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 Q4 2022

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Earnings data Q4 2023

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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

Disney

Walt Disney plans to transition away from its use of Slack as a companywide workplace collaboration system, after a hacking entity leaked online more than a terabyte of company data, the Wall Street Journal reported on Thursday, citing a memo.

Disney to stop using Salesforce-owned Slack after hack exposed company data, WSJ reports

American Assets

Agree Realty

Cousins Properties

DoorDash

Highwoods Properties

Kilroy Realty

Microsoft

Netflix

National Retail Properties

Realty Income Corp

REITs are attractive for income investors due to their high dividend payouts, and office REITs, in particular, offer solid long-term upside as office activity could see an increase in 2025/2026. Kilroy Realty Corp. has underperformed its peers but offers a 5.7% dividend yield, a well-covered payout ratio, and a strong balance sheet with investment-grade credit. American Assets Trust has shown better recent performance with a 15.14% share price increase, solid balance sheet, and growth potential in affluent areas like San Diego and Honolulu.

Two Dividend-Yielding REITs With Solid Upside Potential

PHILADELPHIA--(BUSINESS WIRE)-- #HRTech--Phenom Named AI Awards 2024 Finalist — Four Products, Across Two Categories.

Phenom Named AI Awards 2024 Finalist — Four Products, Across Two Categories

NVIDIA

It's Fed decision day—and it'll be difficult for the chip maker's shares to make gains until investors have more clarity about the central bank's next move.

Nvidia Stock Slips. Why Investors Are Looking Past a New AI Deal with Salesforce.

At Salesforce's annual Dreamforce conference in San Francisco, CEO Marc Benioff told CNBC's Jim Cramer on Tuesday about the real-life use cases for his company's new artificial intelligence product, "Agentforce," saying the technology can help overworked medical professionals. "Our doctors and our nurses are just way burnt out after the pandemic," Benioff said.

Salesforce CEO describes new AI product's real-life use case in healthcare

The San Francisco companies said the collaboration will develop autonomous-agent and interactive-avatar experiences.

Salesforce Taps Nvidia to Develop AI-Powered Avatars

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM) and NVIDIA today announced a strategic collaboration to develop advanced AI capabilities for the enterprise with autonomous agent and interactive avatar experiences. The companies will work together to deliver optimized predictive and generative AI workflows by bringing together the NVIDIA AI platform, which includes accelerated computing and AI software, with the Salesforce Platform and Agentforce. With this collaboration, Agentforce agent.

Salesforce and NVIDIA Forge Strategic Collaboration to Advance AI Agent Innovation

MENLO PARK, Calif. and LONDON, United Kingdom, Sept.

InvestorFlow Announces AI Collaboration with Salesforce to Transform Private Markets

DENVER--(BUSINESS WIRE)--Formstack, a leading online form-building and workflow software provider, today announced the expansion of Formstack for Salesforce native forms, which now includes all Formstack plans – Native Standard, Native Essentials, and Native Professional. Formstack, which supports more than 32,000 customers worldwide, was the first forms software solution to provide a native Salesforce option. Today, all Formstack Salesforce plans for forms are fully native. Some providers clai.

Formstack Expands First-to-Market Fully Native Salesforce Forms Platform to Include All Plans

After the shaky start of the month, it seems like a September correction will be difficult to avoid.

Worried About a September Correction? 2 Smart Stocks to Rotate Into

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 AI CRM, today announced the Agentforce Partner Network, a global ecosystem of leading partners building new third-party AI agents and agent actions for Agentforce. Customers can easily install these trusted third-party extensions from the Salesforce AppExchange to customize Agentforce's out-of-the-box agents, build new agents with specific skills, or deploy partner-built agents for specialized industry, line of business, or function.

Salesforce Introduces Agentforce Partner Network — The World's First Agent Ecosystem

SAN FRANCISCO & SUNNYVALE, Calif.--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 AI CRM, and Google Cloud today announced an expanded partnership to create Salesforce Agentforce Agents that help people collaborate securely across Salesforce Customer 360 and Google Workspace apps. Salesforce's launch of Agentforce extends the existing bidirectional integrations between Salesforce and Google Workspace, allowing mutual customers to easily deploy autonomous agents that can take action and work se.

Salesforce and Google Cloud Join Forces to Deliver Autonomous AI Agents That Collaborate Across Salesforce and Google Workspace

SAN FRANCISCO--(BUSINESS WIRE)--DREAMFORCE – DigitSec, provider of the patented SaaS Security Scanner, today announced that its DigitSec platform now integrates with Salesforce's Security Center product. Salesforce Security Center allows users to organize permissions and controls into an easy-to-use dashboard. Salesforce Security Center's single view helps organizations with compliance and increases security by providing awareness, insights, and enabling actions. The integrated solution can hel.

DigitSec Announces Integration With Salesforce Security Center

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM) continues to build momentum with Data Cloud, the heartbeat of the Salesforce Platform and foundation of Agentforce. The growth is fueled by strong business demand for unified data to deliver more personalized, contextually relevant, and timely customer experiences across the Customer 360 applications, Flow, analytics and Agentforce, Salesforce's groundbreaking suite of autonomous AI agents. Building on that momentum, Salesforce today introd.

Salesforce Data Cloud Momentum Soars with Rising Adoption and New Innovation That Brings Trusted Data to Agentforce

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 AI CRM, today announced an expanded collaboration with premier luxury fashion destination Saks Fifth Avenue to transform its luxury shopping experience using the Salesforce Platform, including Customer 360 apps and, soon, Data Cloud and Agentforce. With a deeper understanding of customer preferences and a seamless customer journey, Saks will be able to deliver even more personalized service, foster greater customer loyalty, and push.

Salesforce Expands Partnership with Saks Fifth Avenue

Enphase Energy

Intuitive Surgical

Investors are on edge as the Federal Reserve prepares to make its next interest rate decision. While some scramble for cover, seasoned investors seek opportunities in companies poised to weather the storm and thrive, regardless of the Fed's move.

Rate Cuts or Not, These 3 Stocks Are Poised to Outperform

The cloud pioneer hopes AI agents make a splash at its Dreamforce conference and rejuvenate growth prospects.

Salesforce Needs to Sell Its Latest AI Vision

As part of Salesforce's massive tech conference, Dreamforce, taking place this week in San Francisco, its VC arm, Salesforce Ventures just announced a new $500 million fund dedicated to AI companies. This is significant for several reasons.

Salesforce Ventures ups its AI fund to $1 billion, doubling it again

CAMBRIDGE, England--(BUSINESS WIRE)--Gearset, the leader in Salesforce DevOps solutions, today announced the acquisition of Clayton, a cutting-edge code analysis platform designed specifically for Salesforce. The strategic acquisition is Gearset's first, following years of rapid growth fueled by a $55 million growth investment from Silversmith Capital Partners. In that time, Gearset has launched several products and upgrades, and reached the milestone of surpassing 2,500 customers — four times.

Gearset Acquires Clayton to Strengthen Salesforce DevOps Offering

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the world's #1 AI CRM, ahead of the company's annual Dreamforce conference, today announced $23 million in new grants to U.S. school districts and global education nonprofits to equip students with the skills needed for future success. Salesforce's 12-year commitment to education has now reached $150 million in grants to schools across the country. And, Marc and Lynne Benioff will donate an additional $3 million to DonorsChoose to support.

Salesforce Gives $23M to Education to Help the AI Generation Unlock Critical Skills

UiPath

Snowflake

Snowflake operates a platform for data analysis by collating disparate sets of data, and it has a growing total addressable market. Salesforce has a cloud-based platform and is a market leader in customer relationship management (CRM) software, analytics, and applications.

3 Growth Stocks That Could Skyrocket in 2024 and Beyond

Alphabet

Taiwan Semiconductor Manufacturing

AI stocks have driven the bull market for the last two years. Good value in AI stocks can be hard to find.

3 Incredible Artificial Intelligence (AI) Stocks I'm Planning to Buy If the September Sell-Off Continues

Lennar

A pivotal week will revolve around the Fed's expected rate cut, but Salesforce, FedEx and Lennar will also make news.

Stock Market Heads Into Pivotal Week: Rate Cuts, Salesforce AI, Lennar Earnings

NEW YORK, NY / ACCESSWIRE / September 13, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Salesforce, Inc. ("Salesforce") (NYSE:CRM) concerning possible violations of federal securities laws. On May 29, 2024, Salesforce reported its fiscal Q1 2025 financial results.

ATTENTION Salesforce, Inc. Investors: You May Have Been Affected by Fraud - Contact Levi & Korsinsky to Discuss Your Rights

Salesforce stock has underperformed amid slowing revenue growth. Will Agentforce, a new AI autonomous agent, spur growth in 2025?

News for Salesforce Stock (CRM)