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CRM US​

Salesforce, Inc.(CRM US)

$248.57-1.720.69%Ext:$246.80-1.770.71%(Market Closed · 00:00:00 UTC)

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Salesforce, Inc. — Company Profile

Salesforce, Inc. is a leading provider of customer relationship management (CRM) solutions, dedicated to connecting businesses and their clientele on a global scale. At its core, the Customer 360 platform empowers organizations to create seamless, integrated experiences for their customers. The company's extensive suite of services encompasses a wide array of functionalities: Sales: Tools designed to manage sales pipelines, track leads, forecast opportunities, extract data-driven insights through analytics, and streamline the creation of quotes, contracts, and invoices. Service: Capabilities enabling companies to deliver highly personalized, trustworthy, and scalable customer support. Platform: A versatile development environment, featuring intuitive drag-and-drop tools, that allows businesses of diverse sizes, locations, and industries to build tailored applications, thereby strengthening customer relationships. Learning: An online educational platform providing accessible training to acquire sought-after Salesforce skills. Slack: A comprehensive system for team collaboration and engagement. Marketing: Solutions for strategizing, personalizing, and optimizing individual customer marketing journeys. Commerce: Offerings that unify customer interactions across various channels, including mobile, web, social media, and physical retail stores. Tableau: A complete analytics solution addressing a broad spectrum of enterprise data analysis needs. MuleSoft: An integration platform designed to unlock and connect data residing across an organization's various systems. Salesforce's offerings cater to numerous sectors, such as financial services, healthcare, life sciences, and manufacturing, among others. Beyond its core products, the company also provides professional services and conducts both in-person and online courses to certify customers and partners in the architecture, administration, deployment, and development of its services. Its solutions are distributed through direct sales channels, as well as a network of consulting firms, systems integrators, and other strategic partners. Established in 1999, Salesforce, Inc. maintains its headquarters in San Francisco, California.

Sector
Industrials
Industry
Professional Services
Exchange
UN
CEO
Marc R. Benioff
Headquarters
San Francisco, CA, US
IPO Date
Jun 23, 2004
Employees
83,334
Website
www.salesforce.com

Key Metrics

Price
$233.78
Market Cap
$191.47B
Revenue (TTM)
$11.13B
Net Income (TTM)
$2.11B
EPS (TTM)
2.43
P/E (TTM)
23.86
P/B (TTM)
5.59
Dividend Yield
89.59%
ROE (TTM)
6.15%
ROA (TTM)
1.98%
Operating Margin
21.80%
Beta
0.49

Dividends

Last Dividend
$0.44
Last Yield
0.90%

Summary

Salesforce, Inc. is a leading provider of customer relationship management (CRM) solutions, dedicated to connecting businesses and their clientele on a global scale. At its core, the Customer 360 platform empowers organizations to create seamless, integrated experiences for their customers. The company's extensive suite of services encompasses a wide array of functionalities: Sales: Tools designed to manage sales pipelines, track leads, forecast opportunities, extract data-driven insights through analytics, and streamline the creation of quotes, contracts, and invoices. Service: Capabilities enabling companies to deliver highly personalized, trustworthy, and scalable customer support. Platform: A versatile development environment, featuring intuitive drag-and-drop tools, that allows businesses of diverse sizes, locations, and industries to build tailored applications, thereby strengthening customer relationships. Learning: An online educational platform providing accessible training to acquire sought-after Salesforce skills. Slack: A comprehensive system for team collaboration and engagement. Marketing: Solutions for strategizing, personalizing, and optimizing individual customer marketing journeys. Commerce: Offerings that unify customer interactions across various channels, including mobile, web, social media, and physical retail stores. Tableau: A complete analytics solution addressing a broad spectrum of enterprise data analysis needs. MuleSoft: An integration platform designed to unlock and connect data residing across an organization's various systems. Salesforce's offerings cater to numerous sectors, such as financial services, healthcare, life sciences, and manufacturing, among others. Beyond its core products, the company also provides professional services and conducts both in-person and online courses to certify customers and partners in the architecture, administration, deployment, and development of its services. Its solutions are distributed through direct sales channels, as well as a network of consulting firms, systems integrators, and other strategic partners. Established in 1999, Salesforce, Inc. maintains its headquarters in San Francisco, California.

Website
www.salesforce.com
Location
San Francisco, CA, US
Phone415 901 7000
Employees83,334
CEOMarc R. Benioff
Sector
Industrials
Industry
Professional Services
IPO DateJun 23, 2004

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Latest Documents

SEC Filings(9.7K)

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  • 4Harris Parker23 Oct
  • 8-KSalesforce Signs Definitive Agreement to Acquire Braze20 Oct
  • 4Harris Parker23 Sep
  • 4Washington Robin L23 Sep
  • 4Niles Sabastian23 Sep
  • 4Milano Miguel23 Sep
  • 4Kirk David Blair21 Sep
  • 8-KWelcome and Introduction Welcome to Investor Day at Dreamforce 2026Mark Murphy EVP, Global Investor RelationskThan ouy ALL HEADERS LEFT JUSTIFIEDForward-looking statements This presentation contains forward-looking statements about, among other things, trend analyses and statements regarding future events, anticipated growth and industry prospects, and our strategies, expectations, or plans regarding product releases and enhancements. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties, and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, results or outcomes could differ materially from those expressed or implied by these forward-looking statements. The risks and uncertainties referred to above include those factors discussed in Salesforce's reports filed from time to time with the Securities and Exchange Commission, including, but not limited to: our ability to meet the expectations of our customers; uncertainties regarding Al technologies and their integration into our product offerings; the effect of evolving domestic and foreign government regulations; regulatory developments and regulatory investigations involving us or affecting our industry; our ability to successfully introduce new services and product features, including related to AI and Agentforce; our ability to execute our business plans; our ability to meet our long-term revenue targets and profitable growth framework; the pace of change and innovation and our ability to compete in the markets in which we participate; our ability to maintain and enhance our brands; and expectations regarding contributions from acquired companies.Agenda 1:05 PM – Defining the Agentic Enterprise, Patrick Stokes & Rohan Kumar 1:55 PM – Execution that Compounds, Miguel Milano & Alexa Vignone 2:50 PM – The Agentic Enterprise Opportunity, Robin Washington 3:15 PM – Marc Benioff + Leadership Q&A 4:00 PM - 5:00 PM – Investor ReceptionThe Agentic Enterprise Opportunity Robin Washington President and Chief Operating and Financial OfficerPresident and Chief Operating and Financial Officer Robin WashingtonThank youOperational Excellence Capital Allocation Investing to scale profitable, long-term growth Continued free cash flow expansion FY30 profitable growth framework of 50 Growth Drivers Strong NNAOV re-accelerating organic revenue FY30 Revenue FY27 forecast 190% FCF return, ≥14% expected share count reduction, Strategic M&A ALL HEADERS LEFT JUSTIFIED Design Notes -Most important - doing what we said we would do, nod back to prior year -Edits needed: Financial Framework for the Agentic Enterprise $63B+ Progress Report Targets include the impact of Informatica and additional announced M&A to date.The opportunity is expanding Software spend doubles by 2030, new categories of knowledge workers Design Notes -Most important - highlighting growth of the TAM through FY30 and that AI software is growing faster The Gartner content described herein (the “Gartner Content”) represents research opinion or viewpoints published, as part of a syndicated subscription service, by Gartner, Inc. ("Gartner"), and is not a representation of fact. Gartner Content speaks as of its original publication date (and not as of the date of this presentation, and the opinions expressed in the Gartner Content are subject to change without notice. Calculations performed by Salesforce. (1) AI Software, AI Platform, and Business AI Agents include AI spending for AI Software, AI Agents and Assistants (Business only), AI Platforms for Data Science and Machine Learning, and AI Application Development Platforms. Charts/graphics created by Salesforce based on Gartner insights. Source: Gartner, Inc. Forecast: AI Spending, Worldwide, 2025-2030, 2Q26, Kay Arnott, Jon Erensen, Amarendra et. al., 24 July 2026. (2) The non-AI software figures represent the total IT spending on Software minus AI Software, AI Platform, and Business AI Agents. Charts/graphics created by Salesforce based on Gartner insights. Source: Gartner, Inc. Market Databook, 2Q26, ,John Lovelock, Linglan Wang, Amarendra et al,, 25 June 2026. GARTNER is a trademark of Gartner, Inc. and/or its affiliates. $0T $0.5T $1.0T $1.5T 2025 2030 $2.0T 35% CAGR AI Soware, AI Platform and Business AI Agents1 $2.5T 3% CAGR Non-AI Soware2 56% of total soware spend is AI-related by 2030 $1.1T of incremental AI spend from 2025 to 2030 Last year’s TAM view62% YoY CRM Seat Growth Top AI Sales & Service teams run on Salesforce. 100% Slack Adoption 100% of these leading AI companies rely on Slack to help in their daily work. ~5 Clouds Per Customer And climbing, with average cloud count +1.5 over last 2 years. +435% YoY ARR Growth Average Recurring Revenue from this cohort expanded 435% year-over-year. Forbes Top 50 AI Companies, top 10 filtered by latest valuation 9 of the top 10 AI companies are building and betting their future on Salesforce AI leaders build their businesses on SalesforceManufacturing Customer High correlation of AI adoption in scaled growth customers across industries Agentic enterprise expansion in action AI shows up in +80% of our top 100 growth stories x ARR Financial Services Customer Q2 FY25 Q2 FY27 A R R 2.3x ARR Automotive Customer Q2 FY25 Q2 FY27 A R R 1.3x ARR $36M $42M Cybersecurity Customer Q2 FY25 Q2 FY27 A R R 1.5x ARR $50M Agentforce & premium upgrades Q2 FY25 Q2 FY27 A R R 6.5x ARR $20M Public Sector Customer Q2 FY25 Q2 FY27 A R R 4.0x ARR $9M Professional Services Customer Q2 FY25 Q2 FY27 A R R 4.5x ARR $15M Agentforce, premium upgrades & flex credits, Data 360, & more Core licenses Agentforce, premium upgrades, Data 360, & more Core license Flex credits & more Core licensesData 360 & more Core licenses Agentforce, premium upgrades, Data 360, & more Core licenses Agentforce, premium upgrades, & more Core licenses More Core licenses & Data 360 Agentforce, premium upgrades & flex credits, Data 360, & more Core licenses Each customer ARR multiplier based on 2 year expansion from Q2 FY25 through Q2 FY27. Top 100 growth stories defined by largest absolute dollar increases in year over year ARR change as of Q2 FY27. Graphs are not anchored to same scale on Y axis.Consumption flywheel driving usage and unlocking ARR expansion Monetizing the AI opportunity Q4 FY25 Q2 FY27Q2 FY26 Top 100 AWU Customers Top 100 customers with most all-time AWUs generated as of Q2 FY27. Outside of the top 100, ARR grows meaningfully faster as customers scale their AI usage across Salesforce >2x ARR uplift in 18 months since Agentforce launch A R R U pl if t ARR upli driven by AI, Data 360, Customer 360Our vision of the AI opportunity Multi-year journey underpinned by pace of innovation and expanding monetization pathways Agentic Adopts Agentforce in support and core expansion, with some seat optimization 1.5x-2x ARR upli Pre-Agentic Expands to additional clouds, adopts Industries 1.2x ARR upli Fundamental Averages 3 clouds, primarily on mid-tier editions Agentic Enterprise Adopts Agentforce wall to wall internally and externally 3x-4x+ ARR upli Consumption Flywheel ARR “Annual recurring revenue” uplift based on compounding growth projections from cohort of customers in the Agentic scenario.Financial PerformanceTo be pulled from DF deck - will need to overlay design $15B+ R&D Investments since FY24 Responsible M&A FrameworkSlackbot users up over 150% Q/Q Leading AI companies run on Slack Now introducing: Slack Code Slackbot in Channels Slackbot Surfaces Slackbot Live Slack Revenue is accelerating Design Notes - Design needs to feel more cohesive with the rest of the deck. - Goal of the slide is to show how strong Slack growth is right now. The way the line chart is showing up doesn’t make the Slack growth look as strong as it is. Slack is the best interface for the Agentic Enterprise Q1’26 Q2’26 Q3’26 Q4’26 Q1’27 Q2’27 ~2.5x increase since acquisition Re ve nu e Yo YDriving durable revenue growth & margin expansion Non-GAAP Operating Margin Revenue 18.7% 34.3% FY22 FY23 FY24 FY25 FY26 FY27E Guidance $26.5B $46.4B Sales | $9B AOVService | $10B AOV Data 360 | $1B AOV FY27 Revenue guidance represents the high-end of guidance range as of August 2026. FY27 Non-GAAP Operating Margin guidance as of August 2026. AOV as of Q2 FY27. Design Notes - These 3 slides are trying to quickly hit through our key financial numbers. Let’s keep layouts similar (or mirrored of each other) to make the 3 a cohesive financial story. Our profitable growth is accelerating Growth drivers fuel acceleration Multi-Cloud Pricing & Packaging Upgrade Megacycle Balanced Portfolio Innovation GTM Capacity Operational excellence expands margins Invest with discipline Drive productivity with Customer Zero Simplify and scale the platform Investing to win the agentic enterprise, while delivering profitability On track to 1.75x Revenue 1,560bps margin expansion since FY22Design Notes - These 3 slides are trying to quickly hit through our key financial numbers. Let’s keep layouts similar (or mirrored of each other) to make the 3 a cohesive financial story. Free cash flow fuels our future Profitable growth drives cash flow FY27 Free Cash Flow guidance as of August 2026, Free Cash Flow is a non-GAAP financial measure. Investing in our future Product Innovation Strategic M&A Go to Market Capacity Dividends and Buybacks Free Cash Flow Expansion Fr ee c a sh fl ow $ Bs $5B $15B FY22 FY23 FY24 FY25 FY26 FY27E On track to 3x free cash flow since FY22Capital Allocation Innovation | M&A | Capital ReturnsResponsible M&A Framework Accelerates Salesforce product differentiation strategy Best-in-class product with extensive ecosystem Represents an attractive customer opportunity Customer Success & Strategic Fit Strong ability to increase monetization Cultural and organizational alignment Opportunities to drive significant operational efficiencies Acceleration Clear timeline for value accretion Use of balance sheet / non-dilutive form of consideration Appropriate valuation ValueM&A Strategy drives innovation and growth Recent focus on Data, AI accelerators, and AI Labs OPTION 2 Design Notes - Need to adjust the design to make this more crisp / compelling. - Logos need to be adjusted to the same size across the board - Goal - Double down on our M&A framework which is the white boxed view, and then show how the addition of the AI labs strategy underpins Delivering scaled offerings for customer success Tailwind to growth, clear path to accretion IP & Talent to augment innovation Future product and innovation impact Tech & Talent Complementary products that accelerate product roadmap Modest tailwind to growth, absorb P&L impact Adjacencies Rationale Financial Impact Recent Acquisitions Scaled Doti AI Labs Top tier AI talent Frontier AI capabilities, accelerate AI product roadmap and unlock new opportunities Responsible M&A FrameworkSalesforce Ventures & AI Labs accelerates our innovation ››Portfolio approach empowers innovation at startup speed, grounded in Trust and Customer Success. Venture positions in emerging AI categories as the landscape shifts Frontier talent and cultural alignment that compounds ACQUIRE Invest internally in AI Labs incubation unit BUILD INVEST ventures Design Notes - The logos feel a little disorganized here. Can we try something different with that part of the design? AI Ecosystem fuels customer success PARTNER ›› AI LABS Innovation Incubation Unit Acquisitions for the AI Era Best in class partnerships drive customer success Salesforce Ventures invests in future leadersventures$60B+ cumulative shareholder returns to date Design Notes - Similar layout to the previous 3 but higher focus on the numbers down the left vs. the qualitative commentary on the left Our biggest bet in FY27 is Salesforce Capital returns underpin our confidence in the future FY27 Free Cash Flow guidance as of August 2026, Free Cash Flow is a non-GAAP financial measure. Expected return on invested capital calculation leverages CRM price as of market close on 8/31/2026 over the expected average price of shares to be repurchased through the ASR as of 8/31/2026. Capital Returned Accelerated Share Repurchase $25B largest ASR ever Over 40% return on our investment $182 expected average share price ≥14% expected share count reduction Share buybacks ($M) Total dividends ($M) 190% of Free Cash Flow returned in FY27 FY23 FY24 FY25 FY26 FY27The future FY302 $63B+ The 30Bs 3 YEARS The 40Bs 2 YEARS The 50Bs 2 YEARS Sources: 1. Full Year FY27 Revenue guidance as of August 2026, reflecting the high end of the FY27 revenue guide of $46.1 to $46.4B. 2. Full year FY30 revenue target as of May 2026, implying a 11%+ FY26 to FY30 compounded annual growth rate (CAGR) including Informatica. Confident in our path to 63B+$Execution that Compounds Strong demand + accelerating GTM capacity Many paths to monetize AI across portfolio AI makes Salesforce more valuable Defining the Agentic Enterprise Four layers of our platform power the Agentic Enterprise Every app is agent ready We are becoming a data company The Agentic Enterprise Opportunity Financial framework on track Opportunity is expanding Innovation drives the flywheel Winning the Agentic Enterprise OpportunityThank youNon-GAAP Financial Measures This presentation includes information about non-GAAP operating margin and free cash flow (collectively the "non-GAAP financial measures"). These non-GAAP financial measures are measurements of financial performance that are not prepared in accordance with U.S. generally accepted accounting principles and computational methods may differ from those used by other companies. Non-GAAP financial measures are not meant to be considered in isolation or as a substitute for comparable GAAP measures and should be read only in conjunction with the Company's condensed consolidated financial statements prepared in accordance with GAAP. Management uses both GAAP and non-GAAP financial measures when planning, monitoring and evaluating the Company's performance. The primary purpose of using non-GAAP financial measures is to provide supplemental information that may prove useful to investors and to enable investors to evaluate the Company's results in the same way management does. Management believes that supplementing GAAP disclosure with non-GAAP disclosure provides investors with a more complete view of the Company's operational performance and allows for meaningful period-to-period comparisons and analysis of trends in the Company's business. Further, to the extent that other companies use similar methods in calculating non-GAAP financial measures, the provision of supplemental non-GAAP information can allow for a comparison of the Company's relative performance against other companies that also report non-GAAP operating results. Non-GAAP operating margin is the proportion of non-GAAP income from operations as a percentage of GAAP revenue. Non-GAAP income from operations excludes the impact of the following items: stock-based compensation expense, amortization of acquisition-related intangibles and charges related to restructuring initiatives and acquisition-related costs. The Company defines the non-GAAP measure free cash flow as GAAP net cash provided by operating activities, less capital expenditures. Constant currency information is provided as a framework for assessing how our underlying business performed excluding the effect of foreign currency rate fluctuations. To present constant currency revenue, current and comparative prior period results for entities reporting in currencies other than United States dollars are converted into United States dollars at the weighted average exchange rate for the quarter being compared to for growth rate calculations presented, rather than the actual exchange rates in effect during that period. Other Metrics: The Company defines ("ARR") as the annualized recurring value of active subscription agreements that were executed at the end of the reporting period. The Company defines Net New Annual Order Value ("NNAOV") as the net change in the annual order value of our customer subscription agreements during a given period. NNAOV is calculated as the sum of: (i) the annualized contract value from new and existing customers who enter into subscription agreements during the period; less (ii) the reduction in annualized order value from customer cancellations, non-renewals, or downgrades during the period.GAAP to Non-GAAP Financial Reconciliation (in millions) Non-GAAP income from operations FY22 FY23 FY24 FY25 FY26 Full Year FY27 Guidance2 GAAP income from operations $ 548 $ 1,030 $ 5,011 $ 7,205 $ 8,331 GAAP Operating Margin 20.1 % Plus: Plus: Amortization of purchased intangibles 1,624 1,951 1,869 1,651 1,687 Amortization of purchased intangibles3 4.4 % Stock-based compensation expense1 2,779 3,259 2,764 3,181 3,480 Stock-based compensation expense1,3 9.0 % Restructuring and acquisition-related costs1 0 828 988 461 658 Restructuring and acquisition-related costs1,3 0.8 % Non-GAAP income from operations $ 4,951 $ 7,068 $ 10,632 $ 12,498 $ 14,156 Non-GAAP operating margin 34.3 % Revenue 26,492 31,352 34,857 37,895 41,525 Non-GAAP operating margin 18.7 % 22.5 % 30.5 % 33.0 % 34.1 % (in millions) Free Cash Flow FY22 FY23 FY24 FY25 FY26 GAAP net cash provided by operating activities $ 6,000 $ 7,111 $ 10,234 $ 13,092 $ 14,996 (Capital expenditures) (717) (798) (736) (658) (594) Free Cash Flow $ 5,283 $ 6,313 $ 9,498 $ 12,434 $ 14,402 1. The percentages shown in the restructuring and acquisition-related costs line have been calculated based on charges associated with the Company's restructuring initiatives and acquisition-related costs. Stock-based compensation expense excludes stock-based compensation expense related to the Company's restructuring initiatives, which is included in the restructuring and acquisition-related costs line. 2. Full Year FY27 Free Cash Flow guidance reconciliation is unavailable without unreasonable efforts. 3. The percentages shown above have been calculated based on the midpoint of the low and high ends of the revenue guidance for full year FY27 provided August 26, 2026.16 Sep
  • 4Niles Sabastian16 Sep
  • 4Milano Miguel16 Sep
  • S-8Registration statement (employee benefit plan)10 Sep
  • 4Conway Craig4 Sep
  • 144Conway Craig4 Sep
  • 8-KDeparture of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers4 Sep
  • S-8Registration statement (employee benefit plan)1 Sep
  • 4Harris Parker28 Aug
  • 144Reddy Sundeep G.27 Aug
  • 10-QQ2ended 31 Jul 202626 Aug
  • 8-KResults of Operations and Financial Condition26 Aug
  • 4Milano Miguel24 Aug

News

  • Salesforce Grants Equity Awards to m3ter and Fin Under Its Inducement Equity Incentive Plan23 Oct
  • Salesforce Is Betting Big on AI. The Payoff Could Be Bigger Than Investors Expect23 Oct
  • Aurora Mobile's EngageLab Brings AI Beyond the Send Button with Agent Email, Letting AI Agents Receive and Answer Customer Replies at Scale23 Oct
  • Salesforce, Inc. (CRM) M&A Call Transcript22 Oct
  • Salesforce to Buy Braze for $5.66B, Betting Big on Real-Time AI Marketing22 Oct
  • Adobe Jumps 5% as Beaten-Down Software Names Rebound Despite Risk-Off Day; Salesforce Rises 3%22 Oct
  • The Big 3: CRM, UNH, TSLA22 Oct
  • Salesforce's Braze deal wins UBS backing on strategy, but growth concerns remain21 Oct
  • Braze Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Braze, Inc. - BRZE21 Oct
  • Braze Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Braze, Inc. - BRZE21 Oct
  • CRM vs. ADSK: Which Stock Is the Better Value Option?21 Oct
  • Salesforce (CRM) is a Top-Ranked Value Stock: Should You Buy?21 Oct
  • Salesforce Fuels AI Engine With $5.66B Braze Buyout21 Oct
  • The AI Buildout Is Only 15% Complete—Here Is Where the Next Dollar Actually Goes21 Oct
  • Stock Market Today, Oct. 20: Salesforce Agrees to Acquire Braze for $5.66 Billion: BRZE Stock Soars 52%20 Oct
  • Salesforce is planning to buy AI marketing company Braze, sending BRZE shares surging 50%20 Oct
  • Salesforce Buying Customer Engagement Firm Braze for $5.6 Billion20 Oct
  • Braze rallies as Salesforce acquisition puts marketing software in focus20 Oct
  • Salesforce stock falls as $5.7B Braze deal raises acquisition concerns20 Oct
  • Salesforce to Buy Braze for $5.66B, Expanding Real-Time AI Marketing20 Oct

Mentions in Filings

  • … sitions at Ripple since 2020, including Chief of Staff for RippleNet, Head of Custody, and Senior Director of Stablecoins. Prior to joining Ripple, Mr. Shah held strategy and business operations roles at WeWork Inc., <strong>Salesforce, Inc.</strong>, and Beepi, Inc. Mr. Shah began his career in financial services, including prior roles in investment banking, private equity and corporate development. Mr. Shah holds a Bachelor of Business Administration from the S …
    Evernorth Holdings Inc.Salesforce, Inc.·S-1 - Registration statement (general form)·Q4 26·23 Oct
  • … ., BT Group plc, TELUS Corporation, Vodafone 49 --- Table of Contents Group Plc, Deutsche Telekom, Avaya LLC, Mitel Networks Corporation, Cisco Systems, Inc., Alphabet Inc., Meta Platforms, Inc., Oracle Corporation, <strong>Salesforce</strong> Inc., Five9, Inc., NICE (including LiveVox Holdings, Inc. and Cognigy GmbH), Genesys Telecommunications Laboratories, Inc., Talkdesk, Inc., Verint Systems Inc., Calabrio, Inc., yellow.ai, ON24, Inc., Cvent Holding Corp. …
    RingCentral, Inc.Salesforce, Inc.·10-Q - Quarterly report Q3·Q3 26·22 Oct
  • … hat the future of enterprise software will be agentic applications that are net-beneficiaries of AI transformation, and we focus on building, acquiring, and investing in those and related businesses. We have over 150,000 customers including Amazon, Dell, <strong>Salesforce</strong>, Aflac, Thermo Fisher Scientific, RBC Wealth Management, and Fitch Group. Learn more at www.parabolic.io. For investors, please visit ir.banzai.io. --- **Forward-Looking Statements**
    Banzai International, Inc.Salesforce, Inc.·EX-99.1 - 8-K - Material Modifications to Rights of Security Holders·Q4 26·22 Oct
  • … er” of the “cake” represents a unique part, customer and platform combination. The Arxis revenue “layer cake” includes more than 11,000 “layers” that our business units have won over decades. Our engineers and technical <strong>salesforce</strong> continue to drive volume growth with the addition of new “layers” through the development of custom products for mission-critical applications on new and existing platforms, working alongside our customers sometimes yea …
    Arxis, Inc.Salesforce, Inc.·424B3 - Prospectus filing (Rule 424(b)(3))·Q4 26·22 Oct
  • … of ISO 7 cleanrooms • In-house automation, engineering, and software teams support development and implementation of new production lines • Set up to scale with custom implementations of ERP, Quality Management System, <strong>Salesforce</strong>, and data analytics \* Based on management’s estimates © 2026 Alpha Teknova, Inc. ● All Rights Reserved ● October 2026 18 --- FTEs (#) Effective cost management after period of investment sets up attractive financial …
    Alpha Teknova, Inc.Salesforce, Inc.·EX-99.3 - 8-K - Entry into a Material Definitive Agreement·Q4 26·21 Oct
  • We're all really excited about Braze joining the <strong>Salesforce</strong> family. Every interaction is an opportunity to wow your customers. Most of that wow comes from two things: knowing your customer and responding at just the right moment. But delivering that at scale can be really hard when you’re engaging hundreds of millions of customers across apps, web, email, messaging, and more. Braze was built for that challenge. Following close, we expect Braze’s …
    Braze, Inc.Salesforce, Inc.·DEFA14A - Definitive additional materials·Q3 27·21 Oct

Key Stats

Trading

Px/Chg 1D$233.78 / -0.39%
Avg Volume14.71M
Beta0.49
Mkt Cap191.47B
FD Mkt Cap212.65B

Float

Shrs Out/Float819.00M / 793.67M
Short Float0.06%
Days to Cover2.44
Stock Repurchased$27.25B

Current Valuation

EV224.41B
EV/EBITDA16.03
EV/Sales5.24
P/B5.59
P/S4.47
FCF Yield3.42%
ROE6.15%
ROA1.98%
Current Ratio0.79

Dividend

Cash$0.44
Yield89.59%
Yield (TTM)89.59%

Estimates

P/E23.86
Est P/EN/A
Est EPSN/A
Est PEGN/A

Valuation

Metric5Yr AvgMay '23May '24May '25May '26Oct '26
PRICE-BASED RATIOS
Price / Earnings292.121,065.3563.96154.9885.4290.87
Price / Sales14.637.077.5926.4914.8217.20
Price / Book Value4.193.804.444.332.815.59
Price / Free Cash Flow38.5435.1027.8569.3731.1829.20
ENTERPRISE VALUE METRICS
Enterprise Value232,966.3228,665.0268,673.9267,256.8175,820.9224,414.8
Enterprise Value / Sales15.527.297.7126.7415.7020.16
Enterprise Value / EBITDA52.3240.5129.1489.2346.9155.78
Enterprise Value / EBIT86.96123.0744.79126.1866.9073.87

Financials

Full Financials
Millions USD5Yr CAGR (%)Jan '22Jan '23Jan '24Jan '25Jan '26
INCOME STATEMENT
Revenue11.9%26,492.031,352.034,857.037,895.041,525.0
Gross Income13.5%19,466.022,992.026,316.029,252.032,255.0
EBITDA36%3,846.05,644.09,221.011,143.013,151.0
EBIT104.2%548.01,858.05,999.07,666.09,520.0
Net Income50.7%1,444.0208.04,136.06,197.07,457.0
EPS (Diluted)51.5%1.480.214.206.367.80
BALANCE SHEET
Cash & ST Inv-2.4%10,537.012,508.014,194.014,032.09,565.0
Total Assets4.2%95,209.098,849.099,823.0102,928.0112,305.0
Total Liabilities9.4%37,078.040,490.040,177.041,755.053,163.0
Total Shareholder Equity43.2%58,131.058,359.059,646.061,173.059,142.0
CASH FLOW
Net Operating Cash Flow25.7%6,000.07,111.010,234.013,092.014,996.0
Cap Ex-4.6%-717.0-798.0-736.0-658.0-594.0
Free Cash Flow28.5%5,283.06,313.09,498.012,434.014,402.0

Enterprise Value Bridge

Millions USD23 Oct '26
Price (As of 23 Oct '26)247.67
Basic Shares819.00
Market Cap202,841.7
Diluted Shares871.00
Fully Diluted Shares Outstanding871.00
Fully Diluted Market Cap215,720.6
+Consolidated Debt41,884.0
−In-the-Money Convertible Debt—
+Capital Leases2,604.0
+Operating Leases—
−Cash & Equivalents-8,935.0
−Short-term Investments-2,902.0
+Total Preferred-
−In-the-Money Convertible Preferred—
−Investments in Unconsolidated Subs—
+Non-Controlling Interest-
+Pension Liabilities—
Enterprise Value235,790.7

Segment data

Revenue

by Products and services

  • Service Cloud24%
  • Sales Cloud22%
  • Salesforce Platform And Other21%
  • Integration And Analytics15%
  • Marketing And Commerce Cloud13%

Revenue

by Geography

  • Americas65%
  • Europe24%
  • Asia Pacific10%

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