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 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

Apple

Boeing

Intel

Microsoft

The Dow Jones hits a new record, surpassing 37,000 for the first time. Salesforce (CRM), Intel (INTC), Microsoft (MSFT), Apple (AAPL) and Boeing (BA) emerge as the biggest winners of 2023.

5 Winning Stocks of 2023 as Dow Jones Hits New Record

Salesforce (CRM) and Automatic Data Processing are set to transform client experience by integrating generative artificial intelligence into human capital management.

Salesforce (CRM) & ADP Tie Up to Enhance Client Experience

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM) today announced significant updates to its Einstein 1 Platform, adding the Data Cloud Vector Database and Einstein Copilot Search. Accurate and relevant generative AI prompts require grounding in the most comprehensive set of enterprise data. Until now, this has required expensive and labor-intensive model fine-tuning. Data Cloud Vector Database will solve this challenge by making it quick and easy to bring unified business data into any AI.

New Vector Database in Salesforce Data Cloud Will Power AI, Analytics, and Automation Using LLMs with Business Data for Use Across the Einstein 1 Platform

SPDR Dow Jones Industrial Average ETF

NIKE

UnitedHealth Group

The Dow Jones has been outperforming over the past three months, rising 5.8% compared with a 3.9% increase for the S&P 500.

5 Stocks Powering Dow ETF's 3-Month Outperformance

Salesforce's exceptional performance over the past six years, marked by robust revenue growth, operational efficiency, and financial stability, positions it as a standout investment opportunity. The second model's conservative yet optimistic projections, forecasting an 18.4% upside and a substantial 19.4% annual return, align with a target price of $299.10, reinforcing the bullish outlook for Salesforce. In conclusion, Salesforce earns a resounding "strong buy" rating, emphasizing its resilience, long-term potential, and strategic positioning in the CRM and related sectors, supported by a compelling target price.

After A 27% Rally, Salesforce Still Has A Lot Of Room For Upside

Caterpillar

Cisco Systems

McDonald's

Visa

There are many reasons for optimism as the U.S. economy continues improving. America's GDP growth continued to move in the right direction and soared by 5.2% in the third quarter.

The 7 Best Dow Stocks to Buy as America's GDP Growth Soars

Automatic Data Processing

SAN FRANCISCO & ROSELAND, N.J.--(BUSINESS WIRE)--Today, Salesforce (NYSE: CRM), the #1 AI CRM, and ADP (Nasdaq: ADP), a leading global technology company providing human capital management (HCM) solutions, announced the expansion of their work together to reimagine ADP's client experience for ADP's more than 1 million clients. Together, ADP and Salesforce will unite ADP's data and insights, decades of HCM expertise, and an unmatched approach to service with Salesforce's Customer 360 platform to.

ADP Reimagines the Human Capital Management Client Experience with Salesforce Generative AI

Advanced Micro Devices

Snowflake

Salesforce wants to be the gateway to artificial intelligence for businesses large and small. Data is the lifeblood of AI, and much of this priceless information is moving to Snowflake's cloud platform.

3 Artificial Intelligence (AI) Stocks That Could Make You Rich

HubSpot

HubSpot's stock has generated massive gains since the company went public in 2014. Its market cap is still only about a tenth of Salesforce's.

Could HubSpot Become the Next Salesforce?

IRVINE, Calif. & LONDON--(BUSINESS WIRE)--Kantata, the leading global supplier of purpose-built technology for professional services, will showcase its Professional Services Cloud at the Salesforce World Tour New York City — a free event taking place December 14, 2023, 9:00 am – 5:00 pm ET at the Jacob Javits Center. Attendees will have the opportunity to explore the most important topics in data, AI, CRM, and the future of business, connect with experts, and network with local industry peers.

Join Kantata at the Salesforce World Tour New York City on 12/14

Braze

Verint Systems

The customer is always right when it comes to the bottom line. The key to any growing business is keeping customers happy and coming back for more.

3 customer engagement stocks you need to watch

Blue-chip stocks are typically companies that are leaders in their respective industries, have a strong reputation, have maintained stability throughout many years (especially during economic turmoil), and offer investors consistent growth potential. All the stocks I choose below are within the Dow Jones Industrial Average ETF, which tracks the Dow Jones Industrial Average Index.

3 Blue-Chip Stock Winners Outperforming the Market

Block

TipRanks' analyst ranking service pinpoints Wall Street's best-performing stocks, including Salesforce and Microsoft.

Top Wall Street analysts are confident about these 3 promising stocks

Salesforce's recent strong quarterly results and outlook have raised our confidence in its longer-term potential. The company's total addressable market is targeted at $290 billion by 2026, with a compound annual growth rate of 13%. The updated fair value estimate for Salesforce is $255 per share, with a fair value estimate range of $204-$306.

Salesforce Is About Fairly Valued These Days

NVIDIA

In the world of technology, 2023 marks a pivotal year with the rise of artificial intelligence. Particularly, generative AI stands out.

Quick! 3 AI Stocks to Buy Right This Second for Long-Term Gains.

Extreme Networks

JFrog

Johnson & Johnson

ON Semiconductor

Paramount Global

Pfizer

As the festive season rolls in, finding the best tech stocks to buy is exciting, lighting up various sectors with innovative energy. These industry giants are showing impressive resilience and growth across diverse fields, from groundbreaking pharmaceuticals and cloud services to AI-powered customer interactions, cutting-edge semiconductor technology, and the expanding world of streaming platforms.

7 Tech Stocks to Light Up Your Portfolio This Holiday Season

Costco

Chevron

Apple (NASDAQ: AAPL ) was the first company to reach $1 trillion in market capitalization in 2018. Value creation has continued, with its market valuation topping $3 trillion in June 2023.

Trillion-Dollar Aspirations: 3 Stocks With Sky-High Potential

The Dow Jones Industrial Average is within 2% of setting a record high. Salesforce and Boeing are the best performers in the Dow Jones over the past month.

The Dow Jones Is Aiming at All-Time Highs, and These 2 Stocks Are Leading the Charge

Procter & Gamble

The Dow Jones Industrial Average, also known as the Dow 30, is on a hot streak. After trailing the benchmark S&P 500 and tech-laden Nasdaq indices for most of 2023, the Dow has been leading in recent weeks, having gained 8% in November and hitting a new 52-week high.

The 3 Best Dow Stocks to Buy in December

Amazon

Not every investor wants to roll the dice and take on risky stocks. While some of those stocks can deliver life-changing gains, these types of stocks can also end up accruing significant losses.

Big Names to Watch: 3 Blue-Chip Stocks for Portfolio Success

It's back to its under-promising and over-delivering ways -- but with a new twist. The cloud software pioneer still can make tremendous improvement going forward.

Is Salesforce a Top Cloud Stock to Buy for 2024?

PulteGroup

Royal Caribbean Cruises

SPDR S&P 500 ETF Trust

As the rally has been broad-based, we have highlighted five stocks in ETFs from different industries that have doubled or near to double so far this year.

5 Stocks That Powered S&P 500 ETF This Year

Palo Alto Networks

The stock market is headed higher in December. Palo Alto Networks and Salesforce have been strong and will likely remain so into yearend and the first quarter.

Stocks This Week: Following Up On Palo Alto Networks And Salesforce

Salesforce posted strong fiscal 2024 third-quarter results. Management expects sales to stay stable as operating profits continue to expand.

News for Salesforce Stock (CRM)