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 revealed financial progress in its quarterly results, indicated it would throttle pricey deals and installed new board members, including a representative from ValueAct Capital. Co-founder and chief executive Marc Benioff said improving profitability is the top priority. The company is making better use of capital too. It doubled its share repurchase program to $20 billion and says it will rethink and reduce stock-based pay.

Salesforce Sufficiently Acquiesces To Angry Mob

Salesforce, Inc. CRM shares rose sharply on Thursday after the company reported better-than-expected Q4 results and issued strong guidance. Several analysts also raised their price targets on the stock following quarterly earnings.

Salesforce Options Traders Betting On Stock Jumping This Much By May Expiration - Salesforce (NYSE:CRM)

Airbnb

Some technology stocks were still able to outperform the market over this period though. With the assistance of Zacks Rank, I have identified 3 highly ranked stocks for investors to consider buying

Time to Buy the Dip? 2 Highly Ranked Tech Stocks for Investors to Consider

The stock market advanced Thursday, as the 10-year Treasury yield closed above 4% for the first time since November. CRM stock surged above an entry.

Stock Market Advances Even As 10-Year Treasury Yield Tops 4%; Salesforce Stages Breakaway Gap

The company's elimination of an M&A committee also helps propel a sharp rally in the stock price.

Salesforce Profit Outlook Buoys Software Maker Against Activist Investors

The software giant's vastly improved profitability dazzled investors.

Why Salesforce Stock Soared Today

Salesforce delivered excellent earnings to close out the year, and a great outlook on the next.

Despite Cloud Slowdown, Salesforce Predicts Double-Digit Growth This Year -- Time to Buy the Stock?

Bank strategists said the company's latest earnings report, which beat expectations, showed the tech firm's commitment to margin expansion.

Salesforce stock has 26% upside as Marc Benioff's company shows resolve on 'disciplined growth,' Bank of America says

Salesforce beat estimates on Wednesday, and activist investor Elliott Management was complimentary after the company showed margin improvement.

Salesforce is having its best day since 2020 after blowout earnings report

Analysts at Canaccord Genuity (TSX:CF, LSE:CF) have raised their price target for Salesforce after the company posted better-than-expected fiscal fourth-quarter earnings, noting “reports of CRM's death have been greatly exaggerated.” In a note to clients, the analysts wrote that they had raised their price target to US$215 from US$185.

Salesforce not yet out of the woods but reports of its death have been greatly exaggerated, analysts say after fiscal 4Q earnings surprise

If there were any doubts about Salesforce.com's (NASDAQ: CRM) Q4 performance and outlook for 2023 they have been laid to rest. The Q4 results are so far above expectation they and the outlook have the stock up more than 15% in premarket trading and on the cusp of a complete reversal.

The Bottom Is In For Salesforce.com

Benioff's recession strategy centers on boosting profitability instead of growing sales or making acquisitions.

Salesforce CEO Marc Benioff sounds the alarm on recession - with shades of the dot-com crash and financial crisis

Salesforce's (CRM) better-than-expected Q4 performance reflects the benefits of accelerated digitalization and the rapid adoption of cloud-based solutions.

Salesforce (CRM) Jumps 16% on Q4 Earnings Beat, Strong Q1 View

Okta

Snowflake

Tesla

Here are some of the most active stocks in morning trading Thursday, as the S&P 500 futures were softer.

Stock movers: Tesla and Snowflake slump, Salesforce and Okta jump

Salesforce Inc.'s story had lost some of its luster recently amid a revenue growth slowdown, but the software giant was basking in glory yet again Thursday after it projected a big profit increase in the year ahead.

Salesforce's ‘clear shift in tone' helps send stock flying toward best day since 2020

Salesforce Inc. produced better adjusted earnings than expected in the fourth quarter and executives projected big profit gains amid layoffs this year in a Wednesday report, sending shares toward their biggest gain since 2020.

Salesforce stock soars as Benioff says goal is to be the ‘most profitable software company in the world'

Shares of Salesforce Inc jumped 15% in premarket trade on Thursday after the cloud-based software provider's revenue forecast eased concerns about slowing growth and its move to double its share repurchase to $20 billion appeased investors.

Salesforce shares climb as growth forecast, buyback plan appease investors

Futures for the Dow Jones Industrial Average DJIA, +0.02% are trading higher, while the rest of the stock market is falling, because of the big rally in Salesforce Inc.'s stock. The customer relationship management software company's stock CRM, +2.29% soared 15.7% toward an 11-month high in premarket trading, after the company reported better-than-expected fourth-quarter results and Chief Executive Marc Benioff was upbeat about the company's prospects.

Salesforce's stock surge is worth more than 170 Dow points, helping lift Dow futures into the green

In today's edition: Facebook is stripping managers of their teams, analyzing the top Twitter alternatives, and more headlines.

Salesforce: A New Dawn. CEO Marc Benioff is pivoting the cloud company from family to profitability.

Analysts argue that Salesforce's results should "defang" activist campaigns for change at the software company. The stock soars.

Salesforce Wins Over Wall Street. Why That Might Mute Some Activist Investors.

The headline numbers for Salesforce.com (CRM) give insight into how the company performed in the quarter ended January 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Salesforce.com (CRM) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

I wrote Tuesday that Marc Benioff faced the end of a very happy era at Salesforce Inc., with Wall Street ganging up on the software company as layoffs rile employees.

Interview: Marc Benioff reminds Wall Street that ‘this isn't my first recession,' saying Salesforce's activists ‘made a lot of money today'

Salesforce, Inc. (NYSE:CRM ) Q4 2023 Earnings Conference Call March 1, 2023 5:00 PM ET Company Participants Michael Spencer - VP, IR Marc Benioff - Co-Founder, Chairman & CEO Amy Weaver - President & CFO Brian Millham - President & COO Conference Call Participants Keith Weiss - Morgan Stanley Kirk Materne - Evercore ISI Bradley Sills - Bank of America Merrill Lynch Karl Keirstead - UBS Brent Thill - Jefferies Raimo Lenschow - Barclays Bank Kasthuri Rangan - Goldman Sachs Group Sarah Hindlian-Bowler - Macquarie Research Operator Welcome to Salesforce Fiscal 2023 Fourth Quarter and Full Year Results Conference Call. [Operator Instructions].

Salesforce, Inc. (CRM) Q4 2023 Earnings Call Transcript

Oracle

As Marc Benioff focuses on improving Salesforce's profits, he's leaning on Oracle's Larry Ellison and it's uprooting Salesforce's long-held culture.

Salesforce's Marc Benioff says he's following 'the Oracle playbook' to improve profits — and Larry Ellison is helping him

"Much work remains," Elliott said on Wednesday in a statement posted on Twitter by partner Jesse Cohn.

News for Salesforce Stock (CRM)