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

Gilead Sciences

NCR Corporation

STAG Industrial

Investors who owned stocks in 2019 had a very satisfying year, and most are sorry to see it in the rear-view mirror as we launch into a new decade.

RBC Capital Markets Out With First Top Picks Equity List for 2020

iShares North American Tech-Software ETF

First Trust Cloud Computing ETF

Cloud-computing and cybersecurity stocks outperformed broader indexes Monday as shares of Salesforce.com Inc.

The Ratings Game: Cloud stocks rise as Salesforce touches new high, cybersecurity rallies on Iran concerns

Adobe

Boeing

Bristol-Myers

Fidelity National Information

Global Payments

Netflix

ServiceNow

Vertex Pharmaceuticals

For investors seeking stocks than can beat the market in 2020, Goldman Sachs has identified those with the highest projected sales growth.

10 Stocks With the Highest Sales Growth in 2020 According to Goldman

Assurant

Amazon

Diamondback Energy

Jacobs Engineering Group

Marathon Petroleum

Norwegian Cruise Line

Quanta Services

Synopsys

Energy companies and tech giants are some of Wall Street's favorite stocks for next year.

Here are Wall Street's favorite stocks for 2020

Salesforce turned 20 this year, and the most successful pure enterprise SaaS company ever showed no signs of slowing down. Consider that the company finished the year on an $18 billion run rate, rushing toward its 2022 revenue goal of $20 billion.

Revenue train kept rolling all year long for Salesforce

Microsoft

NVIDIA

We found three blue-chip technology stocks, with the help of our Zacks Stock Screener, that investors might want to buy for 2020.

3 Blue-Chip Tech Stocks to Buy for 2020

salesforce (CRM) is likely to maintain its predominance in the CRM market, courtesy of its organic and inorganic growth ploys.

salesforce Underperformed in 2019: Can it Rebound in 2020?

Dropbox

Okta

Twilio

Slack

Zoom Video

Cloud infrastructure took off in the 2010s, making it easier to launch apps and creating many billions of dollars in stock market value.

Amazon's second act, Microsoft's revival and red-hot IPOs highlighted the decade of the cloud

DocuSign

Paycom Software

Investors should keep a close eye on these SaaS companies as they have been demonstrating explosive growth.

3 Software-as-a-Service Companies That Could Double

Beyond Meat

Under Armour

Growth stocks have led the decade-long market rally. Monday's 3 big stock charts feature 3 names that could be leaders in 2020 as well.

3 Big Stock Charts for Monday: Salesforce, Beyond Meat, and Under Armour

Avalara Inc

Coupa Software

HubSpot

RingCentral

Splunk

Workday

Software stocks participated in the broader market rally this year, in fact outperforming the broader market by a meaty margin.

10 Software Top Picks For 2020: Do You Own Them?

Investors should stick with CRM stock because the focus by CRM on privacy will boost Salesforce stock. 
The post Sooner or Later, Expect Hypergrowth by Salesforce Stock appeared first on InvestorPlace.

Sooner or Later, Expect Hypergrowth by Salesforce Stock

Salesforce's stock has been a star over the past decade, but the last year was marked with wide price swings. What is causing this, and is it going to continue?

Will Salesforce.com’s Volatility Continue into Next Year?

The stock is down despite an earnings beat.

The Big Problem With Salesforce

Here are some of the key catalysts driving the customer relationship management company's business.

Salesforce Management Talks MuleSoft, Einstein, and More

Salesforce announced today that it has named Bret Taylor as president and chief operating officer of the company. Prior to today’s promotion, Taylor held the position of president and chief product officer.

Salesforce promotes Bret Taylor to president and COO

The headlines are stale, so the equity bulls have the reins. This creates breakout opportunities for momentum stocks like NFLX, IBM and CRM.

3 Momentum Stocks That Are Ready to Run Higher

Salesforce.com (CRM) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Salesforce.com (CRM) Upgraded to Buy: Here's What You Should Know

Salesforce is heading to all-time highs, making it the perfect catch-up tech trade, according to one technician

Technical analyst says this is the next tech 'catch-up' trade that's heading to new all-time highs

On CNBC's "Trading Nation," Todd Gordon of TradingAnalysis.com suggested that investors should consider a bullish options strategy in salesforce.com, inc.

Todd Gordon's Salesforce Option Trade

Cloud-based services, particularly enterprise solutions following a subscription model, attract a high premium when it comes to stock price.

Salesforce: This Stock Flattened for a Good Reason

The cloud software giant beat earnings estimates on Dec. 3, but guidance was disappointing.

News for Salesforce Stock (CRM)