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

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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

It would be an understatement to say that Salesforce has been having a rough ride of late — from activist pressure to executive departures and layoffs — it seems like everyone was piling onto a company that was already struggling as profits declined.

Salesforce strikes back

Tesla

Macy's

The S&P 500 has been struggling for upside and is now quietly down for three straight weeks. In the meantime, a number of hot stocks for tomorrow continue to report earnings and make key announcements as we head into March.

3 Hot Stocks for Tomorrow: Thursday Predictions for TSLA, CRM, M

Salesforce stock was up more than 14% in after-hours trading Wednesday as the company beat expectations for its fiscal fourth quarter.

Salesforce stock spikes 14% after beating Q4 estimates; Tableau revenue grows 6% to $636M

Shares of Salesforce.com Inc soared after the bell Wednesday as the company beat fiscal fourth-quarter expectations on the top and bottom lines.  In the period ended January 31, the cloud software company posted quarterly revenue of $8.38 billion, up 14% year-over-year and ahead of Street expectations of $7.99 billion.

Salesforce stock pops as fiscal 4Q results easily exceed expectations

Salesforce reported earnings that topped views and announced a new $20 billion stock buyback amid growing pressure from activist investors. The post Salesforce Earnings Beat, $20 Billion Buyback Approved Amid Pressure From Activist Investors appeared first on Investor's Business Daily.

Salesforce Earnings Beat, $20 Billion Buyback Approved Amid Pressure From Activist Investors

Salesforce shares surged in extended trading on Wednesday on an optimistic earnings outlook.

Salesforce jumps after issuing full-year forecast that topped estimates

Salesforce Inc on Wednesday forecast first-quarter revenue above Wall Street estimates as pandemic-induced migration to hybrid-work models boosts demand, sending the cloud-based software provider's shares up 10% after markets.

Salesforce forecasts upbeat quarterly revenue on cloud boost

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the global leader in CRM, today announced results for its fourth quarter and full fiscal year ended January 31, 2023.

Salesforce Announces Strong Fourth Quarter and Full Fiscal 2023 Results

Amazon

Palo Alto Networks

Cloud computing stocks took a major haircut last year, perhaps more so than other sectors. The industry is home to some of the most prolific growth stocks, which faltered in the risk-off sentiment in the market last year.

The Top 3 Growth Stocks in Cloud Computing

Salesforce Inc., which has attracted five activist investors as earnings growth has slowed down, is reportedly facing a board challenge from one of them.

Salesforce faces board challenge from activist investor: report

Salesforce.com Inc is expected to reveal slower top-line growth for the fifth consecutive quarter when it reports fourth-quarter results after the bell Wednesday, as pressure from activist investors mounts.  The cloud software company is forecast to post revenue of $7.99 billion, up 9.2%, year-over-year, and earnings of $1.37 per share, up 62% year-over-year.

Salesforce.com preview: further slowing growth looms as activist pressure mounts

Elliott Management, one of five activist investors working inside of Salesforce, has nominated a slate of candidates to the Salesforce board of directors. This move, which was confirmed to TechCrunch.

Elliott has nominated its own slate of candidates for Salesforce board

Activist investor Elliott Management has nominated a slate of directors for Salesforce's board

Activist investor Elliott nominates slate of directors to Salesforce board, sources say

Datadog

Microsoft

ServiceNow

Qualtrics International

Technology stocks were bludgeoned in 2022, leaving the tech-heavy Nasdaq down a stunning 33% last year.

5 Standout Goldman Sachs Tech Stock Picks With Up to 90% Upside Potential

While Salesforce.com Inc. has been slashing jobs and looking for ways to cut costs, it has also reportedly been paying actor Matthew McConaughey more than $10 million a year to serve as a creative adviser and TV pitchman.

Amid layoffs, Salesforce reportedly has been paying Matthew McConaughey more than $10 million a year

Salesforce Inc. has been a unique tech company, able to sell itself as a “family” that has higher ideals than just profit to its employees while generating near-universal praise from Wall Street as well.

Marc Benioff's Salesforce fairy tale is crumbling down around him

Salesforce reportedly struck a deal with the actor Matthew McConaughey for $10 million a year, according to The Wall Street Journal.

Salesforce has been reportedly paying Matthew McConaughey $10 million a year to act as a 'creative adviser' despite laying off 8,000 employees last month

Splunk

Both Salesforce and Splunk stock could soar even more if the companies can provide strong Q4 reports and guidance that reaffirms their rising earnings estimate revisions.

2 Tech Stocks to Consider Buying as Earnings Approach

Plug Power

Snowflake

In the first half-hour of trading on Tuesday, the Dow Jones industrials were down 0.35%, the S&P 500 down 0.03%, but the Nasdaq up 0.09%.

Earnings Previews: Plug Power, Salesforce, Snowflake

The $160 billion business-software company has joined the tech industry's retrenchment, laying off thousands

At Marc Benioff's Salesforce, It's One Big Family---Until Trouble Hits

Salesforce's (CRM) Q4 results are likely to reflect gains from the solid adoption of its cloud-based solutions amid the ongoing accelerated digital transformation.

Rapid Cloud Adoption to Drive Salesforce's (CRM) Q4 Earnings

We expect Salesforce to beat the consensus estimates of earnings, while revenue will remain in line (just above) with the expectations.

What To Expect From Salesforce Stock In Q4?

UiPath

Which digital transformation play is a better buy right now?

Better AI Stock: Salesforce vs. UiPath

Apple

American Express

SPDR Dow Jones Industrial Average ETF

Goldman Sachs

the Dow Jones logged in the fourth consecutive week of decline. The blue-chip index fell 3% last week, turning red from a year-to-date look.

Dow Turns Red YTD: 5 Stocks in ETF Still in Green

The company founded by salespeople to make software for salespeople is in the midst of the worst sales slump in its history.

News for Salesforce Stock (CRM)