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 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

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.

Salesforce Isn't on Cloud Nine

Rising corporate spending on digital transformation projects has boosted CRM stock. With the Slack deal closed, merger synergies will be key.

Is Salesforce Stock A Buy Or Sell As Co-CEO Leaves Again?

Despite the U.S. dollar's continued record run, Salesforce is squeezing more cash out of its massive software enterprise.

Salesforce Predicts Higher Profits, but Loses Another co-CEO -- Is It Time to Sell the Stock?

Salesforce (NYSE: CRM ) stock is trending and falling today after the company announced yesterday afternoon that co-CEO Bret Taylor is resigning. Additionally, the company reported stronger-than-expected results for its fiscal third quarter, although Q4 guidance came in below analysts' average outlook.

Salesforce (CRM) Stock Falls 10% as co-CEO Bret Taylor Resigns

Salesforce Inc (NYSE:CRM) is kicking off December on the wrong foot, it would seem.

Salesforce Stock Spirals After Co-CEO's Resignation

Salesforce's (CRM) better-than-expected Q3 performance reflects the benefits of accelerated digitalization and the rapid adoption of cloud-based solutions.

Salesforce (CRM) Q3 Earnings and Revenues Beat Estimates

Shares of Salesforce Inc sank more than 7% before the bell on Thursday after co-CEO Bret Taylor's sudden exit caught Wall Street off guard and raised concerns about the merit in having two leaders.

Salesforce shares tumble after surprise exit of co-CEO Taylor

Salesforce Inc (NYSE: CRM) shares are trading lower Thursday after the company reported third-quarter results and announced that Bret Taylor will step down as vice chair and co-CEO.

What's Going On With Salesforce Stock Today? - Salesforce (NYSE:CRM)

Using Salesforce, RBC Wealth Management is driving success and reducing maintenance costs SAN FRANCISCO , Dec. 1, 2022 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced that RBC Wealth Management, a division of RBC Capital Markets, LLC, is using Salesforce to drive success with significant cost savings and efficiency across multiple areas of its business, while continuing to deliver on client and advisor expectations. RBC Wealth Management in the U.S. is a values-driven financial institution providing clients with customized strategies to grow, preserve and share their wealth.

RBC Wealth Management's U.S. Business Increases Efficiency, Delivers on Client Expectations with Salesforce

Even Marc Benioff, co-CEO of Salesforce, appeared shocked by the news of Bret Taylor's departure — Benioff swore Taylor would be back.

Salesforce employees say they were blindsided by Bret Taylor's departure

Five Below

Traders will keep an eye on how shares of Five Below and salesforce react to the latest earnings and news.

Five Below gains, Salesforce change, jobless claims and more: Thursday's 5 things to know

Salesforce Inc. has twice promoted a seasoned executive to co-CEO, and both times it was taken as a sign that the cloud-software pioneer had found an eventual successor to co-founder Marc Benioff at the helm.

Salesforce better get used to Marc Benioff in charge, because he keeps chasing off his chosen successors

Snowflake

The market indices launched on the Fed Chair's speech: the Dow +737 points, +2.18%, the S&P 500 +3.09% and the Nasdaq zoomed ahead +484 points, or +4.41%.

Markets Soar Ahead on Powell Rate-Hike Comments

Marc Benioff will become the business-software company's sole chief executive.

Salesforce Co-CEO Bret Taylor to Step Down

Salesforce.com (CRM) delivered earnings and revenue surprises of 15.70% and 0.39%, respectively, for the quarter ended October 2022. Do the numbers hold clues to what lies ahead for the stock?

Salesforce.com (CRM) Tops Q3 Earnings and Revenue Estimates

Salesforce, Inc. (NYSE:CRM ) Q3 2023 Earnings Conference Call November 30, 2022 5:00 PM ET Company Participants Mike Spencer - Executive Vice President, Investor Relations Marc Benioff - Chair & Co-Chief Executive Officer Bret Taylor - Vice Chair & Co-Chief Executive Officer Amy Weaver - Chief Financial Officer Brian Millham - President & Chief Operating Officer Conference Call Participants Keith Weiss - Morgan Stanley Mark Murphy - JPMorgan Raimo Lenschow - Barclays Brad Zelnick - Deutsche Bank Kirk Materne - Evercore ISI Sarah Hindlian-Bowler - Macquarie Capital Operator Good afternoon, ladies and gentlemen, and welcome to Salesforce's Fiscal 2023 Third Quarter Results Conference Call. At this time, all participants are in a listen-only mode, and please be advised that this call is being recorded.

Salesforce, Inc. (CRM) Q3 2023 Earnings Call Transcript

Shares of Salesforce Inc (NYSE: CRM) are trading down after the bell even though the cloud company reported better-than-expected results for its third financial quarter in the face of a rather difficult economic backdrop. Here's why Salesforce stock is in the red The stock is responding to guidance that didn't quite meet the expectations.

Should you buy Salesforce stock on the post-earnings dip?

Enterprise tech giant Salesforce said Wednesday that its co-CEO and Vice Chair Bret Taylor will step down from his roles. Salesforce co-founder Marc Benioff, who had been co-CEO alongside Taylor, will continue running the company and serving as board chair, the company said in a news release.

Salesforce Co-CEO Bret Taylor steps down, leaving Marc Benioff alone at the top

The latest global shopping holiday was a boon for the CRM specialist, too.

News for Salesforce Stock (CRM)