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 initiates a new $100-million impact fund with a socially-positive mission as the company intends to invest in cloud start-ups that address today's urgent and interwoven global requirements.

Salesforce (CRM) Rolls Out 2nd Impact Fund With Social Mission

CGI Group

Qorvo

Zoom Video

Technology stocks are the best bets in the absence of a fresh fiscal stimulus. the technology sector is not dependent on more stimulus.

Technology Unabashed by the Absence of Stimulus: 5 Top Picks

When Salesforce Ventures launched the first $50 million Impact Fund in 2017, it wanted to invest not only in promising cloud businesses, but startups with a socially positive mission. Today, the company launched the second Impact Fund, this time doubling its initial investment with a new $100 million fund The latest fund is also designed […]

Salesforce Ventures launches $100M Impact Fund to invest in cloud startups with social mission

Tableau announced that it is combining its software with Salesforce’s Einstein Analytics arm.

Tableau integrates with Salesforce’s Einstein Analytics, now called Tableau CRM

Amazon

Alibaba

Snowflake

The cloud computing industry is set for robust growth in the coming decade. These cloud stocks that are well positioned to benefit.

4 Cloud Stocks to Buy on This Pullback

Apple

Chevron

These stocks had a rough month, but could they be strong buys now?

Is It Time to Buy the Dow Jones' 3 Worst-Performing September Stocks?

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

Salesforce Rides on Digital Transformation, Acquisitions

Albertsons Companies

Ardagh Group

Berry Global Group

Brighthouse Financial

Brookfield Property REIT

Immunomedics

Livongo Health Inc

Moderna

NortonLifeLock

NRG Energy

QuidelOrtho Corp

Tesla

These are the stocks with the best value, fastest growth, and most momentum for October 2020.

Top Stocks for October 2020

McDonald's

Microsoft

Procter & Gamble

UnitedHealth Group

Here are the favored buys and sells in the DJIA in the month of October.

Stocks To Trade In October

Spiros Segalas (Trades, Portfolio)' Harbor Capital Appreciation Fund manages a $37.35 billion equity portfolio composed of 54 stocks. The firm sold shares of the following stocks during its third quarter of fiscal 2020, which ended on July 31.

Harbor Capital Cuts Alibaba, Salesforce

Visa

Walmart

Wall Street thinks that a fresh round of stimulus will further curb the coronavirus impact on the economy that saw more than 40 million workers losing jobs over the past few months.

Top 4 Blue-Chip Stocks to Buy on Renewed Stimulus Hopes

SAN FRANCISCO, Oct. 1, 2020 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced new consumer insights and predictions for the 2020 holiday shopping season. The company expects digital sales to hit all-time highs and lead to strained shipping capacity as...

Biggest Digital Holiday Season Ever Will Strain Shipping Capacity According to Salesforce Forecast

"We are in a situation right now ... where vaccinations are one of the most important things we can do for public health," Salesforce CEO Marc Benioff said.

Salesforce expands Work.com applications to manage vaccine distribution programs

Carvana

Match Group

PayPal

Spotify

Teladoc

Spiros Segalas' Top 3rd-Quarter Trades

For more than 20 years, Salesforce has been selling cloud business software, but it has also used the same platform to build ways to track other elements besides sales, marketing and service information including Work.com, the platform it created earlier this year to help companies develop and organize a safe way to begin returning to […]

Salesforce creates for profit platform to help governments distribute COVID vaccine when it’s ready

SAN FRANCISCO, Sept 30, 2020 /PRNewswire/ -- The world is preparing to deliver one of the largest mass vaccination campaigns in human history, but managing the process of safely distributing effective COVID-19 vaccines to potentially billions of people will be extremely challenging....

Salesforce Announces Work.com for Vaccines

DocuSign

Enphase Energy

Fastly

NCR Corporation

Xerox

These are the tech stocks with the best value, fastest growth, and most momentum for October 2020.

Top Tech Stocks for October 2020

Intuit

ESG has emerged as one of the most hyped trends in thematic investing in 2020 and the pandemic has boosted this trend further.

5 Stocks to Rally on Rapid Investor Shift to ESG Investing

Blackbaud

Central Garden & Pet Company

Spectrum Brands Hlds

There's a sea change in the pre- and post-pandemic world. Work and learn from home have become the new culture, while social distancing has changed business completely.

200 Days of Pandemic & 5 Top Shelter-in-Place Stocks

Dow Inc

NIKE

Despite an unpredictable market, six Dow stocks with a favorable Zacks Rank are likely to provide solid returns in the near term.

Top 6 Dow Stocks to Boost Portfolio in a Capricious Market

FedEx

With robust earnings reports at their backs, these three companies are all compelling stocks to buy into the recent market weakness. 
The post 3 Stocks to Buy that Won on Earnings appeared first on InvestorPlace.

News for Salesforce Stock (CRM)