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

MongoDB

Oracle

Sumo Logic

Slack

Rumors of a huge buyout in the cloud computing sector lifted the share prices of many other companies in that industry last month. That big deal just might start an avalanche of consolidation, right?

Here's Why Many Cloud Computing Stocks Soared Last Month

Amazon

Broadcom

Equinix

With the fourth quarter and 2020 winding down, many of the top companies we follow on Wall Street are making some changes to the lists of their high-conviction stock picks for clients.

BofA Securities Takes a Huge Gamble Adding Red-Hot Tech Giant to US 1 List Now

Slack stock has performed well recently, no doubt. Yet, an acquisition deal begs the question of what the current shareholders should do now.

Slack Technologies Shareholders Should Embrace the Salesforce Deal

Salesforce.com Inc.'s (NYSE:CRM) strategy has recently begun to look like Cisco System Inc.'s (NASDAQ:CSCO).

Is Salesforce the Next Cisco?

Fiserv

Five Below

Thermo Fisher Scientific

Zoom Video

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, like Salesforce and Five Below

Top Wall Street analysts back these stocks as market notches record highs

In a Deep Collaboration future, a person doing a specific task doesn't have to leave a single piece of software to get that job done.

Salesforce + Slack mashup signals the rise of Deep Collaboration

When Salesforce bought Slack earlier this week for $27.7 billion, it was in some ways the end of a startup fairytale. Slack was the living embodiment of the Silicon Valley startup success fantasy.

Why Slack and Salesforce execs think they're better together

Splunk

This week's Cloud earnings have been a wild ride for shareholders, but 2 rare buying opportunities have presented themselves.

2 Big Cloud Opportunities You Don't Want To Miss

It's not just Slack, it's the whole software family plus Slack that makes the pullback look like another buy opportunity.

Why I'm Buying More Salesforce Stock After a Post-Slack Acquisition Pullback

The running joke about Salesforce.com, Inc. (NYSE:CRM) is that everyone uses it, yet no one knows what it does.

Unpacking Salesforce.com Stock After the Big Slack Buy

The Slack deal will give Salesforce enterprise software provider the visibility it needs to grow into a $500 billion company, the "Mad Money" host said.

Salesforce could more than double its valuation after $27.7 billion deal for Slack, Jim Cramer says

It may have been better for the customer relationship management specialist to use more stock in its offer.

The Most Puzzling Thing About Salesforce's Blockbuster Slack Acquisition

Salesforce signed a definitive agreement to acquire Slack at a cash plus share deal on December 1st, 2020. For Slack investors, this is an unwelcome farewell. Q3'2021 results were phenomenal, making it more difficult to part ways with Slack shares.

Slack: Salesforce Gulped Up The 'Enterprise Social Network' For Cheap, A Blow To Slack Shareholders

Shares of Salesforce traded lower today, despite the company hosting a multi-hour keynote that included a buffet of Marc Benioff. What's going on?

Salesforce slumps 8.5% as its post-Slack selloff continues

Salesforce was slow at first to adapt to the pandemic. Only by leaning into it did the company finally rethink all of its operations.

How Salesforce overcame its pandemic ‘paralysis' and learned to ‘lean into the change'

Microsoft

Salesforce.com Inc.'s (NYSE:CRM) acquisition of Slack Technologies Inc. (NYSE:WORK) could be good for Microsoft Corp. (NASDAQ:MSFT) in the long run by bringing more users to Microsoft Dynamics 365.

Salesforce's Acquisition of Slack Could Work in Favor of Microsoft

Dooner and Hill break down how Salesforce purchasing Slack and the Zoom boom will carry sales strategies into 2021 Put That Coffee Down is sponsored by Salesforce Headlines It's the deal that has everybody talking, including Dooner and Kevin Hill. Salesforce is buying the work chat app Slack for $27.7 billion.

Salesforce isn't slacking off — Put That Coffee Down (with video)

Salesforce (CRM) Is Looking Like a Buy After An Earnings Sell-Off

Walmart

Salesforce's mega-acquisition is not being received well by the market, and Walmart added a new perk for Walmart+ members.

Dow Jones Barely Changed as Salesforce Stock Tumbles on Slack Acquisition, Walmart Takes a Shot at Amazon Prime

Salesforce announced plans on Tuesday to purchase Slack, the company that makes the workplace messaging app of the same name.  The acquisition is valued at $27.7 billion, instantly putting it among the top five largest tech acquisitions of all time — just edging out Microsoft's $26.2 billion acquisition of LinkedIn back in 2016. 

This chart shows how the Salesforce acquisition of Slack for $27.7 billion stacks up against tech's largest deals ever

Salesforce.com Inc. shares fall after picking up the rare Wall Street downgrade, and as other analysts wonder if the cloud-based customer-relationship management company is biting off more than it can chew.

The Ratings Game: Salesforce stock drops as Wall Street questions necessity of Slack purchase

Microsoft (MSFT) faces heightened competition on enterprise collaboration software as salesforce.com (CRM) acquires Slack (WORK).

Salesforce Buys Slack to Compete With Microsoft

With a pandemic raging across many parts of the world, many companies have customer service agents spread out as well, creating a workforce management nightmare. It wasn't easy to manage and route requests when CSAs were in one place, it's even harder with many working from home.

Salesforce announces new Service Cloud workforce planning tool

Business software maker Salesforce.com (NYSE: CRM) is buying work-chat service Slack Technologies (NYSE: WORK) for $27.7 billion in a deal aimed at giving the two companies a better shot at competing against longtime industry powerhouse Microsoft Corporation (NASDAQ: MSFT). The acquisition announced Tuesday is by far the largest in the 21-year history of the CRM giant.

Salesforce and Slack Are Going After Microsoft

Shares of salesforce.com, inc. (NYSE: CRM) were trading lower Wednesday after the company reported earnings and revenue beats in the third quarter but fell short of expectations for its fourth-quarter guidance.

News for Salesforce Stock (CRM)