Salesforce vs. Microsoft: What Quarterly Revenue Trends Reveal

The article compares quarterly revenue trends for Microsoft (primary instrument MSFT.OQ) and Salesforce (CRM), highlighting that Microsoft’s revenue (~$82.9B in the quarter ended March 31, 2026) far exceeds Salesforce’s (~$11.2B in the quarter ended Jan. 31, 2026) but both companies have shown consistent quarter-over-quarter growth across eight quarters. Microsoft posts a substantially higher net income margin (~38%) versus Salesforce (~17%), while Salesforce’s fiscal 2026 revenue rose 10% to $41.5B and it forecasts fiscal 2027 sales of $45.8–$46.2B. The piece notes recent Q1 share weakness for both amid investor concerns (Salesforce layoffs/reorg; Microsoft capex for AI infrastructure), mentions relative forward P/E ratios (Salesforce ~14, Microsoft ~22), and suggests investors should watch whether the revenue gap narrows. Overall the article is an investor-focused performance comparison with a cautious-to-constructive tone toward both names.