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

Adobe

Amazon

Biogen

Blackrock Inc

Comcast

CME Group

Compass Minerals

Cisco Systems

Dominion Energy

Disney

Domino's Pizza

Ecolab

Equifax

Emerson Electric

Etsy

Gilead Sciences

Alphabet

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

A world is upon us where office workers are able to task artificial intelligence (AI) with all of the minutiae that comes with daily tasks.

CRM Stock Price Predictions: What Will Einstein GPT Mean for Salesforce?

Salesforce Inc is working with OpenAi to bring the wildly popular artificial intelligence chatbot to workplace communication software Slack, the company announced.  The San Francisco-based company is calling the technology EinsteinGPT, which would combine its own proprietary AI with outside patterns including OpenAI.

Salesforce plans to add ChatGPT to Slack as AI technology race heats up

The enterprise is about to get hit by the generative AI hype train, as Salesforce prepares to invest in startups developing what it calls “responsible generative AI.

Salesforce Ventures targets new $250M fund at generative AI startups

Share of Salesforce Inc. CRM, -1.41% rose 0.8%, to pace the Dow Jones Industrial Average's DJIA, +0.12% premarket gainers, after the customer relationship management (CRM) software company said it launched Einstein GPT, with generative artificial intelligence (AI) technology for CRM. Salesforce said Einstein GPT will be used to deliver AI-created content for every sales, service, marketing, commerce and information-technology interaction with customers.

Salesforce stock rises to pace the Dow's gainers after launching Einstein GPT generative AI tech for CRM

Salesforce Inc said on Tuesday it was working with ChatGPT creator OpenAI to add the chatbot sensation to its collaboration software Slack, as well as bring generative artificial intelligence to its business software generally.

Salesforce to add ChatGPT to Slack as part of OpenAI partnership

Salesforce has been in the news for a lot of non-product reasons of late, so it would be understandable that the company wants to bring the focus back to the business of selling software and away from the machinations of activist investors.

Salesforce plans to incorporate generative AI across the platform

Having cutting-edge technology could boost revenue, but Salesforce isn't announcing prices for its new sales, marketing and service tools yet.

Salesforce follows Microsoft in launching A.I. tools for salespeople with help from OpenAI

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the global leader in CRM, today launched Einstein GPT, the world's first generative AI CRM technology, which delivers AI-created content across every sales, service, marketing, commerce, and IT interaction, at hyperscale. With Einstein GPT, Salesforce will transform every customer experience with generative AI.

Salesforce Announces Einstein GPT, the World's First Generative AI for CRM

Salesforce announced a new partnership with OpenAI, alongside the launch of the Einstein GPT generative AI service.

Einstein AI was good, but Salesforce claims Einstein GPT is even better

Benioff steered Salesforce through both the dot-com crash and financial crisis, and now he's preparing for a similarly difficult period.

Salesforce CEO Marc Benioff is bracing for a brutal recession - and says he was blindsided by the market chaos last year

The business-software company is slimming teams and taking other steps to pump up its profit margins.

Salesforce Strives to Make Sales Force More Efficient

Shopify

ZoomInfo Technologies

Still trading well off their 52-week highs, Shopify (SHOP) and ZoomInfo Technologies (ZI) are two growth stocks among the broader technology sector that may be intriguing to investors in hopes of a continued rebound.

Buy the Dip in These Tech Stocks for Growth?

Apple

Celsius Holdings

Chevron

New Oriental Education & Technology Group

Enphase Energy

JPMorgan Chase & Co

Coca-Cola

Merck

Northern Oil and Gas

Procter & Gamble

Superior Industries International

Walmart

Two new Breakout Stocks for Week 10 with better than 10% short-term upside and a Dow 30 Picks. Average cumulative returns for 2023 are +38.0% YTD. The Momentum Gauges® were negative from Week 8 with a positive signal late in Week 9. ARAV jumped 12% to end the week with strong momentum.

MDA Breakout Stocks Week 10 - March 2023: High-Frequency Gainers To Give You An Edge

Marc Benioff says Elon Musk could teach tech CEOs a thing or two, but harsh layoffs could have negative long-term consequences, experts told Insider.

Salesforce CEO asks if tech execs should 'unleash' their inner Elon Musk. Experts say that's an awful idea.

Salesforce Inc (CRM) beat earnings-per-share estimates after the closing bell on March 1, 2023.

Salesforce Gapped Higher On Better-Than-Expected Earnings. Here's How To Trade The Stock Now

One analyst thinks Salesforce won't be able to compete well with Veeva in life sciences after their broad-based agreement that bans competition ends in 2025.

Salesforce faces an underappreciated risk: Platform customers jumping ship like Veeva

Best Buy

Eli Lilly

Here are seven major companies whose stocks moved on the week's news.

Best Buy, Eli Lilly, Salesforce: Stocks That Defined the Week

The cloud-based CRM leader is bracing for slower growth this year.

Where Will Salesforce Stock Be in 1 Year?

Kroger

Let's see if it's time to buy Salesforce and Kroger stock following their impressive fourth-quarter reports.

Time to Buy Salesforce (CRM) & Kroger (KR) Stock After Earnings?

DigitalOcean Holdings

Trade Desk

Growth stocks have been under fire since the bear market began. In fact, the selloff in many of these stocks began well before the overall market peaked.

News for Salesforce Stock (CRM)