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

Salesforce stock rises after the software company's latest earnings report. But analysts are still looking for evidence Salesforce can return to its historical revenue growth rates.

Salesforce Extends Its Lead as Dow's Top Performer. What Analysts Say It Needs to Do Now.

While it continues to grapple with softness in parts of the economy, the company is seeing signs of improving customer sentiment.

Salesforce Stock Rallies on Earnings. Customers Are More Upbeat.

Salesforce, Inc. (NYSE:CRM ) Q3 2024 Earnings Conference Call November 29, 2023 5:00 PM ET Company Participants Michael Spencer - EVP, IR Marc Benioff - Chairman & CEO Amy Weaver - President & CFO Brian Millham - President & Chief Operating Officer Conference Call Participants Kirk Materne - Evercore Raimo Lenschow - Barclays Keith Weiss - Morgan Stanley Mark Murphy - JPMorgan Brent Thill - Jefferies Karl Keirstead - UBS Brad Sills - Bank of America Operator Welcome to Salesforce's Fiscal 2024 Third Quarter Results Conference Call. After managements prepared remarks, we will open the floor to questions.

Salesforce, Inc. (CRM) Q3 2024 Earnings Call Transcript

The headline numbers for Salesforce.com (CRM) give insight into how the company performed in the quarter ended October 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Salesforce.com (CRM) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Snowflake

We're now one day from closing out the month of November, and gains to this point have been excellent.

Markets Mixed as November Trading Nearly Over; CRM, SNOW Beat; PVH Mixed

AbbVie

American Express

Fiverr

Microsoft

NVIDIA

Blue chip stocks are generally a strong investment for any stage of the economic cycle and tend to take advantage of overarching trends. That remains as true today as it was yesterday and will be tomorrow.

Mastering Market Trends: The 7 Best Blue-Chip Stocks for Today's Economy

Salesforce posed October-quarter earnings that topped estimates as cost cutting improved profit margins. Guidance for CRM stock came in above expectations.

Salesforce Earnings Top Estimates Amid Software Maker's 2023 Rally

Salesforce Inc (NYSE: CRM) just reported better-than-expected earnings for its third financial quarter. Its shares are up 7.0% in extended hours.

Salesforce Q3 earnings: ‘AI craze has not hit but it will'

Salesforce (CRM)'s third-quarter earnings climbed faster than analysts predicted as customers shifted toward the company's cloud-based services in anticipation of new AI offerings.

Salesforce Earnings Rise on AI Push, Cost-Cutting Measures

Salesforce.com, Inc. (NYSE:CRM) shares jumped more than 7% in extended trading Wednesday after the company beat earnings expectations with its third-quarter results.  The cloud software company posted adjusted earnings of $2.11 per share, above expectations of $2.05 per share, up 11% year-over-year and on revenue of $8.72 billion, in line with expectations.

Salesforce tops earnings expectation on strong customer service revenue growth

Salesforce reported on Wednesday that revenue in the fiscal third quarter increased 11% while profit topped analysts' estimates

Salesforce reports better-than-expected earnings as sales increase 11%

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

Salesforce Announces Strong Third Quarter Fiscal 2024 Results

As Salesforce Inc.'s revenue has accelerated this year, its stock has flourished as a top performer, surging 70% after slumping to a multi-year low a year ago.

Salesforce earnings: What to expect from the cloud company

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 AI CRM, today unveiled its 2023 Cyber Week figures, analyzing shopping data from over 1.5 billion shoppers across its Salesforce Customer 360 platform (including 29 of the top 30 U.S. online retailers). Overall global sales were up 6% year over year (YoY), hitting $298 billion, with U.S. sales reaching $70.8 billion and increasing 5% YoY. Growth was driven primarily by order volume, rather than inflation, signaling increased consume.

Salesforce Data Reveals Record-Breaking Cyber Week: $298B in Global Digital Sales, $51B in AI-Influenced Purchases

Salesforce's (CRM) Q3 revenues and earnings are likely to have benefited from the cloud migration and digital transformation initiatives adopted by enterprises despite ongoing macroeconomic headwinds.

Rapid Cloud Adoption to Drive Salesforce's (CRM) Q3 Earnings

Accenture Plc

NEW YORK--(BUSINESS WIRE)--Accenture has acquired Incapsulate, a leading digital transformation consulting firm that specializes in Salesforce solutions.

Accenture Expands its Salesforce Capabilities with Acquisition of Incapsulate

Apple

Boeing

Intel

Walmart

The Dow is expected to move higher in 2023 as macroeconomic factors shift. 30 blue-chip firms that are leaders in their respective industries make up the Dow Jones Industrial Average (DJIA) and broadly represent American industry.

The 7 Best Positioned Dow Stocks to Purchase Before 2024

A 17% return in a few days would be nice, but the possibility of losing 100% is also very real.

CRM Stock Today: This Bull Put Spread In Salesforce Stock May Present A 17.6% Return

Amazon

Adobe

Mastercard

Shopify

Black Friday eCommerce sales are tracking in line to modestly above expectations, analysts at Wedbush have highlighted on Cyber Monday, the first Monday after U.S. Thanksgiving which typically sees significant online sales.

Black Friday eCommerce growth ‘encouraging' for rest of holiday shopping season

Salesforce and Amazon Web Services (AWS) have announced a “significant” AI-focused expansion of their partnership. The new agreement, announced Monday (Nov. 27), makes it easier for customers to manage their data across Salesforce and AWS, and infuse the latest generative artificial intelligence (AI) technologies into their applications and workflows.

Amazon and Salesforce Expand Partnership to Add New AI Capabilities

Amazon.com Inc. (AMZN) will sell Salesforce Inc. (CRM) products on its Web Services platform (AWS) through an expanded partnership between the two companies.

Amazon Will Offer Salesforce Apps on AWS, Allowing Easier Integration of AI Tech

After a late-summer correction, Salesforce stock has rebounded sharply in recent weeks and is currently in a bullish technical setup. Analyst estimate revisions and positive trends in the cloud software market suggest a potential earnings beat for Salesforce. In this note, I provide an earnings preview for Salesforce and share my latest valuation model for the cloud software giant.

Salesforce: What To Expect From Q3 FY2024 Earnings Report

While the growing adoption of generative AI-enabled solutions and the continued cloud migration are likely to have aided Salesforce's (CRM) top line in Q3, cost-cutting initiatives are anticipated to have boosted the bottom line.

Salesforce (CRM) to Report Q3 Earnings: What's in Store?

Advanced Micro Devices

Arista Networks

Cognizant Technology Solutions

Palo Alto Networks

It's been a wild ride for generative AI platform ChatGPT and its financial backer Microsoft Corp. NASDAQ: MSFT. While those two companies, along with chip designer Nvidia Corp. NASDAQ: NVDA are among the companies most closely associated with the AI trend, plenty of other stocks are poised to rise as AI delivers on its potential.

AI revolution: 3 stocks set to soar as technology evolves

Salesforce's Q3 earnings are expected to show growth in revenue and earnings, with estimates of 11% and 47% YoY growth, respectively. I see concerns relating to slowing deal activity, increasing competition, and negative customer reactions to price increases. The stock is trading at a high forward P/E multiple of 28x for projected 2024 earnings, which should spark valuation concerns.

News for Salesforce Stock (CRM)