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 has been moving sideways since June, struggling to break above the $240 level. However, investors must be patient as buyers accumulate. The company is focusing on monetizing its AI initiatives implementing fixed-base and consumption-based pricing models. It's still early in its monetization approach. Salesforce's approach to trust as a core tenet in AI is critical for maintaining its reputation and fending off competition. Investors must give due credence to its moat.

Salesforce Could Start A Surging Run From Here - Add Before It Takes Off

NIKE

Markets regained some lost ground on Friday morning. Nike's latest financial results showed that it has made progress on getting its inventory down to more manageable levels while setting itself up for long-term growth.

Nike Is Soaring, but This Stock Has Been the Dow's Best in 2023

One of the more impressive winners in the market this year has been Salesforce (NYSE: CRM ). Shares of CRM stock are up about 50% year-to-date (YTD).

These 2 Salesforce Insiders Just Sold 25,000 Shares of CRM Stock

CRISPR Therapeutics

NEXTracker Inc

Palo Alto Networks

UiPath

SoFi Technologies

Block

In the vast equities landscape, hidden gems are waiting to be unearthed. Like diamonds in the rough, these undervalued stocks possess the potential to shine brightly in an investment portfolio.

From Dust to Diamonds: 7 Undervalued Stocks With Sparkling Prospects

Bath and Body Works

Shift4 Payments

First Solar

Warner Bros Discovery Inc

Weightwatchers International Inc.

The artificial intelligence rally this year led by the “Magnificent 7” has been awesome if you owned those stocks.

6 Goldman Sachs Conviction List Top Growth Stock Picks With Massive Upside Potential

Arcos Dorados Hlds

MercadoLibre

NVIDIA

Planet Fitness

Tesla

Wingstop

Growth stocks caught a break recently. The Federal Reserve has held the target range for interest rates between 5.25%-5.50%.

7 Growth Stocks to Buy as Fed Maintains Status Quo

HubSpot

HubSpot and Salesforce both face near-term macro challenges. Both companies are cutting costs to boost their operating margins.

Better Buy: HubSpot vs. Salesforce

Airbnb

Amazon

Carnival

General Electric

PulteGroup

Royal Caribbean Cruises

West Pharmaceutical Services

The S&P 500 is up 12.5% so far in 2023, even with the market correction. But an equal-weight ETF is up just 1%.

These Are The 12 Stocks Driving The S&P 500 Higher In 2023

Enphase Energy

In the complexities of the market, finding stocks at lower prices that promise both stability and growth can be daunting. However, three tech giants belong in the seriously oversold tech stocks category, amidst the market's ups and downs.

3 Seriously Oversold Tech Stocks Worth Buying Now

Combining Airkit.ai's conversational AI capabilities with its Service Cloud, Salesforce (CRM) is likely to be able to offer enterprises smarter, more personalized and more efficient tools for engaging with their customers.

Salesforce (CRM) to Buy AI Customer Service Startup Airkit.ai

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 AI CRM, has been recognized as a Leader in the 2023 Gartner Magic Quadrant™ for Sales Force Automation Platforms for the 17th consecutive year. Significance: Powered by trusted AI and data, Salesforce's Sales Cloud delivers millions of AI-powered sales recommendations and insights to companies of all sizes across industries, helping them close deals and drive revenue faster. Driving the news: According to Gartner, “Gartner Magic Qua.

Salesforce Recognized as a Leader in the 2023 Gartner® Magic Quadrant™ for Sales Force Automation Platforms

We're upgrading Salesforce, Inc. to a buy. We believe weakness in the global IT spending environment is now priced into the stock and believe Salesforce top line results can remain resilient despite the current cautious IT spending environment. We think the company's price increase in August will reflect positively in its 2HFY24 financial performance.

Salesforce: Weakness Priced In, Growth Ahead

Salesforce's Q2 2023 results exceeded expectations, with total revenues and normalized EPS coming in at $8.6B (up 11% y/y) and $2.12 (up 78% y/y), respectively. Despite ongoing macroeconomic challenges, Salesforce is delivering profitable growth at scale, whilst investing aggressively to maintain its market leadership position in the era of AI. The stock is reasonably valued, and the risk/reward remains tilted in favor of long-term investors.

Salesforce Is A Tr(AI)lblazer, Catch It While You Can

Apple

B&G Foods

Bill.com

Clorox

Intuit

Microsoft

SentinelOne

Splunk

Here are some of the tickers on my radar for Tuesday, Sept. 19 taken directly from my reporter's notebook.

Here are the 13 stocks Jim Cramer is watching, including Amazon, Apple, Carnival

Salesforce is hiring back former executives to help the company improve its performance in a challenging economy

Salesforce turns to 'boomerangs,' luring back former execs to help reignite growth

RALEIGH, N.C.--(BUSINESS WIRE)--Red Hat, Inc., the world's leading provider of open source solutions, today announced that Salesforce (NYSE: CRM), the global leader in CRM, is standardizing its global hybrid cloud infrastructure on Red Hat Enterprise Linux. Helping the company to drive business transformation at scale to meet customer demand, Red Hat Enterprise Linux provides a more flexible and consistent foundation for security-enhanced hybrid cloud deployments. The platform enables Salesforc.

Salesforce Standardizes Global Hybrid Cloud Infrastructure on Red Hat Enterprise Linux

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 As Margins Improve Amid AI Push?

Recent Salesforce conference known as Dreamforce unveiled the Einstein 1 Platform that includes an AI trust layer and is representative of the future of generative AI.

Salesforce Shines Light On Prompt Engineering Trust Layer Advancements That Are The Future Of Generative AI

Artificial Intelligence is transforming Slack, the widely used workplace messaging platform, its CEO told AFP just nine months after taking on one of the most high profile jobs in Silicon Valley.

Slack CEO is ready to ride AI wave

Salesforce Inc announced that it is hiring 3,300 people across its departments just months after laying off 8,000 employees in January.   The cloud-based software company said recruitment efforts would include rehiring some “boomerangs,” or people who worked at Salesforce before going to a different company, according to its CEO.

Salesforce goes on hiring spree after layoffs this year

Salesforce will look to hire around 3,000 new employees, CEO Marc Benioff told Bloomberg this week. The company announced plans to lay off 10% of its staff earlier this year in a major cost-cutting effort.

Salesforce is hiring over 3,000 people, despite axing 10% of staff in brutal job cuts earlier in 2023

Salesforce Inc. is hiring again, after laying off about 10% of its staff earlier this year, according to a new report.

Salesforce to hire 3,300 people following layoffs earlier this year: report

Applied Materials

Lululemon Athletica

Many well-known, undervalued growth stocks can be bought now at cheaper prices. The key is for investors to know where to look to snap up these very growth stocks that can give their portfolio a shot in the arm.

News for Salesforce Stock (CRM)