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 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

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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.com (CRM) possesses solid growth attributes, which could help it handily outperform the market.

3 Reasons Growth Investors Will Love Salesforce.com (CRM)

SAN RAMON, Calif.--(BUSINESS WIRE)-- #CloudERP--Rootstock Software will showcase Salesforce thought leaders and enterprise solutions at its 2023 Rooted-In Manufacturing Conference in NOLA, Nov. 6-8.

Rootstock Software to Showcase Salesforce Thought Leaders and Enterprise Solutions at 2023 Rooted-In Manufacturing

Adobe

Advanced Micro Devices

Salesforce.com NASDAQ: CRM, Adobe NASDAQ: ADBE, and Advanced Micro Devices NASDAQ: AMD have multiple tailwinds in common that could see their shares rocket higher in Q3. Among them is the shift to AI, a shift that is underpinning the results and outlook.

3 Hot Charts Ready To Blast Off In Q3

ASML Hld

Copa Hlds

On Holding AG

Dow Jones software giant, along with ONON stock, ASML and Copa Airlines, triggered sell signals in the struggling stock market rally.

Dow Jones Software Giant Salesforce, 3 Other Leaders Trigger Sell Signals

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 AI Tools Boost Software Platform?

Salesforce is a recognized CRM leader, as its global market share has reached 23% in 2022. Its customer base is huge and growing: more than 150K clients in 181 countries. The company's mission is to “help businesses create meaningful connections with their customers”. The natural evolution for such a leader is its generative AI Einstein GPT, officially presented on June 12th Salesforce AI Day by the Company CEO Marc Benioff and his Team.

My Favorite AI Is A Salesforce Guy Whose Name Is Einstein GPT

Salesforce stock has risen over 61% this year due to expectations of slower rate hikes and strong top-line growth. Is now still a good time to invest in Salesforce from a technical analysis perspective? We break down Supply & Demand, Momentum, and Mean Reversion trends to better understand what could happen next.

Salesforce: Buy The Dip (Technical Analysis)

Salesforce is focusing on profitability and has shown more discipline in its corporate strategy. The company's valuation is attractive, with aggressive margin growth justifying a low-20s P/E multiple. Growth in each of the company's core cloud verticals is sustaining above double digits, showcasing the strength of its sales engine.

Salesforce: This Dip Is An Easy Buy

Salesforce stock is finally trading near 52-week highs. The company is showing resilient revenue growth amidst a tough macro environment, highlighting the strength of its wide product suite. The company has unveiled its generative AI product offerings, officially making it an AI stock.

Salesforce: Generative AI, Rising Profit Margins, Share Repurchases To Boost Stock

NVIDIA

Snowflake

Billionaire investor George Soros loaded up on AI chip makers while dumping stakes of some large cloud software names, according to a Securities and Exchange Commission filing late Friday.

George Soros loads up on AI chip-makers Nvidia and AMD; sells Salesforce and Snowflake

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

Salesforce Announces Timing of its Second Quarter Fiscal 2024 Results Conference Call

MEMPHIS, Tenn.--(BUSINESS WIRE)--Streem today announced it has launched StreemCore® Remote Video Assistance for Salesforce on Salesforce AppExchange, empowering customers to add a video support tool to their Salesforce workflows easily. StreemCore is an enterprise no-download video tool that helps companies quickly see what their customers see to reduce support diagnosis and resolution times. Streem is currently available on AppExchange at https://appexchange.salesforce.com/appxListingDetail?li.

Streem Announces StreemCore® - Remote Video Assistance on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace

Amazon

DigitalOcean Holdings

Alphabet

Microsoft

Cloud computing has witnessed strong rebound on the back of emerging tech trends. The ISE CTA Cloud Computing Index is up 35.8% this year. In Q1, spending on global cloud infrastructure rose $10 billion from Q1 2022.

Head In The Clouds: These Cloud Stocks Are Benefitting From This Year's Top Tech Trends

Amgen

Boeing

Cisco Systems

Chevron

Disney

Dow Inc

Goldman Sachs

Honeywell

Intel

JPMorgan Chase & Co

Coca-Cola

Merck

NIKE

Travelers

Verizon

Walgreens

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation is also a consideration.”–Dow Jones & Co. The highest-yield 10 stocks are August's Dogs of the Dow: CSCO, KO, GS, AMGN, CVX, IBM, DOW, MMM, WBA, and VZ, averaged a 4.63% annual yield. Thirty Dow stocks represent nine of eleven sectors. Dow Jones tracks utilities as a separate index and omits real estate. Broker top-ten target-estimated August net-gains ranged 15.75%-33.3%, topped by VZ 8/4/23.

Buy 2 August Dogs Of The Dow, Watch 5

NEW YORK--(BUSINESS WIRE)--Scott+Scott Attorneys at Law LLP (“Scott+Scott”), an international securities and consumer rights litigation firm, is investigating whether certain directors and officers of Salesforce, Inc. (“Salesforce”) (NYSE: CRM) breached their fiduciary duties to Salesforce and its shareholders. If you are a Salesforce shareholder, you may contact attorney Joe Pettigrew for additional information toll-free at 844-818-6982, or jpettigrew@scott-scott.com. Scott+Scott is investigat.

INVESTIGATION ALERT: Scott+Scott Attorneys at Law LLP Investigates Salseforce, Inc.'s Directors and Officers for Breach of Fiduciary Duties – CRM

CINCINNATI--(BUSINESS WIRE)--Great American's Specialty Equipment Division is pleased to announce an embedded coverage solution to equipment finance companies using Salesforce.

Great American Insurance Group Launches Salesforce Component for Equipment Finance

Apple

GE HealthCare Technologies Inc

While you might never become a billionaire, you can certainly invest in top stocks billionaires are buying thanks to the wonderful combination of free Internet and Form 13F disclosures (as mandated by the U.S. Securities and Exchange Commission). Now, to be clear, just because you're buying billionaires' favorite stocks doesn't necessarily guarantee success.

7 Top Stocks Billionaires Are Loading Up On

Salesforce today announced Einstein Studio, a new experience that allows users to connect and train their own custom AI models on Data Cloud.

Salesforce launches Einstein Studio for training AI models with Data Cloud

TAMPA, Fla.--(BUSINESS WIRE)--OnTask eSignature for Salesforce has launched on Salesforce AppExchange for customers to easily create, send, sign, and track contracts and documents.

OnTask Announces OnTask eSignature for Salesforce on Salesforce AppExchange, the World's Leading Enterprise Cloud Marketplace

Procter & Gamble

Visa

Salesforce.com has been at the cutting edge of cloud computing and artificial intelligence before either was on the radar of mainstream investors. Consumer goods outfit Procter & Gamble's incredible pricing power has allowed it to become one of the market's strongest dividend payers.

3 Dow Stocks to Buy More of in August

Salesforce Inc.'s stock has been riding the wave of frenzied interest in artificial intelligence, but perhaps Wall Street is getting too upbeat about the company's ability to benefit from the hot trend — at least in the near term.

Salesforce's AI-fueled stock rally may need to cool — and Morgan Stanley prefers another software play

Morgan Stanley analyst Keith Weiss sees few near-term catalysts for Salesforce stock, which he downgraded to Equal Weight from Overweight.

Salesforce Stock Is Slipping. Morgan Stanley Downgrades After a Rally.

Exxon Mobil

Share buybacks (also called stock buybacks or stock repurchases) are a common way for a publicly traded company to deliver value to its shareholders. As the name implies, a share buyback is a board-approved action that allows a company to buy shares of its own stock on the secondary market.

3 Companies with the Biggest Share Buybacks

DexCom

Paycom Software

Arch Capital

Best Buy

Subscribers to  Chart of the Week  received this commentary on Sunday, July 23.

News for Salesforce Stock (CRM)