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

Earnings data Q1 2024

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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

Atlassian

Author: Anirudha Bhagat Enterprise software stocks have made a remarkable comeback year to date (YTD) after a massive sell-off in 2022 on recession concerns, inflationary pressure, increased oil prices and higher interest rates.

3 Enterprise Software Stocks That Can Carry Momentum Further

Goldman Sachs

Visa

Although acquiring shares of companies listed in the Dow Jones Industrial Average tends to be a smart wager, shifting economic circumstances might raise a cloud of suspicion over certain doomed Dow stocks to avoid. To be 100% clear, this list represents a mental exercise based on forward circumstances that may or may not materialize.

3 Doomed Dow Stocks Destined for Disaster

Salesforce is raising prices an average of 9% on its cloud platform. The move will boost revenue and profits in fiscal 2024 and 2025.

Salesforce Just Did Something It Hasn't Done in 7 Years. What It Means for Investors.

Salesforce will soon boost the prices for a range of its products by an average of 9%. This is its first hike in years even though it has introduced lots of upgrades and new products.

Salesforce Is Hiking Prices -- Why It's a Top AI Stock to Buy Now

Salesforce's margins are expanding at an impressive rate. Its new AI Cloud will upgrade its CRM platform with generative AI tools, and its deepening partnership with Google could expand its global reach.

4 Green Flags for Salesforce's Future

Salesforce has revealed its intention to raise its list prices next month, and the recent price hikes have come in tandem with the company's launch of new AI offerings. CRM guided that its normalized operating margin could rise to 30% in Q1 FY 2025, and pricing is expected to be a key profitability improvement lever going forward. My Buy rating for Salesforce stock stays intact; CRM has the potential to deliver meaningful profit margin expansion in the future considering its recent move to increase prices.

Salesforce: Positive On Price Hikes

Salesforce (CRM) raises the price of its core products - Sales Cloud, Service Cloud, Marketing Cloud, Industries and Tableau - by an average 9%, effective from August 2023.

Salesforce (CRM) Gains 4% on Product Price Hike Announcement

Rising corporate spending on digital transformation projects has boosted CRM stock. With the Slack deal closed, merger synergies will be key.

Is Salesforce Stock A Buy As Activist Investors Drive Big Changes?

Salesforce is raising prices on key product lines by 9% in August. It's the company's first price increase in seven years.

Why Salesforce Stock Was Cruising Higher Today

After seven years of no increase in list prices, Salesforce will be increasing the average list price globally by 9% in August. Salesforce is raising the cost of Sales Cloud, Service Cloud, Marketing Cloud, Industry and Tableau, the company said in a Tuesday (July 11) press release.

Salesforce Debuts AI Products and Raises List Prices

Salesforce stock rose Tuesday as investors cheered the enterprise software maker's price hikes. CRM stock neared a new entry point.

Salesforce Stock Rises On Price Hikes For Marketing, Cloud Software

Salesforce (NYSE: CRM ) stock is on the rise Tuesday after the cloud services company announced it will be increasing product prices. This will result in the company increasing the prices of its products by 9%.

CRM Stock Alert: Salesforce Jumps After Raising Product Prices

Shares of Salesforce.com NASDAQ: CRM are up about 70% from the first of the year, and another double-digit gain is in store. The company just announced the first price increase in years, and it will boost the top and bottom lines.

Another Double-Digit Gain Is In Store For Salesforce

The company says the new pricing will be effective beginning in August.

Salesforce Stock Jumps After It Hikes Product Prices

Bridgeline Digital

Bridgeline Digital Inc (NASDAQ:BLIN) has announced a new partnership with Interpublic (NYSE:IPG) Group's RafterOne Salesforce Summit Partner, to optimize and streamline the e-commerce experience for businesses around the globe. The Woburn, Massachusetts-based company said that RafterOne and Bridgeline expect to grow revenue in the Salesforce community with Bridgeline's AI-powered search solution and RafterOne's brand name customers including Skechers, Tom Ford, Samsonite, Trane, and Thermo King.

Bridgeline strikes partnership with IPG's Salesforce agency RafterOne to boost revenue

Caterpillar

Honeywell

McDonald's

Defying a tepid Dow, we have narrowed our search to five blue-chip (components of Dow) stocks with strong potential for 2023. These are: CAT, CRM, HON, MCD, V.

Will Dow Regain Momentum in 2H 2023? 5 Top Picks

Shares of Salesforce Inc. CRM, +1.54% jumped 3.5% toward a six-week high in premarket trading Tuesday, after the customer-relationship management software company said it will raise prices by 9%. The stock was the biggest gainer among Dow Jones Industrial Average DJIA, +0.62% components ahead of the open.

Salesforce to raise prices by 9%, and stock rises to lead the Dow's premarket gainers

First Solar

Spirit AeroSystems Hlds

Warner Bros Discovery Inc

Weightwatchers International Inc.

While the stock market has done much better in 2023, the reality is that ten companies have made up 95% of the gains in the S&P 500, and nine of the ten most heavily weighted stocks in the Nasdaq 100 have accounted for almost all of the gains.

Strategists Say Sell The AI Rally Now – Buy 5 Goldman Sachs Conviction List Top Picks With Massive Upside Potential

Splunk

STMicroelectronics NV ADR RegS

After the Federal Reserve turned hawkish, tech stocks had a horrendous run in 2022. Investors who tried buying dips were too early as stocks fell in the first three quarters.

The 3 Best Tech Stocks to Buy in July

Palantir Technologies

AI stocks to watch in the stock market this week.

Best Artificial Intelligence Stocks To Buy Now? 2 For Your July 2023 List

Growth stock CRM has attracted several activist investors as revenue has tapered. Its generative AI tools may help achieve growth targets

Will Salesforce Regain Control From Activist Investors? Generative AI Offers New Features

Microsoft

Pool

Investors should keep a tab on Pool Corporation (POOL), Salesforce (CRM) and Microsoft (MSFT), which deeply cares about sustainability initiatives.

3 ESG Stocks in Focus for the Socially Responsible Investor

Adyen's latest product is already helping global fashion group AWWG (Pepe Jeans London, Hackett and Façonnable) improve its customer loyalty programs & Salesforce has built an integration to offer payments-enriched profiles to its customer base AMSTERDAM , July 6, 2023 /PRNewswire/ -- Adyen (AMS: ADYEN), the global financial technology platform of choice for leading businesses, announces the launch of Data Connect for Marketing, a new product enabling omnichannel retailers to leverage payments data to improve marketing initiatives and provide an enhanced understanding of customers. Unique profile identifiers can link previously unidentified in-store transactions to shopper profiles, unlocking a breadth of analytics-driven use cases.

Data Connect for Marketing empowers omni-channel businesses to use payments data to drive personalization and increase loyalty

VeriSign

Salesforce (CRM) and VeriSign (VRSN) are two tech stocks that could move higher in the second half of the year with both sporting a Zacks Rank #1 (Strong Buy) at the moment.

Time to Buy These Highly Ranked Tech Stocks as We Begin Q3

Fortinet

ON Semiconductor

Palo Alto Networks

Here we have discussed four growth-rated tech stocks - CRM, PANW, ON and FTNT - that have outperformed the broader equity market year to date and have the potential to increase further.

News for Salesforce Stock (CRM)