Salesforce, Inc. is a global leader in customer relationship management (CRM) technology, offering a platform that connects companies with their customers through data, AI, and CRM solutions. The company's primary product is the AI-powered Customer 360 platform, which integrates various business functions by unifying customer data across systems, apps, and devices to create a comprehensive view of customers . Salesforce generates revenue primarily from subscription and support services, as well as professional services and other revenues .
- Subscription and Support Revenues - Provides access to enterprise cloud computing services and software licenses, recognized over the contract term or at the point in time when the software is made available to the customer.
- Professional Services and Other Revenues - Offers advisory services, project management, implementation services, and training, recognized as services are rendered or over the contract term.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Marc Benioff ExecutiveBoard | Chair of the Board and CEO | Member of the World Economic Forum Board of Trustees; Chair of Salesforce Foundation | Co-founder of Salesforce (1999), CEO since 2001, instrumental in Salesforce's growth into the #1 CRM provider globally. | View Report → |
Robin L. Washington ExecutiveBoard | President and COFO (effective March 2025) | Board Member at Alphabet Inc., Honeywell International Inc., Vertiv Holdings Co., and Eikon Therapeutics | Director since 2013, former CFO of Gilead Sciences, and Lead Independent Director at Salesforce (2022-2025). | View Report → |
Amy Weaver Executive | President and CFO | Board Member at McDonald’s Corporation and Habitat for Humanity International | Joined Salesforce in 2013, previously served as Chief Legal Officer, transitioning out of CFO role upon successor appointment in 2025. | |
Brian Millham Executive | President and COO | None | Announced retirement effective March 21, 2025, after 25 years at Salesforce, played a key role in building the sales organization and Customer Success operation. | |
Miguel Milano Executive | President and Chief Revenue Officer | None | Rejoined Salesforce in 2023, previously held leadership roles at Salesforce (2011-2020), and drove sales productivity improvements. | |
Parker Harris Executive | Chief Technology Officer | None | Co-founder of Salesforce (1999), CTO since 2016, leads technological advancements and product integration. | |
Sabastian Niles Executive | President and Chief Legal Officer | None | Joined Salesforce in 2023, oversees global legal and corporate affairs, previously a partner at Wachtell, Lipton, Rosen & Katz. | |
Srinivas Tallapragada Executive | President and Chief Engineering Officer | Board Member at GoDaddy Inc. | Joined Salesforce in 2012, leads engineering and technology initiatives, previously held senior roles at Oracle and SAP. | |
Sundeep Reddy Executive | EVP and Chief Accounting Officer | None | Joined Salesforce in 2021, previously held senior finance roles at McKesson Corporation. | |
Arnold Donald Board | Director | Director at GE Vernova, MP Materials Corp, and Bank of America Corp; Chair of World Travel and Tourism Council | Director since 2023, former CEO of Carnival Corporation, and experienced in global business transformations. | |
Craig Conway Board | Director | Director at Nutanix, Inc. and Paylocity Holding Corporation | Director since 2005, former CEO of PeopleSoft, and experienced in high-growth technology companies. | |
John V. Roos Board | Director | Co-Founding Partner at Geodesic Capital; Senior Advisor at Centerview Partners | Director since 2013, former U.S. Ambassador to Japan, and expert in corporate governance and digital transformation. | |
Mason Morfit Board | Director | Co-CEO of ValueAct Capital | Director since 2023, investor with expertise in corporate governance and business transformations. | |
Maynard Webb Board | Director | Founder of Webb Investment Network; Director at Visa Inc.; Executive Partner at Solamere Capital | Director at Salesforce since 2006, former COO of eBay, and author of books on entrepreneurship and leadership. | |
Neelie Kroes Board | Director | None | Director since 2016, former European Commissioner for Competition, and Chair of Salesforce's Cybersecurity & Privacy Committee. | |
Oscar Munoz Board | Director | Director at CBRE Group, Archer Aviation, and TelevisaUnivision; Member of Fidelity Equity & High Income Funds Board of Trustees | Director since 2022, former CEO of United Airlines, and experienced in business transformations and customer satisfaction. | |
Sachin Mehra Board | Director | CFO at Mastercard | Director since 2023, financial expert and Chair of Salesforce's Audit & Finance Committee. | |
Susan Wojcicki Board | Director | Advisor to YouTube, Google, and Alphabet; Board Member at Waymo | Director since 2014, former CEO of YouTube, and expert in product development and data privacy. |
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Given that some customers take up to six months to harmonize their data for Agentforce integration, how are you addressing these challenges to accelerate adoption and help customers streamline their data preparation?
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With Agentforce priced at $2 per conversation on a consumption basis, how do you ensure this model remains sustainable and attractive for customers as interactions scale, and how might this impact your revenue predictability and margins?
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Can you provide more clarity on the new 'Foundations' offering, specifically how it differs from your existing products, and what strategies you're employing to drive its adoption in the coming year?
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As you heavily focus on deploying Agentforce and AI agents, what potential risks do you foresee related to data privacy, security, and customer trust, and how are you mitigating these concerns to ensure sustained adoption?
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The 'More Core' initiative aims to integrate all your products into a single platform; what are the primary technical and organizational challenges you're encountering, and how might these impact your timelines and the overall performance of your platform?
Research analysts who have asked questions during Salesforce earnings calls.
Brent Thill
Jefferies
5 questions for CRM
Keith Weiss
Morgan Stanley
5 questions for CRM
Raimo Lenschow
Barclays
4 questions for CRM
Brad Zelnick
Credit Suisse
3 questions for CRM
Mark Murphy
JPMorgan Chase & Co.
3 questions for CRM
S. Kirk Materne
Evercore ISI
3 questions for CRM
Bradley Sills
Bank of America
2 questions for CRM
Kash Rangan
Goldman Sachs
2 questions for CRM
Kasthuri Rangan
Goldman Sachs
2 questions for CRM
Brent Bracelin
Piper Sandler Companies
1 question for CRM
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Zoomin | 2025 | Salesforce’s planned acquisition of Zoomin will integrate unstructured data from sources like SharePoint, webinars, and YouTube into its Data Cloud, aiming to strengthen the Agentforce platform for improved AI and analytics; no financial terms were disclosed. |
Airkit, Inc. | 2024 | In fiscal 2024, Salesforce acquired Airkit, Inc., where co-founder Stephen Ehikian received approximately $11 million along with additional cash retention; the deal included transitional employment arrangements to ensure a smooth process. |
Spiff, Inc. | 2024 | The acquisition of Spiff, Inc. in February 2024 was structured with a total consideration of $419 million (primarily $374 million in cash), resulting in $323 million of goodwill and the issuance of 45,845 common stock shares vesting over time, emphasizing workforce and market expansion. |
PredictSpring Inc. | 2024 | Completed on September 12, 2024, the PredictSpring Inc. acquisition involved Salesforce issuing 82,836 common stock shares (vesting over time) under several Securities Act exemptions, underscoring a stock-based deal structure. |
Tenyx, Inc. | 2024 | The September 13, 2024, acquisition of Tenyx, Inc. involved the issuance of multiple classes of common stock (totaling over 82,000 shares through various vesting arrangements) and the assumption of its 2021 Equity Incentive Plan, indicating a strategic integration of Tenyx’s team and technology into Salesforce operations. |
Own Data Company Ltd. | 2024 | Own Data Company Ltd. was acquired in November 2024 for approximately $1.9 billion in cash (net of an existing 10% stake), aiming to bolster Salesforce’s data protection, privacy, and compliance capabilities, and positioning the acquisition to accelerate growth in Platform Data Security and related offerings. |
Atonit Tecnologia da Informacao LTDA | 2022 | In March 2022, Salesforce acquired Atonit Tecnologia da Informacao LTDA by issuing 25,969 common stock shares that vest over time under exemptions from registration requirements, with the deal focusing on integrating key IT capabilities. |
Phennecs LLC | 2022 | The April 2022 acquisition of Phennecs LLC was executed through the issuance of 77,252 common stock shares that vest over time under Securities Act exemptions, adding to Salesforce’s technical capabilities in the digital arena. |
Traction Sales and Marketing Inc. | 2022 | Acquired in April 2022 for approximately $340 million (primarily $302 million in cash), Traction Sales and Marketing Inc. brought along nearly $293 million in goodwill and customer relationship assets, with additional equity awards issued and assumed, enhancing Salesforce’s professional services capabilities. |
Recent press releases and 8-K filings for CRM.
- On October 29, 2025, Youxin Technology Ltd completed the acquisition of Celnet Technology Co., Ltd., acquiring a 51% equity stake in the company.
- The deal is expected to add approximately $1.3 million in revenue in the first half of fiscal 2026, a 376% increase over the same period in fiscal 2025.
- Youxin plans to integrate its cloud-based SaaS/PaaS offerings with Celnet’s CRM and AI solutions to accelerate international expansion and drive AI-powered innovation.
- Varonis reported Q3 revenue of $161.6 million, up from $148.1 million in Q3 2024.
- ARR reached $718.6 million, an 18% year-over-year increase, with SaaS ARR comprising 76% of total.
- Year-to-date cash from operations was $122.7 million (vs. $90.9 million prior year), and free cash flow was $111.6 million (vs. $88.6 million).
- The company authorized a $150 million share repurchase program over the next 12 months.
- For Q4 2025, revenues are guided to $165.0 million–$171.0 million, and full-year ARR guidance was lowered to $730.0 million–$738.0 million.
- Net sales of Ps. 7,973.7 million increased 12.1% year-over-year; net income was Ps. 918.1 million with an 11.5% net margin.
- EBITDA rose 17.3% to Ps. 1,254.8 million, delivering a 15.7% margin.
- Food division sales reached Ps. 7,621.0 million (+11.9%) with EBITDA of Ps. 969.4 million (12.7% margin); real estate revenues grew 18.4% to Ps. 392.3 million (EBITDA margin 100.3%); financial placements totaled Ps. 1,359.9 million (+5.1%).
- Capital investment in Q3 was Ps. 1,343.0 million, funding new automated distribution centers in El Paso and La Paz and store expansions in Chihuahua.
- Salesforce Momentum launches Deep Research, a next-gen AI engine that integrates CRM and conversation data for consulting-quality strategic analysis in hours instead of months
- The platform uncovers closed-lost reasons, churn risks, and pricing power insights using proprietary first-party data with zero LLM retention and compliance with SOC 2, GDPR, and CCPA
- Deep Research’s Voice of the Market and AI Maturity Report, based on 1,069 B2B opportunities, highlights a gap between reported AI adoption (70–80%) and real operational mention of AI challenges (7.6%)
- Momentum achieved 400% ARR growth in 2024, following recent product launches (SmartClips and Account Briefs) and funding milestones
- Dataiku surpassed $350 million in annual recurring revenue (ARR), reflecting accelerating global demand for trusted AI platforms.
- The platform now powers over 750 organizations, including one in four Forbes Global 2000 companies, and Dataiku employs 1,250+ people worldwide.
- Mark Abramowitz, formerly of ServiceNow and Salesforce, was appointed Chief Marketing Officer to drive global brand and demand strategy.
- Dataiku launched Agent Hub for secure, governed AI agent collaboration and earned multiple recognitions in 2025, including Gartner Magic Quadrant Leadership and a spot on the Forbes Cloud 100.
- Salesforce and Google expand their strategic partnership, embedding Google’s Gemini models into Salesforce’s Agentforce 360 and across Google Workspace integrations.
- Salesforce introduces the Atlas Reasoning Engine with hybrid reasoning using Gemini models to enhance AI agent consistency and automate complex processes.
- Agentforce 360 now integrates deeply with Google Workspace apps (Gmail, Meet, Sheets, Docs, Drive, Slides) and launches an IT Service solution for streamlined IT support workflows.
- Gemini Enterprise is integrated with Slack’s Real-Time Search API to provide AI-driven insights and agentic workflows directly within Slack.
- $60B+ FY30 revenue target, implying 10%+ organic CAGR from FY26–FY30
- Introduced a “50 by FY30” Profitable Growth Framework, targeting combined subscription growth and non-GAAP operating margin of 50 by end of FY30
- AI segment momentum: Data and AI offering reached $1.2 B in Q2 (+120% YoY) and agentic AI ARR of $440 M in Q2
- Committed $10 B+ in organic R&D investment since the start of FY24
- Salesforce set a new FY30 revenue target of $60 billion+, implying 10%+ organic CAGR from FY26 through FY30.
- Introduced a Profitable Growth Framework aiming for a combined 50 (subscription/support growth rate plus non-GAAP operating margin) by the end of FY30.
- Highlighted its Data and AI segment reached $1.2 billion in Q2, up 120% year-over-year.
- Reported agentic AI ARR of $440 million in Q2, with a potential 3x–4x uplift for customers expanding agentic AI.
- Noted $10 billion+ in focused organic R&D spend since the start of FY24 to drive innovation.
- Salesforce unveiled an agentic enterprise framework, including unlimited Agent Force and Data Cloud License Agreements (ILS) offering flat-fee, unlimited consumption over 2–3 years to drive customer adoption and revenue growth.
- Customer deployments highlight success: Eaton has built 150 agentic use cases and deployed ~40 in production across six agents within three months after adding Agent Force and Data Cloud, illustrating rapid value capture.
- CFO Robin Washington set a $60 billion+ FY 2030 revenue target (10% organic CAGR FY 2026–2030) and aims to hit the “Rule of 50” (subs & support growth % + non-GAAP operating margin) by FY 2030.
- The company is focusing on becoming a lean agentic enterprise, leveraging AI to improve operational efficiency, with plans to triple free cash flow in five years and repurchase $27 billion of shares ($20 billion authorized, plus $7 billion in H2 FY 2026).
- Executives reported strong demand across all six customer segments—SMB, mid-market and enterprise—with accelerating pipelines underpinning confidence in a revenue reacceleration and double-digit growth inflection.
- Introduced the Lean Agentic Enterprise to drive bookings and revenue reacceleration via AI-powered offerings (Agentforce, Agent Fabric, Data 360), targeting a 10%+ revenue CAGR FY26–FY30 toward a $60 B+ FY30 goal, with FY26 revenue guidance of $41.3 B.
- Projected non-GAAP operating margin expansion from 30.5% in FY24 to 34.1% in FY26, reflecting disciplined cost efficiency under Lean Agentic principles.
- Anticipated free cash flow growth from $4 B in FY21 to $14 B in FY26, supporting $29 B total capital returns since inception and allocating 80%+ of FCF to buybacks and dividends.
- Emphasized a responsible M&A strategy focused on AI/data accelerators—highlighting the pending Informatica acquisition—structured for non-dilutive, value-accretive deals.