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 is integrating AI into all business segments. The company has drastically improved its operating margin over the past few quarters.

Is Salesforce a Top AI Stock to Buy Right Now?

Oracle

Roku

AeroVironment

CrowdStrike

First Solar

GitLab

Southwest Airlines

Microsoft

ServiceNow

Block

Thermo Fisher Scientific

Toast

Zscaler

Here are some of the tickers on my radar for Wednesday, Sept. 6, taken directly from my reporter's notebook.

Here are the 14 stocks Jim Cramer is watching, including Oracle, Roku and Southwest

SANTA CLARA, Calif.--(BUSINESS WIRE)-- #propelpvm--Propel Software, creator of the first product value management (PVM) platform, announced new Salesforce AppExchange solutions to help drive products to market faster and deliver increased revenue. The new apps connect product and commercial teams to improve efficiency, mitigate risk, and increase product quality. Built natively on Salesforce, Propel is compatible with Commerce Cloud, Experience Cloud, Manufacturing Cloud, Revenue Cloud, Sales Cloud, and Ser.

Propel Software Expands Offerings on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace

BOSTON--(BUSINESS WIRE)-- #GRAX--GRAX Lite for free Salesforce backup and recovery is here! This solution enables businesses to prevent data loss and take back ownership of data.

GRAX Introduces Free Data Backup and Recovery Service for Salesforce

Global leaders in CCaaS and CRM expand partnership to help businesses drive more value from data and AI with Genesys Cloud CX and Salesforce Service Cloud SAN FRANCISCO , Sept. 6, 2023 /PRNewswire/ -- Genesys®, a leader in AI-powered experience orchestration, today announced a strategic collaboration with Salesforce (NYSE: CRM), the #1 AI CRM, to help businesses bring together their data, agents, bots and communication channels for smarter end-to-end customer and employee experiences.

Genesys and Salesforce Launch AI-Powered Customer Experience and Relationship Management Solution

Amazon

Axon Enterprise

General Electric

Lululemon Athletica

Workday

Experts and investors are bullish on U.S. stocks at this point. For example, multi-billionaire Ken Fisher recently called on investors to avoid selling their stocks.

The 7 Best Forever Stocks to Buy Now: September 2023

Adobe

Broadcom

Tech stocks have played a pivotal role in the latest rally, and I believe now is still a great time to enter. Particularly, three tech giants have emerged as trailblazers in an era of technology rapidly reshaping industries.

Strong Buy Alert: 3 Tech Stocks Practically Screaming ‘Buy Me Now'

Avery Dennison

Costco

PriceSmart

Shopify

Target

Walmart

The takeaway from Q2 earnings results for the retail sector is that consumer habits have changed. Once flush with stimulus cash and little to do but spend it, the consumer buys less discretionary items in favor of everyday items like food, health, and personal grooming.

5 Ways to Play Retail that will Profit in 2023

C3.ai

Dynatrace Inc

monday.com

Palantir Technologies

Snowflake

Software growth stocks outperformed in the first half of 2023. But will the artificial intelligence-driven rally be sustainable for software stocks?

Software Stocks To Watch Amid Artificial Intelligence-Generated Rally

The invention of generative artificial intelligence has triggered an arms race. All over the world, companies are investing in AI capabilities that will improve productivity and customer experiences.

3 AI Stocks to Invest In for Big-Time, Long-Term Gains

Salesforce stock (NYSE: CRM) has gained 67% YTD, as compared to the 17% rise in the S&P500 over the same period.

Salesforce Stock Is Undervalued

Home Depot

UBS Group AG

Exxon Mobil

With market uncertainty lingering as we move into autumn, now would be a good time for investors to put capital into some trusted blue-chip stocks. These are reliable companies that have market-leading positions, strong balance sheets, consistent earnings, and a history of providing shareholders with distributions in the form of dividend payments and stock buybacks.

The 7 Best Blue-Chip Stocks to Buy Now: September 2023

Salesforce.com (CRM) could produce exceptional returns because of its solid growth attributes.

Salesforce.com (CRM) is an Incredible Growth Stock: 3 Reasons Why

Boeing

Cisco Systems

McDonald's

Relative strength and cycles tell us what DJIA stocks to be long and short. These stocks are rated by their strength versus the market and by their cycle strength.

Dow Stocks To Trade In September

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

Are Computer and Technology Stocks Lagging Salesforce (CRM) This Year?

Salesforce beat expectations in its last quarter and again raised full-year guidance. The company looks well-positioned to weather a slowdown in the economy.

Salesforce Stock Is a Top Buy in a New Era for the Cloud

GlaxoSmithKline

JPMorgan Chase & Co

Medtronic

NVIDIA

Emulating the moves of hedge fund stock pickers, and some of the most successful hedge funds can produce sizable profits for retail investors. In fact, here are seven of the top institutional stock picks you may want to consider as we near the last few months of 2023.

7 Stocks Hedge Funds Are Loading Up On

Salesforce's Q2 earnings easily beat Wall Street's expectations. But the bears still see an aging tech giant with decelerating sales growth.

Salesforce Stock: Bear vs. Bull

Though some of the hype has died down, artificial intelligence (AI) is continuing to propel this year's market rally. After a short-lived pullback in August, technology stocks are once again gathering steam as the growth and adoption of generative AI drives revenues and profits.

Want to Get Rich? 3 Game-Changing AI Stocks to Buy Right Now

If topping Street expectations is good, increasing future expectations is even better: a few companies this week managed to both beat expectations and raise their guidance.  Salesforce.com, Inc. (NYSE:CRM), Inc. shares added more than 4% Thursday after the company's fiscal second-quarter results surpassed expectations, and prompted an upgrade to guidance.

Salesforce, Lululemon and others achieve elusive 'beat-n-raise' in strong earnings reports

IBM's partnership with Salesforce is likely to drive increased productivity and help accelerate business transformation of clients with generative AI.

News for Salesforce Stock (CRM)