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.

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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

Salesforce has started paying cash dividends recently. Its dividend initiation demonstrates its capital allocation flexibility and the potential for steady yet robust growth ahead. It also allows the application of more traditional valuation models (e.g., the discounted cash flow model), which points to some discounts despite its near-record stock price.

Salesforce Stock: Dividends Provide Valuation Clarity

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Should You Invest in Salesforce.com (CRM) Based on Bullish Wall Street Views?

First quarter earnings for Salesforce are due May 29 amid improving profit margins. Analysts expect a 40% profit jump.

Is Salesforce Stock A Buy Ahead Of Q1 Earnings Report, AI Buzz?

CrowdStrike

Datadog

Alphabet

Garmin

Here's a sneak peek into five fundamentally strong technology stocks that one should consider investing in amid this cooling inflation scenario.

Bet on These Top 5 Technology Stocks Amid Cooling Inflation

BENGALURU, India and SAN JOSE, Calif. and LONDON , May 16, 2024 /PRNewswire/ -- Happiest Minds Technologies Limited (NSE: HAPPSTMNDS), a 'Born Digital.

Happiest Minds partners with Solvio to provide Next-Gen Salesforce Solutions

LONDON--(BUSINESS WIRE)--Loop Returns announced it now supports merchants on Salesforce Commerce Cloud, expanding its footprint beyond Shopify's ecosystem.

Loop Brings its Best-In-Class Returns Management Software to Salesforce Commerce Cloud

UiPath

Super Micro Computer

Salesforce is enjoying improved margins and cash flows. UiPath is starting to flex its bottom-line muscle.

3 Artificial Intelligence (AI) Stocks to Buy in May

PLANO, Texas--(BUSINESS WIRE)--NTT DATA, a digital business and IT services leader, has been selected by Salesforce, the #1 AI CRM, to help standardize and streamline the company's application environment. NTT DATA will support the management and development of applications across Salesforce's organization, including its internal instance of Salesforce. The applications span Salesforce Sales, Marketing, Service, Experience, and Commerce Clouds, MuleSoft, Heroku, Slack, and hundreds of third-par.

NTT DATA to Provide Digital Transformation Services for Salesforce

Amazon

Goldman Sachs

We have narrowed our search to three Dow stocks that have strong earnings growth potential for 2024. These are: AMZN, GS, CRM.

NVIDIA

Many artificial intelligence (AI) stocks have bid up quite a bit over the past year as investors have rushed to bet on the revolutionary new technology. Generative AI remains a profound technology today, as it did during the early days of the AI-fuelled stock rally.

The 3 Most Undervalued AI Stocks to Buy in May 2024

As the Dow continues to scale upward, it's prudent to invest in stocks such as Amazon (AMZN), Goldman Sachs (GS), and Salesforce (CRM) that are listed on the said index and are financially sound.

Dow's 40,000 on the Way: 3 Blue Chip Stocks to Buy Now

Reports emerged that Salesforce is in the later stages of a large acquisition, despite recent pressure from investors to focus on existing products. Macroeconomic data dashed the hopes of an imminent rate cut by the Fed, which hurt growth stocks.

Why Salesforce Stock Dropped 11% in April

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce Announces Timing of its First Quarter Fiscal 2025 Results Conference Call.

Salesforce Announces Timing of its First Quarter Fiscal 2025 Results Conference Call

Adobe

Snowflake

After remote work skyrocketed, it is not hard to imagine the demand for cloud computing jumped. With companies racing to have the top cloud software and companies spending big to keep their business up to date, there is no better time for investors to tune in.

The 3 Best Cloud Computing Stocks to Buy in May 2024

Launch: Equitable & Accelerated Pathways for All welcomes site teams from Maryland, Massachusetts, and Virginia with the support of Salesforce. SILVER SPRING, Md.

National College and Career Pathways Initiative Launch Expands to 14 States with a New Investment from Salesforce

PALO ALTO, Calif.--(BUSINESS WIRE)--Nylas, the state-of-the-art communications platform giving developers universal access to email, calendar, and contacts providers through a single API integration, today, announced the general availability of its Nylas Email for Salesforce package. This new package arms Salesforce administrators and revenue teams with a unified view of all customer-facing email conversations, including messages sent by Salesforce and non-Salesforce users, and data within any.

Nylas Introduces its Nylas Email for Salesforce Package

NEW ORLEANS--(BUSINESS WIRE)--Inclusively, a leading workforce inclusion platform and Salesforce, the #1 AI CRM, expanded their partnership today to deepen Salesforce's accessibility resources and support. The collaboration will include an AI-enabled interface that will help Salesforce employees easily and confidentially find benefits to help them best show up in the workplace. “We believe the workplace should be a place where everyone can thrive,” said Catherine Nichols, VP of the Office of Ac.

Inclusively and Salesforce Expand Partnership to Deepen Accessibility Resources and Support

It's no longer just about OpenAI or ChatGPT. We now have the the rise of powerful rivals in the large language model (LLM) scene.

3 AI Titans Betting Big on Anthropic's Claude

Mastercard

Standing shoulder to shoulder with trillion-dollar companies worldwide is a challenging goal for any company. To achieve this goal, companies must offer the best products and services in the market and become household names like Apple and Microsoft.

Uncovering the Next Trillion-Dollar Companies: 3 Stocks to Watch

ServiceNow

As the stock market navigates a temporary dip, savvy investors are looking for cloud computing stocks to buy. Wall Street recently concluded a challenging month with significant declines across major indexes.

Stock Market Crash Alert: 3 Must-Buy Cloud Computing Stocks When Prices Plunge

Take-Two Interactive Software

Salesforce is a leading provider of software tools for sales, marketing, and customer service operations. Take-Two owns an array of popular franchises and a substantial mobile gaming division.

3 Alternatives to the "Magnificent Seven" Stocks Billionaires Love

Salesforce's gross margins have remained stable at an average of 74.4% over the past 10 years, which is high but indicates a lack of benefit from economies of scale. However, the company's strategic partnerships and extensive sales channel partner network have contributed to a decline in SG&A expenses as a percentage of revenue, increasing its operating margins. Additionally, Salesforce has strong free cash flows and has conducted significant share buybacks, further enhancing its profitability and cash flow per share.

Salesforce: Improving Profitability And Robust Cash Flows

C3.ai

Asana

iShares North American Tech-Software ETF

PagerDuty

Palantir Technologies

Atlassian

Workday

Microsoft stock has gained 5% in 2024 but the IGV software index is down 3%, after falling 7% in April. The bellwether index soared 59% last year amid AI hype.

Why April Brought Grief To Software Stocks As IGV Index Tumbles

Zoom Video

Microsoft (NASDAQ: MSFT ) and Alphabet (NASDAQ: GOOG )(NASDAQ: GOOGL ) exceeded Wall Street expectations in their latest quarterly results, driven by a surge in cloud revenue fueled by increased use of artificial intelligence (AI) services, Bloomberg reported. Alphabet's shares soared up to 12%, marking its biggest gain since July 2015 and pushing its valuation past $2 trillion.

Stock Market Crash Warning: Don't Get Caught Holding These 3 Cloud Computing Stocks

The latest trading day saw Salesforce.com (CRM) settling at $275.74, representing a +0.53% change from its previous close.

News for Salesforce Stock (CRM)