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

Applied Materials

Alphabet

Google has been working on AI for decades and is poised to lead the market as the technology emerges as a major selling point. Salesforce's new AI services demonstrate its readiness for the generative AI boom.

Future-Proof Your Portfolio With These 3 Top AI Stocks

The tech industry believes it is on the cusp of another big boom driven by AI tech. Salesforce could be leading it, with a giant list of new AI products in the works.

Salesforce is developing a ton of new AI products that could lead to 'a massive new buying cycle' Goldman Sachs and Morgan Stanley analysts believe

Salesforce has been talking more about its strategy in artificial intelligence. There should be new details at a special AI event on Monday.

Salesforce AI Day Is Coming. Here's What to Expect.

Investors' risk appetite rose thanks to economic data and the first-quarter earnings reports, driving growth stocks higher. Despite beating Wall Street estimates, Salesforce's full-year outlook left some investors disappointed.

Here's Why Salesforce Stock Rose 13% in May

CHICAGO--(BUSINESS WIRE)--Leading healthcare consumer experience platform League announced the addition of Spencer Korn as the newest member of its executive leadership team. Korn joins League after more than 13 years at Salesforce in their healthcare practice and will take the role of Senior Vice President of Sales and Business Development. For over 25 years, Spencer has worked at the intersection of enterprise technology and sales. A seasoned sales leader with a track record of driving except.

Former Salesforce Executive Joins Healthcare CX Platform Leader, League

Salesforce is making rapid progress in its transformation to a highly profitable business. Though 2023 is shaping up to be a lackluster year for cloud companies, Salesforce is still growing at a very healthy pace.

Salesforce Is Quickly Becoming a Highly Profitable Company -- Is the Stock a Buy?

Salesforce, Inc. (NYSE:CRM ) Bank of America 2023 Global Technology Conference Call June 7, 2023 6:20 PM ET Company Participants Bill Patterson - Executive Vice President and General Manager of C360 Applications Conference Call Participants Bradley Sills - Bank of America Merrill Lynch Bradley Sills Thanks so much for joining us here. Delighted to be welcoming Salesforce to the Conference.

Salesforce, Inc. (CRM) Bank of America 2023 Global Technology Conference (Transcript)

FOSTER CITY, Calif.--(BUSINESS WIRE)-- #AI--Conversica, Inc., the leading provider of AI-powered conversation automation solutions for enterprise revenue teams, today announced a partnership with Salesforce to combine its Generative AI-driven conversational platform with Salesforce Marketing Cloud. This will take digital marketing automation to a new level by using Generative AI as part of an active dialogue which is a large step beyond leveraging it to suggest creative content in outbound email or S.

Conversica Integrates Its Generative AI Conversational Platform With Salesforce Marketing Cloud in a Transformative Go-to-Market Initiative

Salesforce and Google Cloud are teaming up to help businesses leverage data and AI via a new strategic partnership. Announced this morning, the partnership will allow companies to use their data along with custom machine learning models to anticipate their customer's needs, execs from Google and Salesforce said.

Google Cloud and Salesforce team up to bolster AI offerings

SAN FRANCISCO--(BUSINESS WIRE)--Today at Connections, Salesforce (NYSE: CRM), the global leader in CRM, introduced its latest generative AI product offerings, Marketing GPT and Commerce GPT. With Marketing GPT, marketers will be able to automatically generate personalized emails, smarter audience segments, and marketing journeys. And with Commerce GPT, brands will be able to deliver personalized shopping experiences and customized offers that adapt to their customers' needs, using GPT-powered d.

Salesforce Unveils Marketing GPT and Commerce GPT to Personalize Every Campaign and Shopping Experience with Generative AI

SAN FRANCISCO & SUNNYVALE, Calif.--(BUSINESS WIRE)--Salesforce (NYSE: CRM) and Google Cloud today announced an expanded strategic partnership to help businesses utilize data and AI to deliver more personalized customer experiences, better understand customer behavior, and run more effective campaigns at a lower cost across marketing, sales, service, and commerce. Two new data and AI innovations will bring real-time data sharing with enhanced predictive and generative AI capabilities, so busines.

Salesforce and Google Cloud Announce Expanded Strategic Partnership to Unlock the Power of AI, Data, and CRM

Benioff just shook up Salesforce's leadership, bringing several former execs back to the company.  The changes shifted more responsibility to President and COO Brian Millham.

Salesforce CEO Marc Benioff and his fast-rising COO Brian Millham tell us where the software giant is headed after 'a difficult time'

Salesforce beats overall despite slowing growth pace. However, its guidance came in worse-than-expected, which led to the slump in shares post earnings.

Salesforce Slumps Despite Q1 Beats: ETFs in Focus

NVIDIA

Palo Alto Networks

According to Marketbeat.com's analyst tracking tools, the most upgraded stocks in May are NVIDIA NASDAQ: NVDA, Palo Alto Networks NASDAQ: PANW, and Salesforce.com NASDAQ: CRM. The single unifying factor with all of these names is AI, which led to market-beating performance and increased guidance.

The Most Upgraded Stocks In May Are Moving Higher

WALTHAM, Mass.--(BUSINESS WIRE)--YOTTAA, Inc., the leading cloud platform for accelerating and securing digital commerce experiences, today announced that it will be presenting with Pet Supermarket at Salesforce Connections, an annual conference that brings together marketing, commerce, and customer-obsessed innovators for two full days of innovation and inspiration. Salesforce Connections takes place June 7-8, 2023, at McCormick Place in Chicago, IL. During their speaking session at Connection.

Pet Supermarket to Detail the Benefits of Optimizing Digital Commerce Experiences at Salesforce Connections

Cisco Systems

Microsoft

Salesforce jumped double-digits as it promised new AI products. Microsoft Azure's OpenAI customers nearly doubled in the month.

Can You Still Buy the Dow Jones' Best-Performing May Stocks?

Axcelis Technologies

Broadcom

Green Brick Partners

HubSpot

Rambus

Rambus, Axcelis, Broadcom, HubSpot, Salesforce and Green Brick have run up over 50% in 2023 and are in profit zones.

Time To Take Profit On Six Winners With Huge Gains?

Salesforce said it would no longer divulge the individual revenue numbers of acquired companies including Slack and Tableau in its quarterly earnings filings and instead focus on percentage changes.

Salesforce stops reporting individual revenue figures for Slack and Tableau

Shares of Salesforce Inc. NYSE: CRM are down following the Q1 earnings release, but the market is already buying the dip. The news and guidance were better than the analysts' forecasts, but the market secretly hoped for more, so the price moved lower.

Salesforce: Time to Snap it Up as the Market Buys the Dip?

Salesforce reported better-than-expected Q1 earnings and revenues and raised its EPS outlook for FY 2024. The company generated $4.25B in free cash flow in Q1, with a free cash flow margin of 51.5%. Shares are attractively valued with a P/E of 24X.

Salesforce Q1: Still A Strong Buy

Salesforce's CEO Marc Benioff touted his company's quick addition of generative AI across key services. While adding this cutting-edge technology, Salesforce can still beat its growth and profit margin expectations.

Marc Benioff Predicts Generative AI Will Be "Revolutionary" -- But Will It Transform Salesforce Stock?

C3.ai

Two tech stocks receiving considerable attention from Wall Street going into their quarterly reports yesterday were Salesforce (CRM) and C3.ai (AI).

Time to Buy Salesforce (CRM) or C3.ai (AI) Stock After Earnings?

Salesforce, Inc. (NYSE:CRM ) Jefferies Software Conference Call June 1, 2023 2:00 PM ET Company Participants Brian Millham - President and Chief Operating Officer Conference Call Participants Brent Thill - Jefferies Brent Thill Brian Millham is with us, President and CEO of Salesforce, really excited to have you here. Thanks for making the trip, especially after earnings.

Salesforce, Inc. (CRM) Jefferies Software Conference - (Transcript)

Salesforce Inc (NYSE:CRM) is at the bottom of the Dow today, down 3.8% to trade at $213.94 at last glance.

Behind Salesforce Stock's Post-Earnings Slide

Salesforce Inc. ( CRM , Financial), a global leader in customer relationship management software, reported better-than-expected earnings for the first quarter of fiscal 2024 on May 31.

News for Salesforce Stock (CRM)