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

Datadog

Microsoft

Should you invest in these cloud computing stocks at their current valuations?

Best Cloud Computing Stocks To Buy Right Now? 3 To Know

Salesforce has corrected more than 40% with concerns on guidance on M&A, and the sell-off looks overdone, in my view. Salesforce has a solid business model with recurring and sticky revenues, with visibility into revenue to be recognized in the next 12 months and after.

Salesforce: Enough Is Enough, Time To Buy

Amazon

Deutsche Bank

Intel

Ever since the Treasury yield curve inverted a few weeks back, everyone's talking about a recession. The post The Divergence Is Here appeared first on InvestorPlace.

The Divergence Is Here

Salesforce is a big, complex set of services, which has been augmented via acquisition with several other big complex services including Mulesoft, Tableau and Slack, three companies the CRM giant acquired in recent years. The company has been looking for ways to make all of these tools (including Salesforce itself) work better together, and it […]

Salesforce's low-code workflow tool aims to unify CRM giant's largest acquisitions

Innovations unveiled at Salesforce's TrailblazerDX provide developers the ability to unlock, embed and act on data analytics Customers like JAGGAER use Tableau to gain deep visibility, insights and recommendations across supply chains SAN FRANCISCO , April 27, 2022 /PRNewswire/ -- Today at Salesforce TrailblazerDX '22 , Tableau announced new capabilities that empower developers to embed, extend and customize analytics on any project. New Tableau capabilities to empower developers with analytics for anyone, anywhere, with any data.

Tableau announces new capabilities to empower developers with analytics for anyone, anywhere, with any data

Anypoint Code Builder helps developers manage disparate systems with minimal configuration and rich code-editing features Together with Anypoint Flex Gateway and API Governance, developers can manage and secure any service and apply governance to any API, faster and easier SAN FRANCISCO , April 27, 2022 /PRNewswire/ -- Today at Salesforce TrailblazerDX '22 , MuleSoft announced Anypoint Code Builder, a new integrated development environment (IDE) that empowers developers to create APIs and integrations with a modern user experience built on Visual Studio Code, the popular code editor. This next generation IDE enables developers to design, implement, and deploy APIs and integrations from a single environment in days instead of weeks or months with costly custom code.

New MuleSoft Anypoint Code Builder Helps Developers Innovate Faster and Increase Productivity with Web-Based Integrated Development Environment

Flow enables companies to build workflows on the Salesforce Platform that automate across Slack, MuleSoft, and Tableau, connecting systems and business processes on one CRM platform Customers like Vonage, RBC Wealth Management, and ENGIE are automating mundane and repetitive processes, freeing up time to create technology that differentiates their business SAN FRANCISCO , April 27, 2022 /PRNewswire/ -- Today at TrailblazerDX , Salesforce (NYSE: CRM), the global leader in CRM, announced new innovations in Salesforce Flow , the complete suite of automation technologies, to help customers quickly automate any complex business process on the Salesforce Customer 360 Platform. Built on Salesforce's low-code platform, Flow delivers business value fast by empowering people, simplifying processes, and integrating systems.

Salesforce Expands Flow Automation Suite, Now Delivers More Than 1 Trillion Monthly Automations and $2 Trillion in Customer Business Value

Investors are concerned that rising interest rates could hurt growth stocks.

Why Salesforce Stock Is Falling Today

Salesforce's revenues are surging. FY 2023 top line projections were recently raised. The platform business is experiencing strong growth.

Salesforce: Attractive Valuation

Lead generation is a critical cornerstone in the world of sales — in a seemingly infinite sea of potential customers, you need to know who wants to buy, or who might buy, what you are selling so that you can focus your pitches (and your time and energy) in a more focused way. Today, a […]

Qualified raises $95M to help Salesforce users with their sales pipeline generation

Qualified, a Salesforce-native platform that helps companies convert website visitors into paying customers, has raised $95 million.

Qualified, a Salesforce-native platform for turning prospects into buyers, raises $95M

Green Thumb Industries Inc.

Block

A falling stock market is the perfect time to put your money to work in these fast-paced companies.

3 Beaten-Down Growth Stocks to Buy in a Fed-Induced Bear Market

SAN FRANCISCO , April 22, 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 Atonit Tecnologia da Informação Ltda ("Atonit").. 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 Atonit Employees Under Its Inducement Equity Incentive Plan

Alcoa

NVIDIA

A hawkish Federal Reserve Chairman is tanking markets. Here are three stocks to sell before it gets worse.

3 Stocks to Sell That Just Shattered Support

Clearwater Analytics Holdings

Definitive Healthcare Corp

ServiceNow

Paycom Software

Paylocity Hlds

Pubmatic

ZoomInfo Technologies

"Eventually, even these heinous stocks, formerly high-flying tech stocks, will get so cheap that they're going to find a bottom," the "Mad Money" host said.

Be ready to snatch up these 8 software stocks when they bottom, Jim Cramer says

Salesforce Inc. (NYSE:CRM) has been under bear control since November 2021. A few weeks ago, the company appeared to have found support at $200, but that did not hold.

How much lower can Salesforce sink after raising the bear flag this week?

Accenture Plc

The companies on this list have outperformed the market in the past five years.

Looking for Investment Ideas? Check Out This List

Salesforce's new Futureforce Tech Launchpad, powered by CodePath, aims to provide underrepresented computer science students access to technical training and mentorship  SAN FRANCISCO , April 20, 2022 /PRNewswire/ -- CodePath, a national nonprofit working to diversify the nation's tech industry in the next 10 years, today announced that it has partnered with Salesforce, the global leader in customer relationship management (CRM), to host a 10-week, paid pre-internship program to prepare rising college juniors for careers in tech. The Futureforce Tech Launchpad program offers underrepresented CS students early access to Salesforce internships.

CodePath Partners with Salesforce to Launch Futureforce Tech Launchpad to Increase Equity in Tech

Salesforce is fundamentally well off based on my SaaS checklist. High marketing, R&D, and stock-based compensation spend still suppresses earnings.

Salesforce: Buy The CRM Leader After A 40% Drawdown From Highs

Salesforce has lost close to half of its market value since peaking in November as it gets swept in the broad-based equity sell-off triggered by the currently unfavourable macroeconomic backdrop. The stock is now trading at a significant discount compared to its large-cap SaaS peer group, which is non-reflective of its strong growth profile.

Is Salesforce Stock Undervalued Or Overvalued?

Tech stocks have crashed: this may benefit Salesforce due to their history of M&A. Over the years, Salesforce has been able to bypass the laws of decelerated growth through a successful track record of M&A.

Why Salesforce Was Built For This Tech Crash

Salesforce is a market leader in the cloud-based CRM space and its products are mission critical for many of its customers. The company has strong pricing power, operating leverage, and profitability, which should help it to continue to grow at a fast pace.

Salesforce: Buy The Dip On This Fast Grower

The below is an excerpt from this week's episode of Schaeffer's Playbook of the Week , featuring Schaeffer's Senior Market Strategist Bryan Sapp, CFA.

Why You Should Be Near-Term Bearish on Salesforce Stock

Carvana

Disney

There are still stocks to buy regardless of Wall Street's jitters. That's especially true of strong companies whose stocks are near support.

3 Game-Changing Stocks to Buy for a Rally This Month

Which cloud-based software company is the safer investment?

News for Salesforce Stock (CRM)