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

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

Snowflake

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

Boeing

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.

Swrve Expands Salesforce's Mobile Offering with New Pro Mobile Solution in Salesforce Marketing Cloud

Amazon

When markets panic they commit errors from which come riches to the brave. Smart money coops up quality stocks to buy on the cheap.

3 Disaster Stocks to Buy for Easy Long Term Profits

Salesforce has agreed to buy Troops.ai, which provides a revenue communications solution which works with sales velocity, forecasting, visibility and collaboration, a company blog from Salesforce said Tuesday (May 10). Troop.ai will be incorporated into Slack, a Salesforce company.

Salesforce to Buy Sales-Data Comm Platform Troops.ai, Will Integrate With Slack

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce Announces Annual Stockholders Meeting to be Held Virtually on Thursday, June 9, 2022

Salesforce Announces Annual Stockholders Meeting to be Held Virtually on Thursday, June 9, 2022

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the global leader in CRM, today announced that its first quarter fiscal year 2023 results will be released on Tuesday, May 31, 2022, after the close of the market. The company will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) to discuss its financial results with the investment community. A live webcast and replay of the event will be available on the Salesforce Investor Relations website at www.salesforce.com/investor. About

Salesforce Announces Timing of its First Quarter Fiscal 2023 Results Conference Call

Instructure Holdings

Workday

Zoom Video

Morgan Stanley analyst Keith Weiss is recommending 4 software-as-a-service stocks in this current environment. These are the details.

Morgan Stanley: Salesforce (CRM), Instructure (INST), Workday (WDAY), And Zoom (ZM) Recommended In This Environment

The cloud software leader fell along with other growth stocks last month.

Why Did Salesforce.com Fall 17% in April?

Apple

Cisco Systems

Chevron

Home Depot

Honeywell

Intel

Coca-Cola

Merck

Microsoft

NIKE

Visa

It sure gets your attention when the Dow Jones Industrial Average drops 1,000 points. But it helps, too, to know why.

Here Are The 10 Stocks That Pummeled The Dow The Most

Thursday saw indiscriminate selling of technology stocks, even large-cap, profitable ones.

Why Apple, Meta Platforms, and Salesforce.com Plunged Today

Adobe

Best Buy

Cadence Design Systems

NVIDIA

Pool

IDEXX Laboratories

Intuit

Lam Research

The practice of investing based on environmental, social and governance (ESG) criteria has become increasingly popular over the years. Last year was a banner year for cash inflows to ESG funds, with these funds reaching a record of approximately $330 billion in collective assets under management according to data from Morningstar.

Why ESG Investing Doesn't Actually Work

Salesforce Inc (NYSE: CRM) has been named the #1 CRM provider for nine years in a row. These are the details.

Salesforce (CRM) Named #1 CRM Provider 9 Years In A Row

SAN FRANCISCO , May 3, 2022 /PRNewswire/ -- Salesforce [NYSE: CRM], the global leader in CRM, today announced that it has been ranked the #1 CRM provider by the International Data Corporation (IDC) in its latest Worldwide Semiannual Software Tracker . This is the ninth consecutive #1 CRM ranking for Salesforce.

Salesforce Ranked #1 CRM Provider for Ninth Consecutive Year

Salesforce is #1 CRM in the world for the eighth year in a row with an increasingly overwhelming dominance. The structure of this business model is very advantageous, especially in the expansionary phases of the economic cycle.

Salesforce: Hard To Find A Better Investment

Goldman Sachs

iShares Silver Trust

The market trend is lower, suggesting more pain ahead. Here are the top stock trades to consider this week.

3 Top Stock Trades for the Week of May 2, 2022

Beyond Meat

Innovative Industrial Properties

These are the best undervalued stocks with solid long-term prospects that can beat the market in the next month. The post 3 Undervalued Stocks to Buy in May 2022  appeared first on InvestorPlace.

3 Undervalued Stocks to Buy in May 2022

Salesforce Inc. has agreed to extend the protections of a California law to the rest of its U.S. employees, in another victory for a coalition that has set out to urge tech companies to adopt transparency in their employment contracts and essentially free employees from nondisclosure agreements.

Salesforce extends ‘Silenced No More Act' protections to all U.S. employees

When the market turns around, you'll wish you owned shares of the leader in marketing and sales cloud software.

3 Reasons for Long-Term Investors to Love Salesforce

Palantir Technologies

Redfin

Upstart Holdings

The market sell-off has made these previously pricey stocks potentially too attractive to pass up.

News for Salesforce Stock (CRM)