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 Q1 2022

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Earnings data Q4 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.

Salesforce excels in Q3 2025 with Agentforce driving growth

Salesforce's Q3 2025 showcased robust financial performance and strategic initiatives driving growth.
Agentforce and the More Core initiative are key drivers of innovation and customer value.
Challenges lie in ensuring seamless adoption and competitive positioning in the market.

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

Oracle

Given its better valuation, we believe that Salesforce stock (NYSE: CRM) is currently a better pick over its peer, Oracle stock. CRM stock trades at 9.5x trailing revenues, versus 9.8x for ORCL.

Salesforce vs. Oracle Stock

Explore how Salesforce.com's (CRM) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

International Markets and Salesforce.com (CRM): A Deep Dive for Investors

Zacks.com users have recently been watching Salesforce.com (CRM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Salesforce Inc. (CRM) is Attracting Investor Attention: Here is What You Should Know

Salesforce ( CRM ) reported its fiscal Q3 earnings on Tuesday, revealing a mixed bag of results that still managed to excite investors. While the company slightly missed analyst estimates on earnings, it exceeded expectations on revenue, reporting $9.44 billion—a robust 8% year-over-year increase.

Is AI the Future for Salesforce? Insights from Recent Earnings

Palantir Technologies

The semiconductor stocks have had an incredible run, but as the AI revolution moves further down the stream to some of the software names, a new slate of winners may be minted in the new year.

Forget Semiconductors. These 2 AI Software Stocks Just Starting to Heat Up

Salesforce shares surged 11% after beating Q3 top line estimates, driven by strong AI adoption. The company is seeing real momentum in terms of Agentforce adoption, which is a key AI product for the CRM platform. Free cash flow grew more than three times faster than revenue, and Salesforce grew its FCF margins.

Salesforce Is Fairly Valued Now (Rating Downgrade)

ServiceNow

Enterprise software is a hot ticket these days.

Better Enterprise Software Stock: ServiceNow vs. Salesforce

In early December 2004, Salesforce (CRM 0.17%) was trading at a split-adjusted price of under $4. After the stock climbed following its most recent strong earnings report to over $360, the stock is now up more than 90 times in the past 20 years as of this writing.

Up Approximately 8,000% the Past 20 Years, This Stock Just Shot Higher on Increased Guidance. Can the Momentum Continue?

American Airlines

Intel

Here are some of the major companies whose stocks moved on the week's news.

The Score: Intel, Salesforce, American Airlines and More Stocks That Defined the Week

Salesforce's share price reaction to the most recent earnings release might seem surprising, but there is a good reason why the stock skyrocketed. The company's ability to grow organically would be in the spotlight in calendar 2025 as the end-goal remains high GAAP operating margins. I remain cautiously optimistic about the stock's performance in 2025 as continued reliance on acquisitions deviates from the "Oracle Playbook" for profitable organic growth.

Salesforce: What 2024 Taught Us About Market Expectations

The incubator is an evolution of KPMG's leadership in AI and data modernization and will draw on the firm's industry and customer engagement experience The collaboration with Salesforce will enable client adoption of Agentforce and AI Agents through industry-focused solutions with ethics and trust New York, New York--(Newsfile Corp. - December 6, 2024) - Audit, tax and advisory firm, KPMG LLP announced today the launch of its Agentforce AI incubator, an innovation laboratory that will offer an immersive approach to help organizations leverage the capabilities of Salesforce's Agentforce. Agentforce is the agentic layer of the Salesforce platform for deploying autonomous AI agents across any business function.

KPMG Launches New AI Incubator for Salesforce Agentforce

Salesforce's Q3 2025 earnings showcased strong revenue growth, driven by the rapid adoption of AI-powered Agentforce and robust profit margins, prompting a Buy rating. Agentforce's unprecedented adoption by major enterprises like FedEx and IBM highlights its efficiency and cost-saving potential, driving significant future revenue growth. Salesforce's $53.1 billion backlog and expanding margins, including a 20% GAAP operating margin, underscore its financial strength and operational excellence.

Salesforce: $53.1B Backlog And Rapid Adoption Of Agentforce

Salesforce rallied over 10% despite missing EPS consensus and providing lower YoY revenue growth guidance in 4Q, driven by strong 3Q bookings growth and optimism around Agentforce. Its subscription and support revenue growth is projected to decelerate further to 8.2% YoY in 4Q, and its non-GAAP EBIT margin is expected to see a slight sequential decline. Management indicated that Agentforce is currently in its early adoption phase and will not materially contribute to cRPO growth in 4Q.

Salesforce: Q4 Guidance Signals Continued Deceleration In Revenue Growth

Salesforce's revenue growth is slowing due to increasing competition, particularly from AI-driven sales tools, which pressures margins and market share. Despite a 35% rise in stock price since my last publication, Salesforce's premium P/E ratio is unjustified given the deceleration in growth and negative earnings revisions. I believe CEO Marc Benioff's optimism about AI agents is misplaced; the AI sales-tech space is becoming commoditized, further threatening Salesforce's market position.

Salesforce Q3 Review: Growth Is Still Slowing

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 AI CRM, today announced that its board of directors declared a quarterly cash dividend of $0.40 per share. The dividend is payable January 9, 2025, to stockholders of record on December 18, 2024. About Salesforce Salesforce helps organizations of any size reimagine their business for the world of AI. With Agentforce, Salesforce's trusted platform, organizations can bring humans together with agents to drive customer success — powere.

Salesforce Announces Quarterly Dividend

NEW YORK--(BUSINESS WIRE)--Plative, a global leader in business transformation and cloud consulting, today announced a significant investment in Salesforce Agentforce, signaling its continued commitment to delivering innovative, industry-specific solutions for its clients. As an official member of the Agentforce Partner Network, Plative is expanding its offerings with custom intellectual property (IP) and accelerators that maximize Agentforce's potential for businesses of all sizes. This strate.

Plative Launches Proprietary IP & Accelerators, Further Increasing Investment in Salesforce Agentforce

Salesforce, Inc. (NYSE:CRM ) UBS Global Technology and AI Conference December 5, 2024 10:15 AM ET Company Participants Bill Patterson - EVP of Corporate Strategy Conference Call Participants Karl Keirstead - UBS Karl Keirstead Foggy from hanging out at the Thirsty Camel, a little bit too late. I'm a total lightweight, but I had a couple of beers and I'm still a little foggy, but I got, I pulled myself together for you, Bill.

Salesforce, Inc. (CRM) UBS Global Technology and AI Conference (Transcript)

Salesforce Inc (NYSE:CRM, ETR:FOO) shares are up almost 10% in the last five days as investors welcomed strong early demand signals for the software provider's AI agent offering Agentforce, released in late October. The company closed more than 200 deals for Agentforce during the third quarter with “thousands” more in the pipeline, it revealed when reporting its quarterly earnings earlier this week.

Salesforce soars on investor excitement for new Agentforce offering

SAN FRANCISCO--(BUSINESS WIRE)-- #Aktanaactionagent--Aktana Announces First-To-Market GenAI Agents that survive CRM transitions.

Aktana Announces First-To-Market GenAI Agents That Survive CRM Transitions

In this video, I will cover Salesforce's (CRM 10.99%) third-quarter earnings and explain why this stock could continue to rise. Watch the short video to learn more, consider subscribing, and click the special offer link below.

1 Unstoppable Growth Stock That Could Join Nvidia, Apple, Amazon, Alphabet, Meta Platforms, and Microsoft in the Trillion-Dollar Club by 2030

Salesforce, Inc. CRM delivered a mixed set of third-quarter fiscal 2025 results, with revenues surpassing expectations but earnings per share (EPS) falling slightly short. Despite this, the company raised its full-year revenue guidance, which buoyed investor confidence.

Should You Buy, Sell or Hold Salesforce Stock After Q3 Earnings?

Marvell Technology

The CNN Money Fear and Greed index showed some improvement in the overall market sentiment, while the index remained in the “Greed” zone on Wednesday.

Dow Settles Above 45,000 For First Time As Salesforce, Marvell Surge: Investor Sentiment Improves, Fear Index In 'Greed' Zone

Salesforce delivered a strong Q3 with $9.44 billion in revenue, 8.3% YoY growth, and increased forward guidance, despite a slight EPS miss. CRM's A.I. initiatives, particularly Agentforce, are expected to drive future growth and increase net dollar retention, validating my bullish investment thesis. Despite risks from competitors and potential market volatility, CRM's valuation remains attractive, with significant free cash flow and shareholder returns through buybacks and dividends.

Salesforce: Defiantly An AI Play And Mr. Market Agrees

CNBC's Jim Cramer said Salesforce's recent quarter suggests the innovative potential for artificial intelligence technology is strong. Salesforce CEO Marc Benioff boasted on the earnings call about the success of its latest AI product, Agentforce, which consists of AI-powered chatbots.

Salesforce's earnings results spell success for AI products, Jim Cramer says

Major U.S. equities indexes moved higher Wednesday, boosted by outperformance from the technology sector.

News for Salesforce Stock (CRM)