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

San Francisco, USA, and Stockholm, Sweden – April 12, 2023 – Sinch, which powers meaningful conversations between businesses and their customers through its Customer Communications Cloud, today announced its strategic collaboration with Salesforce. Sinch is a strategic supplier for Salesforce's global SMS delivery and provides enterprise-grade messaging solutions that support Salesforce and its global customer base.

Sinch announces strategic collaboration with Salesforce through enterprise-grade messaging solution

Adobe

Amazon

Datadog

Microsoft

Palo Alto Networks

Snowflake

The dynamic cloud computing realm has given investors remarkable opportunities to capitalize on high-growth stocks. Though the sector was under duress amidst the stock market rout last year, the potential for cloud-computing growth stocks remains stronger than ever.

The 7 Best Growth Stocks to Buy in the Cloud Computing Sector

Speculative tech stocks are again gaining attention after an increasing hope that the economy is getting back on track after a tumultuous year. One major silver lining is that interest rate hikes have slowed.

3 Super Speculative Tech Stocks That Could Make You Very Rich

Align Technology

NVIDIA

Invesco QQQ

Tesla

Warner Bros Discovery Inc

West Pharmaceutical Services

Many investors feel a sense of relief after the broad markets rebounded in the first quarter. Some even have a  growing sense of optimism as index-tracking exchange-traded funds like the SPDR S&P 500 ETF Trust (NYSEARCA: SPY), Invesco QQQ ETF (NASDAQ: QQQ), and the SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA: DIA) posted gains.

What Factors Will Drive S&P 500 Performance This Year?

Alphabet

YTD, Mega-Tech stocks dominate market performance, with Alphabet and Salesforce stock prices surging as investors seek refuge in stocks that demonstrate profitability. Salesforce, the CRM king, is back on cloud nine with gross margins of 73%. A 55% gross margin drives GOOG's profitability, and Cash from Operations is $7 billion and $ 91 billion, respectively.

Return Of The Jedi: Google And Salesforce Mad Comeback To Quant

Apple

Accenture Plc

Advanced Micro Devices

Broadcom

Alibaba

Danaher

Ford Motor Company

General Motors

JD.com

London Stock Exchange Group PLC

Moody's

MercadoLibre

MSCI

QUALCOMM

S&P Global

Texas Instruments

UnitedHealth Group

In this article, I will introduce you to 10 growth companies which I currently consider to be attractive. The selected picks have shown significant growth over the past years and all of them are in strong financial health.

My Top 10 Growth Companies To Invest In April 2023

UK-based Salesforce specialist Pracedo to join with Collabera Digital Creates new force for clients seeking platform economy technology and talent transformation London, The United Kingdom--(Newsfile Corp. - April 5, 2023) - Collabera Digital announces today that it has entered into a definitive agreement to acquire Pracedo, a leading London-based Salesforce consulting and implementation partner. By joining together, Collabera Digital now strengthens the ability to deliver platform-economy Salesforce solutions to clients in Europe and Asia.

Collabera Digital Acquires Pracedo to Accelerate Digital Transformation with Salesforce

Bank of America

Biogen

Bank of New York Mellon

Blackrock Inc

Comcast

CME Group

Compass Minerals

Corteva Inc

Disney

Domino's Pizza

Ecolab

Equifax

Emerson Electric

Etsy

Gilead Sciences

Harley-Davidson

Honeywell

Intercontinental Exchange

International Flavors & Fragrances

Intuit

Jack Henry & Associates

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.

U.S. Wide-Moat Stocks On Sale - The April 2023 Heat Map

JPMorgan Chase & Co

The most popular blue chips among hedge funds is a potentially useful source of investing ideas, if you also factor in valuation. Here are the 10 most popular blue-chips among hedge funds, owned by 10% to 28% of them, based on 13-F regulatory filings.

Hedge Funds Love These 6 Blue Chips, And So Will You

Make way; the technology bulls are charging again! Already up more than 20% this year, the global information technology sector is leading the market higher in 2023.

Tech Momentum: Ride These 3 First Quarter Winners

AMSTERDAM--(BUSINESS WIRE)-- #Salesforce--European management and technology consultancy BearingPoint announced it has acquired London-based specialist Salesforce consulting company, Smplicity. As a registered Salesforce Partner, Smplicity offers clients a range of services to help deliver strategic and business improvement projects through the use of the Salesforce platform.

BearingPoint Strengthens Its Capabilities in the UK by Acquiring Salesforce Specialist Smplicity

Airbnb

Several stocks delivered outsized gains in Q1, with buyers stepping up consistently. Can they repeat the same performance in Q2?

News for Salesforce Stock (CRM)