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

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Earnings data Q4 2022

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Earnings data Q4 2023

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Earnings data Q4 2024

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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 has returned to its historical acquisition sprees to drive opportunistic growth, with it building upon its existing AI-driven solutions. With Einstein 1 already delivering 25T transactions across all of the cloud (+212.5% QoQ/ +316.6% YoY), we believe that FY2026 may bring forth improved top/ bottom line growths. The growing multi-year RPOs/ gross profit margins also provide the much-needed insights into Salesforce's sticky SaaS offerings along with pricing power.

Salesforce: Still A Compelling Buy Despite Maturing Growth Profile

Amgen

Amazon

Boeing

Cisco Systems

Chevron

Disney

Dow Inc

Goldman Sachs

Honeywell

Intel

Johnson & Johnson

Coca-Cola

Merck

Microsoft

NIKE

Verizon

"The Dow® [adds a stock] if the company has an excellent reputation,

Buy 2 October Dogs Of The Dow And Watch 5 More

Subscribers to Schaeffer's Weekend Trader options recommendation service received this CRM commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters.

Cloud Stock Could Keep Surging After Breakout

While CRM's slowing growth rates are a concern, its business leadership, acquisitions and push into generative AI provide strong growth potential for the future.

Is Salesforce Stock a Buy, Sell or Hold at a P/E Multiple of 25.96X?

Oracle

The cloud battle between Oracle Corp ORCL and Salesforce Inc CRM is hitting new highs, and both stocks are riding the AI wave to impressive gains.

Oracle Vs. Salesforce: Cloud Wars Heat Up, Stocks Take Off

Salesforce shares have lagged the S&P 500 this year but could be primed for bigger gains thanks to improved product positioning.

Why Salesforce's stock is getting more love from Wall Street analysts lately

CVB Financial

Home Depot

M&T Bank

Par Pacific Holdings

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

This Salesforce Analyst Turns Bullish; Here Are Top 5 Upgrades For Wednesday

Salesforce's stock is a Strong Buy with a 34% upside, driven by robust financials and innovative offerings like Agentforce. Agentforce enhances CRM's AI capabilities, unlocking new revenue opportunities and reinforcing its reputation as an innovative leader. CRM's profitability is improving, with a shift from net debt to net cash, enabling continued investment in growth and innovation.

Salesforce: Bolstering Its AI Powerhouse Role

Many investors are going full macro mode right now, focusing too much on today's data and not on tomorrow's implications. The U.S. election is coming up in a little over a month, a new earnings season is underway, and lots of economic data is pending for the Federal Reserve (the Fed) to consider further interest rate cuts before 2024 is over.

Salesforce Stock Gets a Wall Street Boost, Cloud Businesses Back?

SAN FRANCISCO--(BUSINESS WIRE)--Onboarded Launches AI-Powered Compliance Solution for Salesforce, Redefining Staffing and Recruiting.

Onboarded Launches AI-Powered Compliance Solution for Salesforce, Redefining Staffing and Recruiting

NEW YORK--(BUSINESS WIRE)-- #BFSI--USEReady, a global provider of Data Analytics and AI solutions, has been awarded the prestigious 2024 Salesforce Partner Innovation Award in the Tableau category. The award recognizes USEReady's outstanding work in extending Tableau's reporting capabilities through its innovative Pixel Perfect solution for US LBM, the largest privately owned distributor of specialty building materials in the United States. The Salesforce Partner Innovation Awards acknowledge the remar.

USEReady Wins 2024 Salesforce Partner Innovation Award for Tableau Excellence

Shopify

Shopify is chasing a multitrillion-dollar global commerce market. Salesforce is tapping into growing demand for artificial intelligence (AI) services.

History Says the S&P 500 Could Soar: 2 Monster Stocks to Buy Now

Salesforce.com (CRM) reported earnings 30 days ago. What's next for the stock?

Why Is Salesforce.com (CRM) Up 7.3% Since Last Earnings Report?

ASML Hld

Booking Hlds

Cognex

Alphabet

Mastercard

ServiceNow

NVIDIA

Workday

The market is at record highs, and many investors worry about buying growth stocks in a bubble. Even at record highs, hypergrowth blue-chips are available at good to great prices, and these coiled springs have strong short-term return potential. These 10 A-rated hypergrowth blue-chips provide a 24% historical discount and upside potential long term.

10 Hypergrowth Blue-Chip Bargain Buys With This Market At Record Highs

As Salesforce Inc. CRM navigates a complex demand landscape, optimism is brewing for the second half of 2024.

Salesforce Analyst Sees AI As A Tailwind, Stakeholders 'Fed Up' With Dual Mandate

SAN FRANCISCO--(BUSINESS WIRE)-- #AI--Qualitia Boson - World's first AI-Native Self-Healing Test Automation Solution For BFSI Launched on Salesforce AppExchange.

Qualitia Boson Launches on Salesforce AppExchange

Salesforce is on a buying spree. After snatching up data management firm Own earlier in the month, Salesforce today announced its plans to buy Zoomin, an enterprise knowledge platform. Zoomin — which we've covered a handful of times before — unifies a company's docs, like product user guides and tutorials, in one portal.

Salesforce snatches up Zoomin, a tool for organizing company knowledge

Piper Sandler analyst Brent Bracelin upgraded Salesforce Inc CRM from Neutral to Overweight and raised the price target from $268 to $325.

Salesforce's Free Cash Flow Could Double by 2029 Amid AI Push, Analyst Says While Upgrading Stock

At the Salesforce Dreamforce event, the iconic CEO had a few choice words about Microsoft Copilot. Salesforce is in the midst of rolling out a competiting generative AI "agent," so his motives are suspect.

You Won't Believe What Salesforce CEO Marc Benioff Said About Microsoft's Copilot Artificial Intelligence (AI) Assistant

BHP Billiton

Oil-Dri Corporation of America

Exxon Mobil

Exxon Mobil, Salesforce, BHP and Oil-Dri are included in this Analyst Blog.

The Zacks Analyst Blog Exxon Mobil, Salesforce, BHP and Oil-Dri

SAN FRANCISCO--(BUSINESS WIRE)--Vantage Discovery today announced the launch of its inaugural app on Salesforce Commerce Cloud at Dreamforce 2024. This solution enables Commerce Cloud customers to seamlessly upgrade from keyword-based search to advanced semantic search, better understanding shopper intent to improve conversion rates and increase average order values (AOVs). Vantage Discovery achieves this by bringing Pinterest-like discovery capabilities to all retailers, enhancing their online.

Vantage Discovery Announces its App Launch on Salesforce Commerce Cloud for Retailers and Brands

Disney plans to stop using the messaging platform Slack in the coming months, according to an internal memo. It follows a breach by the hacking group NullBulge, which said it accessed Disney's Slack files.

Disney is ditching Slack after hackers gained access, and some employees aren't happy. Read the CFO's memo.

The Walt Disney Company will no longer use Slack for in-house company communication. The company's Slack server was hacked in July, leading to more than a terabyte of company data being leaked to the public.

Disney to ditch Slack following July data breach

Disney reportedly plans to stop using workplace collaboration platform Slack following a recent data breach. Chief financial officer Hugh Johnston announced the change this week, the Wall Street Journal (WSJ) reported Thursday (Sept.

Report: Disney Cuts Ties With Slack After Data Heist

In August, Disney said it was investigating an unauthorized release of over a terabyte of data from one of its communication systems.

News for Salesforce Stock (CRM)