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

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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

Salesforce, Inc. (CRM) Q4 2024 Earnings Call Transcript

Salesforce Inc.'s stock slipped 1.7% in after-hours trading Wednesday after the company racked up revenue and earnings that topped analysts' estimates. It also provided updates on its recently released Einstein artificial-intelligence platform and on its cost-cutting moves.

Salesforce's disappointing guidance overshadows earnings beat, stock slips

Albemarle

Cisco Systems

Expedia

Macy's

Rivian Automotive

Tough times require tough cost-cutting decisions, including job layoffs. However, to get a company back on the right track, reach profitability, and increase margins, they're often required.

7 Stocks Set to Bounce Back Post-Layoffs

Snowflake

Shares of Snowflake (SNOW) have fallen precipitously, nearly -25%, on the news that its CEO, Frank Slootman, would retire after 5 years on the job.

Salesforce, HP, Snowflake All Down on Reported Earnings

While the top- and bottom-line numbers for Salesforce.com (CRM) give a sense of how the business performed in the quarter ended January 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Here's What Key Metrics Tell Us About Salesforce.com (CRM) Q4 Earnings

Salesforce.com (CRM) came out with quarterly earnings of $2.29 per share, beating the Zacks Consensus Estimate of $2.26 per share. This compares to earnings of $1.68 per share a year ago.

Salesforce.com (CRM) Beats Q4 Earnings and Revenue Estimates

Salesforce (CRM) swung to a profit in the fourth quarter of its fiscal year 2024, exceeding analysts' estimates for revenue and earnings. Shares in the company fell, however, as guidance for the current fiscal year fell short of expectations.

Salesforce Beats Earnings Estimates, But Stock Falls On Guidance

Salesforce Inc (NYSE:CRM, ETR:FOO) posted another solid financial performance on Wednesday, but a disappointing guidance overshadowed the company's earnings beat. The company provided adjusted fiscal first-quarter earnings guidance of $2.37 to $2.39 per share, with revenue projected to range between $9.12 billion and $9.17 billion.

Salesforce's solid quarter marred by conservative forecast

Salesforce posted earnings and revenue that edged by estimates. CRM stock fell on weak guidance.

Salesforce Earnings Beat, Software Stock Falls On Weak Sales Guidance

Salesforce said revenue growth will slow to 8.6% in the new fiscal year, but revenue guidance exceeds Wall Street's estimates.

Salesforce slips after the company calls for single-digit full-year revenue growth

Salesforce Inc (NYSE: CRM) just came in ahead of Street estimates for its fiscal fourth quarter. Shares of the cloud company are still losing in after-hours.

Salesforce Q4 earnings are out: here are the numbers

Salesforce forecast fiscal 2025 revenue below market expectations on Wednesday as it expects weak client spending on its cloud and business products.

Salesforce forecasts annual revenue below estimates

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce Announces Strong Fourth Quarter Fiscal 2024 Results.

Salesforce Announces Strong Fourth Quarter Fiscal 2024 Results

Netflix

Toyota Motor

Growth companies are a vital addition to any investment portfolio as they tend to experience above-average returns compared to the general stock market. The category of growth stocks is very appealing to investors because it provides the possibility of increased profits.

The Growth Guardians: 3 Stocks to Shield Your Portfolio from Volatility

Broadcom

Costco

CrowdStrike

This morning, economic prints are mostly in anticipation of Thursday morning's all-important Personal Consumption Expenditures (PCE), which is the Fed's preferred gauge of inflation. Q4 GDP, Consumption and the Pricing Index are all updated with an initial revision this morning.

Q4 GDP and Consumption Revisions

The first revision to Q4 GDP came in 10 bps light of estimates and the previous print.

Q4 GDP, Trade Deficit Both Dip; TJX Beats in Q4

Benioff has spent millions of dollars quietly buying up roughly 600 acres of green landscapes in Waimea, Hawaii.

Salesforce's billionaire CEO Marc Benioff is quietly buying up vast tracts of real estate in Hawaii

Advanced Micro Devices

Twilio

Artificial intelligence (AI) is still the hottest trend in 2024. After capturing investor imagination last year and sending almost every AI-adjacent stock skyward, the market may be ready to take a closer look at individual company potential.

3 AI Stocks for Your March Must-Buy List (Hint: None Are Nvidia)

Salesforce Inc (NYSE:CRM, ETR:FOO) was hit with a share price target upgrade by Wedbush ahead of its results on Wednesday, which the bank noted could well bring an earnings beat. According to Wedbush, Salesforce should prove in the post-close update that it has bounced back after a cost-cutting plan and strategic refocus on hiking margins.

Salesforce expected to beat expectations in Wednesday results - broker

Earnings are coming up for Salesforce and this option trade can profit while limiting risk.

A Bullish Option Trade Ahead Of Earnings On Salesforce Stock

Alphabet

Microsoft

The AI chatbot revolution seems to be in full swing, with many impressive large language models (LLMs) looking to grab a slice (or perhaps a big chunk) of ChatGPT's lunch. Undoubtedly, OpenAI is an incredibly disruptive company that seems to be leading in the AI race.

3 Stocks at the Front of the AI Chatbot Revolution

CINCINATTI--(BUSINESS WIRE)--DonorDrive, an EngageSmart solution and creator of an advanced enterprise digital fundraising platform, today announced it has updated DonorDrive for Salesforce on Salesforce AppExchange, a leading enterprise marketplace for partner apps and experts, providing Salesforce Nonprofit Cloud customers new ways to more effectively engage their communities with hyper-personalized experiences and raise funds with data-driven donor insights. As an industry leader in nonprofi.

DonorDrive Announces Updates to DonorDrive for Salesforce on Salesforce AppExchange

PALO ALTO, Calif.--(BUSINESS WIRE)--Spin.AI, a leading SaaS security company dedicated to safeguarding enterprises against security risks, today announced the release of SpinSPM for Salesforce. This SaaS Security Posture Management (SSPM) solution allows security professionals and IT administrators to proactively secure Salesforce environments. With complete configuration visibility, ongoing management, automated tools for incident response, and much more, organizations can reduce security, dat.

Spin.AI Launches SaaS Security Posture Management Solution for Salesforce to Protect Mission Critical SaaS Data

Einstein Copilot delivers trusted responses because it's grounded in your company's unique data and metadata, enabling it to deeply understand your business and customer relationships Einstein Copilot is natively embedded across Salesforce applications to deliver a consistent user experience that can answer questions, generate content, and dynamically automate any action to deliver better productivity, deeper customer relationships, and higher margins Salesforce customers can access Einstein Copilot by upgrading to Einstein 1 Editions of Salesforce that include Data Cloud, AI, and CRM in a single offering SAN FRANCISCO , Feb. 27, 2024 /PRNewswire/ -- Salesforce (NYSE: CRM), the #1 AI CRM, today announced the public beta availability of Einstein Copilot , a new customizable, conversational, and generative AI assistant for CRM. Unlike other AI assistants or copilots that lack adequate company data to generate useful responses, Einstein Copilot enables Salesforce customers to generate responses using their own private and trusted data, while maintaining strict data governance and without requiring expensive AI model training.

Salesforce's Einstein Copilot is Here: The Conversational AI Assistant for CRM that Delivers Trusted AI Responses Grounded with Your Company Data

NVIDIA

Most hype surrounds technology stocks, particularly after the king of the sector, Nvidia Corp. NASDAQ: NVDA, kept breaking past all-time high prices on ever-increasing financial expansion. There is the risk of a "spillover" effect into other names.

News for Salesforce Stock (CRM)