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

Earnings data Q2 2024

Earnings data Q3 2024

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

I'm above consensus on revenue and margins and expect beat and raise quarters.

Salesforce's New Focus Is A Thesis Changer

AstraZeneca

Wells Fargo

Xilinx

Jeremy Grantham (Trades, Portfolio)'s GMO LLC recently disclosed its 13F portfolio updates for the third quarter of 2021, which ended on Sept. 30.

Jeremy Grantham's Firm Profits From Wave of Acquisitions in 3rd Quarter

Adobe

Microsoft

SaaS stocks to consider as organizations continue to rely on their offerings.

3 SaaS Stocks For Your November 2021 Watch List

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce Announces Timing of its Third Quarter Fiscal 2022 Results Conference Call

Salesforce Announces Timing of its Third Quarter Fiscal 2022 Results Conference Call

Search engine startup You.com announced that it has raised $20 million, with a goal of unseating Google from its longstanding search engine dominance, Reuters reported Tuesday (Nov. 9). TIME Ventures, Salesforce CEO Marc Benioff's venture fund, led the investment, and Benioff will transfer the You.com domain name, which he bought in the 1990s, according to […]

Salesforce CEO Marc Benioff Leads $20M in Search Engine Platform You.com

You.com, a startup looking to challenge Alphabet Inc's Google by developing a more customizable search engine, announced on Tuesday a $20 million investment led by the venture fund of Salesforce.com Inc Chief Executive Marc Benioff.

Salesforce CEO Benioff invests in search engine startup You.com

SEATTLE, Nov. 9, 2021 /PRNewswire/ -- Tableau, the world's leading analytics platform (NYSE: CRM), is sharing its vision to make analytics more powerful, trusted, collaborative and easier to use. The Tableau Conference keynote will introduce new and future innovations to help anyone, anywhere, work with any data through collaborative analytics, AI-powered insights, trusted data at scale and an expanded platform and ecosystem.

Tableau outlines product vision and the future of analytics at Tableau Conference 2021

SEATTLE, Nov. 9, 2021 /PRNewswire/ -- Tableau, the world's leading analytics platform (NYSE: CRM), has announced a commitment to enable 10 million data learners over the next five years. Data literacy is increasingly vital to modern organizations.

Tableau Pledges to Train 10 Million Data People

Airbnb

Mastercard

By 2036, these could be some of the largest publicly traded companies in the world.

4 Supercharged Growth Stocks That Could Be Worth $1 Trillion in 15 Years (or Less)

Amazon

Alphabet

Thermo Fisher Scientific

Stocks with market values of at least $200 billion are where the really big money places its bets. These mega caps are Wall Street's favorites.

5 Mega-Cap Stocks Analysts Love the Most

Marc Benioff, Chair The Board And CEO at Salesforce.Com (NYSE:CRM), made a large insider sell on November 3, according to a new SEC filing. What Happened: A Form 4 filing from the U.S. Securities and Exchange Commission on Wednesday showed that Benioff sold 68,008 shares of Salesforce.Com at prices ranging from $298.76 to $303.76.

Chair The Board And CEO Of Salesforce.Com Makes $20M Sale

DocuSign

Salesforce and DocuSign will be keeping their partnership going and making new solutions for customers to sign agreements, a report says. The expanded partnership will make it easier to prepare things like contracts, quotes and invoices.

Salesforce, DocuSign Pair to Digitize Contracts With AI Through Slack

Hewlett Packard

Intuit

Oracle

SAP SE

VMware

Workday

The unprecedented amount of liquidity is having profound implications for high growth tech companies.

The Cloud Space In Numbers: What Matters The Most

LISBON, Portugal--(BUSINESS WIRE)--International SOS announces its partnership with Salesforce and AOKpass to roll out a digitally integrated testing and vaccination solution.

International SOS Partners with Salesforce and AOKpass to Roll Out an End-to-End Testing & Vaccination Solution to Support Business Continuity and Employee Health

Blue-chip technology stocks to consider buying as stocks hit new highs to start November on strong earnings, resilient American consumers, and more.

Buy These 3 Blue-Chip Tech Stocks with the Market at New Highs?

Cadence Design Systems

A Company for Investors Focused on the Computer and Tech Space and a Leading Provider of Modern Business Software.

Top Stock Picks for Week of November 1, 2021

The COVID pandemic has accelerated companies' spending on digital transformation to drive competitiveness. The total addressable market for customer relationship management software is expected to grow by 13% p.a. through 2026.

Salesforce: An Arms Provider In The Battle To Win More Customers

Aehr Test Systems

Digital Turbine

American Express

Celsius Holdings

Chevron

Dow Inc

Enphase Energy

Goldman Sachs

Intrepid Potash

MyMD Pharmaceuticals

Travelers

Two new Breakout Stocks for Week 44 with better than 10% short-term upside potential. The ETF/ETN forecast section now goes out in a separate article. Following the Momentum Gauges, the portfolio is up +68.8% YTD despite a record high 24 weeks out 43 weeks this year in negative conditions above the 40 MG level.

Week 44 MDA Breakout Stocks - November 2021: Short-Term Picks To Give You An Edge

Rocket Companies, Inc.

Rocket Mortgage, a division of Rocket Companies (NYSE: RKT) has teamed with Salesforce (NYSE: CRM) in a partnership that will make the Detroit-based company's mortgage origination technology available to banks, credit unions and other financial institutions through Salesforce Financial Services Cloud. What Happened: According to the companies, Salesforce Financial Services Cloud enables financial institutions to deliver quality service through automation, integration, intelligence and pre-built processes, thus providing better insight on how clients interact with branches, ATMs and digital properties.

Rocket Mortgage Partners With Salesforce To Upgrade Mortgage Services For Financial Institutions

SAN FRANCISCO, Oct. 28, 2021 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced it has granted equity awards under its 2014 Inducement Equity Incentive Plan (the "Plan") to new employees who joined Salesforce in connection with the acquisition of Lintao SA ("Lintao") and Servicetrace GmbH ("Servicetrace"). The Plan was adopted by the Salesforce Board of Directors in July 2014, in accordance with New York Stock Exchange Rule 303A.08.

Salesforce Grants Equity Awards to Lintao SA and Servicetrace Employees Under Its Inducement Equity Incentive Plan

Block

These two software-as-a-service stocks completely own their sectors.

Got $10,000? 2 Top Software Stocks to Buy for the Long Term

SAN FRANCISCO, Oct. 28, 2021 /PRNewswire/ -- Marc and Lynne Benioff today announced $200 million in new climate investments toward reforestation and restoration efforts—establishing the first-of-its-kind $100 million Benioff TIME Tree Fund and committing $100 million in investments from TIME Ventures, the Benioffs' investment fund. Salesforce to give $100 million funding in grants over the next 10 years to nonprofits working on ecosystem restoration and climate justice, donate technology through the  Power of Us program, and enable volunteers to deliver 2.5 million volunteer hours to organizations focused on climate action.

Marc and Lynne Benioff, Salesforce Announce $300 Million in Investments to Accelerate Ecosystem Restoration and Climate Justice

SAN FRANCISCO, Oct. 27, 2021 /PRNewswire/ -- Salesforce (NYSE: CRM) and DocuSign (NASDAQ: DOCU) today announced an expansion of their global strategic partnership to build new joint solutions that make it easier for customers to accelerate how agreements are facilitated around the world. New innovations will automate the contract process with AI-based, smart solutions that improve the customer experience of preparing, signing, and managing agreements, drive faster ROI, and increase collaboration amongst organizations with Slack functionality.

Salesforce and DocuSign Team Up to Enable Contract Collaboration Through Slack, Help Drive Customer Revenue, and Create Digital-First Customer Experiences

AI and big data are an important part of most enterprise-scale companies now, but that very scale can make it difficult to employ them safely and ethically. Kathy Baxter at Salesforce and Nashlie Sephus at AWS have made ethical AI and data collection their business over the last few years, both sounding the alarm on […]

Salesforce's Kathy Baxter and Amazon's Nashlie Sephus talk keeping AI ethical at Enterprise scale

Pubmatic

Trulieve Cannabis Corp.

These high-growth companies have the tools to be surefire winners.

News for Salesforce Stock (CRM)