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 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

Data warehousing startup Snowflake Computing announced a $479 million funding round that values the company at $12.

Cloud data platform giant Snowflake raises $479M at $12.4B valuation, partners with Salesforce

Snowflake generated well over $100 million in revenue in 2019, CEO Frank Slootman said.

Cloud software vendor Snowflake is valued at $12.4 billion, with fresh capital from Salesforce

Salesforce.com: SaaS Juggernaut Must Evolve

MercadoLibre

Atlassian

Veeva Systems

Project $1M: January Melt Up Driven By Atlassian, MercadoLibre And Salesforce; Veeva Added

Alteryx

CyberArk Software

Splunk

Software stocks have reclaimed market leadership in recent weeks. Salesforce, Atlassian, Alteryx and CyberArk Software are all near new buy points.

Salesforce, Splunk, Atlassian, CyberArk, Alteryx: Top Software Stocks Near Buy Points

Doug Camplejohn, who had worked on LinkedIn's Sales Navigator tool, arrived at LinkedIn in 2015 through its acquisition of his start-up Fliptop.

Salesforce, which once tried to buy LinkedIn, hires an exec from the Microsoft-owned company to run Sales Cloud

Adobe

Amazon

Alphabet

Microsoft

Twilio

One of the highest-growth secular tech trends of the 2020s will be cloud computing.

8 Cloud Stocks To Own In 2020

Salesforce CEO Marc Benioff said it is "fair" for him to get some credit for President Donald Trump's surprising support for an initiative geared toward battling climate change.

Salesforce CEO Marc Benioff says it's 'more than fair' for him to get some credit for Trump's support of Trillion Trees campaign

"Nobody's against trees," he said. "The tree is also a bipartisan issue.

Salesforce CEO Marc Benioff says over 300 companies have agreed to help plant one trillion trees

L3Harris

McKesson

Synopsys

VeriSign

Several large-cap stocks within the index have already popped more than 10% year to date and still have strong upside left.

Buy 6 Top-Ranked Surging S&P 500 Stocks to Gain More in 2020

Companies can no longer afford to solely focus on maximizing returns for shareholders, CEOs including Marc Benioff, Brian Moynihan and Ginni Rometty, said Tuesday.

Stakeholder capitalism has reached a 'tipping point,' says Salesforce CEO Benioff

The United States needs to develop a national privacy law, the co-head of Salesforce said at a panel discussion at WEF Tuesday.

The US needs a national privacy law for personal data, Salesforce co-CEO says

Netflix

NVIDIA

The global AI market is projected to witness a compound annual growth rate of 57% between 2017 and 2025.

4 Stocks to Gain as Artificial Intelligence Simplifies Life

Micron Technology

Micron Technology, NVIDIA, and Salesforce get some love from three of our contributors who cover -- and invest in -- the AI space.

The 3 Best Artificial Intelligence Stocks to Buy Now for Your Portfolio

Conagra Brands

Cigna

Fastly

General Electric

Intel

Uber

When considering these seven companies in 2020, should insider buying be one of your deciding factors? The answer just might be yes.

Should Insider Buying Tempt You Into These 7 Stocks?

Albemarle

Advanced Micro Devices

APA Corporation

IDEXX Laboratories

Live Nation

Mylan

Northrop Grumman

Occidental Petroleum

The S&P 500 touched the 3,300 mark on Jan 16, having added 1000 points in less than a month. Which stocks led to the ETF rally.

S&P 500 Up 1000 Points in a Month: 10 Stocks Boosted the ETF

The recent breakout in CRM stock could run into a brick wall thanks to increasingly large valuation risks.
The post Can Red-Hot Salesforce Stock Keep Gaining?

Can Red-Hot Salesforce Stock Keep Gaining?

Zuora

There are some good reasons to believe that Salesforce could acquire Zuora.

4 Reasons Why Salesforce Could Acquire Zuora

Yes, as per Trefis estimates, Salesforce.com‘s (NYSE: CRM) Total Revenue for FY 2020 (ended January 2020) will be $17 billion, up 28.2% y-o-y. In this $17 billion, Salesforce’s Cloud based CRM business is expected to contribute $11.9 billion to Salesforce’s 2020 revenues, making up 70.2%.

Will Salesforce Revenue Grow By More Than 20% For FY 2020?

Intuit

The entire technology sector has been on an insane run over the past year, and there is no question that many of the top companies are now trading with very stretched valuations.

Jefferies Out With Top Software Picks for 2020: 4 Large-Cap Leaders to Buy Now

Shopify

The past year was an incredible one for tech stocks, and so far in 2020 it seems that this rally will continue.

5 Enterprise Software Stocks Predicted to Keep Soaring in 2020

Salesforce announced some new developer tools today, designed to make it easier for programmers to build applications on top of Commerce Cloud in what is known in industry parlance as a “headless” system. What that means is that developers can separate the content from the design and management of the site, allowing companies to change […]

Salesforce announces new tools to boost developer experience on Commerce Cloud

Salesforce: Want To Buy A Dip? Wait For The Next Big Acquisition Or Macro Crisis

PayPal

The outlook for markets in 2020 is murky, but these five tech stocks look likely to deliver

News for Salesforce Stock (CRM)