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

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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

HubSpot

HubSpot was off to the races in 2023, but so was larger competitor Salesforce. The smaller HubSpot is showing slow but steady progress on improving its profits.

Is Hubspot Stock the Next Salesforce in the Making?

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

Is Salesforce Stock A Buy Amid Hope For AI Revenue Boost?

BigBear.ai Holdings

Guardforce AI Co Ltd

Finding undervalued AI stocks may seem like a search to find a unicorn as valuations in this space are very elevated. Many of the world's best AI companies are fetching massive premiums, even relative to other high-growth tech sectors.

Catch Up on the AI Boom With 3 Stocks That Are Still Undervalued

Salesforce is on a path to become the next Microsoft, with a wide and deep product portfolio and a commitment to driving profitable growth. The company showed strong cRPO growth in the latest quarter.

Salesforce: Net Cash, Share Repurchases, Growing Margins, GARP Valuation

Salesforce (CRM) shares ticked 0.6% higher in intraday trading Friday following reports it's laying off 700 workers or around 1% of its workforce, in the latest of a series of job cuts.

Salesforce Cuts 700 Jobs in Latest Big Tech Layoff

Salesforce is reportedly laying off 700 employees, or about 1% of its workforce. The cuts are being made across the company, The Wall Street Journal (WSJ) reported Friday (Jan. 26), citing an unnamed source.

Report: Salesforce to Lay Off 700 Employees, Redirect Spending

Salesforce (NYSE: CRM ) layoffs are coming for the customer relationship management technology company's employees as it focuses on streamlining operations. Insider reports claim that Salesforce is going to cut 700 jobs, or 1% of its workforce.

Salesforce Layoffs 2024: What to Know About the Latest CRM Job Cuts

Salesforce is trimming its workforce by about 1%. The cuts will affect around 700 employees, The Wall Street Journal reported.

Salesforce is the latest tech company to cut jobs with 700 layoffs, report says

Salesforce is the latest tech company to cut jobs, trimming 700 people, a report says.

Salesforce Cutting 1% of Its Workforce, Report Says. It's Not Helping the Stock.

Salesforce is laying off about 700 employees across the company in the latest round of layoffs to hit the tech industry, the Wall Street Journal reported on Friday, citing a person familiar with its plans.

Salesforce laying off 700 workers in latest tech industry downsizing - WSJ

The layoffs, which will affect around 1% of its workforce, follow a 10% reduction last year.

Salesforce Laying Off 700 Workers in Latest Tech Industry Downsizing

Salesforce.com (CRM) reachead $276.88 at the closing of the latest trading day, reflecting a +0.04% change compared to its last close.

Salesforce.com (CRM) Rises Yet Lags Behind Market: Some Facts Worth Knowing

ServiceNow

Workday

Software-as-a-service companies are known for their explosive revenue growth. Given the ongoing migration from on-premise to the cloud, these revenue trends are sustainable.

3 SaaS Stocks to Buy and Hold Forever: January 2024

Microsoft

Pfizer

Adopting charity-friendly stocks has emerged as a prominent trend in astute investing for those who wish to combine their financial goals with altruistic principles. This creative approach offers opportunities for optimizing tax deductions and allowing investors to contribute to worthy causes.

Maximizing Tax Deductions: 3 Charity-Friendly Stocks to Consider

Does Salesforce.com (CRM) have what it takes to be a top stock pick for momentum investors? Let's find out.

Salesforce.com (CRM) Is Up 3.29% in One Week: What You Should Know

Netflix

Tech stocks for your January 2024 watchlist.

Best Stocks To Buy Now? 2 Tech Stocks For Your January 2024 List

Apple

As the Dow continues to scale upward, it's prudent to invest in stocks such as Microsoft (MSFT), Salesforce (CRM) and Apple (AAPL) that are listed on the said index and are financially sound.

3 Blue-Chip Stocks to Buy as the Dow Breezes Past 38,000

There are many ways to add artificial intelligence (AI) technology exposure to your portfolio. Here's an unexpected way to do this, while also positioning your portfolio for growth in 2024.

Salesforce Buy Alert: Why CRM Stock Will Shine in 2024

Shares of Salesforce Inc. are up 85% over the past 12 months, but Morgan Stanley sees plenty of juice left in their rally.

Morgan Stanley's new top software pick is a familiar winner

Salesforce (CRM) appears to be an enticing investment option at the moment, with healthy fundamentals and upward estimate revisions.

Here's Why Investors Should Add Salesforce (CRM) to Portfolio

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?

Wall Street Bulls Look Optimistic About Salesforce.com (CRM): Should You Buy?

Amazon

With the S&P 500 confirming the bull market, it's wise for investors to invest in growth stocks such as NVIDIA (NVDA), Salesforce (CRM), and Amazon.com (AMZN).

3 S&P 500 Growth Stocks to Buy as Index Enjoys Bull Market

Adobe

Oracle

SAP SE

Shopify

Zoom Video

Microsoft and Oracle have room to grow, but the outlook is trickier for other software stocks, including Zoom and Adobe, an analyst says.

4 Software Stocks to Buy and 3 to Sell, According to an Analyst

Several technology leaders have made bold comments about artificial intelligence at Davos this week.

We don't want to see an AI 'Hiroshima,' Salesforce CEO warns

Salesforce's stock price nearly doubled in 2023, and some now consider it overvalued based on traditional valuation ratios. Some Wall Street analysts have upgraded or recommended the stock for 2024 based on thematic investing ideas. Salesforce's increased focus on profitability, potential for steady revenue growth, and benefits from AI make it an attractive long-term investment opportunity.

News for Salesforce Stock (CRM)