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

Elliott Investment Management no longer intends to nominate a rival slate of directors to Salesforce Inc.'s CRM, +1.40% board, according to a new statement Monday. “In light of the company's previously announced ‘New Day' multi-year profitable growth framework, strong fiscal year 2023 results, fiscal year 2024 transformation initiatives, board and management actions and clear focus on value creation, Elliott decided not to proceed with director nominations, and Salesforce and Elliott have committed to continue the productive working relationship they have developed together,” Elliott and Salesforce said in a Monday morning joint release.

Elliott backs down on plan to nominate rival Salesforce board candidates

Activist investor Elliott says it won't nominate directors to Salesforce's board and that it supports CEO Marc Benioff.

Salesforce and CEO Benioff Win Over Activist Elliott

DALLAS--(BUSINESS WIRE)--Texas-based Nespon Solutions and Latin American and Spain-based Certa Consulting will combine, creating a global Salesforce partner.

Nespon Solutions completed its acquisition of Certa Consulting, a leading Salesforce consultancy in Latin America

Activist investor Elliott Investment Management won't be proceeding with plans to nominate directors to Salesforce's board, citing improved performance and a clearer “focus on value creation” from the enterprise software company.

Activist investor Elliott ditches director nomination plans for Salesforce

Salesforce Inc said on Monday activist investor Elliott Management Corp has decided to not proceed with director nominations to the board of the cloud-based software provider, due to its strong earnings and 2024 transformation initiatives.

Salesforce says Elliott will not nominate directors to board

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce and Elliott Issue Joint Statement

Salesforce and Elliott Issue Joint Statement

Palo Alto Networks

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Consulting group Bain & Co is reviewing Salesforce's operations but it is yet to make recommendations on further cuts, Bloomberg reported.

Salesforce COO warns there may be even more job cuts coming to 'change and reshape' the company

Asana

First Republic

Hamilton Lane

monday.com

Planet Fitness

PNC Financial Services

Charles Schwab

SVB Financial Group

Atlassian

Xponential Fitness

Zoom Video

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Banking News and Stocks to Watch

Microsoft

Big cash hoards give these companies a lot of flexibility.

3 Stocks With Tons of Cash

Pegasystems

Based on the Fed Fund Futures curve, traders now believe that the Fed is actually done raising interest rates

2 Software Giants to Buy if Rates Have Peaked

Salesforce Inc. ( CRM , Financial), the leading customer relationship management software solutions provider in the world, reported strong earnings for the fourth quarter of fiscal 2023 on March 1, attracting wide praise from Wall Street analysts, economists and investors. Shares popped more than 15% the following day with investors getting behind the company in hopes for much higher investment returns in the future with the company pledging to focus more on profitability and operating margins.

Salesforce: Risks Looming on the Horizon

Archer-Daniels-Midland Company

Asure Software

ADM, CRM and ASUR made it to the Zacks Rank #1 (Strong Buy) growth stocks list on March 23, 2023.

Best Growth Stocks to Buy for March 23rd

Exact Sciences

Visa

Stocks with potential are probably not everyone's cup of tea right now. With talks of an impending recession, everyone is looking for safer options.

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Amazon

Amazon and Salesforce are looking to cut costs in the near term.

Best Stock to Buy: Amazon vs. Salesforce

A longtime cybersecurity executive is coming out of retirement to launch a startup that helps enterprises monitor and adapt employee permissions.

Salesforce vets land $8M for employee access management startup

Altra Industrial Motion

Aramark

Bowlero Corp

First Horizon National

Alphabet

Horizon Pharma

Liberty Broadband

Rivian Automotive

Signify Health

George Soros is considered to be among the most successful investors of all time. He managed client money from 1969 to 2011 and his Quantum Fund gave an average annual return of 30% from 1970 to 2000.

These Are the Top 10 Holdings of George Soros

Apple

Accenture Plc

Adobe

Advanced Micro Devices

Arista Networks

Baidu

Sprinklr

EPAM Systems

Intel

Iron Mountain

Nuance Communications

NVIDIA

Palantir Technologies

Snowflake

Sprout Social

Shutterstock

Seagate Technology Holdings PLC

When looking for the best AI stocks to buy amid buzz over GPT-4 chatbot technology, identify companies aiming to gain a strategic edge. The post AI Stocks To Watch As Big Tech Improves Products With Artificial Intelligence appeared first on Investor's Business Daily.

AI Stocks To Watch As Big Tech Improves Products With Artificial Intelligence

News for Salesforce Stock (CRM)