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

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Earnings data Q4 2022

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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

Tax policy is surely a complex beast, and depending on your political leanings, you probably have some strong feelings about how it should be implemented. Salesforce AI researchers are trying to build a model to bring artificial intelligence to bear on what will undoubtedly always be a highly political process.

Salesforce researchers are working on an AI economist for more equitable tax policy

Adobe

HubSpot

3 SaaS Stocks For Your Portfolio of The Future

Bristol-Myers

Disney

Lam Research

With earnings for the first quarter coming in hot and heavy, and the second quarter of 2020 well underway, 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 Makes Some Very Surprising Changes to US 1 List of Top Picks

NVIDIA

Blue-chip tech stocks such as Microsoft and Apple have helped drive the market for years, and even if stocks give up some of their recent gains, now might be time to invest in strong tech stocks that appear to be solid, longer-term buys.

3 Blue-Chip Tech Stocks to Buy Right Now Not Named Apple or Microsoft

After an almost 20% rise in Salesforce.com’s (NYSE: CRM) stock from $134 on 1st April 2020 to $163 at the end of 20th April 2020, we believe that Salesforce’s stock has limited upside potential as it is already in line with the price at the beginning of this year.

Up 20% In 3 Weeks, Is Salesforce Stock Still Attractive?

Salesforce.com (CRM) closed the most recent trading day at $155.73, moving -1.26% from the previous trading session.

Salesforce.com (CRM) Stock Moves -1.26%: What You Should Know

Trade Desk

The analysts feel confident that as the draconian measures used during the pandemic start to fade, these leaders will rebound faster than others will.

Digital Advertising Remains the Future, and 3 Companies Continue to Rule

Some companies take ESG issues seriously. Here's one.

Through the Coronavirus Crisis, This Top SaaS Stock Is Putting People Over Profits With ESG

Salesforce.com Is A Goldmine At This Time Of Uncertainty

Twilio

Upwork Inc

Access to data for remote work is more important than ever before.

3 Top Cloud Computing Stocks to Buy Right Now: CRM, TWLO & UPWK

Caterpillar

Chipotle

Regeneron Pharmaceuticals

Uber

With markets in rebound mode, Goldman Sachs thinks these are the 5 stocks to buy to play an economic recovery.

Goldman Sachs: These Are the 5 Best Stocks for an Economic Recovery

"This is a moment where business has to be the greatest platform for change," Salesforce CEO Marc Benioff said after donating millions of pieces of personal protective equipment to New York.

Salesforce is working to bring another load of medical gear to the US this week

Salesforce.com: Still Pricing In Too Much Optimism

Monster Beverage

Schlumberger

Tuesday's big stock charts feature names that displayed strong upward momentum, giving hope for better times ahead.
The post 3 Big Stock Charts for Tuesday: Salesforce, Schlumberger, and Monster Beverage appeared first on InvestorPlace.

3 Big Stock Charts for Tuesday: Salesforce, Schlumberger, and Monster Beverage

Stocks To Buy When The Selling Stops, Part II - Salesforce.com

Wedbush analyst Steve Koenig removed Salesforce.com Inc.'s stock CRM, -3.92% from the company's "best ideas" list Wednesday, citing the potential that business customers will show caution about taking on big software commitments due to the COVID-19 pandemic.

Salesforce stock gets booted off Wedbush's 'best ideas' list

Salesforce.com: A Steady Industry Leader And A Buy Taking Patent Dynamics Into Account

Amazon

Alphabet

Microsoft

Cloud stocks have been punished in March. But, this group could rebound in April on stronger-than-expected demand trends.

5 Cloud Stocks to Buy on the Coronavirus Dip

Delta Air Lines

Deere & Company

General Motors

Netflix

Principal Financial Group

These companies were some of the greatest beneficiaries of Trump's tax cut, which makes each name among the most promising stocks to buy.
The post 7 Stocks to Buy That Trump’s Tax Cut Truly Rewarded appeared first on InvestorPlace.

7 Stocks to Buy That Trump’s Tax Cut Truly Rewarded

3 Key Considerations For Salesforce To Break The Stock Price Stagnation

In a Twitter thread on Tuesday, Salesforce CEO Marc Benioff, outlined an 8-step plan to keep people safe, find treatments and a vaccine for the COVID-19 virus, while working to find a way to get people back to work safely. He also asked that all CEOs take “a 90 day “no lay off” pledge” to […]

Salesforce’s Benioff pledges no ‘significant’ layoffs for 90s days

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

Why Is Salesforce.com (CRM) Down 17.8% Since Last Earnings Report?

Some start-ups have cut employees, contributing to unemployment claims. Marc Benioff doesn't want his company to do that, at least temporarily.

Salesforce promises no 'significant' layoffs over the next three months, even with coronavirus spreading

HCA Healthcare

Labcorp Holdings Inc

The private industry coalition will address healthcare resources, testing, and other challenges.

Healthcare, Tech Giants Join Forces to Fight COVID-19

Salesforce.com’s (NYSE: CRM) stock fell about 14% between 8th March 2020 and 23rd March 2020 (vs. a 25% decline in the S&P 500), and the stock is down almost 23% since 1st February after the WHO declared a global health emergency in light of the coronavirus spread (vs.

News for Salesforce Stock (CRM)