Earnings summaries and quarterly performance for Salesforce.
Executive leadership at Salesforce.
Marc Benioff
Detailed
Chief Executive Officer
CEO
PH
Parker Harris
Detailed
Chief Technology Officer, Slack
RW
Robin Washington
Detailed
President and Chief Operating and Financial Officer
SN
Sabastian Niles
Detailed
President, Chief Legal Officer & Corporate Secretary
ST
Srinivas Tallapragada
Detailed
President and Chief Engineering and Customer Success Officer
Board of directors at Salesforce.
AC
Amy Chang
Detailed
Director
AD
Arnold Donald
Detailed
Lead Independent Director
CC
Craig Conway
Detailed
Director
DK
David Kirk
Detailed
Director
JR
John Roos
Detailed
Director
LA
Laura Alber
Detailed
Director
MM
Mason Morfit
Detailed
Director
MW
Maynard Webb
Detailed
Director
NK
Neelie Kroes
Detailed
Director
OM
Oscar Munoz
Detailed
Director
SM
Sachin Mehra
Detailed
Director
Research analysts who have asked questions during Salesforce earnings calls.
Brent Thill
Jefferies
6 questions for CRM
Also covers: ADBE, AMZN, ASAN +26 more
Keith Weiss
Morgan Stanley
6 questions for CRM
Also covers: ADBE, APPN, BILL +19 more
Raimo Lenschow
Barclays
5 questions for CRM
Also covers: APPN, BASE, BIGC +35 more
BZ
Brad Zelnick
Credit Suisse
4 questions for CRM
Also covers: ADBE, CFLT, CHKP +20 more
MM
Mark Murphy
JPMorgan Chase & Co.
3 questions for CRM
Also covers: ADBE, AKAM, CFLT +23 more
SK
S. Kirk Materne
Evercore ISI
3 questions for CRM
Also covers: ADBE, AVPT, BLKB +16 more
BS
Bradley Sills
Bank of America
2 questions for CRM
Also covers: ADBE, BILL, CRWV +14 more
Kash Rangan
Goldman Sachs
2 questions for CRM
Also covers: ADBE, CRWV, DDOG +18 more
KR
Kasthuri Rangan
Goldman Sachs
2 questions for CRM
Also covers: ADBE, BASE, CFLT +21 more
BS
Brad Sills
Bank of America Corporation
1 question for CRM
Also covers: DOCU, WDAY
Brent Bracelin
Piper Sandler Companies
1 question for CRM
Also covers: ADBE, AMPL, ASAN +20 more
KM
Kirk Materne
Evercore Partners
1 question for CRM
Also covers: IOT, SNOW
Recent press releases and 8-K filings for CRM.
Otter.ai caps 2025 with $100M ARR milestone and AI Meeting Agents launch
CRM
Product Launch
Revenue Acceleration/Inflection
- In March 2025, Otter.ai surpassed $100 million in annual recurring revenue, with fewer than 200 employees generating over $500,000 per employee.
- Launched the industry’s first suite of voice AI Meeting Agents—including Otter Meeting Agent, Sales Agent, and SDR Agent—in March 2025.
- Expanded enterprise offerings in October 2025 with a comprehensive corporate knowledge base suite, delivering over $1 billion in customer ROI.
- Achieved HIPAA compliance alongside SOC 2 Type II certification and added French, Spanish, and Japanese language support during 2025.
Dec 22, 2025, 5:48 PM
Salesforce reports record Q3 growth and Agentforce momentum
CRM
Revenue Acceleration/Inflection
Product Launch
Hiring
- Salesforce delivered its strongest Q3 ever, with bookings growing at the fastest pace in 3.5 years and net new ACV accelerating beyond total ACV growth—setting the stage for revenue reacceleration in the next 11–17 months.
- Agentforce, launched just over a year ago, reached $550 million in ARR (4.5× YoY), supported by 1,900 transactions and 18,000 customers (9,500 paying); over 50% of Q3 Agentforce bookings came from 362 customers “refilling the tank”.
- Salesforce has increased account executive headcount by 23% year-to-date, with 13–15% more ramped capacity, and plans further hires to meet a “tsunami” of AI-driven, multi-cloud demand.
- The company highlights its AI “last mile” advantage—trusted customer data, deterministic workflows, human integration, and governance—positioning Salesforce as the essential platform for enterprise AI and digital labor.
Dec 11, 2025, 8:10 PM
Salesforce reports record Q3 and outlines AI-driven growth strategy
CRM
Product Launch
Revenue Acceleration/Inflection
Guidance Update
- Q3 was the strongest in company history, delivering the fastest-growing bookings quarter in 3½ years; net new ACV outpaced ACV growth—signaling ARR acceleration—with core revenues expected to re-accelerate in 11–17 months.
- Agentforce has reached $550 million ARR, up 4.5× YoY, with 18,000 customers (9,500 paying), 362 refilling the tank, and over 50% of Q3 bookings driven by existing-user consumption.
- Salesforce’s AI differentiation rests on the “last mile” framework—trusted context, deterministic execution, humans-in-the-loop, and governance—positioning it as the hub for enterprise AgenTech execution.
- Introduced flexible pricing: AgenTech Enterprise License Agreements (flat-fee), pay-as-you-go, and seat-based “super SKUs” with unlimited consumption to balance predictability and scalability.
Dec 11, 2025, 8:10 PM
Salesforce presents record Q3 performance and AI strategy at Barclays Tech Conference
CRM
Product Launch
Hiring
Revenue Acceleration/Inflection
- Q3 was the best Q3 ever, with the fastest-growing bookings in 3½ years; Net New ARR growth outpaced overall ARR, and core revenue re-acceleration is expected within 11–17 months.
- Agentforce surpassed $550 million ARR, serving 18,000 customers (9,500 paying) over 1,900 transactions, and >50% of Q3 bookings stemmed from existing customers “refilling the tank”.
- Introduced flexible pricing models—including multi-year Agentic Enterprise License Agreements (AELA), pay-as-you-go, and seat-based SKUs with unlimited consumption—to balance predictability and scalability.
- Expanded sales capacity with 23% more account executives today, targeting ~20% growth by year-end and a 13–14% rise in ramped capacity to meet surging demand.
Dec 11, 2025, 8:10 PM
Azul acquires Payara to strengthen Java platform
CRM
M&A
- Azul has acquired Payara, a provider of enterprise-grade Jakarta EE solutions, to bolster its Java platform and accelerate go-to-market capabilities.
- Payara’s integration adds complementary products and deep Java expertise, expanding Azul’s offerings across the application server segment.
- The deal taps into an estimated $26 billion total addressable market with a projected 11–14% CAGR, broadening Azul’s reach in the enterprise Java space.
Dec 10, 2025, 5:00 PM
Salesforce affiliate Iterable hits one trillion customer interactions
CRM
Management Change
Product Launch
- Iterable surpassed one trillion customer interactions, underscoring rapid platform growth and enterprise adoption.
- Appointed Sam Allen as CEO, Priya Gill as CMO, and Nick Beil as CPO to accelerate global expansion and AI-driven innovation.
- Delivered record peak-season results with a 30% YoY rise in pre–Black Friday volume, 60% YoY SMS growth, and 120% lift in cross-channel engagement.
- Launched Iterable Nova and the Model Context Protocol server; 90% of customers now use AI agents daily, achieving up to 70% increases in active users.
- Maintained 99.9% uptime, expanded its Lisbon engineering hub, and enhanced governance for secure, real-time personalization at scale.
Dec 9, 2025, 3:00 PM
Salesforce showcases Agentforce AI advancements
CRM
Product Launch
- At Dreamforce, Salesforce went GA with voice as an AI channel, introduced hybrid reasoning for deterministic-plus-probabilistic workflows, launched background agents (feature grid), and added observability eval models for AI agent performance monitoring.
- Agentforce adoption accelerated, with 18.5K deals booked, 50% quarter-over-quarter increase in AI usage, and 70% quarter-over-quarter growth in production deployments.
- Pricing employs an action-based unit of measure, offering standard per-user-per-month licensing for internal use and flexible pay-as-you-go or pre-commit options for customer-facing AI.
- The platform maintains openness across data, LLM choice, and architecture, and leverages Data Cloud 360 with a zero-data-copy network to activate external data lakes without moving data.
Dec 8, 2025, 3:00 PM
Salesforce outlines Agentforce AI strategy at Raymond James conference
CRM
Product Launch
- Salesforce introduced four major Agentforce enhancements: GA with a voice channel, hybrid reasoning combining deterministic logic with LLMs, background agents via a spreadsheet-like Feature Grid, and observability tools with eval models for agent performance.
- Agentforce adoption reached 18.5K deals, with 50% quarter-over-quarter growth in AI usage and 70% quarter-over-quarter increase in production deployments.
- Flexible pricing options include per-user subscriptions for internal use, pay-as-you-go or pre-commit plans for external use, and billing based on AI actions rather than tokens.
- The Data 360 platform (formerly Data Cloud) manages 32 trillion records, with over 50% accessed via zero-data-copy integration from external lakes without data migration.
- Salesforce’s digital labor handles over 80% of its inbound inquiries, enabling customers in industries like recruitment and healthcare to reduce call center headcount and reallocate human resources.
Dec 8, 2025, 3:00 PM
Salesforce at Raymond James TMT and Consumer Conference
CRM
Product Launch
Revenue Acceleration/Inflection
- At Dreamforce, Salesforce went GA with voice channel for Agentforce and introduced hybrid reasoning, background agents (Feature Grid), and observability with eval models to improve AI agent performance.
- Salesforce reported strong Agentforce adoption: 18.5K deals, 50% quarter-over-quarter growth in AI consumption, and 70% QoQ increase in production deployments.
- Customers leverage digital labor to handle up to 80% of inbound inquiries, freeing human capacity and boosting efficiency in insurance, recruitment, and healthcare use cases.
- Salesforce offers flexible AI pricing: per-user for internal use, pay-as-you-go or pre-commit for external channels, with the unit of measure based on AI actions, plus unlimited enterprise license agreements for predictability.
Dec 8, 2025, 3:00 PM
Salesforce outlines agentic enterprise opportunity and Q3 highlights
CRM
Revenue Acceleration/Inflection
- Salesforce reported its best Q3 ever with the fastest growth in bookings and net new Annualized Order Value (AOV) since FY 2022.
- Introduced the agentic enterprise market—potentially orders of magnitude larger than SaaS—leveraging Salesforce’s platform (data, apps, AI, humans) as a key moat.
- Launched Agentic Enterprise License Agreements (AELAs), a flat-fee, three-year, risk-sharing model; signed 16 pure AELAs in Q3 and approached 100 in the pipeline, with deals typically doubling or tripling customer spend.
- Early Agentforce customer deployments achieved 95%+ accuracy, cut call-handling times from two minutes to 12 seconds, and drove 20–30% service productivity gains, supported by forward-deployed engineers and the new AgentScript framework.
Dec 4, 2025, 7:00 PM
Quarterly earnings call transcripts for Salesforce.
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