Ratio (-0.30 vs -0.98), 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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