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

Costco

The "Mad Money" host said "history tells me that you've gotta buy them when they're weak."

Salesforce and Costco are flashing buy signals to investors, Jim Cramer says

Williams-Sonoma

Shares of Salesforce.com Inc. (NYSE:CRM) fell almost 5% on Friday after reporting first-quarter revenue of $4.87 billion and earnings of 70 cents per share.

3 Stocks to Watch Friday (May 29)

In spite of a positive quarter with record revenue that beat analyst estimates, Salesforce stock was taking a hit today because of lighter guidance. Wall Street is a tough audience.

Salesforce stock is taking a hit today after lighter guidance in yesterday’s earning’s report

Salesforce stock took a tumble after Q1 earnings. But ditching CRM stock now would be shortsighted.

Salesforce Stock Still a Buy as Its Software Gains Influence

The company on Thursday issued guidance for the full fiscal year was softer than what analysts had expected.

Shares of Salesforce continue to fall after providing light guidance

Automatic Data Processing

Centene

Home Depot

PayPal

Science Applications International

Vonage Hlds

First Pacific Advisors (Trades, Portfolio) bought shares of the following stocks in both the fourth quarter of 2019 and the first quarter of 2020.

7 Stocks First Pacific Advisors Continues to Buy

A robust demand environment, rapid adoption of cloud-based solutions, and strategic acquisitions result in Salesforce's (CRM) better-than-expected Q1 performance.

Salesforce (CRM) Q1 Earnings and Revenues Top Estimates

Salesforce's (CRM) CEO Marc Benioff on Q1 2021 Results - Earnings Call Transcript

AT&T

"This is a transformational opportunity for AT&T wireless," Salesforce CEO Marc Benioff told CNBC's Jim Cramer.

Salesforce's deal with AT&T is one of the 'largest transactions we've ever done,' Marc Benioff says

Salesforce.com Inc cut its annual revenue and profit forecasts on Thursday, as the cloud-based business software maker allowed clients to defer payments and provided its sales team one-time commissions amid the COVID-19 pandemic.

Salesforce cuts annual estimates on COVID-19 hit

Salesforce.com (CRM) earnings for the cloud software company's first quarter of fiscal 2021 have CRM stock on the move after-hours Thursday.
The post Salesforce.com Earnings: CRM Stock Falls 4% Regardless of Q1 Beat appeared first on InvestorPlace.

Salesforce.com Earnings: CRM Stock Falls 4% Regardless of Q1 Beat

Salesforce.com (NYSE: CRM) reported quarterly earnings of 70 cents per share on Thursday, beating the consensus analyst estimate by a penny.

Salesforce Trades Down On Underwhelming Q2 Guidance

Salesforce.com Inc cut its annual revenue forecast on Thursday, citing the impact of the COVID-19 pandemic.

Salesforce cuts annual sales estimates on COVID-19 hit

Salesforce earnings edged by views as the company recorded a huge investment gain from its stake in Zoom Video.  Amid the Covid-19 emergency, Salesforce guidance came in below expectations.

Salesforce Earnings Guidance Light, Stock Falls; Zoom Stake Boosts Profit

Salesforce's Service Cloud has reached the sales of the core Sales Cloud offering, but overall guidance for the next quarters was lighter than expected.

Salesforce declines after light guidance

Salesforce.com, Inc. (NYSE: CRM) released fiscal first-quarter financial results after markets closed Tuesday.

What’s Holding Salesforce Back in Q1

SAN FRANCISCO, May 28, 2020 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced results for its fiscal first quarter ended April 30, 2020. "Our results, amidst this global crisis, demonstrated our ability to execute at speed, innovate at scale and the...

Salesforce Announces Record First Quarter Fiscal 2021 Results

Salesforce is running hot into tonight's earnings report. Here's how to bet with buyers using CRM stock options.

How to Trade Salesforce Stock Into Earnings

Salesforce is flying high into Thursday's earnings report. The stock is up nearly 50% off its lows of the year, and options traders see even more gains ahead.

Options traders bet strong earnings will extend Salesforce's rally

Salesforce.com Inc. (NYSE: CRM) is set to report its most recent quarterly results after the markets close on Thursday.

What to Expect When Salesforce Reports After the Close

Advanced Micro Devices

Amazon

Dropbox

DocuSign

Alphabet

Microsoft

Netflix

NVIDIA

Trade Desk

The Best AI Stocks to Buy for 2021 and Beyond

Salesforce's (CRM) first-quarter fiscal 2021 results are expected to reflect the negative impact of coronavirus. However, it benefits from consistent digital transformation, a trend that most likely continued in Q1.

salesforce (CRM) to Post Q1 Earnings: What's in the Cards?

Alteryx

Cloudera

Dell Technologies

MongoDB

Nutanix

Okta

Shopify

Twilio

Slack

Zoom Video

The SaaS sector has surged during the crisis, but it's a mistake to assume there's no trouble ahead.

Are Cloud Stocks Really Recession-Proof?

Dollar General

Dollar Tree

Autodesk

Zscaler

24/7 Wall St. has reviewed some of the key companies reporting in this truncated trading week.

Costco, Dollar General, Dollar Tree, HP, Salesforce and Others Reporting This Week

Salesforce may report a growth slowdown when it publishes earnings next week. But the long-term outlook for CRM stock remains strong.

News for Salesforce Stock (CRM)