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 announcing that it has appointed Adam Blitzer as the new CEO of Marketing Cloud. Marketing Cloud is Salesforce’s suite of digital marketing tools, built around the company’s acquisition of ExactTarget back in 2013.

Salesforce names Adam Blitzer as the new CEO of Marketing Cloud

Tableau Software

Regulators in the UK have given Salesforce and Tableau Software the go-ahead to start integrating their business operations, more than three months after the San Francisco cloud giant completed the $15.

UK finally clears Salesforce and Tableau to integrate, but continue antitrust review of $15.7B deal

Software names like CRM stock have given back gains in recent months, but with analysts on its side, Salesforce could shoot higher.
The post Salesforce Stock Looks Poised to Shed Its Laggard Status appeared first on InvestorPlace.

Salesforce Stock Looks Poised to Shed Its Laggard Status

Benioff’s argument is that the distribution of wealth has gotten so out of whack, only a concerted effort by corporate America to focus on all stakeholders, and not just shareholders, will reduce the inequality that exists. 
The post Salesforce Stock Has More Than Just Great Cashflow Going for It appeared first on InvestorPlace.

Salesforce Stock Has More Than Just Great Cashflow Going for It

Salesforce: A Story Already Sold

Adobe

Kroger

Lowe's

Pinterest

Here are some of the most interesting analyst calls of the week

Here are the best calls of the week on Wall Street (Nov 2)

Salesforce.com (NYSE: CRM) is one of the most well-known cloud CRM companies, and has grown considerably over the years through several targeted acquisitions. While this has driven revenue growth, the risk in the company has also expanded significantly.

Making Sense Of Salesforce.com’s Cash Flow From Operations Figure

Axon Enterprise

Alibaba

Lumentum Holdings

Rapid7

In 2019, for the first year in many, active managers are outperforming index funds.

Raymond James Has 5 Analyst Favorite Technology Picks With Massive Implied Upside

So what's the call? Salesforce stock is definitely not a name to short.

Salesforce Stock Is Overvalued Despite Posting Revenue Growth

Salesforce.com has been a stuck stock for much of 2019. Here's why that can change.

3 Reasons Why Salesforce.com Could Finally be Poised to Skyrocket in 2020

Boeing

Beyond Meat

BYND, BA and CRM are three former stars who now are beaten-down stocks to trade. There are opportunities setting up in all three.

3 Beaten-Down Stocks to Trade This Week

Because of the unsteady nature of the U.S.-China trade war truce, along with rising concerns about the global economy, Salesforce stock already had multiple distractions.

Unforced CEO Error Created a Silly Distraction for Salesforce Stock

The granddaddy of cloud services is still going strong.

No Need to Find a Startup for SaaS: Salesforce Will Do Just Fine

Nordstrom

Starbucks

These 3 big stock charts, including that of SBUX stock, show an intriguing shift in the market: valuations seem to matter again.
The post 3 Big Stock Charts for Wednesday: Starbucks, Nordstrom, and Salesforce appeared first on InvestorPlace.

3 Big Stock Charts for Wednesday: Starbucks, Nordstrom, and Salesforce

Salesforce has fallen roughly 14% since its 52-week high.

Salesforce: Buy Now And Hold For The Long Term

Shares of salesforce.com, inc. (NYSE: CRM) are down 9.3% in the past three months ahead of the company’s third-quarter earnings report expected out in late November.

Large Salesforce Option Traders Betting On A Bullish Bounce

The cofounder of San Francisco’s largest company on giving back, taking stands, and trying to goad other tech executives into doing the same.
“Do you know how many trees are on the planet Earth?

Salesforce’s Marc Benioff: “I was in unexplored territory for a CEO”

CrowdStrike

Two tech stocks went down for the count on Hump Day.

These 2 Stocks Got Whacked on Wednesday

Hold on, didn’t Salesforce complete its $15.

Salesforce and Tableau in regulatory purgatory: UK review stymies integration of $15.7B acquisition

Pluralsight Inc - Ordinary Shares - Class A

SILICON SLOPES, Utah, Oct.  16, 2019  (GLOBE NEWSWIRE) --  Pluralsight, Inc.  (NASDAQ: PS), the technology skills platform, today announced the appointment of Ross Meyercord, former Executive Vice President of Sales for Salesforce, as Chief Revenue Officer. As CRO, Meyercord will be responsible for leading all elements of customer success, including the direct and indirect sales teams, pre-sales, and professional services serving customers in more than 150 countries.

Pluralsight Appoints Former Salesforce Executive Ross Meyercord to Chief Revenue Officer

Benioff's book, "Trailblazers," argues that modern capitalism is dead, companies are too focused on shareholder returns and sometimes higher taxes are necessary.

Billionaire Salesforce co-founder Marc Benioff says capitalism is dead and needs a reboot

The Salesforce CEO called for the establishment of a "new capitalism" that's partly funded by taxing the rich.

Salesforce's Marc Benioff calls for a 'new capitalism' where billionaires pay higher taxes

Intuit

Microsoft

Despite the recent volatility, all the major indexes are still up by double-digits for 2019.

Jefferies Very Positive on 4 Leading Software Stocks for 2020

CRM is a great company, but Salesforce stock has suffered from persistent over-valuation, and the stock isn't cheap enough just yet.
The post Valuation Friction Has Kept Salesforce Stock Stuck In Neutral appeared first on InvestorPlace.

Valuation Friction Has Kept Salesforce Stock Stuck In Neutral

salesforce's (CRM) cloud solutions will help Esprit to bring its ecommerce and marketing on a single platform. Moreover, its Success Cloud advisory services will accelerate Esprit's transformation.

News for Salesforce Stock (CRM)