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 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

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

Accenture Plc

ASML Hld

Broadcom

Cisco Systems

Microsoft

NVIDIA

Oracle

ProShares Short QQQ

Taiwan Semiconductor Manufacturing

Given current outlook, I expect bargains on some top 10 technology stocks going forward. I'm building a shopping list to buy the dip. The top 10 technology stocks by market cap were ranked by relative value using a matrix approach.

Tech Top 10 Ranked By Value

Salesforce.com, Inc. (NYSE:CRM) is set to report its first quarter 2024 earnings after the market close on Wednesday, May 31, and investors will be on the lookout for more details of its moves into generative AI technology as well as another revenue and earnings beat.  The cloud software company has already flagged revenue of $8.16 billion to $8.18 billion for the quarter, and non-GAAP earnings per share of $1.60 - $1.61.

Salesforce likely to surprise to the upside: earnings preview

Colgate-Palmolive

Clorox

Keurig Dr Pepper Inc

My father owned International Business Machines ( IBM , Financial) stock most of the time from the 1950s to the 1980s. Maybe your father did too.

IBM, Colgate and 3 Other Stocks I Would Sell

Advanced Micro Devices

Amazon

Alphabet

Shoe Carnival

AI is happening. It's about to change the world and will cause a boom in productivity unlike any we've seen.

Don't Get Burned By The AI Boom

Estimates for Salesforce earnings have been revised upwards significantly (22.9%) in response to its most recent quarter but are still not too aggressive in terms of their assumptions. Calculating through the numbers, we see that they imply margins that are significantly higher YoY, but only about half of what we saw in the last quarter.

Salesforce FQ1 '24 Earnings Preview: Consensus Up, But Beat Still Likely

Datadog

ServiceNow

While the stock market has done much better in 2023, the truth is that just 10 companies have made up 95% of the gains in the S&P 500, and nine of the 10 heaviest-weighted stocks in the Nasdaq 100 have accounted for almost all its gains.

Goldman Sachs Top Analysts Have 4 Buy-Rated Conviction List Tech Stocks With Big Upside Potential

NEWARK, Calif.--(BUSINESS WIRE)-- #Analytics--Intelliswift Software has announced an increased focus on its Salesforce capabilities to offer more value to customers and drive business growth.

Intelliswift Unveils Salesforce Center of Excellence to Drive Growth and Innovation

Artificial intelligence stocks to watch in the stock market now.

2 Artificial Intelligence Stocks For Your May 2023 Watchlist

Apple

Amgen

Chevron

Home Depot

NIKE

The Dow Jones Industrial Average fell 1%, or 336 points, on a day of disappointing earnings and macroeconomic reports. Nike lost the most, while Microsoft led a small pack of gainers.

Dow Jones Today: Index Slumps on Retail Sales

Impinj

Adobe

ON Semiconductor

Visa

Signs continue to point to continued growth opportunities across a wide swath of tech stocks. Recently, the tech-heavy Nasdaq exchange has often been observed to outperform more balanced exchanges like the Dow on down days.

7 Top Tech Stocks to Watch for Growth Opportunities

Annexon, Inc

Celsius Holdings

Enphase Energy

Fluence Energy

BMO REX MicroSectors FANG+ Index -3X Inverse Leveraged ETN

Goldman Sachs

Honeywell

JPMorgan Chase & Co

Direxion Daily S&P Biotech Bear 3X Shares

Northern Oil and Gas

Procter & Gamble

UnitedHealth Group

Walmart

Two new Breakout Stocks for Week 20 with better than 10% short-term upside, ETF updates, and two Dow 30 Picks. Average cumulative returns for 2023 are +68.3% YTD. The negative MG Signal continues, but peak gains were in COIN +14.4% and TLRY +7.1%. The Active ETF portfolio continues with YTD gains at +14.2%.

May MDA Breakout Stocks/ETFs Week 20 - 2023: High-Frequency Gainers To Give You An Edge

Boeing

Disney

Dow Inc

Intel

Johnson & Johnson

Verizon

Walgreens

"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. Sector representation is also a consideration.” - Dow Jones & Co. The highest-yield 10 stocks are May's Dogs of the Dow: JNJ, GS, CSCO, AMGN, CVX, DOW, IBM, MMM, WBA, and VZ, averaged a 4.65% annual yield.

May Dogs Of The Dow: Buy 2, Watch 4

Airbnb

MercadoLibre

Novo Nordisk

Tesla

Waste Management

Growth Companies often come attached to a high level of risk for investors, particularly when high growth expectations are priced into the stock price. In today's article, I will provide you with 10 growth companies that I consider to be appealing for investors.

10 Attractive Growth Stocks For May 2023

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce Announces Timing of its First Quarter Fiscal 2024 Results Conference Call.

Salesforce Announces Timing of its First Quarter Fiscal 2024 Results Conference Call

News for Salesforce Stock (CRM)