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

Adobe

Microsoft

Though some of the hype has died down, artificial intelligence (AI) is continuing to propel this year's market rally. After a short-lived pullback in August, technology stocks are once again gathering steam as the growth and adoption of generative AI drives revenues and profits.

Want to Get Rich? 3 Game-Changing AI Stocks to Buy Right Now

Lululemon Athletica

If topping Street expectations is good, increasing future expectations is even better: a few companies this week managed to both beat expectations and raise their guidance.  Salesforce.com, Inc. (NYSE:CRM), Inc. shares added more than 4% Thursday after the company's fiscal second-quarter results surpassed expectations, and prompted an upgrade to guidance.

Salesforce, Lululemon and others achieve elusive 'beat-n-raise' in strong earnings reports

IBM's partnership with Salesforce is likely to drive increased productivity and help accelerate business transformation of clients with generative AI.

IBM Collaborates With Salesforce to Accelerate AI Adoption

Domo

NetEase

Workday

The bottom line expansion of these tech companies is very attractive right now and they give investors plenty of options for growth in the portfolio.

Top-Rated Tech Stocks to Buy After Earnings

The shares of Salesforce Inc (NYSE:CRM) are enjoying post-earnings tailwinds today, after the Dow member posted better-than-expected second-quarter results and lifted its full-year forecast.

Salesforce Stock Sails Higher on Beat-and-Raise

Salesforce.com Inc (NYSE:CRM) has ‘put the bears back in the cave', according to analysts at Wedbush, which sees around 15% upside from the current price.

Salesforce earnings beat “put the bears back in the cave” says analyst

Fidelity Disruptive Technology ETF

iShares Evolved U.S. Technology ETF

iShares North American Tech-Software ETF

Invesco NASDAQ Internet ETF

Salesforce (CRM) reported its second quarter earnings on Wednesday after the bell, recording beats on both lines.

Salesforce Pops on Earnings Strength: ETFs in Focus

AI stocks to check out in September 2023.

Best AI Stocks To Buy In September 2023? 2 To Watch

Salesforce Inc (NYSE: CRM) is already up a whopping 65% this year but a Goldman Sachs analyst is convinced that the rally is far from over just yet.

Goldman Sachs sees 50% upside in Salesforce stock after its Q2 earnings

Salesforce topped estimates on the top and bottom lines and raised its guidance for the year. The company is benefiting from earlier cost-cutting.

Why Salesforce Stock Popped Today

Salesforce (CRM) shares surged over 5% in early trading on Wednesday after it reported better-than-expected results for the second quarter and raised its full-year outlook, citing cost-cutting measures and rising demand for AI tools.

Salesforce Shares Jump as Profit Rises on Cost Cuts, AI Moves

Salesforce's (CRM) Q2 earnings reflect the benefits of the resilient demand for its cloud and software offerings amid a challenging macroeconomic environment and cost-restructuring initiatives.

Salesforce (CRM) Soars 6% on Q2 Earnings Beat, Raised Guidance

Today, IBM and Salesforce announced they are joining forces to bring Salesforce AI solutions to customers of both companies.

IBM and Salesforce team up to bring AI tools to their shared clients

Okta

On Thursday morning, stock markets continued their upward trend from earlier this week. Salesforce reported attractive profit growth and said it anticipates even better times ahead.

Salesforce, Okta Look to Lead Stocks Higher

Shares of Salesforce.com NYSE: CRM are still down sharply compared to the 2021 all-time high, but the stock can easily regain those levels. A combination of factors, including position, results, guidance, valuation, cash flow, share repurchases, and the analysts suggest this stock will retest the all-time high and may even set a new 1.

This is How Salesforce.com Gets Back to its All-Time High

Once focused on growth, Salesforce Inc. has been paying more attention to profits lately, and the company showed a mix of both with its latest earnings in a move that drew cheers on Wall Street.

Salesforce's margin story impresses, but bulls say that's not the only thing working

Salesforce Inc. shares were rallying nearly 6% in Thursday's premarket trading after the customer-relations management software giant's earnings outlook topped Wall Street expectations two weeks ahead of its annual confab.

Salesforce ‘very thirsty' to be AI CRM leader, Benioff says following strong outlook, improved margins

Tech giants collaborate to drive productivity and growth with generative AI ARMONK, N.Y. and SAN FRANCISCO , Aug. 31, 2023 /PRNewswire/ -- Today, IBM (NYSE: IBM) and Salesforce (NYSE: CRM) announced a collaboration to help businesses worldwide across industries accelerate their adoption of AI for CRM.

IBM and Salesforce Team Up To Help Businesses Accelerate Adoption of Trustworthy AI

7:00am: Futures steady ahead of PCE figures US stocks are expected to make steady progress on Thursday with all eyes on the personal consumption expenditures (PCE) print, the Federal Reserve's preferred inflation gauge, to see if inflationary pressures continue to ebb.  In pre-market trading, futures for the Dow Jones Industrial Average were 0.3% higher, while those for the S&P 500 rose 0.1%, and contracts for the Nasdaq 100 futures were down 0.1%.

Dow points higher ahead of PCE print; Salesforce in demand

Salesforce is the best-performing stock in the Dow Jones Industrial Average this year and its latest earnings are set to boost shares again. However, some analysts aren't convinced AI investments will lead to stronger growth.

Salesforce Is the Dow's Top Performer This Year, Beating Apple and Microsoft. What Wall Street Thinks.

Salesforce-owned Slack in 2020 filed a competition complaint to the European Commission over Microsoft's software bundling.

Microsoft to Unbundle Teams Software in Europe, Delivering Win to Salesforce's Slack

The cloud-software giant promises even higher profit margins just as the AI spending war gets under way.

Salesforce Needs to Play Its AI Chips Wisely

Chewy

Salesforce Inc. shares CRM, +1.45% rallied more than 5% following the Dow Jones Industrial Average DJIA component's strong outlook and improved margins two weeks ahead of the customer-relations management software giant's annual confab Dreamforce in San Francisco.

Salesforce stock buoyed by outlook, Chewy shares slump and other stocks on the move.

Salesforce, Inc. (NYSE:CRM ) Q2 2023 Earnings Conference Call August 30, 2023 5:00 PM ET Company Participants Mike Spencer - Executive Vice President, Investor Relations Marc Benioff - Chairman and Chief Executive Officer Sabastian Niles - President and Chief Legal Officer Brian Millham - President and Chief Operating Officer Amy Weaver - President and Chief Finance Officer Ariel Kelman - President and Chief Marketing Officer Kendall Collins - Chief Business Officer and Chief of Staff to Marc Benioff Conference Call Participants Kash Rangan - Goldman Sachs Keith Weiss - Morgan Stanley Kirk Materne - Evercore Karl Keirstead - UBS Brad Sills - Bank of America Merrill Lynch Brad Zelnick - Deutsche Bank Brent Thill - Jefferies Operator Welcome to Salesforce Fiscal 2024 Second Quarter Results Conference Call. All lines have been placed on mute to prevent any background noise.

Salesforce, Inc. (CRM) Q2 2023 Earnings Call Transcript

Salesforce.com (CRM) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $1.90 per share. This compares to earnings of $1.19 per share a year ago.

News for Salesforce Stock (CRM)