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

Alcoa

Costco

Lululemon Athletica

MongoDB

Microsoft

Target

Despite dismal action in the market this week, many companies responded favorably to earnings.

EPS: Winners, Losers, & Industry Themes

Salesforce, Inc. (NYSE:CRM ) Barclays Global Technology, Media and Telecommunications Conference Transcript December 8, 2022 3:10 PM ET Company Participants Brian Millham - President and COO Conference Call Participants Raimo Lenschow - Barclays Capital Raimo Lenschow All right. Hey. Welcome to our lunch session.

Salesforce, Inc. (CRM) Management Presents at Barclays Global Technology, Media and Telecommunications Conference (Transcript)

Salesforce.com, inc. (NYSE: CRM) stock price hit a new 52-week-low this trading week, and it is important to note that Salesforce's stock value is currently down more than 15% since the company gave a disappointing fiscal fourth-quarter revenue forecast on November 30.

Should I buy Salesforce shares after Q3 results?

Shopify

Trade Desk

There are increasing concerns that 2023 could be a rough year for the economy.

Why Shopify, Salesforce, and The Trade Desk Stock Fell This Week

Employees say they are fearing more cost-cutting and layoffs amidst Salesforce's leadership shakeup.

Salesforce employees are bracing for more layoffs amid the company's major executive exodus

Salesforce Inc (NYSE: CRM) has been a pain for its shareholders this year. But is it going to reward them for their patience in 2023?

Salesforce is poorly positioned for a recession: Sophie Lund-Yates

Investors are weighing near-term risks with the stock's tempting value at these lows.

Why Salesforce Stock Was Down Earlier This Morning

It seems that maybe Salesforce co-founder and CEO Marc Benioff was protesting a bit too much when he gave what seemed like a genuinely heartfelt goodbye to his protégé, Bret Taylor, last week, insisting to anyone who would listen that he was heartbroken to lose his friend and mentee.

Report indicates friction prior to Bret Taylor's resignation from Salesforce

Shares of Salesforce Inc (NYSE:CRM) are inching lower this morning, last seen down 0.8% at $129.38, following a bear note from Baird.

Salesforce Stock Could See More Short-Term Headwinds

Salesforce has always fashioned itself as a socially responsible company, and that includes working on a Net Zero carbon emissions goal. In fact, it launched Sustainability Cloud in 2019, a product for tracking customer Net Zero goals.

Salesforce to expand Sustainability Cloud into full ESG reporting tool

Veeva Systems

Both companies reported slowing financials, but this news captured the spotlight.

Salesforce and Veeva Systems Are Set to Sever Ties. Here's What Investors Need to Know

Genie Customer Data Cloud and Tableau unlock customer data and help deliver actionable insights in real time and at scale Now, with Tableau, every business can visualize, automate, explore, and act on data from any source Genie Customer Data Cloud is seeing massive adoption, powering 43 billion consumer engagements and ingesting 1.1 trillion records for Salesforce customers during Cyber Week 2022 Customers like Formula 1®, Inter, and Casey's are using Genie Customer Data Cloud to reinvent how they connect with their customers, delivering real-time, personalized experiences at hyperscale SAN FRANCISCO , Dec. 8, 2022 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced that Genie Customer Data Cloud, the #1 CRM data cloud, is now powered by Tableau, helping businesses better understand and unlock customer data and deliver actionable insights in real time and at scale. Now, any company can analyze billions of data points stored and harmonized in Genie using Tableau, and then visualize, explore, and automate insights and take action securely.

Salesforce Genie Customer Data Cloud, Now Powered by Tableau, Processes More Than 100 Billion Customer Records on Average Daily, Making It Easy for Every Company to Become a Customer Company

The “magnitude” of executive turnover at Salesforce Inc. has one analyst thinking twice about its stock.

Salesforce stock downgraded as executive exodus brings ‘increased risk'

Uber

Technology shares have been hammered in 2022 and this may be exacerbated in the next few weeks by tax loss selling. Today I highlight 3 bargains I've recently been buying thanks to the tech wreck.

Picking Through The Tech Wreck: 3 Bargains

Disney

The Dow Jones Industrial Average is often put on too high of a pedestal by novice investors and ignored by professions. But this year, the Dow is the best-performing index of the four major US indices.

Our 3 Top Dow Stock Picks for 2023

Boeing

NIKE

UnitedHealth Group

Visa

While the 30 companies listed under the venerable Dow Jones Industrial Average, not all securities can succeed at the same time, necessitating an uncomfortable discussion about which Dow stocks to sell. Given the rough year we've had along with a questionable macroeconomic backdrop for next year, investors may want to jettison some problematic market ideas.

7 Dow Stocks to Sell Before They Dive in 2023

Tensions had been growing between Salesforce Inc.'s CRM, -2.09%  co-Chief Executives Marc Benioff and Bret Taylor over their responsibilities and how the business was run for months before the business-software provider said last week that Taylor would exit the role, people familiar with the executives said.

Growing strains between Salesforce co-CEOs Benioff and Taylor in months ahead of departure announcement

Marc Benioff became frustrated about how his co-CEO Bret Taylor, who is set to exit the role, was spending his time, people familiar with the executives said.

Tensions Grew at Salesforce Before Leadership Change

Apple

QUALCOMM

Stocks fell as investors feared that the Fed will tip the economy into a recession.

Why Apple, Salesforce, and Qualcomm Stocks Are Volatile Today

Salesforce executives are jumping ship, but the company isn't saying much about why. The answer might have to do with how Salesforce pays its people.

Salesforce Executives Have Millions Of Reasons To Leave Amid Share-Price Plunge

Salesforce, Inc. (NYSE:CRM ) UBS 50th Annual Global TMT Conference Call December 6, 2022 9:10 AM ET Company Participants Amy Weaver - Chief Financial Officer Conference Call Participants Karl Keirstead - UBS Karl Keirstead Yes, get started. We are thrilled to have Amy Weaver, the CFO of Salesforce here.

Salesforce, Inc. (CRM) UBS 50th Annual Global TMT Conference (Transcript)

Salesforce is losing some key execs in the wake of Bret Taylor's departure, including the leaders of some of its biggest acquisitions in recent years.

Salesforce is losing the key execs behind some of its biggest and most expensive bets at a critical moment

In January, Slack Technologies will have a new CEO following the incoming departure of its current executive and co-founder, Stewart Butterfield.

Slack CEO and co-founder Stewart Butterfield to leave the company in January

Salesforce's Co-CEO Bret Taylor is set to leave Salesforce by the end of January 2023. We explain why it's a significant loss for the company, given his responsibilities and influence. Therefore, Co-CEO Marc Benioff needs to restructure expeditiously with the right A-team to help Salesforce recover its growth cadence. However, Wall Street analysts seem unconvinced.

Salesforce: Co-CEO Exit Is Badly Timed

Salesforce shares have slid to levels not witnessed since pre-Covid following a series of high profile executive resignations. The software company's share price, down 48% this year already, has dropped 12% over the past five days with news Monday that Slack chief executive Stewart Butterfield is leaving less than a week after Salesforce co-CEO Bret Taylor quit.

News for Salesforce Stock (CRM)