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

Activist investors are circling Salesforce. First it was Starboard Value, then most recently Elliott Management has joined the party.

Salesforce: Activist Investors May Force Catalysts For Upside

Salesforce is a global leader in CRM and sales automation software. The company serves an elite list of customers which includes Ford, L'Oreal, and the majority of the Fortune 1000.

Salesforce: Strong Technical Chart And Undervalued

McConaughey has appeared in a number of Salesforce ads, while Will.i.am's wearable tech firm raised money from Salesforce Ventures in 2017.

Actor Matthew McConaughey and musician Will.i.am are often involved in company strategy discussions at Salesforce, report says

More than 500 employees wrote a letter to execs, demanding answers about the layoffs. The company appears to have replied in the form of a Q&A.

Salesforce employees demand answers from execs about layoffs

Chevron

Visa

Verizon

The Dow Jones Industrial Average is comprised of 30 generally profitable, time-tested businesses, four of which have been top buys for billionaire investors.

4 Dow Stocks Billionaire Money Managers Can't Stop Buying

Apple

Amazon

ASML Hld

American Express

Alphabet

Home Depot

Microsoft

Taiwan Semiconductor Manufacturing

Ken Fisher is the founder, executive chairman and co-chief investment officer of Fisher Investments.

These Are the Top 10 Holdings of Ken Fisher

Salesforce.com (CRM) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

Salesforce.com (CRM) Surges 3.1%: Is This an Indication of Further Gains?

Disney

Insider's Phil Rosen explains the growing role activist investors are playing in brand-name companies.

Disney's Bob Iger and Salesforce's Marc Benioff are the latest high-profile execs to come under pressure from activist investors

Salesforce is facing more upheaval with Elliott Management buying a stake in the company, and it could force widespread changes, experts say.

Salesforce is now facing the very real threat of activist shareholders overthrowing its board and forcing the sale of mega-acquisitions like Slack and Tableau

Shares of cloud-based software company Salesforce (CRM) moved higher on news of a multi-billion dollar stake purchased by Elliott Management.

Salesforce Shares Jump on Activist Investor's Big Stake

At least three activist firms have taken stakes in Salesforce, and likely will be pushing to emphasize profits over growth.

Activists Focus on Salesforce, Seeing Potential For Higher Profits

The cloud-software company is contending with activist investors as slowing growth and employee turmoil damp enthusiasm about its business.

Salesforce's Business Model Faces Test as Elliott, Others Weigh In

Jabil

NetEase

With sentiment slowly shifting following better-than-expected inflation data over the last several weeks, buyers have finally returned to the Technology sector after a long hibernation. Can the hot start continue?

These 3 Tech Stocks Are Already up 15% In 2023

Salesforce Inc (NYSE: CRM) is in focus this morning after Elliott Management revealed to have taken a multi-billion-dollar position in the cloud-based software company. Needham's Scott Berg reacts to the news Historically, the activist investor builds positions and demands board representation at underperforming businesses to push for operational improvements.

Elliott Management's stake in Salesforce is about ‘margin expansion'

Shares of cloud computing giant Salesforce (NYSE: CRM ) stock are up 2% today on news that activist investor Elliott Management has built a billion-dollar stake in the company and is pushing for change. It is not clear exactly how much money Elliott Management has invested in Salesforce or the change it wants to see made at the San Francisco-based company.

Elliott Management Is Betting Billions on Salesforce (CRM) Stock

Jeff Ubben's Inclusive Capital has taken a position in Salesforce, according to sources, CNBC's David Faber reported Monday.

Jeff Ubben's Inclusive Capital takes stake in Salesforce as more activists target the software giant

Activist investor Elliott Management has joined hedge fund Starboard Value in targeting CRM stock with a multibillion investment. The post Activist Investor Elliott Management Joins Starboard In Targeting Salesforce appeared first on Investor's Business Daily.

Activist Investor Elliott Management Joins Starboard In Targeting Salesforce

Evoqua Water Technologies

Find out which companies are making their shareholders happy to start the new week.

Activists Target Salesforce, but Another Stock Is Monday's Big Winner

It's been a tumultuous time at Salesforce recently, and it's not getting any quieter soon. The Wall Street Journal reported last night that the company now needs to deal with activist investor Elliott Management.

No rest for Salesforce as activist investor Elliott Management takes multibillion stake in company

Elliott Management's position is worth several billion dollars, according to The Wall Street Journal.

Salesforce Gets a Second Activist Investor. It's Part of a Wave of Activism in Tech Stocks.

US investment group typically buys stakes in underperforming firms and seeks changes to way they are run

Activist investor Elliott takes stake in Slack owner Salesforce

Elliot Investment's stake buyout in Salesforce (CRM) is expected to increase pressure on the business software maker's management to make operational improvements and increase profit margins.

Salesforce (CRM) Stake Reportedly Bought by Elliot Investment

U.S. stock index futures struggled for direction at the start of another big week for corporate earnings amid concerns about a recession, while Salesforce rose on Monday as Elliott Management acquired a stake in the firm.

Futures subdued with earnings in full swing, Salesforce up on Elliot stake

The Wall Street Journal reported that Elliott Management had invested in the flagging software giant, though it's unclear what changes could come in.

Activist investors close in on Salesforce as Elliott Management reportedly snaps up a multibillion-dollar stake

Elliott's stake in Salesforce is worth several billion dollars, according to The Wall Street Journal.

News for Salesforce Stock (CRM)