CRM vs. JPM
CRM (Salesforce, Inc.) and JPM (JPMorgan Chase & Co.) are both stocks. CRM operates in Software - Application (Technology), while JPM operates in Banks - Diversified (Financial Services). Over the past 10 years, CRM returned 7.60%/yr vs 21.02%/yr for JPM. At a 0.34 correlation, their price movements are largely independent.
Performance
CRM vs. JPM - 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 JPM's 0.50% return. Over the past 10 years, CRM has underperformed JPM with an annualized return of 7.60%, while JPM has yielded a comparatively higher 21.02% annualized return.
CRM
- 1D
- -0.34%
- 1M
- 0.29%
- YTD
- -37.06%
- 6M
- -36.31%
- 1Y
- -37.22%
- 3Y*
- -6.88%
- 5Y*
- -6.82%
- 10Y*
- 7.60%
JPM
- 1D
- 2.31%
- 1M
- 6.82%
- YTD
- 0.50%
- 6M
- 1.66%
- 1Y
- 21.89%
- 3Y*
- 34.22%
- 5Y*
- 17.82%
- 10Y*
- 21.02%
CRM vs. JPM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CRM Salesforce, Inc. | -37.06% | -20.25% | 27.76% | 98.46% | -47.83% | 14.20% | 36.82% | 18.74% | 33.98% | 49.33% |
JPM JPMorgan Chase & Co. | 0.50% | 37.27% | 44.29% | 30.63% | -12.64% | 27.75% | -5.53% | 47.26% | -6.62% | 26.76% |
Correlation
The correlation between CRM and JPM is 0.09, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.09 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.29 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jun 23, 2004 | 0.34 |
Over the past year, the correlation between CRM and JPM has dropped to 0.09 - well below their long-term average of 0.34, suggesting their price drivers have been diverging.
Fundamentals
CRM:
$144.49B
JPM:
$896.00B
CRM:
$8.59
JPM:
$21.08
CRM:
19.31
JPM:
15.21
CRM:
0.04
JPM:
1.68
CRM:
3.62
JPM:
3.14
CRM:
4.22
JPM:
2.60
CRM:
$42.83B
JPM:
$285.09B
CRM:
$33.25B
JPM:
$173.52B
CRM:
$12.32B
JPM:
$81.46B
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Return for Risk
CRM vs. JPM — Risk / Return Rank
CRM
JPM
CRM vs. JPM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Salesforce, Inc. (CRM) and JPMorgan Chase & Co. (JPM). 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 | JPM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.81 | ||
| Omega ratioGain probability vs. loss probability | 0.84 | 1.18 | -0.35 |
| Calmar ratioReturn relative to maximum drawdown | -0.95 | 1.42 | -2.37 |
| Martin ratioReturn relative to average drawdown | -1.78 | 3.36 | -5.14 |
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Drawdowns
CRM vs. JPM - Drawdown Comparison
The maximum CRM drawdown since its inception was -70.50%, smaller than the maximum JPM drawdown of -76.16%. Use the drawdown chart below to compare losses from any high point for CRM and JPM.
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Drawdown Indicators
| CRM | JPM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.50% | -76.16% | +5.66% |
Max Drawdown (1Y)Largest decline over 1 year | -39.36% | -15.47% | -23.89% |
Max Drawdown (3Y)Largest decline over 3 years | -54.70% | -24.42% | -30.28% |
Max Drawdown (5Y)Largest decline over 5 years | -58.62% | -38.77% | -19.85% |
Max Drawdown (10Y)Largest decline over 10 years | -58.62% | -43.63% | -14.99% |
Current DrawdownCurrent decline from peak | -54.33% | -3.66% | -50.67% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -17.62% | +1.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 20.92% | 6.54% | +14.38% |
Volatility
CRM vs. JPM - Volatility Comparison
Salesforce, Inc. (CRM) has a higher volatility of 16.76% compared to JPMorgan Chase & Co. (JPM) at 6.35%. This indicates that CRM's price experiences larger fluctuations and is considered to be riskier than JPM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CRM | JPM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.76% | 6.35% | +10.41% |
Volatility (6M)Calculated over the trailing 6-month period | 31.59% | 16.67% | +14.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 38.09% | 21.76% | +16.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.07% | 24.46% | +12.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.38% | 27.39% | +7.99% |
Dividends
CRM vs. JPM - Dividend Comparison
CRM's dividend yield for the trailing twelve months is around 1.28%, less than JPM's 1.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CRM Salesforce, Inc. | 1.28% | 0.63% | 0.48% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
JPM JPMorgan Chase & Co. | 1.84% | 1.72% | 1.92% | 2.38% | 2.98% | 2.34% | 2.83% | 2.37% | 2.54% | 1.91% | 2.13% | 2.54% |
Financials
CRM vs. JPM - Financials Comparison
This section allows you to compare key financial metrics between Salesforce, Inc. and JPMorgan Chase & Co.. 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. JPM - 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%.
JPM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a gross profit of 47.33B and revenue of 73.66B. Therefore, the gross margin over that period was 64.3%.
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%.
JPM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported an operating income of 20.48B and revenue of 73.66B, resulting in an operating margin of 27.8%.
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%.
JPM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, JPMorgan Chase & Co. reported a net income of 16.49B and revenue of 73.66B, resulting in a net margin of 22.4%.
Frequently Asked Questions
CRM and JPM have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CRM has higher volatility (16.76%) compared to JPM (6.35%). In terms of maximum drawdown, CRM dropped -70.50% vs JPM's -76.16%.
JPM currently has the higher Sharpe Ratio (1.01 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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