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 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

Earnings data Q4 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.

Salesforce excels in Q3 2025 with Agentforce driving growth

Salesforce's Q3 2025 showcased robust financial performance and strategic initiatives driving growth.
Agentforce and the More Core initiative are key drivers of innovation and customer value.
Challenges lie in ensuring seamless adoption and competitive positioning in the market.

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'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.

Salesforce: Advisable To Remain On The Sidelines, For Now

Salesforce is expected to report strong Q3 2024 earnings, with significant revenue growth. The company's financial performance in Q2 2024 showcased its strategic initiatives and growing demand for its CRM solutions. Technical analysis of Salesforce's stock price suggests a bullish trend, with potential for a breakout and continued upward momentum.

Salesforce Presents Technical Strength Ahead Of Q3 Earnings

Beyond analysts' top -and-bottom-line estimates for Salesforce.com (CRM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended October 2023.

Exploring Analyst Estimates for Salesforce.com (CRM) Q3 Earnings, Beyond Revenue and EPS

CrowdStrike

Samsara

Nutanix

Snowflake

Workday

Zscaler

The post-Thanksgiving earnings calendar is filled with reports in the software sector, including Dow Jones stock Salesforce.com.

Earnings Calendar Spotlight: 7 Fast-Growing Software Stocks To Watch

Baidu

Super Micro Computer

The complete collapse of OpenAI over the weekend caught everyone by surprise. The privately held artificial intelligence (AI) outfit fired its CEO and co-founder Sam Altman leading several top people at the firm to quit in protest.

3 AI Stocks Poised to Mint Millionaires

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 AI CRM, today announced it has granted equity awards under its 2014 Inducement Equity Incentive Plan (the "Plan") to new employees who joined Salesforce in connection with the acquisition of Airkit.ai. The Plan was adopted by the Salesforce Board of Directors in July 2014, in accordance with New York Stock Exchange Rule 303A.08. Through the Plan, Salesforce granted a total of 50,346 restricted stock units ("RSUs") to 26 Airkit.ai em.

Salesforce Grants Equity Awards to Airkit.ai Employees Under Its Inducement Equity Incentive Plan

Salesforce.com, Inc. (NYSE:CRM) is slated to report earnings after the market closes on November 30 when the company will look to top earnings expectations as it has each of the last four quarters.  Analysts at Jefferies believe the company is positioned to do just that, thanks in part to a low bar.

Salesforce poised to extend earnings surprise streak next week

Intel

Microsoft

Procter & Gamble

Defying a tepid Dow, we have narrowed our search to five blue-chip (components of Dow) stocks are: MSFT, MMM, CRM, INTC, PG.

5 Top Blue-Chip Stocks to Gain From Recent Market Rally

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce Updates Timing of its Third Quarter Fiscal 2024 Results Conference Call.

Salesforce Updates Timing of its Third Quarter Fiscal 2024 Results Conference Call

Adobe

Cadence Design Systems

Computer Software industry participants like Adobe (ADBE), Salesforce (CRM) and Cadence Design Systems (CDNS) benefit from steady digital transformations and strong adoption of cloud computing despite macroeconomic turbulence.

3 Software Stocks to Watch for in a Prospering Industry

Salesforce chief executive Marc Benioff has looked to entice staff from OpenAI to his company as the ChatGPT creator faces backlash over the dismissal of chief executive Sam Altman. Following threats by hundreds of staff to quit unless Altman was reappointed, Benioff took to X - formerly Twitter Inc (NYSE:TWTR) - to offer the same group jobs at Salesforce.

Salesforce boss offers OpenAI staff jobs on X

LONDON--(BUSINESS WIRE)--Clayton (getclayton.com) announced it has appointed Brian Olearczyk as its Chief Growth Officer to drive expansion in the US market. With experience in the Salesforce ecosystem, Brian will be pivotal in leading Clayton's growth, expanding upon an already impressive footprint of over 500 teams. With Brian's help, Clayton will continue to help even more engineering teams build secure, well-architected applications on the platform efficiently. “We are thrilled to welcome B.

Brian Olearczyk Joins Clayton as Chief Growth Officer, Driving US Expansion of Salesforce Code Health & Security

In the most recent trading session, Salesforce.com (CRM) closed at $225.13, indicating a +1.77% shift from the previous trading day.

Salesforce.com (CRM) Laps the Stock Market: Here's Why

Marc Benioff wants researchers that leave OpenAI to join Salesforce Inc (NYSE: CRM). Shares of the cloud company ended nearly 2.0% up today.

Salesforce offers matching compensation to OpenAI researchers

Over 700 OpenAI employees have signed a letter saying they will leave the company after its Board fired CEO Sam Altman.

Salesforce CEO Offers Jobs To Any OpenAI Researchers Who Resign

NVIDIA

Splunk

The most upgraded stocks in November, the top seven listed on MarketBeat's platform, all have two things that aren't surprising in common. The first is that they are all monetizing AI.

The most upgraded stocks in November have two things in common

Boeing

2 Dow 30 stocks to watch in the stock market today.

2 Dow Jones Stocks To Watch In November 2023

BuildABear

CBRE Group

Domino's Pizza

Alphabet

Signature Bank

It's crazy to think what was going on in 2004. The Boston Red Sox won their first World Series in 80 years.

8 Companies That Had Their IPO in 2004: Best and Worst Performers

Advanced Micro Devices

Taiwan Semiconductor Manufacturing

As 2023 comes to a close, United States equities investors may be interested in thinking about what kinds of tech companies will do well next year. The Nasdaq is returning more than 36% after entering “correction territory” in the October.

3 Big Tech Stocks Likely to Outperform the Nasdaq in 2023

Apple

Pfizer

Tesla

The Xi dinner was a hot ticket for CEOs of America's most prominent companies, and a chance to rub elbows with high-ranking Chinese government ministers.

Tim Cook, Elon Musk, Steve Schwarzman spotted at Xi Jinping dinner with U.S. CEOs

2023 has been a volatile one for the equities markets, especially for the tech sector. The S&P 500 and the Nasdaq, two of the most widely followed indexes, have experienced significant swings in performance, as investors reacted to changing economic conditions, interest rates and earnings reports.

3 Oversold Large-Cap Tech Stocks with Terrific Upside Potential

Here is how Salesforce.com (CRM) and Datadog (DDOG) have performed compared to their sector so far this year.

Is Salesforce (CRM) Outperforming Other Computer and Technology Stocks This Year?

COLUMBUS, Ohio--(BUSINESS WIRE)-- #DataProtection--New Veeam Backup for Salesforce v2 eliminates the risks of Salesforce data and metadata loss from human, integration, and corruption errors.

Veeam Announces Updates to Backup for Salesforce on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace

Salesforce.com (CRM) concluded the recent trading session at $215.28, signifying a +0.77% move from its prior day's close.

Why the Market Dipped But Salesforce.com (CRM) Gained Today

Longtime Salesforce executive Denise Dresser has been appointed CEO of Slack, according to Marc Benioff.

News for Salesforce Stock (CRM)