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

Salesforce released the 2023.1 version of its Tableau Server enterprise platform, a data analytics technology providing insights from data.

Salesforce Tableau 2023.1 uses AI to bring data stories to life

Analog Devices

Investors Can't Get Enough of These 3 Tech Stocks in 2023

Amazon

Alphabet

Microsoft

Snowflake

Veeva Systems

Tech stocks were brutalized in 2022, with few sectors spared by the market downturn. The growth of firms in the  cybersecurity, semiconductors, personal computer makers and smartphone sectors all slowed, and their share prices pushed lower.

7 Cloud Computing Stocks That Can Make You a Millionaire as Data Explodes

eBay

Twilio

Zoom Video

Coinbase

Dell Technologies

The tech industry has seen a string of layoffs in the face of uncertain economic conditions.

Google, Meta, Amazon and other tech companies have laid off more than 95,000 employees in the last year

Salesforce issued strong guidance for positive GAAP earnings per share in FY 2024. The stock hasn't been valued this cheap since the Great Recession in 2009.

Did This News Just Kickstart a Bull Market for Salesforce?

Salesforce (NYSE: CRM) has added a new tool to its technology stack through the announcement of Einstein GPT. The software aims to streamline tasks previously consumed by humans through the help of generative AI - but what impact will the technology have on its share price?

What Does Einstein GPT Mean for Salesforce Stock Price?

Dick's Sporting Goods

NVIDIA

The investing environment has really changed in recently. We went from a market that was enjoying a strong uptrend to enduring a small pullback and then to genuine concerns about regional banks and higher interest rates.

3 of the Best Short-Term Stocks to Try for March

Salesforce stock (NYSE: CRM) has gained 35% YTD, as compared to the 2% rise in the S&P500 over the same period. Further, at its current price of $179 per share, it is trading 18% below its fair value of $219 – Trefis' estimate for Salesforce's valuation.

Salesforce Stock Is Trading Below Its Fair Value

Garmin

Hibbett Sports

Zscaler

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Snowflake and Salesforce.

Top analysts are bullish on these five stocks in uncertain times

And we talk about people pulling back on spending on all those things that probably seemed essential in the earlier days of the pandemic.

The Good News From Salesforce

EPR Properties

Sterling Construction

The broader selloff in markets this week is creating opportunities and here are three stocks that investors should keep an eye on.

Keep these 3 Stocks on Your Buy List After the Market Selloff

DocuSign

Are these the best tech stocks to buy now?

Tech Stocks To Buy In March 2023? 2 To Know

Salesforce Inc.'s plan to cut jobs this year would mark the first yearly workforce reduction since the customer-relationship-management software company went public in 2004.

Job cuts at Salesforce would be the first in its 19-year history as a public company

Airbnb

Cadence Design Systems

Palo Alto Networks

We have narrowed our search to five tech behemoths with year-to-date returns of nearly 25% or more. These are; ABNB, META, CDNS, CRM and PANW.

Forget a Hawkish Fed: 5 Must-Buy Tech Giants Flying High YTD

Wix.com

Gavin Patterson , previously of Salesforce and Francesco de Mojana, previously of Permira, to join Wix's Board of Directors NEW YORK , March 8, 2023 /PRNewswire/ -- Wix (Nasdaq: WIX), today announced changes to its Board of Directors. The announced changes are part of Wix's track record of regularly refreshing and enhancing its board to closely align with the changing operating environment as well as its current strategic objectives, balancing stability and expertise with change and adaptability.

Wix Announces Changes to Board of Directors to Support New Phase of Value Creation

Salesforce.com (CRM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Surging Earnings Estimates Signal Upside for Salesforce.com (CRM) Stock

A viral TikTok video showed how AI chatbots are being used to send email pitches. Microsoft and Salesforce announced new products with that exact feature.

ChatGPT is being used to automatically write emails: Microsoft, Salesforce, and TikTok creators are hopping on the trend

Salesforce is executing on cost-reduction efforts. The company crushed Wall Street's revenue and earnings estimates.

Don't Call It a Comeback. Salesforce Stock Is Just Getting Started.

Adobe

Biogen

Blackrock Inc

Comcast

CME Group

Compass Minerals

Cisco Systems

Dominion Energy

Disney

Domino's Pizza

Ecolab

Equifax

Emerson Electric

Etsy

Gilead Sciences

Guidewire Software

Honeywell

Intercontinental Exchange

International Flavors & Fragrances

Intuit

Johnson & Johnson

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 March 2023 Heat Map

News for Salesforce Stock (CRM)