What metrics matter most when comparing ZoomInfo and Salesforce?

For ZoomInfo, net revenue retention and upmarket enterprise customer growth are key indicators of stabilization. For Salesforce, subscription revenue growth, operating margin trends, and adoption of newer AI products like Agentforce matter more given its larger, more diversified scale.

How is the AI score calculated?

The AI score is a composite signal incorporating fundamental quality, valuation, momentum, analyst sentiment, and risk factors. A higher score indicates a more favorable overall setup relative to the market at the time of the latest update.

How do ZoomInfo and Salesforce's products complement each other in practice?

ZoomInfo's contact and company intelligence data is often used to feed prospecting and sales workflows that can integrate with broader CRM systems like Salesforce, making the two platforms complementary in many sales technology stacks. Despite this complementary use case, ZoomInfo and Salesforce are evaluated as separate investments given their very different scale and business models.

Why has ZoomInfo's growth decelerated in recent years?

ZoomInfo has faced pressure from a tougher spending environment among small and midsize business customers, along with increased competition in the sales intelligence data market, both of which have weighed on net revenue retention. The company has focused on upmarket enterprise expansion and product diversification to help stabilize growth.

What role does AI play in Salesforce's growth strategy?

Salesforce has invested heavily in AI-driven products, including its Agentforce autonomous agent platform and Data Cloud, aiming to help customers automate workflows and gain deeper insights from their data. These AI initiatives are viewed as a key growth driver as the company looks to sustain growth at its large scale.

Data as of: August 31, 2026

brimindinvest.com / compare / zi-vs-crmLIVE

ZI

ZoomInfo Technologies Inc. · Sales & Marketing Software

N/A

N/A this month

VERSUS

COMPARE

CRM

Salesforce, Inc. · Enterprise Software - CRM

$257.54

+39.95% this month

Scoreboard verdict

Across AI score, momentum, valuation, upside, operating margin

ZI

0

CRM

0

MIXED SETUP

Comparison scoreboard

MIXED SETUP

AI Score

ZI N/A

CRM 47.1

1Y Return

ZI N/A

CRM +0.50%

Fwd P/E

ZI N/A

CRM 16.19

Target Up.

ZI N/A

CRM +2.56%

Op. Margin

ZI N/A

CRM 21.38%

Metrics last refreshed: 8/31/2026

Quick take

ZI vs CRM Stock Comparison: AI Score, Valuation, Performance and Upside

ZoomInfo is generally evaluated as a smaller, more focused go-to-market data and intelligence platform working through a period of growth deceleration, while Salesforce is assessed as the dominant, diversified enterprise CRM platform balancing scale with continued margin expansion. The comparison contrasts a niche data platform navigating a growth slowdown against an established enterprise software leader.

Use this comparison to weigh ZoomInfo's more focused, smaller-scale growth recovery story against Salesforce's established scale, diversification, and margin expansion in enterprise CRM.

Live analysis · updated 8/31/2026

ZI and CRM are closely matched — they split the tracked metrics evenly.

Want a full valuation workup? 16-section report — AI Score, Monte Carlo forecast, bull/bear case, DCF, and more.

CRM Report

Normalized 1Y performance

ZI

CRM

Not enough data to chart yet.

Recent returns

ZI

CRM

Analyst price targets & sentiment

ZI

Price target data unavailable

N/A

CRM · 52 analysts

STRONG BUYHOLDSTRONG SELL

Buy (1.7/5.0)

Price target range

analyst low$225.00
analyst high$442.00
analyst mean$262.54
current price$257.54

+2.6% upside to analyst mean

Who should consider this stock?

ZI may suit investors who:

Believe ZoomInfo can stabilize net revenue retention and reaccelerate growth
Want a smaller-cap, more focused go-to-market data platform investment
Value high historical free cash flow margins relative to revenue
Are comfortable with near-term growth deceleration risk

CRM may suit investors who:

Want exposure to the dominant enterprise CRM platform
Believe AI-driven products like Agentforce will drive the next growth phase
Value continued operating margin expansion at scale
Prefer a diversified, broad enterprise software portfolio

Performance & AI score

Performance & AI score
Metric	ZI	CRM
AI score	N/A	47.1
AI rank	N/A	#617
Latest close	N/A	$257.54
1M return	N/A	+39.95%
6M return	N/A	+33.47%
1Y return	N/A	+0.50%

$10,000 invested — hypothetical growth (dividends reinvested)

How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?

$10,000 invested — hypothetical growth (dividends reinvested)
Period	ZI	CRM
1Y ago	N/A	$10.19K (+1.9%) started 2025-09-02
5Y ago	N/A	$9.74K (-2.6%) started 2021-09-01
10Y ago	N/A	$34.42K (+244.2%) started 2016-09-01

Hypothetical — past performance does not guarantee future results.

Valuation & upside potential

Valuation & upside potential
Metric	ZI	CRM
Market cap	N/A	$210.69B
Trailing P/E	N/A	23.42
Forward P/E	N/A	16.19
Price/Sales	2.60	6.80
EV/Revenue	N/A	5.50
Analyst target	N/A	$262.54
Target upside	N/A	+2.56%

Full DCF model for CRM

Growth, profitability & risk

Growth, profitability & risk
Metric	ZI	CRM
Revenue growth	N/A	10.80%
Earnings growth	N/A	118.90%
EPS growth	N/A	+118.90%
FCF margin	N/A	+40.36%
Operating margin	N/A	21.38%
Profit margin	N/A	21.99%
ROIC proxy	N/A	19.38%
Return on equity	N/A	19.38%
Dividend yield	N/A	0.69%
Beta	-0.39	1.15
Debt/equity	N/A	110.42
Current ratio	N/A	0.84
Quick ratio	N/A	0.67

Drawdown & downside risk

Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.

1Y risk snapshot

ZI max drawdownN/A

CRM max drawdown43.61%

ZI max wkly dropN/A

CRM max wkly drop15.16%

5Y risk snapshot

ZI max drawdownN/A

CRM max drawdown59.08%

ZI max wkly dropN/A

CRM max wkly drop23.19%

10Y risk snapshot

ZI max drawdownN/A

CRM max drawdown59.08%

ZI max wkly dropN/A

CRM max wkly drop23.19%

Performance metrics by period

Performance metrics by period
Period	Metric	ZI	CRM
1Y	Growth	N/A	+1.85%
	CAGR	N/A	+1.86%
	Sharpe ratio	N/A	0.17
	Max drawdown	N/A	43.61%
	Max daily drop	N/A	8.69%
	Max wkly drop	N/A	15.16%
5Y	Growth	N/A	-3.33%
	CAGR	N/A	-0.68%
	Sharpe ratio	N/A	0.06
	Max drawdown	N/A	59.08%
	Max daily drop	N/A	19.74%
	Max wkly drop	N/A	23.19%
10Y	Growth	N/A	+241.70%
	CAGR	N/A	+13.08%
	Sharpe ratio	N/A	0.40
	Max drawdown	N/A	59.08%
	Max daily drop	N/A	19.74%
	Max wkly drop	N/A	23.19%

Business comparison

Business comparison
Category	ZI	CRM
Company	ZoomInfo Technologies Inc.	Salesforce, Inc.
Sector	Sales & Marketing Software	Technology
Industry	N/A	Software - Application
Core business	ZoomInfo provides a go-to-market intelligence platform offering business contact data, sales and marketing automation tools, and analytics to help companies identify and engage prospects.	Salesforce provides a comprehensive customer relationship management platform spanning sales, service, marketing, commerce, and AI-driven applications like Agentforce.
Investor focus	Investors watch net revenue retention trends, upmarket enterprise customer growth, and progress stabilizing growth after a period of deceleration.	Investors track subscription revenue growth, operating margin expansion, and adoption of newer AI-powered products including Agentforce and Data Cloud.

ZI strengths

Large proprietary database of business contact and company intelligence data
Growing platform of adjacent sales engagement and analytics tools
High historical free cash flow margins relative to revenue

CRM strengths

Dominant market position in enterprise CRM software
Broad, diversified product portfolio across the customer engagement lifecycle
Significant operating margin expansion in recent years alongside continued growth

Risks to watch — ZI

Net revenue retention has weakened amid a tougher SMB spending environment
Increasing competition from other sales intelligence and data providers
Revenue growth has decelerated notably from earlier hyper-growth rates

Risks to watch — CRM

Large scale makes maintaining historical growth rates increasingly difficult
Integration execution risk from ongoing acquisitions
Competitive pressure from Microsoft and other enterprise software vendors

Frequently asked questions

Salesforce offers established scale, diversification, and margin expansion as the dominant enterprise CRM platform, while ZoomInfo offers a smaller, more focused go-to-market data platform currently working through a growth slowdown. Investors wanting established leadership may prefer Salesforce; those wanting a potential smaller-cap recovery story may consider ZoomInfo.

AI Prediction SignalNext 5 trading days

Members only

+2.8%BUY

CRM

+1.1%HOLD

Start Free Trial Log in

ML model trained on historical prices · 14-day free trial · No credit card required

Free public comparison

Want deeper AI forecasts?

This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.

Start Free Trial Read Investing Guides

In-Depth Reports

Full valuation workup with AI Score, Monte Carlo forecast, and bull/bear case — free preview, premium data from $3.99.

CRM Report

Related comparisons