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

Caterpillar

NIKE

Procter & Gamble

We have narrowed our search to five Dow stocks. These are: NKE, PG, CRM, IBM and CAT.

Dow Likely to Continue Outperforming Peers in 2023: 5 Picks

The customer relationship management software platform just announced that it will lay off a tenth of its workforce.

Why Salesforce Fell by 17.3% in December

When Salesforce bought Slack for $27.7 billion almost two years ago, it said it would transform how people work. Corporate technology buyers so far aren't impressed, analysts said.

Salesforce Customers Not Swayed by Slack, Analysts Say

Automatic Data Processing

Amazon

Bed Bath & Beyond

Cisco Systems

Goldman Sachs

Silvergate Capital Corp

Low guidance and stubbornly high jobs numbers are a recipe for bearishness.

Bad News Rife, Markets Down Ahead of Jobs Report

Apple

Broadcom

Alphabet

QUALCOMM

There are plenty of cheap tech stocks to buy since so many lost a lot of their value over the last year. The tech-heavy Nasdaq composite index has lost more than 33% of its value in 2022.

7 Cheap Tech Stocks to Buy Before the Next Breakout

Adobe

Autodesk

Bank of America

Comcast

CME Group

Fortinet

Lam Research

Masco

Microchip Technology

MarketAxess Holdings

Monolithic Power Systems

ServiceNow

Palo Alto Networks

Polaris

Teradyne

U.S. Bancorp

Workday

Wells Fargo

West Pharmaceutical Services

Western Union

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.

U.S. Wide-Moat Stocks On Sale: The January 2023 Heat Map

"CRM should have been down 25% on those job cuts. Job cuts are so not the reason to own that," Burry tweeted.

'Big Short' investor Michael Burry says Salesforce stock should've plunged 25% after big job cuts

Salesforce (NYSE: CRM ) has not been trading all that well, but by now, that shouldn't be a surprise. However, CRM stock did catch a nice boost to start the year.

5 Investors Betting Big on CRM Stock Amidst Salesforce Layoffs

Salesforce.com (CRM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

All You Need to Know About Salesforce.com (CRM) Rating Upgrade to Buy

Over the last 24 hours, there have been new layoffs announced, and it's from some big names.

Tech Layoffs Continue With Cuts At Salesforce, Amazon And Maybe Even Google

The mean of analysts' price targets for Salesforce.com (CRM) points to a 35.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

How Much Upside is Left in Salesforce.com (CRM)? Wall Street Analysts Think 35.35%

Salesforce (CRM) aims to reduce expenses on its operations and boost margins by laying off around 10% of its current workers.

Salesforce (CRM) to Slash Operating Costs, Reduce Staff by 10%

U.S. chip designer Qualcomm Inc and cloud-based software firm Salesforce Inc plan to develop a new connected vehicle platform for automakers, the companies said on Thursday.

Qualcomm, Salesforce to build new connected vehicle platform for automakers

Salesforce's layoffs signal that the tech industry is going to continue downhill, as customers cut spending. Here's a forecast for the storm ahead.

Salesforce is a cautionary tale for other tech companies

Vimeo

The rash of layoffs come after tech companies hired aggressively during the pandemic. But fears of a recession in 2023 have put the brakes on growth.

2023 has barely started and Amazon, Salesforce, and Vimeo have already announced over 25,000 job cuts

CNBC's Jim Cramer on Wednesday warned investors that the tech industry will likely see more layoffs due to continuing macroeconomic headwinds.

Jim Cramer says more tech layoffs are coming after Salesforce cut 10% of its headcount

After a bad 2022, analysts say that Salesforce, Microsoft, and other cloud companies will see more customers cut costs. The results could get grim.

Salesforce's massive layoffs are a sign for Silicon Valley that the worst is yet to come

Salesforce.com Inc. investors are facing the company's first big pothole on the road to slower growth, just as they have recently put all their faith into co-founder Marc Benioff amid a slew of departures by top executives.

Salesforce investors should be nervous about slower growth

The announcement comes as growth has slowed significantly.

Salesforce Is Laying Off 10% of Its Staff. Time to Sell the Stock?

The company announced a restructuring plan that will see layoffs and a rationalization of office space.

Why Salesforce Rose Today

Layoffs add a new dimension to the software seller's unprecedented slowdown in growth.

Salesforce Under its Biggest Cloud Yet

A 10% workforce reduction by Salesforce is rippling through the ranks of Tableau Software, the Seattle-based data visualization company acquired by Salesforce for $15.

Tumultuous times at Tableau: Salesforce cutbacks impact senior leaders and longtime employees

Salesforce.com, the worldwide leader in CRM software, saw shares rise after announcing layoffs. What is the company outlook from here?

Salesforce Cuts Jobs, Shares Rise

ISM Manufacturing And JOLTS Report to Release After The Bell.

News for Salesforce Stock (CRM)