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

Chewy

Victoria's Secret & Co

Salesforce.com, Inc. (NYSE:CRM) will be watched closely on Wednesday with its results scheduled to come out after the closing bell. The software company is expected to report earnings of $1.90 per share on revenue of $8.52 billion.

Salesforce, Chewy, Victoria's Secret to report earnings Wednesday: day ahead

Advanced Micro Devices

Amazon

Eight months into 2023, and we're finally seeing the technology sector booming! The industry has surprised investors with the hype around Artificial Intelligence (AI).

3 Tech Stocks That Every Growth Investor Should Own Now

Salesforce Inc. is expected to highlight its AI products in its earnings report, but analysts cation that business spending hasn't been as robust as expected.

Salesforce is on the AI train, but that won't guarantee blowout earnings

Apple

Disney

Netflix

Following a round of spring cleaning that resulted in more than 120,000 layoffs, employers are beefing up staff with specialists in AI and machine learning.

After a wave of layoffs, tech is hiring for AI jobs

Salesforce's (CRM) Q2 revenues and earnings may have benefited from the solid adoption of cloud-based solutions amid the ongoing digital transformation initiatives adopted by organizations.

Digital Transformation to Aid Salesforce's (CRM) Q2 Earnings

Prudential tomorrow will be all about the situation in China and how it is affecting key Hong Kong operations, but it is also the day new chief executive Anil Wadhwani to explain his plans for the group. US bank Jefferies suggested the news would be good in June, but the property crisis and Chinese economy have worsened considerably since then.

Can Prudential dodge the China crisis? Salesforce also updates: Day ahead

CrowdStrike

Pure Storage

Before markets opened on Tuesday, Best Buy beat consensus earnings per share (EPS) and revenue estimates, and it issued in-line guidance for fiscal 2024.

Earnings Previews: Chewy, CrowdStrike, Pure Storage, Salesforce

Downtown San Francisco's climb out of the COVID slump exemplified by empty streets, vacant office buildings and a homelessness crisis is expected to get a boost in a few weeks from the city's biggest tech conference.

Salesforce is hosting the biggest AI show in the U.S. in a few weeks

Analysts at Wedbush expect the “Comeback Kid” Salesforce.com, Inc. (NYSE:CRM) to share more positive news when it hands down its second quarter results on Wednesday, August 30. They expect Salesforce to deliver headline results that should modestly beat Street expectations.

Salesforce 2Q earnings beat expected to cement ‘Comeback Kid' status

Salesforce has a high P/E ratio of 550, but Morningstar displays a P/E of 34, suggesting further analysis is needed. Depreciation and amortization expenses should not be included in the valuation of Salesforce in my opinion, as they are unlikely to materially affect the fundamental quality of the company's business. Salesforce's restructuring expenses are also expected to be short-lived.

Salesforce: Undervalued Based On Adjusted Earnings

While digital transformation and the growing adoption of generative AI-enabled solutions are likely to have boosted Salesforce's (CRM) top line in Q2, cost-cutting initiatives are expected to have driven the bottom line.

Salesforce (CRM) to Report Q2 Earnings: What's in the Offing?

Consumers may expect better service as AI advances—but they don't trust companies to be responsible about it. We may still be grappling with the implications of AI, but here's an important question: How are AI and other new technologies shaping consumer expectations?

Salesforce: A surprising number of consumers trust companies to use AI ethically

Intel

Johnson & Johnson

Form 13Fs provide investors with a snapshot of what Wall Street's brightest minds have been buying and selling. The iconic Dow Jones Industrial Average is comprised of 30 generally profitable, time-tested, multinational businesses.

3 Widely Owned Dow Stocks Prominent Billionaires Are Selling

Best Buy

Earnings reports from Best Buy, HP, Salesforce, Broadcom, Dollar General, and more. Plus, August jobs data, July core PCE inflation, and the July JOLTS report.

Jobs and Inflation Data, Salesforce and Best Buy Earnings, and More to Watch This Week

Five Below

CrowdStrike, Five Below, and Salesforce are all reporting quarterly results after the market close next Wednesday. CrowdStrike is hoping to deliver another "beat and raise" performance.

3 Big Stocks to Watch Next Week

Broadcom

The earnings calendar has gotten a lot smaller after Q2 earnings season, but Salesforce is one of several software stocks set to report.

Earnings Calendar Spotlight: Salesforce, Broadcom Headline Busy Week Of Technology Reports

Shift4 Payments

First Solar

Warner Bros Discovery Inc

Weightwatchers International Inc.

With 2023 rolling along in reasonably good fashion for stock investors, the biggest buzz this year has of course been the artificial intelligence melt-up.

5 Top Goldman Sachs Stock Picks Have 50% to 80% Upside Potential

Alphabet

Cloud computing continues to be one of the fastest-growing segments of the technology industry. Fortune Business Insights forecasts that revenue generated from cloud computing will grow from $677.95 billion in 2023 to $2.43 trillion by 2030, representing a compound annual growth rate (CAGR) of 20%.

These Are the ONLY 3 Cloud Computing Stocks to Consider in August 2023

Adobe

Synopsys

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

3 Software Stocks to Watch for in a Flourishing Industry

BOSTON--(BUSINESS WIRE)--Catchlight today announced it has launched Catchlight℠ Integration for Salesforce on Salesforce AppExchange, empowering customers to access and employ Catchlight's wealth of data insights without needing to exit their CRM environment. Advisors can view the insights Catchlight generates for their prospects, such as estimated liquid investable assets, projected client revenue, age and income ranges, and more directly within Salesforce. The Catchlight Score℠, a unique pred.

Catchlight Announces Catchlight Integration for Salesforce on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace

Tools like AI-generated product recommendations, and social media ads are expected to be key factors in driving sales during a challenging holiday season.

Salesforce Predicts AI Will Drive $194 Billion In Online Holiday Sales

Qualys

TDCX

The stock market has been on a volatile ride in 2023, as investors grapple with the effects of higher interest rates, slowing consumer and business demand, and geopolitical uncertainties. However, most U.S. equities have benefitted from better-than-expected economic growth in the United States, as reflected by the rise of major indices like the S&P500 and the Nasdaq.

The 3 Most Undervalued Growth Stocks to Buy Now: August 2023

Microsoft

NVIDIA

Aramark

Baidu

Campbell Soup

GXO Logistics

Hasbro

Intuit

Mastercard

SoFi Technologies

Upstart Holdings

Visa

Zoom Video

Here are some of the tickers on my radar for Tuesday, Aug. 22 taken directly from my reporter's notebook.

News for Salesforce Stock (CRM)