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

Amazon

Microsoft

ServiceNow

NVIDIA

My Top-5 Disruptive AI Stock Picks For Intelligent Investing

Adobe

C3.ai

Advanced Micro Devices

Cisco Systems

Dell Technologies

Intel

Oracle

SAP SE

Workday

The news hit like a thunderbolt across the artificial-intelligence landscape: Apple Inc. and Alphabet Inc.'s Google are in discussions to bring the latter's Gemini AI tools to iPhone software.

These older tech companies are playing catch-up in genAI

Veeva Systems

Salesforce is focusing on its margins and EPS as its sales growth cools off. Veeva expects its growth to accelerate again as the headwinds dissipate.

Better Cloud Stock: Salesforce vs. Veeva Systems

Arista Networks

Broadcom

Cadence Design Systems

Alphabet

Hewlett Packard

AI talk is surging during company earnings calls — and so are those companies' shares

Roku

While analysts see some upside for Roku and Salesforce, investors should never fixate on short-term price targets. Roku OS is the top-selling TV operating system in the U.S., Canada, and Mexico.

2 Growth Stocks to Buy Before They Soar 56% and 60%, According to Certain Wall Street Analysts

Salesforce's sales growth has decelerated over the past few years. It's cutting costs and buying back more shares to boost its EPS.

Where Will Salesforce Stock Be in 3 Years?

Salesforce has undergone a significant change in its business strategy and with that, I have also changed my rating on the stock. Following these changes and the recent rally in growth stocks, CRM delivered a total return of more than 70% over the past year.

Salesforce: When A Drastic Shift In Strategy Serves Shareholders' Interests

Booking Hlds

I focus on dividend growth stocks as a strategy for long-term outperformance and financial freedom. I compare three new dividend-paying stocks (Meta Platforms, Booking Holdings, and Salesforce) to their high-conviction dividend growth stocks.

Meta, Salesforce, Booking Holdings: Top Dividend Growth Stocks Today

Innovative Industrial Properties

Sprouts Farmers Markets

The stock market has been performing very well recently, with the impressive growth of the S&P 500 Index, which has surged by 15% just within the last six months. It's bolstered by the boom in artificial intelligence ( AI ) and similar technology, reduced inflation and hopes of interest rate cuts during 2024.

Protect Your Portfolio: 3 Stocks to Own in an Unpredictable Market

McDonald's

Merck

NIKE

The month of March has a reputation for being among the more volatile ones for the stock market. The NCAA basketball tournament known as March Madness also occurs during the month.

7 Dow Darlings for Investors to Buy for March Market Madness

Nvidia-backed Together AI has raised $106 million at a valuation of $1.25 billion in a new funding round led by Salesforce Ventures, the generative artificial intelligence (AI) startup said on Wednesday.

Together AI valued at $1.25 bln in Salesforce-led funding round

SAN FRANCISCO--(BUSINESS WIRE)--Aria Systems, the leader in empowering enterprises to accelerate subscription and usage-based revenue growth, today announces the launch of Aria Billing Studio, a suite that provides a bridge between Aria Billing Cloud and Salesforce Industry Clouds, including their release of Billing Inquiry Manager. Designed specifically for Salesforce partners and system integrators, Aria Billing Studio enables the accelerated deployment of a holistic Salesforce and Aria solut.

Aria Systems Launches Aria Billing Studio to Optimize Billing Management and AI Capabilities Within Salesforce

DoorDash

eBay

Tesla

Carmen Kiew has some encouraging words for her fellow tech workers, despite the constant toll of layoffs from which no one seems to be safe.

No more free lunches: How laid-off tech workers are surviving a tight job market

ASML Hld

Eli Lilly

Netflix

Taiwan Semiconductor Manufacturing

Visa

The Magnificent 7 stocks of Microsoft, Apple, NVIDIA, Alphabet, Amazon, Meta, and Tesla have become the talk of the market.

Prediction: A New Stock Will Join the Magnificent 7

DALLAS & BOGOTA, Colombia--(BUSINESS WIRE)-- #latamgrowth--Texas-based Nespon Solutions has acquired Latin American Cloudblue Services. As a result, Nespon Solutions will gain capabilities in Salesforce Industries for Financial Services, while expanding its presence in the Americas. Cloudblue Services customers will benefit from access to Nespon's unique delivery model, global reach and partner network. Umer Fazal, Nespon Solutions' CEO believes this move will create a more significant value proposition for N.

Nespon Solutions completed its acquisition of Cloudblue Services S.A.S, an industry focused Salesforce consultancy in Colombia

AbbVie

Last year emerged as a time of unexpected resilience and expansion for the stock market driven by the strength of unstoppable mega-cap stocks. Notably, the S&P 500 wrapped up last year with a solid 24% gain, turning heads in the process.

3 Unstoppable Mega-Cap Stocks That Every Investor Should Own in 2024

As the lesser-known co-founder of Salesforce, Parker Harris has led some of the company's most important projects since helping launch the company 25 years ago.

Salesforce's behind-the-scenes co-founder is tackling Slack as software company turns 25

Autodesk

Nutanix

Snowflake

Generative AI, hailed for more than a year now as tech's new frontier, is steadily scoring enterprise sales. And it isn't just Nvidia Corp. NVDA, -5.55% that is racking up stratospheric revenue and margins.

It's not just Nvidia: These companies are finally making real money from AI

TURIN, Italy--(BUSINESS WIRE)--Reply has been ranked among the leading providers of "Salesforce-related Services in Europe 2024" in the PAC Innovation RADAR, an industry study by the independent research and consulting company PAC. In the report, Reply received the highest "Best in Class" award in five industries: Energy & Utilities, Financial Services, Communication & Media, Retail and Manufacturing. The study evaluates the service performance of international software and ICT service.

Reply Once Again Awarded "Best in Class" in the PAC Innovation RADAR on Salesforce-related Services in Europe

In a shift toward ethical technology use, companies across the globe are intensifying their efforts to develop responsible artificial intelligence (AI) systems, aiming to ensure fairness, transparency and accountability in AI applications.

This Year's Model: OpenAI, Salesforce and Others Boost Efforts for Ethical AI

Salesforce Inc just announced new artificial intelligence enabled solutions for healthcare workers. Its shares are pushing to the upside at writing.

Salesforce just announced new AI solutions for healthcare workers

With the launch of Einstein 1 Studio, Salesforce (CRM) is set to revolutionize AI customization for admins and developers, enabling them to enhance customer and employee experiences with tailored AI solutions.

News for Salesforce Stock (CRM)