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

UiPath

Investors aggressively sold off shares of enterprise software stocks on Thursday, creating huge losses in some of the sector's most prominent names.

Salesforce, UiPath, and More Enterprise Software Stocks Swoon on Weak Results

Salesforce continues to see slower top-line growth. Cloud software spending seems to be shifting to AI.

Why Salesforce Stock Plunged Today

Salesforce notched its biggest one-day loss in nearly 20 years after the SaaS firm's Q1 revenue fell short.

Stock Market Today: Salesforce Earnings Drag Dow Down 330 Points

Salesforce (CRM) stock is on course for its worst one-day loss since 2004, hurting the Dow Jones Industrial Average and a batch of exchange-traded funds (ETFs) with meaningful exposure to the company or to the Dow.

Salesforce Stock Sinks, Dragging the Dow and These ETFs With It

Analysts at UBS see disappointing guidance from Software-as-a-Service bellwether Salesforce Inc (NYSE:CRM, ETR:FOO) dashing investor hopes for a recovery in the software sector in the second half of 2024. “A current remaining performance obligations (cRPO) miss, guidance for a big deceleration in the second quarter and a call-out of weakening demand and booking relative to the fourth quarter will likely weigh on software sentiment and confirm fears that the overall spending backdrop year-to-date has weakened,” they wrote.

Salesforce's weak guidance dashes software recovery hopes: analysts

Salesforce (CRM) shares extended their earnings-fueled decline in intraday trading Thursday after the customer relationship management (CRM) company reported first-quarter sales that missed estimates and offered weaker-than-expected guidance for the second quarter. Analysts lowered their price targets for Salesforce stock following the lackluster earnings report, though several maintained "buy" ratings, noting Salesforce could benefit from enterprise customers integrating artificial intelligence (AI).

Salesforce Stock Extends Earnings-Fueled Decline as Analysts Lower Price Targets

Match Group

Roblox

It's been a chaotic season of earnings for certain technology companies, many of which had their share prices and expectations coming in way too hot ahead of their big reveals. Undoubtedly, the generative artificial intelligence (gen AI) run-up is alive and well, with GPU demand still as scorching as ever.

Earnings Overreaction: 3 Oversold Growth Stocks to Buy Now

The software-as-a-service (Saas) industry reeling today after Salesforce (NYSE:CRM) released 1st quarter earnings and confirmed 2024 will be a more difficult year than anticipated.

Are Saas Stocks A Buy After Today's Crash?

Salesforce's (CRM) Q1 earnings reflect the benefits of resilient demand for its cloud and software offerings in a challenging macroeconomic environment and cost-restructuring initiatives.

Salesforce (CRM) Q1 Earnings Top, Stock Falls on Weak Sales View

Salesforce stock is down after reporting weak first-quarter revenue and a soft Q2 outlook. Here's what you need to know.

Salesforce Stock Plunges on Q1 Revenue Miss, Soft Outlook

Cloud-based software firm could lose $48bn in market value if losses hold, amid fear rival AI offerings are hampering demand

Salesforce plummets as weak forecast sparks concerns of AI competition

Salesforce NYSE: CRM stock went on sale following the Q1 release, providing investors a once-in-a-lifetime opportunity. It is not every day that a high-quality, industry-leading, blue-chip stock on track to deliver robust capital returns provides a 25% discount, so it likely won't last long.

Salesforce Falls 25% Into A Once in a Lifetime Opportunity

Growth slows as big deals are taking longer to close and AI hype is not yet paying off.

Salesforce Darkens the Skies for Cloud Software as AI Threat Looms

Salesforce Inc (NYSE:CRM) stock is plunging this morning, last seen 18.5% lower to trade at $221.80, after the  cloud software vendor  disclosed a disappointing first-quarter earnings report.

Salesforce Stock in Freefall After Earnings

Salesforce (NYSE: CRM ) stock is trending, and it is tumbling about 18% today. The pullback is coming after the tech giant's second-quarter revenue guidance came in below analysts' average estimate.

Salesforce Stock Is Slumping. Can It Still Thrive in the AI Revolution?

Salesforce shares fell in premarket trading Thursday after the company released weaker-than-expected fiscal first-quarter results on Wednesday. Analysts said broader macroeconomic challenges "returned with a vengeance" during Salesforce's first quarter.

Salesforce shares tumble 17%, on pace for worst day since 2008

Investors searching for more reason to be cautious about the health of the software sector just got a big one, as Salesforce Inc. cut its subscription revenue outlook and discussed heavy spending scrutiny on the part of customers.

Salesforce's ‘increasingly visible' weakness could spur a stock drop not seen in years

Salespeople live and die by commissions, which typically form a big chunk of how they are paid, so it's no surprise that Salesforce paid a premium to buy a platform to manage this for customers more easily. Several months ago, it acquired Spiff, to help companies build out and manage incentive-based compensation schemes.

Filing: Salesforce paid $419M to buy Spiff in Feb

Salesforce shares sank 16% before the bell on Thursday after its lowest quarterly revenue growth forecast on record raised fears that high interest rates and AI offerings from rivals were hampering demand at the cloud-based software firm.

Salesforce plummets as weak forecast sparks concern of AI competition

Total

Tech stocks are under pressure for a second day after disappointing earnings and outlooks from software companies Salesforce and UiPath.

Salesforce Stock Slumps After ‘Total Mess' of Earnings, UiPath Tumbles, and Other Tech News Today

Salesforce (CRM) shares plunged more than 16% in after-hours trading on Wednesday after the cloud-based software company reported its first quarterly revenue miss in 18 years and issued weak annual sales guidance amid enterprise customers reining in their IT budgets and longer-than-average deal cycles. We take a look at the chart and identify two key levels where buyers may step in to defend the price.

What to Watch Out For After Salesforce Stock's Post-Earnings Plunge

Salesforce, Inc. (NYSE:CRM ) Q1 2025 Results Conference Call May 29, 2024 5:00 PM ET Company Participants Mike Spencer - EVP, Finance and Strategy, IR Marc Benioff - Chair and CEO Amy Weaver - President and CFO Brian Millham - President and COO Conference Call Participants Keith Weiss - Morgan Stanley Brad Sills - Bank of America Brent Thill - Jefferies Kirk Materne - Evercore ISI Karl Keirstead - UBS Raimo Lenschow - Barclays Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan Operator Welcome to Salesforce's Fiscal 2025 First Quarter Results Conference Call. All lines have been placed on mute to prevent any background noise.

Salesforce, Inc. (CRM) Q1 2025 Earnings Call Transcript

After Salesforce (CRM) reported revenue for the first quarter of fiscal 2025 that missed analysts' estimates and offered weaker-than-expected guidance for the second quarter, executives joined the customer relationship management (CRM) company's earnings call to discuss the buying environment, its revenue outlook, its role in the artificial intelligence (AI) era, and its mergers and acquisitions (M&A) strategy.

4 Key Takeaways From Salesforce's Earnings Call

After Salesforce posted its first revenue miss since 2006, CEO Marc Benioff told CNBC's Jim Cramer how the market for enterprise software companies has changed since the pandemic. "You can't control the buying environment.

After revenue miss, Salesforce CEO details the 'measured' buying environment for enterprise software companies

Wednesday, May 29th, 2024 Bond yields kept moving precariously higher today. This is a major reason for today's big selloff in the equities markets, just a day removed from the Nasdaq notching another all-time closing high.

News for Salesforce Stock (CRM)