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

Snowflake

Akre Capital Management recently disclosed its 13F portfolio updates for the fourth quarter of 2022, which ended on Dec. 31.

Akre Capital Dumps Snowflake, Salesforce in 4th Quarter

Dow Jones software titan Salesforce is one of the top stocks to buy and watch in today's stock market rally. CRM stock neared a new entry.

Dow Jones Leader Salesforce Headlines 4 Stocks In Or Near Buy Zone

Berry Petroleum Corp.

Caterpillar

Celsius Holdings

Chevron

Disney

Enphase Energy

Home Depot

Lantronix

NIKE

Northern Oil and Gas

Procter & Gamble

Visa

Two new Breakout Stocks for Week 7 with better than 10% short-term upside and one Dow 30 Picks. Average cumulative returns for 2023 are +26.6% YTD. This week no selections gained over 10% as the Momentum Gauges® recorded the largest drop since the December 5th negative signal and started an early negative signal.

MDA Breakout Stocks Week 7 - February 2023: High-Frequency Gainers To Give You An Edge

The chief executive, under pressure from activist investors, seeks to do well and do good — but his options are narrowing.

Happiness or Success? Salesforce's Marc Benioff Doesn't Want to Choose.

Veeva Systems

Zscaler

These stocks are shrewd buys ahead of the next market recovery.

Got $2,000? Here Are 3 Smart Stocks to Buy Now

Salesforce has had a difficult 18 months, with high-profile executives leaving the company. The stock is close to being as cheap as it's ever been, but that doesn't make it a buy.

Salesforce: Why Uncertainty Keeps Us On The Sidelines

Microsoft

Netflix

Impinj

Insulet

Seagate Technology Holdings PLC

Tech stocks continue to be a major player in the stock market in 2023. Driven by ongoing innovation and investment, big-name turnarounds suggest that Feb. could be the beginning of a sharp upward trend for tech stocks.

The 7 Best Tech Stocks to Buy for February 2023

Dan Loeb's hedge fund Third Point has built a position in Salesforce, CNBC has confirmed.

Third Point becomes latest activist investor to take stake in Salesforce

The January quarter is expected to be a key inflection point in the story for Salesforce (CRM) as it heads into 2023 with a number of key goals to rationalize its cost structure and double down on its core growth tenets, according to analysts at Wedbush. In a note to clients, the analysts wrote that they were maintaining their ‘Outperform' rating for the stock and price target of US$200.

Salesforce positioned for turn around in 2023 after rocky few quarters, Wedbush analysts say

Shares in Salesforce (NYSE: CRM ) stock rose overnight after Dan Loeb's Third Point hedge fund took a stake in the company. Third Point is the fifth activist group to take a position in the maker of cloud-based database applications.

Can Billionaire Dan Loeb Save Salesforce (CRM) Stock?

ServiceNow

Okta

Splunk

Unity Software

We have narrowed our search to five large-cap U.S.-based technology stocks with attractive valuations. These are: U, SPLK, OKTA, CRM and NOW

5 Tech Stocks to Buy on the Dip to Gain From Sector Churn

Third Point has become the fifth known activist shareholder of Salesforce, The Wall Street Journal reported.

Dan Loeb's Third Point Takes Stake in Salesforce. It's a Favorite Activist Target.

Bath and Body Works

Hedge fund Third Point LLC owns a stake in Salesforce Inc at the same time the software company is facing pressure from four activist investment firms pushing for changes, sources familiar with the matter said on Wednesday.

Third Point owns Salesforce stake, talks Bath & Body Works changes

Salesforce Inc. CRM, -0.96% shares rose about 1% in after-hours trading Wednesday after a report that a fifth activist investor had jumped into the shares. The Wall Street Journal reported that Third Point LLC had built a stake in the software company, though there was no information about the size of the stake nor plans by Third Point leader Dan Loeb to push for change.

Salesforce stock rises after attracting yet another activist investor

Dan Loeb's Third Point is the fifth known activist shareholder with a position in the software company's shares

Third Point LLC Has a Stake in Salesforce

Amazon

BlackLine

Confluent

CrowdStrike

Fortinet

Alphabet

GitLab

HashiCorp

MongoDB

monday.com

Cloudflare

Oracle

Palo Alto Networks

PagerDuty

Palantir Technologies

Team

Workday

Best-of-breed cloud stocks to buy that can add rocket fuel to your long-term investing portfolio.

Top Stocks to Buy: Cloud Computing Breakdown

Walmart

For technology borne out of a retailer to work at scale, it needs to scale both inside that retailer itself but also across other retailers, too, and therein lies the hidden beauty within the deal.

The Walmart And Salesforce Partnership Has Benefits Far Beyond The Obvious

American Express

These three have burst out of the gate in 2023, delivering substantial gains in a short time frame.

Should You Still Buy the Dow Jones' Best-Performing January Stocks?

Rising corporate spending on digital transformation projects has boosted CRM stock. With the Slack deal closed, merger synergies will be key.

News for Salesforce Stock (CRM)