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

Earnings data Q1 2023

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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 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.

Salesforce: The Pullback Presents an Opportunity

The market may not have been impressed with first-quarter earnings from Salesforce.com, Inc. (NYSE:CRM), as a rise in capital expenses overshadowed revenue and earnings beats, but analysts at Wedbush are.  In a note on Thursday, the broker confirmed its ‘Outperform' rating on the stock and raised its 12-month price target to $240 from $230 “reflecting increased confidence in the name.

Salesforce merits higher price target despite knee-jerk reaction to 1Q earnings, broker says

Salesforce shares dropped after the cloud-based enterprise software provider reported higher-than-expected spending and warned of changes in customer buying behavior.

Salesforce Shares Fall as Customers Watch Spending

The U.S. Supreme Court on Thursday gave Salesforce Inc's Slack Technologies another chance to avoid a lawsuit over the workplace communications software company's 2019 direct listing.

US Supreme Court throws out ruling against Slack over direct listing

Salesforce's (CRM) better-than-expected first-quarter performance reflects the benefits of accelerated digitalization and rapid adoption of cloud-based solutions.

Salesforce (CRM) Q1 Earnings & Sales Beat Estimates, Up Y/Y

Markets moved slightly higher as a debt ceiling measure moves through Congress. C3.ai shares fell sharply, giving back some of the stock's gains from May after reporting its financial results.

Investors Don't Like How These 2 AI Stocks Are Starting June

Shares of Salesforce Inc. CRM slumped 6.3% in premarket trading in the wake of the customer-relationship-management software company's fiscal first-quarter report, which was enough to push futures YM00 for the Dow Jones Industrial Average DJIA into the red. The implied price decline for the stock would shave about 92 points off the Dow's price.

Salesforce's stock selloff can be blamed for Dow futures trading lower

Salesforce Inc. took its discussion of artificial intelligence “to new decibels” alongside its latest earnings, but that talk wasn't enough to help its stock.

Salesforce's stock slumps as earnings show tech giant is ‘no longer a growth software company'

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the global leader in CRM, announced today that J.P. Morgan has unveiled its new Payments Partner Network – a marketplace powered by Commerce Cloud. The Payments Partner Network features third-party partners that are integrated with the J.P. Morgan Payments platform, making it easy for clients to discover, search, and learn more about relevant J.P. Morgan partner product solutions, unlocking opportunities for growth and efficiency. J.P. Mor.

J.P. Morgan Launches Payments Partner Network Powered by Salesforce Commerce Cloud

Salesforce reported profit and revenue that topped Wall Street estimates, while the company forecasts the current quarter revenue will top expectations.

Salesforce shares fall despite better-than-expected earnings

Salesforce, Inc. (NYSE:CRM ) Q1 2023 Earnings Conference Call May 31, 2023 5:00 PM ET Company Participants Mike Spencer - Executive Vice President, Investor Relations Marc Benioff - Chairman and Chief Executive Officer Brian Millham - President and Chief Operating Officer Amy Weaver - President and Chief Finance Officer Srini Tallapragada - Head of Engineering Conference Call Participants Kirk Materne - Evercore Elizabeth Porter - Morgan Stanley Brad Sills - Bank of America Brent Thill - Jefferies Mark Murphy - JPMorgan Brent Bracelin - Piper Sandler Raimo Lenschow - Barclays Karl Keirstead - UBS Kash Rangan - Goldman Sachs Operator Welcome to Salesforce Fiscal 2024 First Quarter Results Conference Call. All lines have been placed on mute to prevent any background noise.

Salesforce, Inc. (CRM) Q1 2023 Earnings Call Transcript

NVIDIA

CrowdStrike

Okta

Nvidia Corp. increased the fervor for artificial intelligence on Wall Street, but plunging software stocks showed Wednesday why betting that the chip maker's AI revenue will quickly ripple through the rest of the tech sector is a losing proposition.

Nvidia created an AI bubble, and software stocks are already paying the price

Salesforce (CRM) topped expectations in its fiscal first quarter, while providing strong guidance for the second and raising its full-year margin outlook.

Salesforce delivers a quarterly beat and raise, showing Benioff can deliver on profitability

Chewy

Nordstrom

While JOLTS illustrated a still-warm labor market, tech and retail companies reported Q1 earnings late.

Markets' May Ends Lower; CRM, CRWD, JWM Report

The headline numbers for Salesforce.com (CRM) give insight into how the company performed in the quarter ended April 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Salesforce.com (CRM) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Salesforce.com (CRM) came out with quarterly earnings of $1.69 per share, beating the Zacks Consensus Estimate of $1.61 per share. This compares to earnings of $0.98 per share a year ago.

Salesforce.com (CRM) Surpasses Q1 Earnings and Revenue Estimates

Shares of Salesforce Inc (NYSE: CRM) is trading down in extended hours even though the cloud company reported market-beating results for its first financial quarter. Should you buy Salesforce stock?

Salesforce Q1 earnings: ‘one of the best risk-rewards in software'

Amid turnaround efforts, the company lifts its margin goals for the year.

Salesforce Earnings Rise as Margins Grow

Shares of Salesforce.com, Inc. (NYSE:CRM) are down after hours Wednesday, even as the firm's first-quarter capital expenses overshadowed expectations beats on both the top and bottom lines.  The cloud software firm posted revenue of $8.25 billion in the three months ended April 30, up 11% year-over-year, and above expectations of $8.18 billion.

Salesforce's 1Q earnings beat sullied by rising capital expenses

Salesforce raised its full-year guidance and reported an earnings and revenue beat, but capital costs were higher than expected.

News for Salesforce Stock (CRM)