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

Apple

Shopify

Atlassian

At the end of 2020, I wrote Big Idea 2021: SaaS Companies Will Create 10 Million Jobs with the central thesis that SaaS players would evolve into PaaS to create deeper moats around their core market positions and gain access to the related force multiplier. My assumption is that the trend would follow an 80:20 rule, with 20% of the SaaS companies becoming high performing PaaS players with robust developer ecosystems. In other words, around 200 companies would drive the industry trend forward.

Cloud Stocks: Which SaaS Players Will Win In PaaS

SAN FRANCISCO, Jan. 12, 2021 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced Loyalty Management, a new product for companies across industries, including retail, consumer goods, manufacturing, travel and hospitality, to increase customer trust and...

Salesforce Introduces Loyalty Management to Help Drive More Meaningful Customer Loyalty Experiences

Anaplan Inc

Piper Sandler analyst Brent Bracelin is hot and cold on two software stocks due to upside projections and acquisitions. The Anaplan Thesis: Bracelin upgraded shares of Anaplan Inc. (NYSE: PLAN) from Neutral to Overweight and raised the price target from $66 to $87.

Why Piper Sandler Is Bullish On Anaplan, Neutral On Salesforce

SAN FRANCISCO, Jan. 11, 2021 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced that Marc Benioff, Chair & CEO, will participate as a keynote speaker at the Goldman Sachs Technology and Internet Conference on Tuesday, Jan. 12, 2021 at 4:00 p.m. (PT) / 7:00 p....

Salesforce Chair and CEO to Keynote Goldman Sachs Technology and Internet Conference

Glu Mobile

QUALCOMM

Find out why these successful investors named these companies as their top tech sector picks for the new year.

The 3 Best Tech Stocks to Buy in 2021

Chevron

Home Depot

Coca-Cola

McDonald's

Merck

Microsoft

NIKE

Walmart

Each and every one of these brand-name companies offers double-digit upside.

9 Dow Stocks With the Most Upside Potential, According to Wall Street

Salesforce.com, Inc. (NYSE: CRM) announced it is naming Sarah Franklin as the chief marketing officer of the company. These are the details.

Salesforce.com (CRM) Names Sarah Franklin As CMO

Amgen

Boeing

Cisco Systems

Dow Inc

Pfizer

Verizon

Walgreens

Exxon Mobil

Here are the newest stocks to join the portfolio for those using this easy-to-follow strategy.

Meet the 2021 Dogs of the Dow

Amazon

Costco

Alphabet

Kirkland Lake Gold

NextEra Energy

Teladoc

UnitedHealth Group

Visa

Making money is easy when you own stakes in high-quality businesses.

10 Top Stocks That Will Make You Richer in 2021

Are you having trouble with website reporting and analytics? You're not the only one—the struggle is real.

Salesforce Shares Its Secret To Successful Website Analytics

Salesforce (CRM) stock is trading close to long-term support after a four-month correction and could bounce strongly in coming weeks.

Salesforce (CRM) Could Resume Strong Uptrend

Look for these brand-name businesses to be top-performers in the world's most iconic stock index.

3 Dow Stocks That Are Screaming Buys in 2021

The customer relationship software company recently completed a major acquisition and is going big on its cloud offering.

Why Salesforce.com Climbed 33.3% in 2020

Intel

Big companies can provide big investment gains too.

3 Top Mega-Cap Stocks to Own in 2021

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

Salesforce.com (CRM) Up 0.7% Since Last Earnings Report: Can It Continue?

CrowdStrike

Here are compelling investments in a hot industry.

3 Top Cloud Computing Stocks to Buy in 2021

NVIDIA

One of the best ways for longer-term investors to build a stronger portfolio is with proven, large-cap companies that provide exposure to growth industries.

3 Blue Chip Tech Stocks to Buy and Hold for 2021

D.R. Horton

FedEx

Regeneron Pharmaceuticals

Salesforce is still a long-term buy despite its nearly 10% month-to-date decline, two traders say.

How two traders would play the 2020 outperformers that reversed course in December

Salesforce (CRM) is benefiting from ongoing digital transformations and adoption of its cloud services. Moreover, strategic acquisitions like Tableau and ClickSoftware are a positive.

Salesforce (CRM) Gains on Digital Transformation, Acquisitions

With less than a week left in 2020, it is a safe bet that the technology sector is going to be the year's big winner.

The 5 Top-Performing Dow Stocks of 2020

SSR Mining

Your path to a profitable new year begins with these fast-growing companies.

Got $1,000? 3 Stocks to Buy to Start 2021 With a Bang

Adobe

Twilio

Technology experts at Bessemer Venture Partners have released a new report detailing why the FAANG stocks, that so aptly portrayed technology market leadership over the last decade, are facing a potential trend change. Byron Deeter and Mary D'Onofrio believe the FAANG stocks' best growth years are behind them, raising serious questions about the future of the group's premier status.

News for Salesforce Stock (CRM)