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CRM vs. WMB
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CRM vs. WMB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Salesforce, Inc. (CRM) and The Williams Companies, Inc. (WMB). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CRM achieves a -37.06% return, which is significantly lower than WMB's 21.67% return. Over the past 10 years, CRM has underperformed WMB with an annualized return of 7.60%, while WMB has yielded a comparatively higher 19.28% annualized 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%

WMB

1D
1.39%
1M
-6.54%
YTD
21.67%
6M
22.42%
1Y
24.40%
3Y*
38.58%
5Y*
26.67%
10Y*
19.28%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CRM vs. WMB - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
CRM
Salesforce, Inc.
-37.06%-20.25%27.76%98.46%-47.83%14.20%36.82%18.74%33.98%49.33%
WMB
The Williams Companies, Inc.
21.67%14.91%62.35%11.86%32.83%38.36%-8.20%14.18%-23.88%2.02%

Correlation

The correlation between CRM and WMB is -0.05, 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

-0.05

Correlation (3Y)
Calculated over the trailing 3-year period

0.11

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.18

Correlation (All Time)
Calculated using the full available price history since Jun 23, 2004

0.29

The correlation between CRM and WMB shifts across timeframes, from -0.05 (1 year) to 0.29 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

CRM:

$144.49B

WMB:

$88.15B

EPS

CRM:

$8.59

WMB:

$2.28

PE Ratio

CRM:

19.31

WMB:

31.55

PEG Ratio

CRM:

0.04

WMB:

1.64

PS Ratio

CRM:

3.62

WMB:

7.39

PB Ratio

CRM:

4.22

WMB:

6.80

Total Revenue (TTM)

CRM:

$42.83B

WMB:

$11.92B

Gross Profit (TTM)

CRM:

$33.25B

WMB:

$7.49B

EBITDA (TTM)

CRM:

$12.32B

WMB:

$6.88B

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Return for Risk

CRM vs. WMB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CRM
CRM Risk / Return Rank: 66
Overall Rank
CRM Sharpe Ratio Rank: 66
Sharpe Ratio Rank
CRM Sortino Ratio Rank: 88
Sortino Ratio Rank
CRM Omega Ratio Rank: 99
Omega Ratio Rank
CRM Calmar Ratio Rank: 44
Calmar Ratio Rank
CRM Martin Ratio Rank: 22
Martin Ratio Rank

WMB
WMB Risk / Return Rank: 7272
Overall Rank
WMB Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
WMB Sortino Ratio Rank: 6969
Sortino Ratio Rank
WMB Omega Ratio Rank: 6767
Omega Ratio Rank
WMB Calmar Ratio Rank: 7676
Calmar Ratio Rank
WMB Martin Ratio Rank: 7474
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CRM vs. WMB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Salesforce, Inc. (CRM) and The Williams Companies, Inc. (WMB). 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.


CRMWMBDifference
Sharpe ratioReturn per unit of total volatility

-2.07

Sortino ratioReturn per unit of downside risk

-2.93

Omega ratioGain probability vs. loss probability

0.84

1.20

-0.36

Calmar ratioReturn relative to maximum drawdown

-0.95

2.02

-2.97

Martin ratioReturn relative to average drawdown

-1.78

4.27

-6.05

CRM vs. WMB - Sharpe Ratio Comparison

The current CRM Sharpe Ratio is -0.98, which is lower than the WMB Sharpe Ratio of 1.08. The chart below compares the historical Sharpe Ratios of CRM and WMB, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CRM vs. WMB - Drawdown Comparison

The maximum CRM drawdown since its inception was -70.50%, smaller than the maximum WMB drawdown of -98.03%. Use the drawdown chart below to compare losses from any high point for CRM and WMB.


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Drawdown Indicators


CRMWMBDifference

Max Drawdown

Largest peak-to-trough decline

-70.50%

-98.03%

+27.53%

Max Drawdown (1Y)

Largest decline over 1 year

-39.36%

-12.36%

-27.00%

Max Drawdown (3Y)

Largest decline over 3 years

-54.70%

-12.36%

-42.34%

Max Drawdown (5Y)

Largest decline over 5 years

-58.62%

-23.01%

-35.61%

Max Drawdown (10Y)

Largest decline over 10 years

-58.62%

-68.08%

+9.46%

Current Drawdown

Current decline from peak

-54.33%

-8.55%

-45.78%

Average Drawdown

Average peak-to-trough decline

-16.15%

-27.07%

+10.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

20.92%

5.82%

+15.10%

Volatility

CRM vs. WMB - Volatility Comparison

Salesforce, Inc. (CRM) has a higher volatility of 16.76% compared to The Williams Companies, Inc. (WMB) at 7.36%. This indicates that CRM's price experiences larger fluctuations and is considered to be riskier than WMB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRMWMBDifference

Volatility (1M)

Calculated over the trailing 1-month period

16.76%

7.36%

+9.40%

Volatility (6M)

Calculated over the trailing 6-month period

31.59%

15.58%

+16.01%

Volatility (1Y)

Calculated over the trailing 1-year period

38.09%

23.00%

+15.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.07%

23.62%

+13.45%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

35.38%

30.95%

+4.43%

Dividends

CRM vs. WMB - Dividend Comparison

CRM's dividend yield for the trailing twelve months is around 1.28%, less than WMB's 3.54% yield.


PositionTTM20252024202320222021202020192018201720162015
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%
WMB
The Williams Companies, Inc.
2.84%3.33%3.51%5.14%5.17%6.30%7.98%6.41%6.17%3.94%5.39%9.53%

Financials

CRM vs. WMB - Financials Comparison

This section allows you to compare key financial metrics between Salesforce, Inc. and The Williams Companies, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


2.00B4.00B6.00B8.00B10.00B12.00B20222023202420252026
11.13B
3.03B
(CRM) Total Revenue
(WMB) Total Revenue
Values in USD except per share items

CRM vs. WMB - Profitability Comparison

The chart below illustrates the profitability comparison between Salesforce, Inc. and The Williams Companies, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%20222023202420252026
76.9%
82.1%
Portfolio components
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%.

WMB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Williams Companies, Inc. reported a gross profit of 2.49B and revenue of 3.03B. Therefore, the gross margin over that period was 82.1%.

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%.

WMB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Williams Companies, Inc. reported an operating income of 1.32B and revenue of 3.03B, resulting in an operating margin of 43.6%.

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%.

WMB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Williams Companies, Inc. reported a net income of 865.00M and revenue of 3.03B, resulting in a net margin of 28.6%.


Frequently Asked Questions


CRM and WMB have a correlation of -0.05, 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 WMB (7.36%). In terms of maximum drawdown, CRM dropped -70.50% vs WMB's -98.03%.

WMB currently has the higher Sharpe Ratio (1.08 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.

Portfolio Optimizer

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