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

Amgen

Goldman Sachs

Home Depot

Johnson & Johnson

McDonald's

Merck

Microsoft

UnitedHealth Group

Dow 30,000 is great. But a Dow Jones at 31,659 is even better — and that's where the Blue Chip average is headed in 12 months, analysts say.

9 Stocks Seen Propelling Dow To 31,662

Honeywell

NIKE

Walmart

In light of the Dow Jones Industrial Average closing above 30,000 for the first time in history, four Dow Jones stocks with high financial strength, profitability and three-month total returns are Honeywell International Inc. (NYSE:HON), Salesforce.com Inc. (NYSE:CRM), Nike Inc. (NYSE:NKE) and Walmart Inc. (NYSE:WMT) according to the All-in-One Screener, a Premium feature of GuruFocus.

4 Dow Jones Stocks Outperforming the S&P 500

Most investors tend to think that hedge funds and other asset managers are worthless, as they cannot beat even simple index fund portfolios. In fact, most people expect hedge funds to compete with and outperform the bull market that we have witnessed in recent years. However, hedge funds are generally partially hedged and aim at delivering attractive risk-adjusted returns rather than following the ups and downs of equity markets hoping that they will outperform the broader market. Our research shows that certain hedge funds do have great stock picking skills (and we can identify these hedge funds in advance pretty accurately), so let's take a glance at the smart money sentiment towards salesforce.com, inc. (NYSE:CRM).

Where Do Hedge Funds Stand On salesforce.com, inc. (CRM)?

HubSpot

ServiceNow

Oracle

Workday

Slack

Cloud stocks got a bullish vote of confidence on Tuesday after KeyBanc initiated coverage of a number of software names. The Analyst: KeyBanc analyst Michael Turits initiated coverage of a number of software stocks, including the following six enterprise applications and cloud companies:

6 Cloud Stocks KeyBanc Likes Right Now

Coherent Corp

Enphase Energy

Fastly

NCR Corporation

Cloudflare

NortonLifeLock

QUALCOMM

Xerox

These are the tech stocks with the best value, fastest growth, and most momentum for December.

Top Tech Stocks for December 2020

Salesforce says its Einstein platform is now delivering over 80 billion predictions per day across its product portfolio.

Salesforce's Einstein platform is now serving over 80 billion predictions per day

SAN FRANCISCO, Nov. 24, 2020 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced that it will hold its annual Investor Day on Tuesday, Dec. 8 beginning at 10:30 a.m. (PT) / 1:30 p.m. (ET). The live broadcast and on-demand replay will be available at...

Salesforce to Hold Annual Investor Day on December 8, 2020

SAN FRANCISCO, Nov. 23, 2020 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced it has granted equity awards under its 2014 Inducement Equity Incentive Plan (the "Plan") to new employees who joined Salesforce in connection with the acquisition of Mobify...

Salesforce Grants Equity Awards to Mobify Employees Under Its Inducement Equity Incentive Plan

Booking Hlds

DocuSign

Match Group

Block

Lone Pine Capital, the hedge fund founded by Steve Mandel (Trades, Portfolio) in 1997, disclosed its portfolio for the third quarter of 2020 earlier this week.

The Top 5 Trades of Steve Mandel's Lone Pine

Adobe

Magnite

LiveRamp Holdings Inc

Trade Desk

Apple is upending the ad tracking industry. Disruption opens the door for new leaders to take advantage.

Forget Apple. These 5 Stocks Are a Better Bet on New Digital Data Privacy Standards

These three software stocks are growing at a healthy pace with impressive margins and revenue growth with their SaaS offerings. The post 3 Software Stocks for SaaS Growth as Subscription Models Fuel Cash Flow appeared first on InvestorPlace.

3 Software Stocks for SaaS Growth as Subscription Models Fuel Cash Flow

Salesforce may have growth problems on the horizon, according to Wall Street analysts from Morgan Stanley and UBS. Both firms cast a critical eye on the customer relationship management giant in notes to clients earlier this week. Salesforce's subscription model means that it doesn't always feel the effects of slowing business right away, but Morgan Stanley analyst Keith Weiss pointed out there are signs it could be ahead: The company showed slowing billings growth — meaning the amount of money it is set to collect from customers — in 2020.  

Salesforce could have growth issues ahead, Wall Street analysts say, citing slower expected sales and a 'lack of innovation' (CRM)

Salesforce has rolled out its new Revenue Cloud product, which will work to simplify B2B purchasing for customers, according to a press release.

Salesforce Rolls Out Revenue Cloud To Simplify B2B Functions

The shares of Salesforce.com, Inc (NYSE:CRM) are down 0.2% at $253.60 at last glance, struggling to gain traction following a downgrade from Morgan Stanley to "equal weight" from "overweight.

CRM Struggles After Rare Analyst Downgrade

Shares of Salesforce.com Inc. dropped 1.8% in premarket trading Thursday, after Morgan Stanley analyst Keith Weiss backed away from his long-time bullish stance, citing a "lack of confidence" in the enterprise software company's ability to significantly expand margins. Weiss said that concern keeps the stock's risk-versus-reward profile balanced, pushing him to downgrade the stock to equal weight, after being at overweight for at least the past five years.

Salesforce stock drops after long-time bullish Morgan Stanley analyst downgrades

Polen Capital Management recently released its Q3 2020 Investor Letter, a copy of which you can download here. During the third quarter of 2020, the Polen Focus Growth Composite Portfolio returned 10.15% gross of fees, while the Russell 1000 Growth Index was up 13.22% and the S&P 500 Index was up 8.93%. You should check out Polen Capital's top 5 stock picks for investors to buy right now, which could be the biggest winners of this year.

Polen Capital Is Betting on Salesforce.com (CRM) Stock

Rising corporate spending on digital transformation projects has boosted CRM stock while Salesforce's acquisitions raise issues. Now there's growing competition with Microsoft Dynamics.

Is Salesforce Stock A Buy? Competition With Microsoft, Adobe Heating Up

Alibaba

CrowdStrike

Palo Alto Networks

The cloud computing market is forecast to grow at a CAGR of 17.5% over the next five years and reach $832.1 billion by 2025. In this article we look at four cloud computing stocks leading the way.

4 Cloud Computing Stocks To Buy As Data Use Skyrockets

Salesforce.com has the best CRM in the market, and this is now allowing it to expand into other growth areas. Furthermore, through Salesforce Ventures, the company is investing in the next generation of cloud companies, and being rewarded handsomely for it.

Salesforce: One Cloud Investment To Rule Them All

Salesforce.com (CRM) closed at $260.15 in the latest trading session, marking a -0.03% move from the prior day.

Salesforce.com (CRM) Stock Moves -0.03%: What You Should Know

Alteryx

Datadog

MongoDB

Invitae

Snowflake

Splunk

Data stocks often fly under the radar. However, investors should keep these names in mind as they power tech innovations forward.

News for Salesforce Stock (CRM)