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

AUSTIN, Texas--(BUSINESS WIRE)--Amalga Group, a leading nearshore outsourcing provider led by CEO Jens Erik Gould, is excited to announce the launch of its latest service: highly skilled Salesforce developers, architects, and administrators. This offering aims to meet the growing demand for cost-effective Salesforce talent, providing businesses the expertise needed to optimize their Salesforce CRM implementations and drive significant operational efficiencies. As companies across various sector.

CEO Jens Erik Gould Unveils Amalga Group's New Service for Accessing Skilled Salesforce Experts

Salesforce Inc CRM will be reporting its second-quarter earnings on Wednesday. Wall Street expects $2.36 in EPS and $9.2 billion in revenues as the company reports after market hours.

Salesforce Gears Up For Q2: Will Earnings Validate Bullish Trend?

As the clear frontrunner in the customer relationship management software industry, Salesforce Inc. (CRM, Financial) commands a dominant 21.70% market share. This year, the company's stock has seen a mix of investor sentiment, leading to relatively stagnant movement.

Salesforce Is a Resilient CRM Leader With Strong Growth and an Attractive Valuation

Analysts expect cloud company Salesforce to show material second-quarter earnings growth late Wednesday.

Salesforce Reports Earnings Soon. AI Is in Focus.

NEW YORK, NY / ACCESSWIRE / August 27, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Salesforce, Inc. ("Salesforce") (NYSE:CRM) concerning possible violations of federal securities laws. On May 29, 2024, Salesforce reported its fiscal Q1 2025 financial results.

Salesforce, Inc. Investigated by Shareholder Rights Advocates - Investors Should Contact Levi & Korsinsky Regarding Potential Securities Law Violations - CRM

Salesforce Inc. reduced its subscription revenue outlook when it last reported earnings. Is another cut in store this week?

Salesforce earnings: Is another cut to the outlook in store?

Salesforce's (CRM) Q2 earnings growth might have been negatively impacted by sluggish sales growth due to the soft IT spending environment.

Slowdown in Sales to Hurt Salesforce's (CRM) Q2 Earnings Growth

Needham analyst Scott Berg expressed views on Salesforce, Inc. CRM ahead of its second quarter results release on August 28, 2024.

Salesforce Q2 Preview: Analyst Sees Soft Cloud Demand But Highlights Data Cloud's Growing Impact

Salesforce's stock gained 10% since my last analysis at Q1 FY25 despite broader pressures, and upcoming Q2 earnings could see an earnings and revenue beat due to lower analyst expectations. The company benefits from cost restructuring, AI innovations (Salesforce Einstein), and cloud growth, though it's facing market saturation. Salesforce shows stronger earnings than revenue growth and is fairly valued but is vulnerable to competition from big tech and agile startups, particularly in AI and pricing flexibility.

Salesforce: Q2 Might Outperform On Lowered Expectations After Q1

Saleforce has not yet proven it can stick to a financially disciplined approach to its uses of capital. However, the recent pivot to profitability has allowed the company to impress investors by proving the power of its scale. While the stock has recovered from its bottom, there is still ample room of multiple expansion given the current valuation.

Salesforce Earnings Preview: The Newfound Maturity Is Richly Rewarding Shareholders

NEW YORK, NY / ACCESSWIRE / August 26, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Salesforce, Inc. ("Salesforce") (NYSE:CRM) concerning possible violations of federal securities laws. On May 29, 2024, Salesforce reported its fiscal Q1 2025 financial results.

Levi & Korsinsky Reminds Salesforce Investors of the Ongoing Investigation into Potential Violations of Securities Laws - CRM

NEW YORK, NY / ACCESSWIRE / August 23, 2024 / Levi & Korsinsky notifies investors that it has commenced an investigation of Salesforce, Inc. ("Salesforce") (NYSE:CRM) concerning possible violations of federal securities laws. On May 29, 2024, Salesforce reported its fiscal Q1 2025 financial results.

Levi & Korsinsky Investigates Possible Securities Fraud Violations by Salesforce, Inc. (CRM)

Beyond analysts' top -and-bottom-line estimates for Salesforce.com (CRM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended July 2024.

Unveiling Salesforce.com (CRM) Q2 Outlook: Wall Street Estimates for Key Metrics

Affirm

Lululemon Athletica

MongoDB

Okta

American stocks rose for the third consecutive week as focus shifted to macro events. The Federal Reserve published minutes of the last meeting on Wednesday while Jerome Powell will talk at the Jackson Hole Symposium on Friday.

Stocks to watch next week: LULU, BOX, AFRM, MDB, CRM, OKTA

The growing adoption of generative AI-enabled solutions and the continued cloud migration are likely to have aided Salesforce's (CRM) Q2 performance.

Should You Buy, Sell or Hold Salesforce (CRM) Ahead of Q2 Earnings?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Salesforce.com (CRM) Is Considered a Good Investment by Brokers: Is That True?

While it was scary at the time, the sell-off that started last month across equities is already becoming a thing of the past. Take the benchmark S&P 500 Index, for example.

Why Salesforce Stock Could Be About To Rally 20%

Coca-Cola

Visa

The Dow Jones Industrial Average has served as a key barometer of Wall Street's health since the late 19th century. Recently-filed Form 13Fs have given investors an inside look at which stocks Wall Street's smartest and most-successful money managers purchased and sold in the June-ended quarter.

3 Historically Unstoppable Dow Stocks That Have Billionaire Money Managers Headed for the Exit

Salesforce.com (CRM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Salesforce.com (CRM) Reports Next Week: Wall Street Expects Earnings Growth

Ramsey, NJ, Aug. 20, 2024 (GLOBE NEWSWIRE) -- Konica Minolta Business Solutions U.S.A., Inc. (Konica Minolta), today announced a strategic partnership with Salesforce, becoming a Consulting Partner focused on delivering Industry Case Management Solutions. The collaboration is designed to complement and integrate with the Core Case Management and Content  Management Solutions that have long been provided by Konica Minolta's Intelligent Information Management (IIM) Division.

Konica Minolta Partners with Salesforce to Enhance Industry Case Management Solutions with Focus on Public Sector

Salesforce's revenue growth has slowed, leading to a decline in valuation and stagnant stock price performance. But I'm positive and wait for strong Q2 figures. A bright spot in Salesforce's Q1 report was the growth in their cRPO, which rose 10% YoY to $26.4 billion. Despite some challenges, I think the company's strategic acquisitions and AI technology developments could drive growth and exceed market expectations.

Salesforce Stock Is A 'Buy' Before Q2 FY2025 Earnings Release

Salesforce.com (CRM) concluded the recent trading session at $265.38, signifying a +0.94% move from its prior day's close.

Salesforce.com (CRM) Increases Yet Falls Behind Market: What Investors Need to Know

LOS ANGELES, CA / ACCESSWIRE / August 19, 2024 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Salesforce, Inc. ("Salesforce" or "the Company") (NASDAQ:CRM) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

Shareholders With Losses In Salesforce Inc Invited To Participate In Securities Fraud Investigation

Given Salesforce's (CRM) decelerating sales growth amid softening IT spending along with competitive pressure, it is prudent to stay away from investing in the stock right now.

Salesforce (CRM) Dips 8% in 3 Months: What Should Investors Do Now?

ENGLEWOOD CLIFFS, N.J.--(BUSINESS WIRE)--Own, the industry leader for SaaS data protection and activation, today announced the release of Continuous Data Protection for Salesforce customers, further strengthening its product offering to include unprecedented recovery and analysis capabilities. In an industry-first approach, Own Continuous Data Protection provides a turn-key solution that delivers significant value to customers that have mission-critical, frequently changing, or highly valuable.

News for Salesforce Stock (CRM)