Salesforce, Inc. (CRM)
Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific. The company offers Agentforce, which enables customers to build, deploy, and manage enterprise-grade, autonomous AI agents at scale, enabling humans and agents to work together; Agentforce Sales, an integrated platform that brings together the power of humans with AI agents to help sales teams for selling, managing, and automating entire sales processes; Agentforce Service, which enables companies in every industry to bring all of their customer, employee, IT, and field service needs onto one integrated AI-powered platform; Data 360, a data engine that gives AI agents their context and serves as the foundation for how customers unify service offerings, making their data actionable for both humans and agents; Informatica, an AI-powered data management platform that enables customers to discover, integrate, govern, and deliver trusted data at scale across hybrid and multi-cloud environments; and Slack, a conversational interface for the agentic enterprise where people and agents work together, connecting knowledge, actions, and data in real time. It also provides marketing platforms; commerce services, which empower shopping experiences across various customer touchpoints; integration and analytics solutions; Salesforce Starter, a suite for small and medium-sized businesses that brings sales, service, marketing, and commerce together; and a field service solution that enables companies to connect service agents, dispatchers, and mobile employees through one centralized platform to schedule and dispatch work, as well as track and manage jobs. It serves financial services, healthcare and life sciences, manufacturing, automotive, and government sectors. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California.
Open Salesforce, Inc. in the interactive graph- Ticker
- CRM
- SEC CIK
- 0001108524
- Sector
- Information Technology
- Industry
- Software
- Periods
- FY2026 Q1, FY2027, FY2027 Q1, FY2027 Q2, FY2027 Q3, FY2028
- Headquarters
- San Francisco, CA
- Employees
- 83,334
Key figures
- Revenue 1.15B USD
- NetIncome 3.38B USD
- DilutedEPS 3.88 USD/share
Reported figures
- BasicEPS 1.61 USD/share
- BasicEPS 2.43 USD/share
- BasicSharesOutstanding 868.00M count
- BasicSharesOutstanding 960.00M count
- CapitalExpenditure 145.00M USD
- CapitalExpenditure 179.00M USD
- CashAndEquivalents 8.94B USD
- CostOfRevenue 2.27B USD
- CostOfRevenue 2.57B USD
- DeferredRevenue 17.80B USD
- DeferredRevenue 20.36B USD
- DilutedEPS 1.59 USD/share
- DilutedEPS 2.42 USD/share
- DilutedEPS 2.58 USD/share
- DilutedEPS 3.88 USD/share
- FreeCashFlow 6.56B USD
- GeneralAndAdministrativeExpense 697.00M USD
- GeneralAndAdministrativeExpense 740.00M USD
- GrossProfit 7.56B USD
- GrossProfit 8.56B USD
- InterestExpense -317.00M USD
- InterestExpense -68.00M USD
- InterestExpense 317.00M USD
- NetIncome 1.54B USD
- NetIncome 2.11B USD
- NetIncome 2.50B USD
- NetIncome 3.38B USD
- OperatingCashFlow 6.70B USD
- OperatingIncome 1.94B USD
- OperatingIncome 2.35B USD
- OperatingIncome 3.17B USD
- OperatingIncome 3.87B USD
- OperatingMargin 19.8 percent
- OperatingMargin 21.1 percent
- OperatingMargin 32.3 percent
- OperatingMargin 34.8 percent
- OtherMetric -433.00M USD
- OtherMetric -614.00M USD
- OtherMetric -63.00M USD
- OtherMetric 1.10B USD
- and 34 more in the interactive graph
Guidance
- DilutedEPS guidance 1.74–1.76 USD/share
- DilutedEPS guidance 14.06–14.12 USD/share
- DilutedEPS guidance 3.25–3.27 USD/share
- DilutedEPS guidance 7.93–7.99 USD/share
- OperatingMargin guidance 20.6 percent
- OperatingMargin guidance 34.3 percent
- Revenue guidance 11.27B–11.35B USD
- Revenue guidance 45.90B–46.20B USD
Drivers
- 3.8 billion Agentic Work Units delivered to date across Agentforce and Slack, growing 111%
- Agentforce and Data 360 annual recurring revenue reaches nearly $3.4 billion, up over 200%
- Bookings from Agentforce One Edition and Agentforce for Apps premium SKUs grew nearly 60%
- Expected organic revenue acceleration in the second half of FY27, driven by growth in Sale
- Informatica contribution of $428 million to subscription & support revenue
- Informatica contribution of $444 million to total revenue
- More than 50% of Agentforce and Data 360 bookings came from existing customers in Q1
Risks
- Ability to comply with debt covenants and lease obligations
- Ability to maintain sufficient security levels and service performance, avoid downtime and
- Ability to predict and limit customer attrition and costs related to those efforts
- Ability to predict and meet expectations regarding operating results and cash flows, inclu
- Ability to secure sufficient data center capacity
- Ability to successfully expand or introduce new services and product features, including r
- Current and potential litigation and regulatory investigations
- Effect of evolving government regulations, including those related to industry, Internet s
- Effect of geopolitical events, inflationary pressures, market and macroeconomic volatility
- Effect of the acquisition of Informatica on operating results, market price of common stoc
- Performance of strategic investment portfolio, including fluctuations in the fair value of
- Reliance on third-party infrastructure providers, including hardware, software, energy and
- Uncertainties regarding AI technologies and their integration into product offerings
- Uncertainties regarding the pace of change and innovation and ability to compete in the ma
Corporate events
- Acquisition of Informatica contributing $428 million to subscription & support revenue and
- Entered into $25 billion accelerated share repurchase (ASR), with upfront share delivery o
- Paid $365 million in dividends
- Returned $27.5 billion to shareholders, including $27.1 billion in share repurchases and $
Quotes
- “Agentic AI is the biggest growth opportunity for our customers, and for Salesfor…”
- “This was an outstanding quarter for Salesforce — record revenue, record deals, a…”
- “We remain confident in delivering organic revenue acceleration in the second hal…”