| Stage | CRM | % of rev | MSFT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $11.3B | 100.00% | $92.3B | 100.00% | MSFT ×8.13 |
| Gross profit | $8.7B | 76.65% | $62.6B | 67.79% | CRM +8.9pp |
| Operating income | $2.3B | 20.55% | $45.9B | 49.76% | MSFT +29.2pp |
| Pre-tax income | $4.6B | 40.12% | $46.0B | 49.80% | MSFT +9.7pp |
| Net income | $3.5B | 31.08% | $36.6B | 39.69% | MSFT +8.6pp |
| Stage | CRM | MSFT | Gap · A − B |
|---|---|---|---|
| Revenue | $11.3B100.00% | $92.3B100.00% | MSFT ×8.13 |
| Gross profit | 76.65%$8.7B | 67.79%$62.6B | CRM +8.9pp |
| Operating income | 20.55%$2.3B | 49.76%$45.9B | MSFT +29.2pp |
| Pre-tax income | 40.12%$4.6B | 49.80%$46.0B | MSFT +9.7pp |
| Net income |
| 31.08%$3.5B |
| 39.69%$36.6B |
| MSFT +8.6pp |
CRM · DOCU 10-KMar 18 '26
“Our products and solutions seamlessly integrate with hundreds of other software applications, including Salesforce, Microsoft, SAP, Google, ServiceNow, and Workday.”
MSFT · DOCU 10-KMar 18 '26
“We operate co-location data centers in several locations, and we also leverage public cloud infrastructure for an increasing number of services, as we continue to migrate our production services from our data center hosting facilities to Microsoft Azure Cloud, a third-party cloud provider.”
CRM · ULS 10-KFeb 19 '26
“Our employees benefit from globally aligned processes and decision-support capabilities enabled by leading commercial off-the-shelf technologies, including Oracle, Microsoft and Salesforce.”
MSFT · ULS 10-KFeb 19 '26
“Our employees benefit from globally aligned processes and decision-support capabilities enabled by leading commercial off-the-shelf technologies, including Oracle, Microsoft and Salesforce.”
CRM · KRC 10-KFeb 13 '25
“6 Salesforce, Inc. San Francisco Bay Area / Seattle 24,706 472,988 3.1% 2.8% 2029 - 2030 / 2032 5.4”
MSFT · KRC 10-KFeb 13 '25
“5 LinkedIn Corporation / Microsoft Corporation San Francisco Bay Area 26,142 587,429 3.3% 3.4% 2026 1.7”
CRM · QTWO 10-KFeb 11 '26
“Our Symphonix lending platform runs on salesforce.com's Force.com platform, and we do not have any control over the Force.com platform or the prices salesforce.com charges us or our customers.”
MSFT · QTWO 10-KFeb 11 '26
“We operate our digital banking platform on third-party public cloud infrastructure, with Amazon Web Services, or AWS, and Microsoft Azure serving as our primary cloud providers.”
CRM · SSNC 10-KFeb 26 '26
“SS&C's Salentica CRM is purpose-built for asset and wealth managers and built on top of the leading CRM platforms at Salesforce and Microsoft.”
MSFT · SSNC 10-KFeb 26 '26
“SS&C's Salentica CRM is purpose-built for asset and wealth managers and built on top of the leading CRM platforms at Salesforce and Microsoft.”
CRM · GTM 10-KFeb 12 '26
“For example, if Salesforce were to refuse to permit our integration to access its APIs, this integration would not function, and our customers' experience would be hampered.”
MSFT · GTM 10-KFeb 12 '26
“Many of our customers use our integrations to access our data from within, or send data to, CRM, marketing automation, applicant tracking, sales enablement, and other systems, including Salesforce, Marketo, HubSpot, Microsoft Dynamics, Oracle Sales Cloud, and a variety of other commonly used tools.”
CRM · RNG 10-KFeb 27 '26
“◦ Deep CRM integrations, including Salesforce, Zendesk, ServiceNow, HubSpot, Microsoft Dynamics, and others, ensuring customer interactions are context-aware and data-driven.”
MSFT · RNG 10-KFeb 27 '26
“RingCentral seamlessly embeds into Microsoft Teams, providing reliable, global enterprise-grade phone, SMS, fax, and customer experience solutions — without requiring a Teams Phone license.”
CRM · LPSN 10-KMar 16 '26
“LivePerson's robust, cloud-based suite of rich messaging, real-time chat, Generative AI, AI and automation, and conversation orchestration offerings features LLM powered automation (Autopilot), LLM powered agent tools (Copilot: Assist, Summary, Rewrite), Conversation Intelligence tools (Generative Insights, Analytics Studio), integrations (omnichannel solution through Avaya, Inc. partnership, Salesforce connector, iHub workflows powered by Workato), and engagement solutions (proactive messaging, voice to messaging) among others.”
MSFT · LPSN 10-KMar 16 '26
“LivePerson's Conversational AI systems have these capabilities, and are integrated with best-in-class generative AI systems including OpenAI, Microsoft, Google, and others, situating the LivePerson technology stack to benefit from the anticipated growth in the generative AI space.”