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 is worth a look, especially since you can anticipate important e-commerce trends with a long position in CRM stock.
The post Why Salesforce Stock Will ‘Deliver the Goods’ in 2020 appeared first on InvestorPlace.

Why Salesforce Stock Will ‘Deliver the Goods’ in 2020

Alibaba

Microsoft

Technology stocks have suffered 40% over coronavirus corrections. Now is the time to pick the levels to buy into CRM, MSFT and BABA stocks.

3 Technology Stocks To Buy After The COVID-19 Crash

Salesforce, the global giant in CRM, said on Wednesday that former banker Arundhati Bhattacharya will be joining the company on April 20 as chairperson and CEO of its India division. The San Francisco-headquartered firm said Bhattacharya, who served as the chairperson of the state-run State Bank of India for nearly four decades and oversees financial […]

Salesforce hires former banker Arundhati Bhattacharya as chairperson and CEO of India business

Addapptation, a startup that wants to build a practical design layer on top of Salesforce and other enterprise tools, announced a $1.3 million seed investment today. 2048 Ventures led the round with participation from East Coast Angles, The Millworks II Fund and additional angel investors from New Hampshire, where the firm is located Co-founder Sumner […]

Addapptation snares $1.3M seed to build a better UX for Salesforce

Software giant Salesforce announced the addition of a few new tools in healthcare management to the Salesforce Health Cloud this week, with the goal being to help payers and providers utilize a more comprehensive system. The first is a healthcare provider management feature allowing doctors and other healthcare workers a way to efficiently manage new […]

Salesforce adds new healthcare provider relationship management and analytics tools

Salesforce has an earnings winning streak of 12 consecutive quarters, but with a P/E ratio of 160.89, shares are not for value investors.

Salesforce Beats Earnings, but Stock Fails to Set High

Salesforce is San Francisco’s largest private employer, with more than 7,000 employees in the city.

Salesforce asks employees in California to work remotely in March due to coronavirus

Advanced Micro Devices

Walmart

Gilead Sciences

Advanced Micro Devices, Walmart, Gilead Sciences and Salesforce were our top stock trades for Monday. That said, here's a look at the charts.

4 Top Stock Trades for Monday: AMD, WMT, CRM, GILD

Salesforce: Misunderstood And An Absolute Buy

Salesforce.com: Strong Growth And Momentum Continue

Roku

Shopify

Hot stocks are hard to trade on normal days. And doing so when the VIX is over 30 is terrifying, but it can be highly rewarding.

3 Hot Stocks to Trade After the Correction

Splunk

3 Cloud Stocks To Keep Your Portfolio Above The Coronavirus

Amazon

Cisco Systems

Intel

Cisco, Amazon, Intel and Salesforce have all backed out of HIMSS citing fears related to the spread of coronavirus. HIMSS draws tens of thousands of employees to Orlando, Florida.

Amazon, Intel, Cisco and Salesforce back out of health-tech conference HIMSS due to coronavirus

The Trend Is Still Your Friend, With Fear & Greed Trader (Podcast)

Unexpected leadership changes and elevated valuations call the value proposition for this SaaS company into question.

Should Investors Avoid Salesforce Stock?

Per usual, the quarterly report didn’t disappoint.

Salesforce's Cloud Computing Acquisition Spree Is Gaining Momentum

RBC Capital outlined three of the most likely companies for former Salesforce co-CEO Keith Block to join following his departure as chief executive. Workday is the most likely, it said.

Former Salesforce co-CEO Keith Block could join one of these three companies, RBC analysts say

A billion-dollar acquisition and an unexpected management shakeup headlined the company's fourth-quarter earnings.

Salesforce.com Drops 2 Big Surprises Along With Its Earnings

When Keith Block joined Salesforce from Oracle in 2013, the CRM giant was already a successful SaaS vendor on a billion dollar quarterly revenue cadence. When the co-CEO announced he was stepping down yesterday, the company reported revenue of $4.9 billion for the quarter.

As Block exits, Salesforce forecasts it will surpass $20B in revenue in FY2021

Salesforce.com, inc. (NYSE: CRM) shares were falling Wednesday a day after the announcement that its co-CEO will step down, even as several sell-side analysts reiterated confidence and raised target prices on the stock.

Despite CEO Change, Salesforce Analysts Say Sell-Off May Be Buying Opportunity

Salesforce.com Inc. (NYSE: CRM) reported its most recent quarterly results after the markets closed on Tuesday.

Are Analysts Too Optimistic on Salesforce After Earnings?

Salesforce Delivers Another Great Quarter - But In The Current Market We Think Wait Before Buying This Long Run Winner

Robust demand environment, rapid adoption of cloud-based solutions, and strategic acquisitions result in Salesforce's better-than-expected Q4 results.

Salesforce (CRM) Q4 Earnings Top, Stock Down on Co-CEO Exit

CRM stock has lagged software group peers as investors digest a number of big industry acquisitions, such as Tableau. Could digital transformation growth drive a Salesforce stock rally?

Is Salesforce Stock A Buy? Investors Mull Digital Transformation Amid Acquisitions

Salesforce.com Inc. Co-Chief Executive Officer Keith Block stepped down Tuesday after revamping the software maker’s growth strategy.

News for Salesforce Stock (CRM)