Revenue segments as reported by the company.

Sales Cloud

Service Cloud

Marketing & Commerce Cloud

Salesforce Platform & Other

Professional Services & Other

Integration and Analytics

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Restructuring

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Salesforce

Heroku is a cloud platform as a service supporting several programming languages that is used as a web application deployment model. Heroku, one of the first cloud platforms, has been in development since June 2007, when it supported only the Ruby programming language, but now supports Java, Node.js, Scala, Clojure, Python, PHP, and Go. For this reason, Heroku is said to be a polyglot platform as it lets the developer build, run and scale applications in a similar manner across all the languages.

Heroku

Quip is a collaborative productivity software suite for mobile and the Web. It allows groups of people to create and edit documents and spreadsheets as a group, typically for business purposes.

Quip

Demandware is a software technology company headquartered in Burlington, Massachusetts, providing a cloud-based e-commerce platform and related services for retailers and brand manufacturers around the world. In 2016, Demandware was acquired by Salesforce for $2.8B.

Demandware

Work.com (Formerly Rypple) is a social performance management platform that helps managers and employees improve work performance through continuous coaching, real-time feedback, and recognition. It is marketed as a solution for sales performance, customer service, marketing, and as a service that can be employed by human resource departments.

Work.com

Slack Technologies, Inc.—acquired by Salesforce ($CRM) for $27.7B in July 2021—is a messaging platform businesses. Per the terms of the deal, Slack shareholders received $26.79 in cash and 0.0776 shares of Salesforce for each share owned. See the $CRM stock page for updates on Slack as a subsidiary of Salesforce.
Slack was founded by Daniel Stewart Butterfield, Bradley J. Horowitz, Eric Costello, Callum James Henderson-Begg, and Serguei Mourachov in 2009 and is headquartered in San Francisco, CA.

Slack Technologies

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

CRM exceeds Q1 targets, focuses on AI innovation and profitability

CRM's Q1 earnings call highlighted its strong performance and focus on AI innovation, productivity, and profitability. While facing challenges in certain segments, the company is leveraging opportunities in AI strategy and generative AI to drive value for customers. The focus on profitability and long-term efficiency gains reflects the company's commitment to sustainable growth.

Salesforce reports strong Q2 results, raises fiscal '24 revenue guidance

Salesforce's Q2 performance reflects strong revenue growth, margin acceleration, and a focus on AI and data. The company is navigating challenges related to professional services headwinds and anticipated cash tax increases. Opportunities lie in multi-cloud expansion, international acceleration, and leveraging AI for growth.

Salesforce exceeds Q3 revenue expectations, focuses on AI and Data Cloud

Salesforce's Q3 earnings call showcased robust financial performance, driven by strong revenue growth and margin expansion. The company's strategic focus on AI, Data Cloud, and trust revolution positions it well for future growth, despite challenges from transactional business and potential optimizations in SaaS licenses. Overall, Salesforce is optimistic about the opportunities presented by new technologies and pricing changes.

Salesforce surpasses revenue targets, aims for 27% margin growth

Salesforce's Q4 performance exceeded expectations, driven by MuleSoft and Tableau success, aiming for a 27% non-GAAP operating margin in fiscal '24.
The company is committed to profitability, customer success, and transforming for growth, with a focus on efficiency and margin enhancement.
Challenges include economic headwinds, balancing profitability with growth, and operational execution of margin optimization initiatives.
Opportunities include achieving margin targets, share repurchase plans, and leveraging mentorship for further growth and efficiency.

Salesforce exceeds margin targets, focuses on generative AI growth

Salesforce delivered strong Q1 results, exceeding margin targets and showcasing revenue growth, with a focus on generative AI and customer-centric strategies.
Challenges in professional services and certain sectors were noted, while opportunities lie in AI investments, customer productivity enhancements, and data protection.
The company's long-term strategies align with generative AI advancements, aiming to drive profitability improvements and efficiency gains through innovative approaches.
Despite regional revenue variations, Salesforce remains focused on driving sales productivity, upmarket sales, and transformative AI solutions for future growth and success.

Salesforce reports robust Q2 earnings, focuses on AI transformation

Salesforce's Q2 performance reflects strong financial results, margin growth, and strategic focus on AI and customer success. While facing challenges from restructuring and cash taxes, the company's disciplined approach and market leadership position it well for future growth and innovation.

Salesforce excels in Q3 with strong growth and margin expansion

Salesforce's Q3 performance showcased strong growth, margin expansion, and operational excellence, driven by successful initiatives and strategic investments. While facing challenges in transactional business and pricing changes, the company is well-positioned to capitalize on opportunities in AI, Data Cloud, and customer value.

Salesforce reports stellar Q4 performance, eyes AI transformation opportunities

Salesforce's Q4 2024 earnings call showcased robust financial performance, strong international growth, and a focus on AI innovation and customer value.
Challenges include optimizing professional services revenue, navigating pricing changes, and ensuring smooth AI adoption for sustained growth.
Opportunities lie in leveraging Data Cloud and AI demand, guiding industry AI transformation, and expanding revenue streams through product integration and market reach.
Overall, Salesforce's strategic focus on profitable growth, customer-centric innovation, and financial stability positions the company for continued success in FY '25.

Salesforce reports solid Q1 growth, focuses on AI and data

Salesforce's Q1 performance showed revenue growth and margin improvement, with strong international expansion.
Data Cloud business and strategic partnerships are driving growth, while challenges include deal cycles and economic impacts.
Opportunities lie in AI transformation, customer automation, and diverse pricing models to enhance competitiveness.
Overall, Salesforce's focus on innovation and customer-centric solutions positions it well for future growth and success.

Salesforce reports strong Q2 results, eyes growth with Agentforce

Salesforce's Q2 performance reflects solid revenue growth and product innovation with Agentforce. Financial outlook for fiscal year '25 is positive, with raised margin and cash flow guidance. Challenges include achieving double-digit growth and managing the CFO transition, while opportunities lie in AI, innovation, and customer success.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Amazon

Alibaba

Bayer AG

British American Tobacco

Anheuser-Busch InBev

Dominion Energy

Enbridge

GlaxoSmithKline

Imperial Brands PLC

Kellogg

Lockheed Martin

Merck

ServiceNow

Polaris

Philip Morris

Roche Holding AG

Tencent Holdings Limited

Yum China Hlds

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating).

Wide-Moat Stocks On Sale - The June 2021 Heat Map

Costco

Dell Technologies

Gap Inc

The Memorial Day holiday will effectively shut down the trickle of earnings reports beginning Friday and extending through Monday.

Earnings Previews: Box, Costco, Dell, Gap, Salesforce

Slack

Salesforce Inc. is expected to benefit from a resurgence in enterprise spending as the spread of COVID-19 eases and businesses return to projects that had been put on hold because of the pandemic.

Earnings Outlook: Salesforce earnings expected to be strong, but Slack deal muddies outlook

Veeva Systems

They all report earnings in the coming days, and with high valuations, it won't be easy to impress investors.

3 Top Stocks That Could Be Big Movers This Week

Salesforce's (CRM) first-quarter fiscal 2022 results likely to reflect gains from higher adoption of the company's cloud offerings, aided by expansion of its partner ecosystem.

Higher Cloud Adoption, Partnerships to Aid Salesforce (CRM) Q1 Earnings

Salesforce.com (NYSE: CRM) is scheduled to report its fiscal Q1 2022 (ended April 2021) results on Thursday, May 27. We expect CRM to beat the consensus estimates for revenues and earnings.

Salesforce.com's Stock To Rise With An Earnings Beat?

Cyberattacks are the greatest threat to the world's financial system, the head of the Federal Reserve Board said last month. Investors and cybersecurity industry experts seem to agree with that theory.

Salesforce Leads $120 Million Funding Round For Cybersecurity Firm Wiz

Applied Materials

3D Systems

Dollar General

Q.ai runs daily factor models to get the most up-to-date reading on stocks and ETFs. Today, our deep-learning algorithms have identified Costco and Salesforce, among others.

Costco And Salesforce Among Today's Trending Stocks

CrowdStrike

Zoom Video

These three tech stocks are the fastest-growing SaaS companies in history.

My Top 3 Growth Stocks to Buy in 2021

BOSTON--(BUSINESS WIRE)--DataRobot added Damon Fletcher to its executive leadership team as the company's new Chief Financial Officer (CFO).

DataRobot Taps Tableau's Damon Fletcher as Chief Financial Officer

NVIDIA

Buy Nvidia (NVDA) and Salesforce (CRM) before they release their first quarter financial results?

Nvidia and Salesforce: Buy These Two Tech Stocks Before Earnings?

AutoZone

Looking Ahead to Q2 Earnings Season

Salesforce's (CRM) first-quarter fiscal 2022 performance is likely to have benefited from solid growth across its cloud offerings and acquisitions.

Factors Setting the Tone for Salesforce's (CRM) Q1 Earnings

Let's look at Salesforce stock ahead of its Q1 FY22 financial release on Thursday, May 27 to see if it might be worth buying on the dip.

Buy Salesforce (CRM) Stock on the Dip Before Q1 Earnings?

Roku

Tesla

Even in leading large-cap stocks, there's bound to be a bull market just getting underway and as these three price charts support. The post 3 Large-Cap Stocks to Buy Right Now appeared first on InvestorPlace.

3 Large-Cap Stocks to Buy Right Now

These two tech companies have developed a deep rivalry over the years.

Should Salesforce Investors Be Worried About Microsoft?

Adobe

Microsoft

Microsoft and two other cloud kings are still great long-term buys.

3 High-Growth Cloud Stocks I'd Buy Right Now

Intuit

After technology, and specifically software, outperformed in a big way in 2020, the tables are finally starting to turn.

Top Wall Street Analyst Cuts Price Targets on Large-Cap Software Leaders

Salesforce.com, inc. (NYSE: CRM) is well-positioned to benefit from accelerating digital transformation demand, while the management's more constructive margin commentary and the recent stock sell-off make the risk-reward significantly more favorable, according to Morgan Stanley.

Three Steps For Salesforce To 'Get Its Mojo Back,' Says Analyst

Salesforce.com Inc. shares have underperformed fellow software stocks since the company's plans to acquire Slack were first reported late last year, but one analyst thinks a turnaround is in store.

The Ratings Game: Salesforce stock bucks software selloff after upgrade: ‘Leading franchises do not stay cheap for long'

SAN FRANCISCO, May 18, 2021 /PRNewswire/ -- MuleSoft, provider of the world's #1 integration and API platform, today introduced the next major release of Anypoint Platform ™ with DataGraph. Developers can now instantly discover, access, and serve data from multiple existing APIs with a single query, without writing any additional code.

MuleSoft Unveils Next Major Release of Anypoint Platform with DataGraph, Empowering Developers to Create Composable Business Capabilities Faster

Salesforce has corrected ~25% from all-time highs in the recent tech correction.

Salesforce Is Approaching A Buy Point Below $200

Oracle

SAP SE

Social media analytics is becoming an essential part of business decisions and marketing strategies, making it wise to look at names like Adobe (ADBE), SAP (SAP), salesforce (CRM) and Oracle (ORCL)

News for Salesforce Stock (CRM)