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

Crocs

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

We identified the global microchip shortage as a potential trend to take advantage of, which is why we created the Global Microchip Shortage Kit.

Verizon, Crocs And Salesforce Are Top Trends For July

CrowdStrike

These industry leaders provide services that are critical in any economic environment.

2 Best Growth Stocks to Buy Without Hesitation in a Bear Market

Apple

Antero Midstream Partners

Chevron

Disney

Realty Income Corp

Vornado Realty Trust

These stocks represent the best investments for the second half of 2022, offering a unique blend of growth, value, and dividend income. The post The 7 Best Investments for the Second Half of 2022 appeared first on InvestorPlace.

The 7 Best Investments for the Second Half of 2022

Cisco Systems

Home Depot

Coca-Cola

Merck

NIKE

Companies in the Dow "tend to be boring, mature companies that typically pay nice dividends," the "Mad Money" host said.

Jim Cramer picks 7 Dow stocks that investors should consider owning

Growing software stocks were finally getting some reprieve while recession talk dragged down the market overall.

Why Salesforce Stock Rallied Over 2% Today

Ford Motor Company

Shopify

The rest of this year could be an entirely different story for these stocks that are set to soar.

3 Beaten-Down Growth Stocks That Could Rally in the Second Half of 2022

Walgreens

The Dow Jones Industrial Average is home to three incredible deals.

3 Dow Stocks That Are Screaming Buys in July

A big addressable market and steady growth make the 13-figure valuation milepost a possibility.

Will Salesforce Be a Trillion-Dollar Stock By 2030?

Salesforce.com (CRM) reported earnings 30 days ago. What's next for the stock?

Salesforce.com (CRM) Down 3.1% Since Last Earnings Report: Can It Rebound?

SAP SE

Growth stocks have declined massively due to the high inflation and rising interest rate environment. Here are 2 of my favorite software-as-a-service stocks which are trading close to their 52-week lows.

2 SaaS Stocks Trading Near 52-Week Lows

Amazon

Cardinal Health

Lam Research

Palo Alto Networks

Sometimes you just have to hold your nose and dive in, knowing that the near future may still dish out unnerving volatility.

5 High-Conviction Stocks to Buy in This Market Correction

Goldman Sachs

The Dow Jones Industrial Average's DJIA, -1.60% is suffering a unanimous decline of 480 points, or 1.6%, as all 30 of the blue-chip barometer's components are trading lower. The biggest point drags are the shares of Salesforce Inc. CRM, -4.96% , which are losing $8.05, or 4.7%, and of Goldman Sachs Group Inc. GS, -2.90% , which are down $6.61, or 2.2%; the combined price declines are shaving about 97 points off the Dow's price.

All 30 Dow stocks are falling, with Goldman Sachs and Salesforce the biggest drags

Autodesk

DocuSign

As is typical, they come for the generals last. With the exception of Meta Platforms, the decline in mega tech so far is a fraction of most Nasdaq 100 constituents. Conversely, if you believe tech will rebound in the coming quarters, you might get better returns with the smaller guys.

FAANG Alternatives: 3 Smaller Moat-Worthy Techs At Multi-Year Lows

Demand for time-saving automation from business teams has increased in more than 90% of companies New easy-to-use solution combines MuleSoft RPA and MuleSoft Composer to automate complex business tasks across legacy and modern systems ADT, AT&T, Bayer Crop Science, and Western Union are using MuleSoft to drive business growth and increase operational efficiency, productivity, and agility NEW YORK , June 29, 2022 /PRNewswire/ -- MuleSoft CONNECT 2022 – Salesforce, [NYSE: CRM], the global leader in CRM, today introduced the next generation of MuleSoft, a unified solution for automation, integration, and APIs to easily automate any workflow so any technical or non-technical team can adapt to constant change and business complexity. The solution now includes no-code capabilities to automate repetitive manual tasks using bots with MuleSoft RPA (robotic process automation) and to quickly connect data from any system, such as Slack, Stripe, and Workday, with MuleSoft Composer.

Salesforce Expands MuleSoft to Every Team with Easy Automation and Integration Across Any System or Workflow

Salesforce is a market leader in Customer Relationship Management software for Sales and Marketing. They have acquired over 62 organizations in the past few years, with a value of nearly $50 Billion.

Salesforce: SaaS Juggernaut With Roaring Financials

The comparison raises a question that's haunted investors since the very beginning of the market.

Better Buy: Salesforce or All 30 Dow Jones Stocks?

Front said Tuesday it raised $65 million in a Series D financing round that values the software-as-a-service company in the customer relationship business at $1.7 billion. Salesforce Inc.'s Salesforce Ventures unit led the financing, along with Battery Ventures.

Woman-led customer relationship company Front draws $1.7 bln valuation in Salesforce-led funding

STOCKHOLM, SE / ACCESSWIRE / June 27, 2022 / Bambuser AB (STO:BUSER) (FRA:5JL) Stockholm - 27 June 2022 - Bambuser today announced that it had been named a Salesforce Commerce Cloud Partner of the Year for Best ISV Innovation Partner 2022, as one of the top companies that are paving the way forward for commerce. The Salesforce Commerce Cloud Partner Awards recognize the outstanding performance of digital transformation commerce partners in the Salesforce ecosystem, taking into account the number of new customers and overall growth.

Bambuser Awarded Best ISV Innovation Partner 2022 by Salesforce

The Dow Jones Industrial Average capped off a great week today, adding more than 800 points on Friday alone.

Buy The Dow's 2 Top-Performing Stocks Today

SAN FRANCISCO , June 24, 2022 /PRNewswire/ -- Salesforce (NYSE: CRM), the global leader in CRM, today announced it has granted equity awards under its 2014 Inducement Equity Incentive Plan (the "Plan") to new employees who joined Salesforce in connection with the acquisition of Traction on Demand. The Plan was adopted by the Salesforce Board of Directors in July 2014, in accordance with New York Stock Exchange Rule 303A.08.

Salesforce Grants Equity Awards to Traction on Demand Employees Under Its Inducement Equity Incentive Plan

Investors seem to be adapting to the reality of a recession on the horizon.

3 Stocks That Drove the Dow's Nearly 200-Point Gain

Microsoft

A good investment strategy can be to follow the pros.

3 Dow Stocks Billionaires Are Buying Hand Over Fist

Cloud computing segments have primarily enjoyed stellar performances and strong revenue growth.

3 Stocks With Robust Cloud Computing Operations

Analyst Dan Ives says the tech selloff could be an opportunity to invest in tech stalwarts, and is betting big on cloud-based computing and cybersecurity stocks.

Microsoft, Salesforce, and Apple Remain Top Picks at Wedbush. It's Time to Focus on Secular Winners.

Different week, same extreme market action.

News for Salesforce Stock (CRM)