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

Salesforce.com, inc. (NYSE: CRM) shares are up 21.7% in the past year. The cloud-based customer relationship management giant has been one of the best large-cap growth stocks in the market in recent years, and at least one large option trader is expecting more of the same from the stock over the next three months.

Salesforce Option Trader Bets $1.5M On Software Stock Heading Higher

The Salesforce Anywhere app is geared towards remote work and collaboration. Sound familiar?

Salesforce Is Launching a Mobile Chat and Collaboration Tool, but Don't Call It a Slack Killer

Salesforce Ventures, one of the most active corporate venture groups in tech, is investing in Tanium as part of a strategic tie-up between the two companies.

Salesforce invests in security software provider Tanium at $9 billion valuation

Even before the pandemic pushed most employees to work from home, sales people often worked outside of the office. Salesforce introduced a new tool today at the Trailheadx Conference called Salesforce Anywhere that’s designed to let teams collaborate and share data wherever they happen to be.

Salesforce announces a new mobile collaboration tool for sales called Anywhere

Zoom Video

As Zoom tries to ramp up its security offerings to meet surging consumer demand, the company has hired Jason Lee from Salesforce to run security development.

Zoom hires security executive from Salesforce as chief information security officer

Apple

Amazon

Alphabet

Microsoft

Tesla

Twitter

Leaders from across U.S. technology industry are condemning new restrictions on employment-based visas imposed by President Donald Trump this week.

Tech leaders slam Trump’s temporary work visa ban

Siemens AG

Salesforce.com Inc. (NYSE: CRM) is looking to get people back to work in the age of COVID.

How Salesforce and Siemens Aim to Fight COVID-19

Salesforce has a bunch of announcements coming out of the virtual Trailheadx conference taking place later this week, starting today with some new developer tools. The goal of these tools is to give developers a more modern way of creating applications on top of the Salesforce platform.

Salesforce introduces several new developer tools including serverless functions

SAN FRANCISCO and MUNICH, June 23, 2020 /PRNewswire/ -- Today, Salesforce (NYSE: CRM) and Siemens announced a strategic partnership to develop a new workplace technology suite that will support businesses globally to safely reopen and deliver the future experience for physical workplaces....

Siemens and Salesforce Partner to Deliver the Future Experience for Safe Workplaces

Siemens and U.S. software developer Salesforce will work together on products to help companies' employees get back to work while following rules to prevent the spread of the new coronavirus, the firms said on Tuesday.

Siemens, Salesforce aim to sell products for COVID-19 back-to-work plans

Adobe

Best Buy

Lululemon Athletica

Planet Fitness

Peloton

Target

Uber

Wayfair

Walmart

Discover how companies define the total addressable market and some useful tips for investors.

How to Think About TAM

Dropbox

DocuSign

Slack

During the beginning stages of the Covid-19 pandemic, office workers and most other employees who were able to work from home shifted to remote operations.

Work-From-Home Stocks: Latest Craze or Long-Term Growth Opportunities?

Carnival

Nikola

Microsoft, Nikola, Carnival Cruise and Salesforce were our top stock trades for Friday. That said, here's a look at the charts.

Top Stock Trades for Friday: CCL, MSFT, NKLA, CRM

Salesforce.com shares are ripping today. Here's how to play the CRM stock breakout with options to double your money.

Today’s Salesforce.com Breakout Signals $200 Is on the Horizon

CRM stock has bounced back from a steep sell-off amid the coronavirus emergency. Even so, a global recession looms.

Is Salesforce Stock A Buy? Digital Transformation Spending Key Amid Covid Crisis

Intuit

Intuitive Surgical

NVIDIA

Okta

Pinterest

Splunk

Workday

Given the innovation focus during the pandemic, I’m surprised that more InvestorPlace readers aren’t clamoring for content abou Intuitive Surgical, the people behind the da Vinci robotic surgical system used by thousands of doctors around the world. 
The post 10 Innovative Stocks to Buy in the New Normal appeared first on InvestorPlace.

10 Innovative Stocks to Buy in the New Normal

Jim Cramer recommended 17 cloud stocks -- Salesforce is the one that actually passes his 'rule of 40' test. But it does not look like a great investment.

Don’t Buy The One Cloud Stock That Passes Jim Cramer’s ‘Rule Of 40’ Test

The cloud software giant beat earnings estimates for the 13th consecutive quarter when it released results on May 28.

Salesforce Beats Estimates – Stock Forms Trading Range

Salesforce.com, Inc. (CRM) Management Presents at Stifel 2020 Virtual Cross Sector Insight Conference (Transcript)

salesforce.com, inc. (CRM) Management Presents at William Blair 40th Annual Growth Stock Conference (Transcript)

Salesforce: Platform Adoption Should Reaccelerate Growth

Salesforce (NYSE: CRM) will have its annual meeting of stockholders on Thursday, June 11, 2020, but in virtual form.

Should Salesforce Shareholders Rejoice or Be Concerned?

SAN FRANCISCO, June 4, 2020 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced the company's annual meeting of stockholders will be held on Thursday, June 11, 2020 at 2:00 p.m. (PT) / 5:00 p.m. (ET). This year's meeting is a virtual stockholder meeting...

Salesforce Announces Annual Virtual Stockholders Meeting to be Held on Thursday, June 11, 2020

The cloud-based CRM software maker is poised to keep on dominating its expanding market, but its stock price is close to all-time highs.

Is salesforce.com Stock a Buy?

Salesforce: I Saw It Coming, And It's Still A Buy

News for Salesforce Stock (CRM)