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

Informatica

Salesforce stock fell 5% Monday after reports over the weekend that the cloud software company is in advanced talks to buy data-management firm Informatica.

Salesforce drops after reports it is in talks to acquire Informatica

If the acquisition of Informatica materializes, it will bolster Salesforce's (CRM) capabilities in data integration and management, a crucial aspect of its CRM platform.

Salesforce (CRM) in Takeover Talks With Informatica Per Reports

Salesforce (NYSE: CRM) and Informatica (NYSE: INFA) stock prices crashed on Monday as traders reflected on the recent M&A rumours. INFA shares retreated by over 3.65% while CRM retreated by almost 4%.

Salesforce could buy Informatica: good news for INFA, bad for CRM

Salesforce (NYSE: CRM ) is trending today on reports of the company being in late-stage talks to acquire Informatica (NYSE: INFA ), which specializes in data-management systems. CRM stock is retreating on concerns about the cost of the possible deal and the impact it would have on operating margins.

CRM Stock Alert: Why Salesforce Wants to Buy Informatica

Advanced Micro Devices

Amazon

Salesforce, Amazon, Meta, AMD, and Other Tech Stocks in Focus Today

Shares of Salesforce Inc. slumped Monday, as a report that the business software giant was in advanced talks to buy data-management-software company Informatica Inc., valued at more than $11 billion, raised margin concerns.

Salesforce's stock drops after report of talks to buy Informatica

Salesforce Inc (NYSE:CRM, ETR:FOO) shares fell 2.6% in pre-market trading after reports that it is in talks to buy cloud-data firm Informatica. Talks between the two New York Stock Exchange-listed companies are at an advanced stage, the Wall Street Journal reported on Friday night.

Salesforce slips on reports of Informatica deal talks

Shares in Salesforce (CRM) will be in focus Monday after a report late Friday that the customer relationship management software maker is in advanced discussions to acquire data-management software provider Informatica (INFA).

Salesforce Stock in Focus After Reports Company in Advanced Talks to Acquire Informatica

Salesforce is reportedly in advanced negotiations to purchase data-management software provider Informatica. The talks were the subject of a Friday (April 12) Wall Street Journal (WSJ) report, citing sources familiar with the matter.

Report: Salesforce Looks to Acquire Informatica

Customer relations software maker Salesforce is in advanced talks to acquire Informatica, a person familiar with the matter told Reuters on Friday, in the latest sign of increased deal-making in the technology sector.

Software giant Salesforce in advanced talks to buy Informatica

Salesforce is in advanced talks to acquire Informatica, a data processing company, for around $11 billion. The potential deal may add volatility to Salesforce's stock but could present buying opportunities. Management has a strong focus on profitable growth and capital returns, including the inception of a quarterly dividend.

Salesforce: Assessing Potential Informatica Acquisition Impact On Bullish Thesis

Salesforce is in late-stage talks to buy data-management software maker Informatica. But the deal price could be a hurdle.

Salesforce In Late Talks To Buy Informatica: WSJ

Salesforce is in advanced talks to acquire data-management software provider Informatica , the Wall Street Journal reported on Friday, citing people familiar with the matter.

Salesforce is in advanced talks to buy Informatica, WSJ reports

Salesforce is in advanced talks to acquire data-management software provider Informatica, according to people familiar with the matter.

Salesforce In Advanced Talks to Buy Informatica

JD.com

Veeva Systems

Vipshop Hlds

Several tech stocks on the Zacks Rank #1 (Strong Buy) list have beta ratios under 1.0, which suggests they should be less volatile than the broader market as they already appear to be in oversold territory.

Low Beta Tech Stocks to Consider for a Rebound Amid Heightened Market Volatility

Microsoft

Large cap software companies such as Microsoft and Salesforce stock are outperforming as investors rethink the sector's upside from generative AI, says a Bank of America analyst.

BofA Analyst Favors Large Cap Microsoft, Salesforce As Top AI Software Stocks

The U.S. stock markets broke past all-time highs in hopes of the Fed cutting interest rates. However, not all stocks were equal in this rally, as technology stocks were the main drivers at the time.

Corporate IT Spending Rebounds Could Push Salesforce Stock Higher

Magnificent Seven stocks like Nvidia and Meta may grab move headlines, but here are four reasons to watch Salesforce.

Forget Nvidia. This AI Powerhouse Demands A Look Right Now.

Cloud computing stocks took a backseat to artificial intelligence (AI) stocks last year. Hence, the market is now overlooking the indispensable role of cloud computing in pushing the envelope for AI's evolution.

Wall Street Favorites: 3 Cloud Computing Stocks With Strong Buy Ratings for April 2024

Confluent

Confluent's stock has slumped below its IPO price. Its business is still growing, but it faces macro and competitive headwinds.

Could Confluent Become the Next Salesforce?

The Dow Jones Industrial Average has climbed 33% during the current bull market, but the index returned an average of 172% during bull markets in the past five decades. Microsoft is the largest enterprise software company and the second largest cloud services provider, and its investments in AI have created new monetization opportunities in both areas.

History Says the Dow Jones Could Soar: 2 Top AI Stocks to Buy Now and Hold During the Bull Market

The latest trading day saw Salesforce.com (CRM) settling at $301.73, representing a -0.06% change from its previous close.

Salesforce.com (CRM) Suffers a Larger Drop Than the General Market: Key Insights

IQVIA Hlds

RESEARCH TRIANGLE PARK, N.C. & SAN FRANCISCO, CA--(BUSINESS WIRE)--IQVIA (NYSE:IQV), a leading global provider of data, analytics, technology and services to the life sciences industry, and Salesforce (NYSE:CRM), the #1 AI CRM, today announced an expanded global strategic partnership to accelerate the development of Salesforce's Life Sciences Cloud, a next-generation customer engagement platform for the global life sciences industry. Building on the IQVIA Orchestrated Customer Engagement (OCE).

IQVIA and Salesforce Expand Global Partnership to Accelerate the Development of Life Sciences Cloud

ARM Holdings PLC

Broadcom

Dow Jones leader Salesforce, along with chip giant Arm and Broadcom, are approaching new buy point in today's stock market.

Dow Jones Leader Salesforce, Chip Giants Arm, Broadcom Eye New Buy Points

Rising corporate spending on digital transformation projects has boosted CRM stock. With the Slack deal closed, merger synergies will be key.

News for Salesforce Stock (CRM)