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

Like late last year, Salesforce stock encountered severe volatility before rising back up. However, investors shouldn’t wholeheartedly expect a repeat performance due to worrying fundamental headwinds.

Don’t Bet on a Second Act for Salesforce Stock

CRM is best of breed in the management of customer relationships.

Salesforce Is A Strong Buy On Account Of Significant Operating Leverage

Nordstrom

Roku

Options trading was hot in Nordstrom, Roku, and Salesforce.com. Here’s what the data suggests moving forward.

Thursday’s Vital Data: Nordstrom, Roku and Salesforce.com

Through the years, Salesforce.com stock has been rock stolid.  But this year is different.

There’s No Need to Pull the Trigger on CRM Stock Before Earnings

Chairman of the Board & co-CEO of Salesforce.com Inc (30-Year Financial, Insider Trades) Marc Benioff (insider trades) sold 5,000 shares of CRM on 08/20/2019 at an average price of $145.44 a share.

Salesforce.com Inc (CRM) Chairman of the Board & co-CEO Marc Benioff Sold $727,200 of Shares

Shares of salesforce.com, inc. (NYSE: CRM) have been under pressure due to macroeconomic concerns, currency headwinds and skepticism surrounding the recently announced acquisition of Tableau Software, Inc.

Salesforce Analyst Bullish Ahead Of Q2 Print, Says Tableau Deal Has 'Good Revenue Synergy'

salesforce's (CRM) second-quarter fiscal 2020 results are likely to gain from the growing adoption of its cloud offerings, aided by its expanding partner ecosystem.

Can Growing Partner Base Aid salesforce's (CRM) Q2 Earnings?

Chairman of the Board & co-CEO of Salesforce.com Inc (30-Year Financial, Insider Trades) Marc Benioff (insider trades) sold 10,000 shares of CRM on 08/19/2019 at an average price of $143.99 a share.

Salesforce.com Inc (CRM) Chairman of the Board & co-CEO Marc Benioff Sold $1.4 million of Shares

Salesforce (CRM) stock is up 5.1% YTD, lagging behind the S&P 500???s 14% climb.

What to Expect from Salesforce's (CRM) Q2 Earnings Thursday

salesforce's (CRM) Q2 fiscal 2020 results are likely to benefit from a buoyant demand landscape for its cloud offerings. However, steep expenses and unfavorable forex volatility are key challenges.

salesforce (CRM) to Report Q2 Earnings: What's in Store?

Barrick Gold

JD.com

PG&E

Uber

Stanley Druckenmiller (Trades, Portfolio), CEO of the Duquesne Family Office, disclosed this week his top five buys for the second quarter.

Stanley Druckenmiller’s Top 5 Buys in the 2nd Quarter

Salesforce.com (CRM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Salesforce.com (CRM) Q2 Earnings Expected to Decline

Oracle

Union Pacific

The stock charts of ORCL, CRM and UNP are all on the verge of major moves with some help from the broad market.
The post 3 Big Stock Charts for Thursday: Oracle, Salesforce and Union Pacific appeared first on InvestorPlace.

3 Big Stock Charts for Thursday: Oracle, Salesforce and Union Pacific

The software-as-a-service giant has been growing its top line and operating cash flow at impressive rates. Did these trends persist in fiscal Q2?

Salesforce Earnings: What to Watch

Chairman of the Board & co-CEO of Salesforce.com Inc (30-Year Financial, Insider Trades) Marc Benioff (insider trades) sold 5,000 shares of CRM on 08/13/2019 at an average price of $143.61 a share.

Salesforce.com Inc (CRM) Chairman of the Board & co-CEO Marc Benioff Sold $718,050 of Shares

Workday

Cloud company salesforce.com, inc. (NYSE: CRM) should be considered a core holding due to an impressive business model that showed a durable growth profile over the past decade, according to Compass Point.

Compass Point Says Salesforce A Core Holding For Investors, Bullish On Workday

To say 2019 is a record year of acquisitions at Salesforce doesn’t quite do the situation justice.

Salesforce's Acquisition Appetite Is Insatiable

Salesforce announced the planned acquisition of Click Software for $1.3bn last week.

Salesforce Buys Click Software - We Re-Iterate Our Buy On Salesforce

Salesforce.com, inc. (NYSE: CRM) is being overlooked by investors despite strong revenue and free cash flow growth potential, according to Morgan Stanley.

Morgan Stanley: Salesforce Shares Aren't Pricing In Strong Free Cash Flow Growth

Amazon

Charter Communications

Intercontinental Exchange

Johnson Controls

Micron Technology

Netflix

NVIDIA

Vertex Pharmaceuticals

Investors know it's not easy to find companies already worth tens of billions that can still expand their revenues rapidly. But these giants show it's not impossible.

The 10 Largest-Cap Growth Stocks

U.S. cloud-based service provider Salesforce  said it signed a definitive agreement to acquire Israeli software developer ClickSoftware for $1.35 billion in cash and shares.

Salesforce to buy Israel's ClickSoftware for $1.35 billion

Another day, another Salesforce acquisition. Just days after closing the hefty $15.7 billion Tableau deal, the company opened its wallet again, this time announcing it has bought field service software company ClickSoftware for a tidy $1.35 billion.

Salesforce is acquiring ClickSoftware for $1.35B

Salesforce.com Inc. CRM, -0.81% announced Wednesday afternoon that it has agreed to acquire ClickSoftware for $1.35 billion in cash and stock.

Salesforce to pay $1.4 billion for ClickSoftware

The deal could help Salesforce compete with Microsoft, whichacquired field service software company FieldOne in 2015.

Salesforce acquires field-service company ClickSoftware for $1.35 billion

Chairman of the Board & co-CEO of Salesforce.com Inc (30-Year Financial, Insider Trades) Marc Benioff (insider trades) sold 5,000 shares of CRM on 08/06/2019 at an average price of $143.19 a share.

News for Salesforce Stock (CRM)