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

Microsoft

Materialise NV

Pinterest

Stitch Fix

Splunk

Twilio

In five years’ time, AI will be something in every company’s toolbox. For now, these seven companies are way ahead of the curve.

7 Companies Using Artificial Intelligence to Outperform the Market

Advanced Micro Devices

Tech stocks are trading at their most expensive valuation since January 2005. Two names justify that hefty price tag, according to Todd Gordon of TradingAnalysis.com.

These two tech stocks could be worth the high price tag

Amazon

AWS, Amazon's (AMZN) robust cloud platform, extends global partnership with Salesforce.com in a bid to further bolster its cloud offerings.

Amazon Expands Deal With Salesforce, Gains Competitive Edge

Salesforce.com, inc. (NYSE: CRM) has raised fiscal year 2020 sales to $16.99-$17 billion versus the $16.86 billion estimate.

Salesforce Raises 2020 Sales Guidance

"Now we're entering the fourth stage of computing. It's the pursuit of [the stage known as] single source of truth, and we've built that into our platform," Marc Benioff tells CNBC's Jim Cramer.

Salesforce's Marc Benioff introduces Customer 360 Truth: The 'computer science holy grail'

Protesters appeared during a keynote at Salesforce's Dreamforce conference on Tuesday, and Marc Benioff gave one of them a little time to talk.

Marc Benioff gave a protester at Dreamforce 30 seconds to take on Salesforce's government work

The holy grail of customer experience these days involves gathering all of the data on an individual customer into a single record. Today at Dreamforce, the company’s massive customer customer conference taking place in San Francisco, Salesforce announced the latest iteration of Customer 360, its platform of tools designed to create that single record.

Salesforce Customer 360 aims to bring all customer data into a single view

Amazon and Salesforce today strengthened their relationship with a new cloud partnership focused on technology for customer service centers.

Salesforce and Amazon double down on cloud partnership following surprising Microsoft alliance

Salesforce and AWS announced an expansion of their on-going partnership that actually goes back to a $400 million 2016 infrastructure services agreement, and expanded last year to include data integration between the two companies. This year, Salesforce announced it will be offering AWS telephony and call transcription services with Amazon Connect as part of its […]

Salesforce, AWS expand partnership to bring Amazon Connect to Service Cloud

At its annual Dreamforce mega-conference in San Francisco, Salesforce today introduced the next steps in its Einstein Voice project, which it first announced last year. Einstein Voice is the company’s AI voice assistant.

Salesforce wants to bring voice to the workplace

The customer management software giant will let users speak with—and get advice from—its Einstein artificial intelligence system.
Salesforce wants to let people do more talking and less typing.

Salesforce is putting an Alexa-like voice assistant in the boardroom

A year and a half after getting acquired by Salesforce for $6.5 billion, MuleSoft is beginning to resemble a Salesforce company using its language and its methodologies to describe new products services.

18 months after acquisition, MuleSoft is integrating more deeply into Salesforce

Apple

Last year at Dreamforce, Salesforce’s enormous annual customer conference, Apple and Salesforce announced the beginnings of a partnership where the two organizations would work together to enhance Salesforce products running on Apple devices. Today, the companies announced the fruits of that labor with general availability of two new tools that were first announced at last […]

Salesforce, Apple partnership begins to come to life

"Salesforce heads into Investor Day with lingering investor concerns around slowing organic growth, lack of margins expansion and further M&A dilution," analyst Keith Weiss said. 
The post Salesforce Stock: Will Dreamforce, Investor Day Forge A Breakout?

Salesforce Stock: Will Dreamforce, Investor Day Forge A Breakout?

When Salesforce announced this week that it was moving Marketing Cloud to Microsoft Azure, it was easy to see this as another case of wacky enterprise partnerships. But there had to be sound business reasons why the partnership came together, rather than going with AWS or Google Cloud Platform, both of which are also Salesforce […]

Why Salesforce is moving Marketing Cloud to Microsoft Azure

Adobe

NVIDIA

S&P Close Over 3100 Confirms A Powerful Rally. Salesforce, Adobe, AMAT, Nvidia Showcase Tech Participation

Tableau Software

LAS VEGAS — Nearly 20,000 people are here this week to learn about the latest from Seattle-based Tableau Software, whose technologies turn large amounts of data into visualizations, or vizzes, interactive graphics and charts for interpreting and telling the underlying stories.

Inside the Tableau Conference: CEO Adam Selipsky on Salesforce deal, AI, and employee activism

Investors are concerned about Salesforce.com, inc.'s (NYSE: CRM) stagnant margins, M&A dilution and decelerating organic growth.

3 Reasons This Analyst Likes Salesforce

Microsoft and Salesforce are strengthening their relationship, putting aside a complicated history for a new cloud partnership.

Together again? Microsoft and Salesforce deepen cloud partnership despite years of rivalry and rifts

Expedia

Guru Wallace Weitz (Trades, Portfolio), leader of Weitz Investment Management, released his third-quarter portfolio earlier this week, listing three new positions.

Wallace Weitz Adds 3 Stocks to Portfolio in 3rd Quarter

In the world of enterprise software, there are often strange bedfellows. Just yesterday, Salesforce announced a significant partnership with AWS around the Cloud Information Model.

Salesforce announces it’s moving Marketing Cloud to Microsoft Azure

Can this software star continue to deliver for investors?

Is Salesforce Stock a Buy ?

Despite past rivalries, Salesforce intends to move its Marketing Cloud to Microsoft's Azure and release integrations with Microsoft Teams.

Salesforce will adopt Microsoft's cloud, as the companies cozy up again

Last year Adobe, SAP and Microsoft came together and formed the Open Data Initiative. Not to be outdone, this week AWS, Salesforce and Genesys in partnership with The Linux Foundation announced the Cloud Information Model.

AWS, Salesforce join forces with Linux Foundation on Cloud Information Model

LAS VEGAS — Tableau Software CEO Adam Selipsky introduced “one of the newest members of the Tableau community” to the crowd at the Seattle company’s annual conference here Wednesday morning, inviting a man in a black fedora to join him on stage from the audience.

News for Salesforce Stock (CRM)