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

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

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

Is Salesforce Stock A Buy As Activist Investors Seek Big Changes?

Boeing

Credit Acceptance

Caterpillar

Celsius Holdings

Chevron

Disney

Enphase Energy

Erasca Inc

EZCORP

Home Depot

JPMorgan Chase & Co

NIKE

Northern Oil and Gas

Visa

Two new Breakout Stocks for Week 6 with better than 10% short-term upside and two Dow 30 Picks. Average cumulative returns for 2023 are +28.2% YTD. This week 3 of 4 high-frequency breakout picks gained over 10% in less than a week with peak gains in TOUR +20.3%, RIVN +12.8%, JMIA +22.1%.

MDA Breakout Stocks Week 6 - February 2023: High-Frequency Gainers To Give You An Edge

Apple

Amgen

Cisco Systems

Dow Inc

Intel

Coca-Cola

Microsoft

UnitedHealth Group

Verizon

Walgreens

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors. Sector representation.is also a consideration.” – Dow Jones & Co. The highest-yield 10 are February's Dogs of the Dow: KO, CSCO, AMGN, CVX, DOW, IBM, INTC, MMM, WBA, and VZ, averaging a 4.41% annual yield.

Buy 3 February Dogs Of The Dow, Watch 2 More

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

Earnings Estimates Rising for Salesforce.com (CRM): Will It Gain?

Salesforce (NYSE: CRM ) layoffs are a hot topic again on Friday as the company reveals more details about its job cuts. That includes thousand of the company's employees being laid off in the last few days.

Salesforce Layoffs 2023: What to Know as CRM Cuts Jobs

Cloudflare

Zoom Video

These companies are riding the steady tailwind of cloud adoption and should put up strong revenue growth for years.

3 Top Cloud Stocks to Buy in February

Shopify

Some growth stocks that crumbled in the bear market look too compelling to ignore anymore.

These 3 Growth Stocks Are Screaming Buys for 2023

PayPal

Hundreds of PayPal Holdings Inc. employees have begun to be notified that their jobs are being cut on the same week that Chief Executive Dan Schulman announced thousands of layoffs.

PayPal, Salesforce cut hundreds more employees as tech layoffs continue

Salesforce Inc (NYSE: CRM), the customer relationship management (CRM) giant, has been making headlines recently for both good and bad reasons. Considering the stock has fallen as much as 60% from the all-time high it tagged back in November 2021, this shouldn't be all that surprising.

Has The Salesforce Turnaround Begun?

Alphabet

Activist investors are targeting Alphabet and Salesforce.

Billionaire Investors Are Trying To Turn Around These Two Stocks. Should You Buy?

Lendica's embedded finance integrations are now available for Shopify and Salesforce. With these new integrations, customers can use the PayLater and FundNow products to delay payments to their vendors or speed up collection from wholesale accounts, Lendica said in a Wednesday (Feb. 1) press release.

Lendica Releases Embedded Finance Integrations for Shopify and Salesforce

Instances in which companies attract more than one activist investor are expected to grow.

Salesforce, Disney, Others Attract an Activist 'Swarm'

SAN FRANCISCO , Jan. 31, 2023 /PRNewswire/ -- Salesforce [NYSE: CRM], the global leader in CRM, today announced that Gartner® named MuleSoft  a Leader in the Gartner® Magic Quadrant for Integration Platform as a Service, Worldwide (iPaaS). This is the eighth time that MuleSoft has been recognized.

MuleSoft Recognized as a Leader in Gartner Magic Quadrant™ for Integration Platform as a Service, Worldwide (iPaaS)

Select analysts expect these profitable and time-tested Dow components to soar in the new year.

3 Dow Jones Industrial Average Stocks With 45% to 82% Upside in 2023, According to Wall Street

Salesforce Inc. stock could see its best monthly run since August 2020, albeit due to layoffs, a board shake-up and other moves to cut costs. But Morgan Stanley analysts on Monday said they still saw room to make operations leaner and boost profit.

Salesforce stock is on pace for its best month since 2020. Morgan Stanley thinks it can still go higher.

Would now be a good time to add these Dow Jones stocks to your radar?

3 Dow Jones Stocks To Watch Ahead Of February 2023

A week ago activist investor Elliott Management announced it had made a multibillion dollar investment in Salesforce. By Friday, the company announced it was bringing in three new board members, and the Wall Street Journal was reporting that Elliott planned to nominate its own slate of directors.

Board changes could signal Salesforce's willingness to appease activist investors

Salesforce Inc (NYSE: CRM) is in focus after naming three new directors to its board amidst pressure from activist investors to boost profits and shareholder returns. Here's who is joining its board On Friday, the cloud company said Mason Morfit – the Chief Executive of ValueAct Capital will join as an independent director.

Is Salesforce stock a ‘buy' after naming three new directors?

With activists circling, Marc Benioff has little choice but to keep focusing on margin improvement.

Salesforce Can Bid Aloha to Big Deals

Michael Burry and Wall Street may be fed up with Salesforce stock.

Big Short Investor Michael Burry Isn't Sold on Salesforce.com. Should You Be?

Salesforce is appointing three new directors to its board, including ValueAct's Mason Morfit.

Salesforce appoints ValueAct's Morfit to its board and a proxy fight may loom ahead

Feeling the heat of activist investors as it contends with a brutal tech downturn, Salesforce Inc. on Friday appointed three new board members.

Salesforce names three directors amid pressure from activist investors

Changes are happening quickly at the executive level with Salesforce (NYSE: CRM ). Activist investor Elliott Management has reportedly taken a multi-billion dollar position in Salesforce.

CRM Stock Alert: What to Know as Salesforce Shakes Up Its Board

The appointments follow activist investor Elliott Management's investment in the business-software provider.

Salesforce Names Three Directors, Braces for Proxy Fight

Salesforce Inc on Friday named three new board directors, including the chief of hedge fund ValueAct Capital, amid pressure from activist investors for better cost control and a management shakeup at the cloud-based software firm.

News for Salesforce Stock (CRM)