Revenue segments as reported by the company.

Agentforce Sales

Agentforce Service

Agentforce 360 Platform, Slack and Other

Agentforce Marketing and Agentforce Commerce

Agentforce Integration and Agentforce Analytics

Professional Services & Other

Agentforce Apps

Data 360, Headless Platform, & Other

Hedging gains

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 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

Earnings data Q4 2025

Earnings data Q1 2026

Earnings data Q2 2026

Earnings data Q3 2026

Earnings data Q4 2026

Earnings data Q1 2027

Earnings data Q2 2027

Earnings data Q3 2027

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.

Salesforce excels in Q3 2025 with Agentforce driving growth

Salesforce's Q3 2025 showcased robust financial performance and strategic initiatives driving growth.
Agentforce and the More Core initiative are key drivers of innovation and customer value.
Challenges lie in ensuring seamless adoption and competitive positioning in the market.

Salesforce excels in Q4, targets digital labor leadership in '26

Salesforce's Q4 2025 earnings call highlighted exceptional performance, growth in key segments, and strategic leadership changes. The company aims for profitable growth, emphasizing digital labor leadership and addressing industry challenges. Navigating pricing models, product impacts, and industry shifts, Salesforce remains focused on innovation and market leadership.

Salesforce reports solid Q1 results, addresses AI challenges and opportunities

Salesforce's Q1 performance showed revenue growth and strong cash flow, with a strategic focus on customer success and value creation. The company is navigating challenges in AI adoption and job displacement concerns while seizing opportunities through the Informatica acquisition and AI integration for operational efficiency.

Salesforce reports strong Q2 earnings, eyes mid-market growth

Salesforce's Q2 performance reflected robust revenue growth, strong margins, and notable customer wins, underpinned by a focus on AI and data integration. While challenges exist in market perception and organizational restructuring, opportunities in the mid-market segment and disciplined financial strategies present avenues for sustained growth. The company's emphasis on customer success, innovation through AI, and responsible capital allocation sets a solid foundation for future expansion and profitability.

Salesforce reports strong Q3 results, eyes growth through Agentforce

Salesforce's Q3 performance reflects robust growth across key financial metrics and strategic segments. The company's focus on customer-centric solutions and operational efficiency positions it well for future growth and market leadership.

Salesforce excels in FY '26, targets $63B revenue by FY '30

Salesforce's exceptional performance in FY '26 sets the stage for ambitious growth targets and strategic investments. The company's focus on customer success, innovation, and efficiency highlights its commitment to long-term value creation. Challenges lie in balancing investments with shareholder returns and navigating evolving market dynamics. Opportunities abound in expanding customer connections, leveraging new technologies, and optimizing monetization strategies.

Salesforce reports record Q1 revenue and raises FY '27 guidance

Salesforce's Q1 performance reflects strong revenue growth, operational efficiency, and strategic acquisitions driving shareholder value. The company's focus on customer success, expansion of product offerings, and commitment to growth present promising opportunities for future success. Challenges lie in sustaining growth trends, minimizing attrition, and navigating evolving market dynamics while leveraging Slack's potential for collaboration and revenue growth.

Salesforce reports record Q2 revenue, focuses on AI innovation

Salesforce's Q2 '27 earnings call highlighted record revenue, successful partnerships, and a focus on AI-driven innovation and customer value. Challenges include adapting to evolving pricing models and the shift towards outcome-based pricing in enterprise software. Opportunities lie in AI augmentation, business outcome pricing, and continued revenue growth, positioning Salesforce for future success.