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

Tableau Software

Salesforce co-CEO Marc Benioff seemed determined to focus on the role that business leaders can play in addressing social challenges Tuesday morning at Fortune’s CEO Initiative in New York, in line with the event’s theme.

Marc Benioff to skeptical investors: Salesforce’s $15.7B Tableau deal is a ‘spectacular combination’

There are no Salesforce signs in the lobby.

Inside ‘Salesforce HQ2’: Tableau CEO says rapid growth will continue in Seattle after $15.7B deal

Beyond Meat

Netflix

Options trading was buzzing in Beyond Meat, Salesforce and Netflix Monday. Here are the metrics that matter moving forward.

Tuesday’s Vital Data: Beyond Meat, Salesforce and Netflix

In a bid to add an impetus to its analytical capabilities, salesforce (CRM) is set to acquire Tableau Software for a deal value of $15.3 billion.

salesforce to Buy Tableau for Better Data Feed to Clients

I should have bought shares of Salesforce.com a long time ago, but I finally did it at the end of May.

5 Excellent Reasons To Buy Salesforce.com

Alphabet

Two deals in past week seek to compete with software giant in the arena of business analytics.

MarketWatch First Take: Salesforce and Google just spent billions on Big Data because of Microsoft

Salesforce has been a huge cloud evangelist for the last two decades, but the purchases of MuleSoft and Tableau show a change in approach.

Salesforce is paying top dollar for growth — and not just in the cloud

"Tableau didn't want our cash — they wanted our equity, because they know that the real value here is in the company that we're creating together," Benioff tells Jim Cramer in an interview.

Salesforce's Marc Benioff defends Tableau deal: They 'didn't want our cash'

When you’re talking about 16 billion smackeroos, it’s easy to get lost in the big number. When Salesforce acquired Tableau this morning for $15.7 billion, while it was among the biggest enterprise deals ever, it certainly wasn’t the largest.

Salesforce’s Tableau acquisition is huge, but not the hugest

Salesforce.com (CRM) made headlines today after the company announced it was buying big data firm Tableau Software (DATA) for $15.3 billion.

Buy Salesforce Stock (CRM) After Tableau (DATA) Acquisition?

Shares of Tableau Software soared 33.7% after software-as-a-service giant Salesforce announced it's buying the company in an all-stock deal worth about $15 billion.

Salesforce buys Tableau Software

Boeing

McDonald's

United Technologies

Salesforce buys Tableau, while United Technologies merges with Raytheon. This busy Merger Monday kicks off our top stock trades for Tuesday.

Five Top Stock Trades for Tuesday June 11

Salesforce.com Inc agreed on Monday to buy big data firm Tableau Software Inc for $15.3 billion, adding muscle in its fight with Microsoft Corp for a bigger share of the market that helps businesses target customers with tools to analyze and visualize data.

Salesforce bets on big data with $15.3 billion Tableau buy

Splunk

One of these three data-analytics companies is being acquired.

Why Tableau Software, Alteryx, and Splunk Popped Today

It is not usual for an acquirer to see their stock drop on an announcement that they are making a large acquisition.

Chart Signals Some Concerns That Salesforce.com Is Overpaying For Tableau Data and Growth

Salesforce.com on Monday agreed to buy data analytics firm Tableau for $15.7 billion, causing Tableau shares to soar. The deal sparked a rally in software companies despite lofty valuations.

Salesforce.com Buys Data Analytics Firm Tableau, Software Stocks Rally

They're called the Trailhead Crew, and they're part of Salesforce's unique culture.

Why a bunch of cartoon characters are on the last slide of the Salesforce-Tableau investor deck

The Daily Crunch is TechCrunch’s roundup of our biggest and most important stories. If you’d like to get this delivered to your inbox every day at around 9am Pacific, you can subscribe here.

Daily Crunch: Salesforce is buying Tableau

Salesforce is scooping up Tableau Software in an all-stock deal valued at $15.7 billion. It's got shares of DATA ripping higher and CRM stock taking a dip.

Salesforce Nabs Tableau Software for $15.7 Billion. Now What?

Back in the 2010 timeframe, it was common to say that content was king, but after watching Google buy Looker for $2.6 billion last week and Salesforce nab Tableau for $15.7 billion this morning, it’s clear that data has ascended to the throne in a business context. We have been hearing about Big Data for […]

With Tableau and Mulesoft, Salesforce gains full view of enterprise data

Salesforce.com Inc shares dipped on Monday after the firm announced that it will acquire Tableau Software Inc. in an all-stock transaction.

Meet Salesforce’s Newest Acquisition

Tableau Software found itself the target of a deal from pioneering software-as-a-service provider salesforce.com.

Stock Market News: A big deal for big data

The San Francisco-based cloud computing pioneer is taking over a company with more than 86,000 customers, including Verizon and Netflix.

Salesforce to Buy Tableau in $15.3 Billion Deal, Its Biggest Acquisition

Here’s an interesting by-product the news today that Salesforce would be acquiring Tableau for $15.7 billion: the company is going to make Seattle, Washington (home of Tableau) the official second headquarters of San Francisco-based Salesforce, putting the company directly in the face of tech giants and Salesforce frenemies Microsoft and Amazon. “An HQ2, if you […]

Salesforce is officially making Seattle its second headquarters with its Tableau acquisition

Salesforce finally pulled the trigger on a deal it's been considering for some years, but investors weren't happy. It's expected to impact full-year EPS by $0.37 to $0.39.

News for Salesforce Stock (CRM)