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

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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

A near-perfect storm of negative catalysts caused Salesforce (NYSE: CRM ) stock to plunge after reporting its first-quarter results on May 30. The shares are likely to stay weak for some time due to the Street's current aversion to software names in general and Salesforce in particular.

CRM Outlook: Why Salesforce Stock Will Rebound Down the Road

Booking Hlds

Alphabet

2024's 4 New Dividend Payers Could Become The Next Dividend Aristocrats

ServiceNow

Salesforce is focusing on profit growth as its business matures. ServiceNow continues to grow at a much faster rate.

Better Cloud Stock: Salesforce vs. ServiceNow

Disney

The Dow Jones Industrial Average, or Dow 30, is an index comprised of 30 leading blue-chip stocks. Taken together, the 30 stocks that comprise the Dow index are meant to provide a snapshot of the health of the U.S. economy.

3 Dow Stocks to Sell in June Before They Dive

Intel

The tech-heavy Nasdaq 100 has been on an impressive run this year. It is now up 15% year-to-date, outpacing the S&P 500 by a slight margin and the Dow Jones Industrial Average by a landslide.

The 3 Most Undervalued Software Stocks to Buy in June 2024

NVIDIA

According to PricewaterhouseCoopers, artificial intelligence could contribute $15.7 trillion to the global economy in 2030. The technology promises to impact everything from video games to medical procedures, and just about everything in between.

AI Admirals: 3 Stocks Navigating the Seas of Technological Change

Norfolk Southern

24/7 Insights In the past week, insiders scooped up shares of a software giant and a leading railroad operator.

Huge Insider Buying at a Software Giant, Railroad Operator, and More

Salesforce stock just had all of its 2024 gains wiped out. The market has grown concerned about rising competition from AI.

Time to Buy the Dip on Salesforce Stock?

Artificial intelligence is here to stay. With every new product that leverages AI to improve productivity or bring new capabilities, the skeptics' case is weakening.

3 Tech Stocks to Buy for the Next Stage of AI Hype

I warned about the extreme optimism on CRM stock in December 2023. My caution has panned out. Salesforce's AI monetization may take longer than expected, but the company remains confident in its long-term potential. Now, the market has become too pessimistic about CRM's growth potential, with a forward adjusted PEG ratio of just 1.2.

Salesforce: I Warned About The AI FOMO - But I'm Buying Now (Upgrade)

Salesforce's Q1 FY2025 report showed total revenues of $9.13B, missing estimates and causing a 20% drop in the stock. The company's AI efforts are expected to bear fruit in the coming years, and it continues to generate strong cash flow. Despite short-term challenges, Salesforce's long-term business fundamentals remain intact, making the current dip a buying opportunity.

Salesforce: Earnings Overreaction Creates A Buying Opportunity

The customer relationship management (CRM) specialist also offers a leading artificial intelligence platform. But the company's growth rate has been underwhelming in recent quarters, and even its forecast looks light.

Is Salesforce Stock in Trouble?

Johnson & Johnson

Over 128 years, the Dow has evolved from a 12-stock industrial index into one that features 30 time-tested, multinational businesses. Patient investors can still find value in the Dow Jones Industrial Average, even with the index a stone's throw from an all-time high.

3 Dow Stocks That Are No-Brainer Buys in June

Salesforce (CRM) was the best-performing stock in the Dow Jones Industrial Average Thursday after the customer relationship management (CRM) software giant announced plans to open its first artificial intelligence (AI) center, which will be located in London.

Salesforce Plans To Open Its First AI Center in London

Salesforce was the best Dow Jones stock today on news ValueAct Capital increased its stake in the SaaS firm.

Stock Market Today: Dow Closes Higher as Salesforce Pops

Shares of Salesforce (NYSE: CRM ) stock opened in the green following a significant purchase from ValueAct Capital. ValueAct's co-CEO and CIO, Mason Morfit, also serves as a director on the company's board, classifying the purchase as an insider transaction.

Value Act Capital Just Bought $99.79 Million of Salesforce (CRM) Stock

ValueAct has increased its stake in Salesforce to around 3.9 million shares worth $1 billion, via a $100 million trade earlier this week. Valueact co-CEO and Salesforce board member Mason Morfit disclosed the trade less than a week after the company reported its first revenue miss since 2006.

ValueAct increases Salesforce stake to nearly $1 billion, sending shares up

LOS ANGELES--(BUSINESS WIRE)--Pipeliner CRM, the leading sales enablement tool and CRM software, today launched its first-of-its-kind Salesforce Connector, seamlessly providing sales teams with access to Pipeliner's CRM sitting on top of their existing Salesforce system. With time, Salesforce's platform has become cumbersome, complicated, non-user-friendly, and increasingly costly. This affects sales reps and creates major challenges for managers and executives. However, despite this many teams.

Pipeliner CRM Introduces Salesforce Connector

Salesforce Inc (NYSE:CRM, ETR:FOO) has opened its first AI Centre in London's Blue Fin Building, Southwark, signalling what the global CRM giant called “a vote of confidence in the United Kingdom's AI economy”. It forms part of Salesforce's $4 billion investment pledge into the UK's artificial intelligence sector.

Salesforce opens London AI Centre under $4bn UK investment push

Bath and Body Works

Builders FirstSource

On May 24, Intuit (NASDAQ: INTU ) was the S&P 500's worst-performing stock, prompting Barron's to wonder if the company behind TurboTax was one of the down, but not out, S&P 500 stocks to buy.  INTU stock lost more than 8% on the day after it said its Q4 2024 EPS should be $1.83.

3 S&P 500 Stocks Still Worth Buying Even After Their Recent Tumble

Microsoft

Technology stocks were muted early on Thursday after a strong previous day.

Microsoft, Meta Platforms, Salesforce, and Other Tech Stocks in Focus Today

Salesforce has picked London for its first AI centre, where it said industry experts, developers and customers will be able to collaborate on innovation and develop new skills.

Salesforce to open first AI centre in London

Salesforce said Thursday it will open its first, flagship artificial intelligence center in the U.K., in London's Blue Fin building. The center, part of Salesforce's $4 billion investment in the U.K., will be used to encourage industry collaboration as well as facilitate AI training and upskilling programs.

Salesforce to open new AI center in London as part of $4 billion UK investment

Slalom is the first strategic System Integrator partner for Salesforce Data Cloud and Einstein 1; debuts a fully integrated AI Accelerator with Data Cloud Slalom is the first strategic System Integrator partner for Salesforce Data Cloud and Einstein 1; debuts a fully integrated AI Accelerator with Data Cloud

Slalom and Salesforce expand partnership to unleash the power of data for customers' AI transformation

Salesforce stock dropped ~20% after Q1 fiscal 2025 earnings, missing revenue expectations by ~$14 million. The negative sentiment was in anticipation of future growth challenges, but largely unwarranted. Salesforce may face a future economy with highly democratized AI systems. This deflationary trend, also driven by mainstream robotics, may impact demand for Salesforce's current AI pricing in ~15 years. Despite risks, Salesforce remains a strong investment for the next decade. My conservative DCF model shows the company is roughly 20% undervalued. I reiterate my Buy rating.

News for Salesforce Stock (CRM)