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 Q1 2022

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Earnings data Q1 2023

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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

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.

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.

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

Fidelity National Information

Intuit

Microsoft

Third Point leader Daniel Loeb (Trades, Portfolio) revealed earlier this week he upped his stake in Global Blue Holding Group Inc. (NYSE:GB) by 14.47%. Using an event-driven, value-oriented approach to picking stocks, the guru's New York-based firm is known for taking activist positions in underperforming companies that have a catalyst that will help unlock value for shareholders.

Daniel Loeb Boosts Global Blue Exposure

Alibaba

Cisco Systems

Oracle

Palo Alto Networks

Shopify

Zoom Video

Investors should start prioritizing stability and valuations over raw growth in this jittery market.

Tech Stocks Are Crashing -- Is It Time to Buy?

JPMorgan Chase & Co

Remote work is hurting the commercial real estate industry in major cities, including New York and San Francisco, as more firms look to ditch their office spaces permanently.

JPMorgan, Salesforce join growing list of firms dumping office space

SAN FRANCISCO, March 30, 2021 /PRNewswire/ -- MuleSoft, provider of the world's #1 integration and API platform, today announced that TAB Bank is using MuleSoft to build its open banking strategy and grow an ecosystem of partners. TAB Bank is a modern, digital-only bank that specializes in serving small and medium enterprises (SMEs), which account for the majority of businesses in the United States.

TAB Bank Creates Open Banking Platform and Streamlines Lending Processes with MuleSoft

SAN FRANCISCO, March 30, 2021 /PRNewswire/ -- MuleSoft, provider of the world's #1 integration and API platform, today reported that integration challenges continue to be a major roadblock for digital transformation initiatives. MuleSoft's 2021 Connectivity Benchmark Report found that IT teams are spending over a third of their time on integration projects, and custom integrations are costing large enterprises on average $3.5 million* each in annual labor.

Study Reveals Integration Challenges Threaten Digital Transformation, With Organizations Spending on Average $3.5 Million on Custom Integration Labor Costs

Fastly

A plunge in tech stocks would allow for high-growth businesses to be scooped up at a discount.

3 Growth Stocks on My Buy List If the Nasdaq Crashes

Salesforce (CRM) is benefiting from accelerated cloud adoption as well as its sustained focus on acquisitions and partnerships are helping it enhance product offerings and expand global footprints.

Salesforce (CRM) Rides on Increased Cloud Adoptions, Buyouts

Salesforce.com (CRM) reported earnings 30 days ago. What's next for the stock?

Salesforce.com (CRM) Down 9.5% Since Last Earnings Report: Can It Rebound?

C3.ai

Lemonade

NVIDIA

Palantir Technologies

Zillow

Every long-term investor should own a few AI stocks.

This Is the Tech Investing Trend I'm Most Excited About Right Now

Salesforce's (CRM) Sales Cloud features virtual meetings, AI-backed pipeline monitoring and video call transcript analysis, which will enable managers to pinpoint areas that need more focus.

Salesforce (CRM) Launches Sales Cloud for Seamless Virtual Selling

SAN FRANCISCO, March 24, 2021 /PRNewswire/ -- Salesforce, [NYSE: CRM], the global leader in CRM, today introduced the next generation of Sales Cloud — new technology to support a digital-first selling world. Sales Cloud 360 is the complete growth platform for the new world of digital sales, with flexible technology and the world's largest sales partner ecosystem that companies of every size can rely on to grow revenue and boost productivity.

Salesforce Reimagines Sales Cloud to Drive Growth in a Sell-From-Anywhere World

SEATTLE, March 23, 2021 /PRNewswire/ -- Tableau, the world's leading analytics platform (NYSE: CRM), today introduced Business Science, a new class of AI-powered analytics that lowers the barrier to data science techniques, enabling business users and analysts to make smarter decisions faster. In a market where agility is the ultimate competitive advantage, Business Science empowers more people with data, with simplified model creation, predictions, what-if scenarios, forecasting and other analytical methods – all using clicks, not code.

Tableau Business Science Brings Powerful Data Science Capabilities to Business People

This will be March post-option expiration week (OEW) which has a bearish bias.

Stocks This Week: Sell Short Salesforce.com

SAN FRANCISCO, March 18, 2021 /PRNewswire/ -- Salesforce, [NYSE: CRM], the global leader in CRM, today announced that more than 150 international, federal, state and local government agencies, and healthcare organizations, are using Salesforce technology for vaccine management and COVID-19 tracking. "As global COVID-19 vaccination campaigns accelerate, supporting the 'last mile' of the vaccination journey is a very critical step," said Dr. Ashwini Zenooz, Chief Medical Officer at Salesforce.

Salesforce Vaccine Management Now Used by More Than 150 Government Agencies and Healthcare Organizations

Chewy

Catalent

Amplify Cybersecurity ETF

Innovator Loup Frontier Tech ETF

Pool

Despite occasional pullbacks in share price, these growth stocks are expected to continue to create shareholder value during the year. The post 7 Growth Stocks With Compelling Stories appeared first on InvestorPlace.

7 Growth Stocks With Compelling Stories

SAN FRANCISCO and ATLANTA, March 17, 2021 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced that Boys & Girls Clubs of America has selected Salesforce technology to work more efficiently and better engage with kids and teens across its more than 4,700 Clubs. This will help Boys & Girls Clubs to deliver more personalized experiences and programs to the 4.6 million young people it serves.

Boys & Girls Clubs of America Selects Salesforce to Streamline Operations, Helping Staff and Volunteers Spend More Time With Young Members

ASML Hld

Bumble

Pinterest

I added shares of Bumble and three other tech stocks as other investors panicked about rising bond yields.

4 Stocks I Bought During the Latest Tech Selloff

Barrick Gold

Shaw Communications

S&P Global

TAL Education Group

If you are looking for stocks to buy, these companies are expected to rise over 15% per their 12-month consensus estimates. The post 7 Stocks to Buy as Analysts ID Better Values for Investors appeared first on InvestorPlace.

7 Stocks to Buy as Analysts ID Better Values for Investors

Salesforce.com Inc. (CRM) Presents at Truist Securities Technology, Internet & Services Conference (Transcript)

Apple

Bears haven't abandoned tech stocks just yet. Here are the three best ones to short if you think this week's rally was a dead-cat bounce.

3 Tech Stocks in Danger of a Dead-Cat Bounce

Merck

Walmart

The world's most iconic stock index is housing some serious bargains.

4 Dow Stocks With 24% to 31% Upside, According to Wall Street

Salesforce expects lower earnings. And as CRM stock trades at 62 times forward earnings, it leaves no bargain valuation or margin of safety.

Salesforce Expects Lower Earnings, Making Its Stock No Bargain

SAN FRANCISCO, March 10, 2021 /PRNewswire/ -- MuleSoft, provider of the world's #1 integration and API platform, today introduced MuleSoft Composer, the easiest way for business teams to integrate apps and data and deliver digital innovation faster. As the first generally available Composer solution, MuleSoft Composer for Salesforce is built on the trusted Anypoint Platform ™ and the only integration solution embedded in the Salesforce UI.

MuleSoft Empowers Business Teams to Deliver Digital Innovation Faster with MuleSoft Composer

Cerner

The markets have gone into a tailspin again and there are some good deals out there for savvy investors.

News for Salesforce Stock (CRM)