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 Q1 2022

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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

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Earnings data Q3 2025

Earnings data Q4 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.

Salesforce excels in Q3 2025 with Agentforce driving growth

Salesforce's Q3 2025 showcased robust financial performance and strategic initiatives driving growth.
Agentforce and the More Core initiative are key drivers of innovation and customer value.
Challenges lie in ensuring seamless adoption and competitive positioning in the market.

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

Lennar

A pivotal week will revolve around the Fed's expected rate cut, but Salesforce, FedEx and Lennar will also make news.

Stock Market Heads Into Pivotal Week: Rate Cuts, Salesforce AI, Lennar Earnings

NEW YORK, NY / ACCESSWIRE / September 13, 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.

ATTENTION Salesforce, Inc. Investors: You May Have Been Affected by Fraud - Contact Levi & Korsinsky to Discuss Your Rights

Salesforce stock has underperformed amid slowing revenue growth. Will Agentforce, a new AI autonomous agent, spur growth in 2025?

Salesforce Ramps New Artificial Intelligence Agents As 'Copilot' Lift Ebbs

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the world's #1 AI CRM, today unveiled Agentforce, a groundbreaking suite of autonomous AI agents that augment employees and handle tasks in service, sales, marketing, and commerce, driving unprecedented efficiency and customer satisfaction. Agentforce enables companies to scale their workforces on demand with a few clicks. Agentforce's limitless digital workforce of AI agents can analyze data, make decisions, and take action on tasks like.

Salesforce Unveils Agentforce–What AI Was Meant to Be

Goldman Sachs analyst Kash Rangan maintained a Buy rating on Salesforce, Inc CRM with a price target of $325.

AI-Powered Agentforce and Dreamforce Highlight Salesforce's Next Revenue Surge: Goldman Sachs Analyst

PHOENIX--(BUSINESS WIRE)-- #AIcompliance--IntraEdge, Inc., a leading global technology products and services provider, recently announced its expanded investment in itsHigher Education division with the addition of new leadership to bolster their Salesforce service offerings. The new leaders each possess over 20 years of higher education experience and have a proven track record of building innovative and high performing consulting practices. The Higher Education division leadership team consists of Vince Salv.

IntraEdge Broadens Its Investment in Higher Education with New Leadership and Salesforce Service Offerings

Media Companies Will Access an Intelligent Sales Management Solution to Run Unified Cross-Screen Advertising Campaigns

Operative Announces Integrated Solution with Salesforce Media Cloud to Improve Automation and Measurement for Media Companies

Alibaba

CINCINNATI--(BUSINESS WIRE)--enosix, a certified Salesforce and SAP partner, is transforming order-to-cash processes with a suite of user-friendly Aura and Lightning apps. These applications integrate effortlessly with client's SAP systems, enabling businesses to streamline operations and boost efficiency across Salesforce Commerce Cloud, CPQ, Manufacturing Cloud, Service Cloud, and Sales Cloud. enosix provides a unique suite of applications designed to support comprehensive order-to-cash proce.

Alibaba Cloud Leverages enosix and Salesforce to Unlock SAP in China

NEW YORK, NY / ACCESSWIRE / September 12, 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. Investigation Ongoing: Contact Levi & Korsinsky to Discuss Your Rights - CRM

SAN FRANCISCO--(BUSINESS WIRE)--Genesys®, a global cloud leader in AI-powered experience orchestration, today announced an expanded collaboration with Salesforce (NYSE: CRM), the #1 AI CRM, to revolutionize customer and employee experiences across sales, healthcare and financial services at Dreamforce 2024. Together, the companies are helping organizations streamline customer interactions, boost employee productivity and gain richer insights by furthering the unification of data and orchestrati.

Genesys Announces Continued CX Cloud Momentum through Strong Customer Adoption, Expanded Availability and Global Expansion

Entreprises can now benefit from seamless access to diverse data across every Salesforce application and workflow SAN FRANCISCO and MONTREAL , Sept. 11, 2024 /PRNewswire/ - Coveo (TSX: CVO), the leading enterprise AI platform that brings AI search and generative AI to every point–of-experience, today announced a new integration with Salesforce Data Cloud to provide enterprises with enhanced access to all relevant data across the Salesforce ecosystem.

Coveo Announces New Integration with Salesforce Data Cloud

NEW YORK, NY / ACCESSWIRE / September 11, 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. Investigation Ongoing: Contact Levi & Korsinsky About Potential Securities Fraud Allegations - CRM

While Salesforce's acquisition of Own is likely to bolster its position in AI and data management, slowing sales growth could hinder near-term stock performance.

CRM to Buy Own: Does Inorganic Growth Plan Make the Stock a Buy?

Cloud software firm Salesforce said on Tuesday its Hyperforce cloud platform was now available in Israel, which will allow sensitive government and companies' data to stay local.

Salesforce expands local cloud platform to Israel

The new integration unifies enterprise metadata, enabling faster, more confident decisions to maximize the impact of data and AI initiatives The new integration unifies enterprise metadata, enabling faster, more confident decisions to maximize the impact of data and AI initiatives

Alation to Strengthen Data Trust and Governance in Salesforce Data Cloud

NEW YORK, NY / ACCESSWIRE / September 10, 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 Being Investigated on Behalf of Salesforce, Inc. Investors. Contact Levi & Korsinsky For Details.

STOCKHOLM--(BUSINESS WIRE)-- #CloudERP--The Greenery selected Rootstock ERP and Salesforce to help modernize its operations and support its plans for growth and digital transformation.

The Greenery Picks Rootstock ERP and Salesforce to Harvest Growth and Reap Operational Efficiencies

Apple

Adobe

Autodesk

Advanced Micro Devices

Buzzfeed

CrowdStrike

Alphabet

HubSpot

Microsoft

NVIDIA

Palantir Technologies

Snowflake

Tesla

With AI now central to tech investing, the challenge is distinguishing companies leveraging AI from those "faking it". The Rule of 40 serves as a key metric, in my view. I see AI applications falling into three main categories—Creative Work, Data Analytics & Cybersecurity, and Automation & Robotics—with a fourth "Picks & Shovels" category for hardware providers like Nvidia. Understanding these categories helps clarify AI's business impact. Furthermore, analyzing Rule of 40 scores shows that few companies are truly excelling in monetizing AI.

Let's Talk About Investing In AI

NEW YORK, NY / ACCESSWIRE / September 9, 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.

Lost Money on Salesforce, Inc.(CRM)? You May Have Been Affected by Fraud- Contact Levi & Korsinsky

Salesforce has recovered from a May selloff, showing robust sales and profit growth, and closed its stock chart gap, a bullish indicator. The company is undervalued at 22x leading profits, with strong growth prospects, share repurchases, and a new AI acquisition to boost future growth. Salesforce's 2Q25 earnings were strong, with operating income up 21% YoY, and the company raised its profit guidance for the current fiscal year.

Salesforce: You'll Regret Not Picking Up This 22x P/E Bargain

Amgen

Amazon

Boeing

Cisco Systems

Chevron

Disney

Dow Inc

Intel

Johnson & Johnson

Coca-Cola

Merck

Verizon

"The Dow® [adds a stock] if the company has an excellent reputation, demonstrates sustained growth, and is of interest to a large number of investors

Buy 3 September Dogs Of The Dow; Watch 6

AbbVie

Brady Corporation

Utz Brands

Salesforce today announced that its board of directors declared a quarterly cash dividend of $0.40 per share. The dividend is payable October 8, 2024, to stockholders of record on September 18, 2024.

Daily Dividend Report: Salesforce, Brady, META, Abbvie, UTZ Brands

Salesforce (CRM) is expanding its reach into data security by purchasing startup Own for $1.9 billion in cash.

Salesforce Buys Own for $1.9B To Boost Data Security Portfolio

Investors today are worried about a potential recession in the United States economy, considering some slowing indicators such as inflation and employment. Today, more than ever, the two camps are divided and cannot agree on a direction.

3 Stocks to Watch as Firms Cut Costs Ahead of Potential Recession

Salesforce stock (NYSE: CRM) has lost 6% YTD, as compared to the 16% rise in the S&P 500 over the same period. Overall, at its current price of $248 per share, it is trading roughly 20% below its fair value of $307 – Trefis' estimate for Salesforce's valuation.

News for Salesforce Stock (CRM)