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

Though the accelerated digital transformation is likely to have boosted Salesforce's (CRM) Q1 sales, increased investments in sales & marketing and international expansions might have eroded profitability.

What's in the Offing for Salesforce (CRM) This Earnings Season?

CRM stock can't escape the market downturn and its stock continues to fall despite strong earnings and growth. The post Salesforce Likely Has Further to Fall Despite Earnings Growth appeared first on InvestorPlace.

Salesforce Likely Has Further to Fall Despite Earnings Growth

CRM stock was a huge winner as the work-from-home trend took hold, but it hasn't capitalized on the cost savings. The post Salesforce Is Back to Pre-Pandemic Levels, But Hold Off on a Buy appeared first on InvestorPlace.

Salesforce Is Back to Pre-Pandemic Levels, But Hold Off on a Buy

Applied Materials

Chipotle

First Trust Nasdaq Semiconductor ETF

Alphabet

Lululemon Athletica

Invesco S&P 500 GARP ETF

These are the best growth stocks to buy in June. GOOGL, GOOG, AMAT, CMG, FTXL, SPGP, LULU, and CRM can make great long-term investments.

7 Growth Stocks to Buy Before They Make a Big Comeback

SAN FRANCISCO , May 26, 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 Phennecs. 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 Phennecs Employees Under Its Inducement Equity Incentive Plan

Pinterest

Oakmark Fund manager Bill Nygren (Trades, Portfolio) disclosed his first-quarter portfolio earlier this week.

Bill Nygren Logs Into Pinterest and Salesforce, Cuts ADP

A recent sell-off might have created an opportunity to buy Salesforce on the cheap.

Stocks on Sale: Is Salesforce a Buy Now?

Boeing

Disney

Among the Dow Jones Industrial Average's 30 components are three that analysts believe could more than double over the next year.

3 Dow Stocks With 107% to 147% Upside, According to Wall Street

3 Undervalued Tech Stocks to Buy Right Now

The shares of Salesforce Inc (NYSE: CRM) have received a $250 price target from BofA Securities. These are the details.

Salesforce (CRM) Stock Price: $250 Target And Buy Rating

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.

Analysts Estimate Salesforce.com (CRM) to Report a Decline in Earnings: What to Look Out for

Apple

Comcast

NIKE

Tesla

Although contrarians might be tempted to actualize market discounts, some blue chips remain large-cap stocks to avoid. The post 7 Large-Cap Stocks to Avoid Until the Market Crashes Again appeared first on InvestorPlace.

7 Large-Cap Stocks to Avoid Until the Market Crashes Again

Adobe

BigCommerce Holdings, Inc.

Technology stocks have slumped hard in the past 12 months. The closely-watched Nasdaq 100 index has slumped by over 28% from its highest point in 2021 while Cathie Wood's Ark Innovation Fund has fallen by more than 67%.

Bargain hunting is here. 3 extremely cheap tech stocks to scoop

The recent fall in Salesforce's share price does not mean that the company has suddenly become undervalued. The company's share price makes an excellent case study on why exogenous factors need to be evaluated properly.

Salesforce Is Not Undervalued Yet

Fiserv

The first quarter of 2022 has signaled an end to the monetary policy-driven bull market that lasted from the Covid-19 market crash in March 2020 all the way through the end of 2021. The combination of low interest rates, heavy money-printing and easy access to corporate debt has finally made its way through the economy to cause inflation the likes of which we haven't seen since the 1980s.

Hedge Funds Snap Up Fiserv, Salesforce in 1st Quarter

Starbucks

Snowflake

The Most Popular Guru Buys of the 1st Quarter

The shares of Salesforce Inc (NYSE: CRM) have received a $225 price target from Mizuho. Could it hit $225?

Salesforce (CRM) Stock: Could It Hit $225?

Salesforce is scheduled to report its highly anticipated Q1 earnings results on May 31. Investors are keen to parse management's commentary on macro stresses cutting IT spending. Despite the battering, we observed that CRM stock continues to trade at a remarkable growth premium. Therefore, it's incumbent on management to execute well.

Salesforce: Don't Add Heading Into Q1 Earnings

An analyst shaved $40 off his share price target for the customer relationship management leader.

Why Salesforce.com Stock Got a Slap From the Market Today

Recent moves within the market have beaten up the tech sector, and now investors are seeing these stocks trade at low multiples on both earnings and EBITDA.

Morgan Stanley Sees Over 60% Upside in These 2 Tech Stocks

Tableau Cloud will empower customers to make faster and more confident decisions for better, data-driven outcomes Tableau's new, AI-powered Data Stories automates insights from data in a modern, easy-to-understand narrative format LAS VEGAS , May 17, 2022 /PRNewswire/ -- Today, at the annual Tableau Conference, Salesforce introduced Tableau Cloud, the fastest and easiest way for customers to get the full value of Tableau at enterprise scale. The offering is the next generation of what was formerly known as Tableau Online and includes new innovations to boost productivity by delivering intelligent, powerful and easy-to-use analytical tools to help anyone uncover insights and confidently make data-driven decisions.

Next Generation of Tableau Cloud Brings Advanced Analytics and Automated Insights to Business Users

Salesforce had $35 million worth of Snowflake shares at the end of 2021, and sold them all in the fourth quarter, according to an SEC filing.

Salesforce dumped rest of its Snowflake shares during first-quarter market plunge

BioMarin Pharmaceutical

Datadog

Qualtrics International

When every rally attempt fails, market veterans know that it is likely that the path of least resistance for the stock market is lower, at least for the meantime.

5 Goldman Sachs Conviction List Buys Have 100% or More Upside Potential

The US Supreme Court is set to overturn the landmark 1973 Roe v. Wade ruling that guarantees the federal right to an abortion.

Salesforce says it will offer relocation aid to employees who are worried about access to abortions

SAN FRANCISCO , May 12, 2022 /PRNewswire/ -- Swrve, a leader in mobile-first customer engagement, has expanded its integration with Journey Builder from Salesforce (NYSE:CRM) to enable brand marketers, product managers, and service providers to create and launch powerful mobile campaigns all from within Journey Builder. Salesforce Pro Mobile means SFMC users no longer have to leave Journey Builder to deploy powerful mobile-first campaigns Now, with Swrve's updated connector, Salesforce Pro Mobile powered by Swrve , Salesforce Marketing Cloud users no longer have to switch between platforms to deploy powerful mobile-first data and mobile-first campaigns in Journey Builder.

News for Salesforce Stock (CRM)