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.com is still growing at 20% per year and is still making money. But the market is no longer valuing that as highly as it did, with reopening and infrastructure plays drawing more interest.

Salesforce: The Latest Leg Down

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

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

SAN FRANCISCO, May 5, 2021 /PRNewswire/ -- Salesforce (NYSE: CRM) and Disney Studios Content today announced an innovation partnership to help support Disney marketers and filmmakers using the Salesforce platform. By naming Salesforce a StudioLAB Innovation Partner, the companies will explore new ways to use technology to manage and accelerate the content production lifecycle and support the creation of content — from the earliest ideas in development all the way through post-production and marketing.

Salesforce and Disney Studios Content Join Forces to Help Accelerate Production with New Technology

Salesforce.com (CRM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Salesforce.com (CRM) Could Beat Earnings Estimates Again

Salesforce.com Inc on Thursday said its supplier contracts will now require companies that do business with it such as airlines to set carbon-reduction goals and deliver products and services on a carbon-neutral basis, making it the latest U.S. company to take steps to address climate change.

Salesforce acts on climate, requiring suppliers to set carbon goals

"I think it's important for everyone to get vaccinated and to get safe," Salesforce CEO Marc Benioff said. The company will have some workers in office in May.

Salesforce CEO Marc Benioff encourages employees to get vaccinated

As a growth stock and a cloud giant, this should be right up millennial investors' alley.

Why Do Millennials Hate Salesforce Stock?

Alteryx

CrowdStrike

Fastly

Cloudflare

Palantir Technologies

Zscaler

The Interconnected World will grow post-pandemic as companies embrace cloud-based software solutions. You should consider SAAS stocks too.

7 SAAS Stocks Powering an Interconnected World

SAN FRANCISCO, April 26, 2021 /PRNewswire/ -- Salesforce [NYSE: CRM], the global leader in CRM, today announced that for the eighth consecutive year it has been ranked the #1 CRM provider by International Data Corporation (IDC) in its latest Worldwide Semiannual Software Tracker. Salesforce grew its overall market share position and increased its revenue more than any other Customer Relationship Management (CRM) vendor.

Salesforce Named #1 CRM Provider for Eighth Consecutive Year

Apple

Adicet Bio, Inc.

Amgen

Caterpillar

Cisco Systems

Chevron

JPMorgan Chase & Co

Microsoft

Controladora Vuela Cia de Aviacion SAB de CV

Walgreens

Two new breakout stocks for Week 17 with better than 10% short-term upside potential. For only the 2nd time this year, none of the 4 picks broke above 10% this week in the first negative week for the S&P 500 in 5 weeks.

Week 17 MDA Breakout Stocks - April 2021: Short-Term Picks To Give You An Edge

NVIDIA

PayPal

These three companies are already large, but could be on track to $1 trillion valuations within the next decade.

3 Large-Cap Stocks With Small-Cap Growth Potential

Pinterest

Block

Northern Star Acquisition Corp

These game-changing businesses can make investors rich.

5 Stocks That Can Turn $100,000 Into $400,000 This Decade

HubSpot

Benzinga's Stock Wars series matches up two leaders in a major industry sector, with the goal of letting readers decide which company is the better investment. In this week's installment, we present a duel between two of the leading U.S. business software companies: HubSpot Inc (NYSE: HUBS) and salesforce.com, inc.

Stock Wars: HubSpot Vs. Salesforce

American Express

Home Depot

Honeywell

Coca-Cola

Only a third of the stocks in the Dow rank as industry leaders according to MSCI's ESG rankings. Fortunately, most of those who do also are favored by Wall Street analysts.

The Best ESG Stocks in the Dow

Sonos

SAN FRANCISCO, April 21, 2021 /PRNewswire/ -- Salesforce, [NYSE: CRM], the global leader in CRM, today announced that Sonos, the world's leading sound experience company, is using Salesforce to transform its digital shopping capabilities and deliver more personalized customer experiences from anywhere. When the COVID-19 pandemic hit, many Sonos retail partners were forced to close their doors, shifting how consumers discover and shop for Sonos products.

Sonos Transforms Its Commerce and Service Experience with Salesforce

Salesforce's new Sales Cloud features address pandemic trends, including the need for automation and remote work tools.

Salesforce introduces new Sales Cloud features to boost automation and remote collaboration

SAN FRANCISCO, April 21, 2021 /PRNewswire/ -- Salesforce, [NYSE: CRM], the global leader in CRM, today introduced the next generation of Service Cloud — technology to support changing customer service expectations and provide connected, personalized service from anywhere on one digital engagement platform.  Over the last year, service agents moved quickly to work from their kitchens and living rooms, but relied on legacy technology — disparate, on-premise solutions and spreadsheets — that wasn't designed to manage globally distributed workforces.

Salesforce Reimagines Service Cloud to Transform Customer Service from Anywhere

Adobe

Advanced Micro Devices

Fiserv

Intuit

It's not easy for the leaders of big companies to push for major change given what's at risk. However, these seven have the power to do so.

7 Big Companies Powerful Enough to Pivot Their Business

Twilio

These companies provide an essential service -- helping their clients build strong customer relationships.

2 Tech Stocks to Buy Even if the Market Crashes

These high-growth stocks should trounce cryptocurrency Dogecoin over the long term.

Forget Dogecoin: These 3 Stocks Are Much Smarter Buys

Taiwan Semiconductor Manufacturing

There are five massive tech companies towering over the rest, but these companies could eventually join them.

3 Stocks That Could Be the Next Trillion-Dollar Tech Giants

East West Bancorp

IAMGOLD

Bancorp

Two new breakout stocks for Week 16 of 2021 with better than 10% short-term upside potential. This past week 1 of 4 stocks beat 10% in less than 5 days with CTRN peaking at +14.1% and closing at 10.2%. The 2 Dow picks were mixed.

Week 16 MDA Breakout Stocks - April 2021: Short-Term Picks To Give You An Edge

The stock of Salesforce.com jumped 30%+ last August on news the company would replace Exxon in the Dow Jones Industrial Average. Since the announcement, CRM has been moving lower and, ironically, Exxon has outperformed it by over 30% - even more if you add in XOM's dividend.

News for Salesforce Stock (CRM)