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

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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'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.

Elliott Takes Stake in Salesforce. It's Part of a Wave of Activism in Tech Stocks.

The pressure is piling on Salesforce.com Inc. It emerged over the weekend that Elliott Management has built a reported multibillion-dollar position in the group.

Salesforce in the cross-hairs of activist investor Elliott Management as pressure mounts on tech giant

Activist investor Elliott Management Corp has made a multi-billion dollar investment in cloud-based software firm Salesforce Inc , the Wall Street Journal reported on Sunday, citing people familiar with the matter.

Activist investor Elliott Management takes stake in Salesforce -WSJ

Activist investor Elliott Management Corp. has made a multibillion-dollar investment in Salesforce Inc. CRM, +3.31% ,  according to people familiar with the matter, adding to the pressures facing the business-software provider.

Activist investor Elliott Management takes big stake in Salesforce

Elliott Management has a multibillion-dollar stake in the business-software provider.

Activist Takes Big Stake in Salesforce

Walmart

Salesforce and Walmart are teaming up to help businesses ship products more efficiently. Here are the details and how it impacts the retail landscape.

Salesforce And Walmart Are Teaming Up To Provide Last-Mile Delivery Services

Salesforce Inc. is shaking up its leadership and its broader organization, and those changes carry uncertainty for its stock, according to an analyst.

Salesforce carries heavy ‘disruption risk' that threatens its stock, analyst says

Cowen downgraded Salesforce.com, Inc. (NYSE:CRM) to "market perform" from "outperform" this morning, pressuring the shares 1% lower to trade at $144.88 before the bell.

Analyst: Salesforce Stock Could See More Disruption

Slowing growth in a terrible economic environment makes this cloud-based marketing company an investing opportunity.

Salesforce's Stunning Decline Gives Investors an Exceptional Buying Opportunity

Businesses are now relying more and more on optimization for success. The demand for Salesforce Inc.'s ( CRM , Financial) services is visible in its top-line growth, which increased from $3 billion in 2012 to $26.5 billion 10 years later.

Salesforce Is Overheated in This Bear Market

Amazon

Microsoft

Netflix

The tech giants went on a hiring spree over the last few years, with one exception.

Apple is the only tech giant that still hasn't announced layoffs — these charts may explain why

Countless firms across America have begun to fire workers after two years of generally robust labor force growth. Firms had largely been reluctant to fire workers despite weaker-than-expected economic momentum in the first half of 2022 due to the difficulty of finding qualified workers, as the pandemic led to a decline in the labor force.

Job Cuts Alert: Why More Companies Will Conduct Layoffs in 2023

NVIDIA

How to invest in ChatGPT is a difficult problem to solve, but if you're looking for ideas on investing in ChatGPT, you've come to the right place. ChatGPT is AI technology that enables natural conversation between people and machines.

How to Invest in ChatGPT? You Can't.

Intel

The 5 tech earnings to watch as holiday-season results start to flood in

Marc Benioff also told off Salesforce staff for leaking messages to the press, and shared a "Meet the Fockers" clip about having a "circle of trust."

Salesforce's Marc Benioff joked 'Did I miss something?' after arriving late to a meeting the day after laying-off 8,000 staff, report says

The cloud stock has been a longtime winner, but is it a buy today?

Salesforce Stock: Bull vs. Bear

Apple

Worry less about one month's ugly results and worry more about how competitive the underlying company is.

Is It Time to Buy the Dow Jones' 3 Worst-Performing December Stocks?

A nervous market gets spooked by an analyst's new, more bearish note on the company.

Why Salesforce Stock Lagged the Market on Friday

Things do seem to get worse before they'll get any better.

News for Salesforce Stock (CRM)