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

SAN FRANCISCO--( BUSINESS WIRE )--Salesforce (NYSE: CRM) today announced that Bret Taylor will step down as Vice Chair and Co-CEO of Salesforce, effective January 31, 2023. At that point, Marc Benioff will be Chair and CEO of the company.

Bret Taylor to Step Down as Salesforce Vice Chair and Co-CEO; Marc Benioff to be Chair and CEO

SAN FRANCISCO--( BUSINESS WIRE )--Salesforce (NYSE: CRM), the global leader in CRM, today announced results for its third quarter fiscal 2023 ended October 31, 2022.

Salesforce Announces Solid Third Quarter Fiscal 2023 Results

CSG Systems International

NexTier Oilfield Solutions Inc

ServiceNow

Oracle

Progress Software

Trade Desk

When growth companies had access to capital, they were the hypergrowth stocks to buy and hold. Investors could count on their funding growth to fuel their expansion without effort.

7 Hypergrowth Stocks to Buy and Hold Starting in 2023

Tech stocks have taken a nasty tumble this year, but some are doing even worse than others. Exhibit A: software giant Salesforce.

What the heck happened to Salesforce?

U.S. online sales rose 9%, the largest spike in six weeks, while global online sales rose 2% YoY Black Friday online sales reached $65.3 billion globally and Cyber Monday reached $46.2 billion Data and insights from the shopping behavior of 1.5 billion Cyber Week consumers available to help retailers deliver success now SAN FRANCISCO , Nov. 29, 2022 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today unveiled its 2022 Cyber Week figures, analyzing shopping data from over 1.5 billion shoppers on the Salesforce Customer 360 and activity across commerce, marketing, and service (including 24 of the top 30 U.S. online retailers). Overall, 2022 global online sales hit an all-time high of $281 billion, up 2% compared to 2021, and $68 billion in the U.S., up 9% compared to 2021.

Salesforce Reveals Record-Breaking Cyber Week: $281 Billion in Global Online Sales

Okta

Pure Storage

Snowflake

The three major U.S. equity indexes closed lower on Monday. The Dow Jones industrials ended the day down 1.45%, the S&P 500 closed 1.54% lower and the Nasdaq retreated 1.58%.

Earnings Previews: Okta, Pure Storage, Salesforce, Snowflake

The company surpassed the street expectations in the last quarter, with total revenues of $7.7 billion – up 22% y-o-y.

What To Expect From Salesforce Stock In Q3?

Lithium Americas Corp

Li Auto Inc.

Marvell Technology

Microsoft

Cloudflare

Zscaler

Optimists would say that 2023 will indeed be better than 2022. While 2022 has been an exceptionally difficult year for growth stocks, tech stocks, and  stock markets in general, there are signs that 2023 could mark a positive turning point.

7 Growth Stocks to Take Seriously in 2023

Salesforce's (CRM) Q3 results are likely to reflect gains from the solid demand for its solutions amid an accelerated digital transformation.

Digital Transformation to Boost Salesforce (CRM) Q3 Earnings

Rambus

Tesla

The most aggressive growth stocks come with some risks with taking. Investors who are willing to take on more risk in pursuit of greater rewards naturally gravitate toward the most aggressive growth stocks.

The 3 Most Aggressive Growth Stocks to Buy Now

The week after Thanksgiving could determine if cloud software is still too fat or if there are some tasty leftovers for Wall Street.

Cloud software is suffering a cold November rain. Can Snowflake and Salesforce turn it around?

Broadcom

FedEx

Fidelity National Information

Micron Technology

The third quarter of 2022 was another discouraging period for investors. Inflation kept going strong, the Federal Reserve continued raising interest rates and even the housing market began showing signs of weakness as consumers were slammed by the combination of rising costs and increasing mortgage rates.

The Most-Bought Guru Stocks of the 3rd Quarter

CrowdStrike

Dollar General

Intuit

Kroger

Synopsys

Veeva Systems

Workday

The third quarter 2022 earnings season isn't over yet, but more than 90% of the companies have already reported their earnings so far.

These Are Ten Big Companies Releasing Earnings Next Week

Salesforce, climbing out of a rough spot, still may not make the best short-term investment. In the future, it could make a big move.

Salesforce Cuts Labor, Shows Strong Earnings Despite Challenges

Salesforce is the original SAAS stock and has become a mature tech company. Salesforce generates positive GAAP free cash flow and is still growing revenues at a double-digit pace.

Is Salesforce Stock A Buy Before Earnings? Why I'm Buying

Apple

Adobe

Amazon

Alphabet

Netflix

CNBC's Jim Cramer on Tuesday named hammered tech stocks that he believes can make a comeback after the Federal Reserve finishes tightening the economy.

Jim Cramer says these 10 tech and software stocks can make a comeback

Hewlett Packard

Juniper Networks

SAP SE

Earnings season for the technology sector is just about over. It's been a mixed bag.

These five technology stocks give investors more reward for their risk as Big Tech flames out

NEW YORK--( BUSINESS WIRE )--Prodapt, a leading global consulting, technology & managed services provider with a singular focus on the Connectedness industry, has been named a recipient of the Salesforce Partner Innovation Award in the "Communications" category. The prestigious award recognizes Prodapt's contributions to Salesforce-driven digital transformation programs and the development of specific solution accelerators for the communications industry.

Prodapt Wins the Prestigious Salesforce Partner Innovation Award 2022

Salesforce heads into its FQ3 earnings release nearly 25% below its August highs. We discuss why the market has remained lukewarm over Salesforce's ability to deliver its FY26 operating model. We discuss why the market's cautious positioning is appropriate. But, it could also lead to a solid post-earnings rally if CRM's guidance was better than feared.

Salesforce: The Market Has Likely Priced In Weak Guidance

Salesforce has tripled its revenue over the last 5 years and projects revenue to double again from 2021 levels by 2026. Salesforce operates in a strong growth market as the largest player in CRM, as the CRM industry is projected to grow at a 11% CAGR until 2027.

Salesforce: Buy Cautiously

For the seventh time in a row, MuleSoft was recognized as a Leader based on Completeness of Vision and Ability to Execute SAN FRANCISCO , Nov. 17, 2022 /PRNewswire/ -- Salesforce [NYSE: CRM], the global leader in CRM, today announced that Gartner® has recognized MuleSoft as a Leader in the 2022 Gartner Magic Quadrant for Full Life Cycle API Management . This is the seventh time in a row that MuleSoft has earned this recognition.

MuleSoft Recognized as a Leader in Gartner Magic Quadrant™ for Full Life Cycle API Management

Shares of Salesforce Inc. CRM, -3.28% sank 3.3% in morning trading, enough to pace the Dow Jones Industrial Average's DJIA, -0.48% losers, after Monness Crespi Hardt analyst Jim Chartier said he was "stepping to the sidelines" amid concerns the worst is yet to come. Chartier cut is rating to neutral from buy, following the "generous" rally over the past week.

Salesforce stock sinks to lead the Dow's losers after analyst sees 'darkest days' ahead

This earnings iron condor trade on CRM stock has the potential to return 28% if the stock stays within the expected range. The post Option Trade Banks On Salesforce Not Going Wild On Earnings appeared first on Investor's Business Daily.

News for Salesforce Stock (CRM)