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

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Earnings data Q4 2023

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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

MELBOURNE, Australia--( BUSINESS WIRE )--Apromore, a leading provider of value-driven process mining software, today announced its Series B funding round of USD $10.3 million (AUD $15.8 million) with investment from Salesforce and GBTEC, a Main Capital Partners backed company. In addition to the investment, Apromore has established a partnership with Salesforce to provide transparent connectivity between Salesforce Clouds and the Apromore process mining platform, leveraging MuleSoft technology. The combined solution enables organizations to seamlessly uncover friction points, bottlenecks, and optimization opportunities in their sales and service processes.

Apromore Announces Series B Funding by Salesforce and GBTEC

Investors are processing several bits of negative news.

Why Salesforce Stock Fell Hard Today

Shares of Salesforce Inc. fell Monday following the second executive departure to be announced in less than a week. This time, it was the head of Slack Technologies, which the customer-relationship-management software giant recently acquired.

Salesforce shares fall after another executive departure is announced

Salesforce named current cloud executive Lidiane Jones to run the messaging app.

Slack CEO Stewart Butterfield to Depart

Salesforce said on Monday that Stewart Butterfield, who joined the company through the Slack acquisition, is leaving the company.

Slack CEO Stewart Butterfield is leaving Salesforce two years after deal was announced

Adobe

Coupa Software

iShares North American Tech-Software ETF

Software growth stocks are still looking for a catalyst as the sector lags the S&P 500. Guidance for 2023 will be key for software stocks.

Software Growth Stocks: Inflation Key To 2023 Outlook

Bumble

RingCentral

Snowflake

Most investors will be more than happy to say goodbye to 2022, as the S&P 500, barring a massive rally to end the year, will end up with the worst return for the index since 2008.

Goldman Sachs Says These 5 ‘Strong Buy' Tech Laggards Could Be Big 2023 Winners

Customer relationship management software giant Salesforce (NASDAQ: CRM) shares tanked (-10%) on a bullish Q3 2022 earnings report but Q4 guidance was mixed.

Is Salesforce Stock a Bargain Down Here?

CrowdStrike

Okta

Business software providers are seeing their customers grow more cautious in a rocky economy. Citing recent comments from executives at companies like Salesforce, Okta and Crowdstrike, the Wall Street Journal (WSJ) reported on the shift in sentiment on Sunday (Dec. 4).

SaaS Companies Report Slowing Orders, Longer Decisions

Plus a bull vs. bear debate about DigitalOcean.

Are Salesforce Investors Reacting to the Wrong Thing?

Amazon

Paramount Global

Thanks to undeniable growth catalysts and deeply discounted stock prices, these beaten-down stocks could soar in 2023.

3 Top Growth Stocks That Are Screaming Buys in December

AMC Entertainment

Here are seven major companies whose stocks moved on the week's news.

CSX, AMC, Salesforce: Stocks That Defined the Week

Alphabet

Target

3 top undervalued stocks to check out right now.

3 Undervalued Stocks To Watch In December 2022

This week, I talk with Rita Liao about the great wall of porn obscuring information about protests in china. And Ron Miller comes on to recap the AWS re:invent event and his story on Salesforce co-CEO Bret Taylor stepping down.

Salesforce CEO succession drama and other TC news

After 10 years of winning, is it time to sell Salesforce stock?

Why Salesforce Stock Slumped on Friday

Investors should not be happy about the software company's share buyback program.

Salesforce Spent $1.7 Billion on Buybacks. It Has Nothing to Show for It.

Disney

Intel

The Dow Jones Industrial Average contains three amazing deals hiding in plain sight for opportunistic investors.

3 Dow Stocks That Are Phenomenal End-of-Year Buys

WisdomTree Cloud Computing Fund

Zscaler

Cloud-computing companies have shown that they are not recession-proof, with many reporting either disappointing earnings or a weaker outlook in the past few days as quarterly earnings season nears its conclusion.

Earnings show cloud and security software are not immune to the economic downturn

Salesforce stock fell after earnings topped estimates amid mixed guidance. The company said co-Chief Executive Bret Taylor will depart.

Salesforce Dives On Mixed Guidance, Sudden Exit Of Co-CEO Taylor

The customer relationship management specialist had sapped the index of more than 100 points as of mid-afternoon.

Why Salesforce Smacked Down the Dow Thursday

Salesforce Inc.'s shares are on pace for their largest drop in a year after the surprise announcement that co-Chief Executive Bret Taylor is leaving the company next month, along with reporting slower growth and plenty of uncertainty.

Salesforce CEO news, lack of guidance for next fiscal year weigh on stock

The stock's slide could present a once-in-a-decade buying opportunity.

Why Salesforce Stock Was Down Today

Salesforce shares ticked sharply down as investors digested tighter margins and the shocking news of co-CEO Bret Taylor's departure next year.

Salesforce shares slump nearly 10% after co-CEO Bret Taylor announces surprise departure

Salesforce is a global technology company which provides the number one CRM and Sales automation platform. The company reported strong results in the third quarter of FY23, beating both revenue and earnings estimates.

Salesforce: Continues To Roar In Q3 With Solid Financials

Marc Benioff, the co-founder and longtime chief of Salesforce, is bidding farewell to the second person with whom he has attempted to share the top job.

News for Salesforce Stock (CRM)