Executive leadership at Salesforce.
Marc Benioff
Chief Executive Officer
Parker Harris
Chief Technology Officer, Slack
Robin Washington
President and Chief Operating and Financial Officer
Sabastian Niles
President, Chief Legal Officer & Corporate Secretary
Srinivas Tallapragada
President and Chief Engineering and Customer Success Officer
Board of directors at Salesforce.
Amy Chang
Director
Arnold Donald
Lead Independent Director
Craig Conway
Director
David Kirk
Director
John Roos
Director
Laura Alber
Director
Mason Morfit
Director
Maynard Webb
Director
Neelie Kroes
Director
Oscar Munoz
Director
Sachin Mehra
Director
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
Recent press releases and 8-K filings for CRM.
- On November 18, 2025, Salesforce closed its acquisition of Informatica, integrating Informatica’s AI-powered cloud data management into the Salesforce platform
- To fund the cash consideration, repay Informatica’s debt and cover related fees, Salesforce drew $4 billion under its 364-day credit agreement and $2 billion under its three-year credit agreement
- The transaction is designed to strengthen Data 360, MuleSoft integration, Agentforce 360 and Tableau by providing a unified, trusted data foundation for AI agents
- Salesforce expects the deal to be accretive to non-GAAP operating margin and EPS within 12 months—one year ahead of the original target
- Thoma Bravo completed a majority strategic investment in Azul, with Vitruvian Partners, Lead Edge Capital, and Azul employees retaining minority stakes to fund global expansion and innovation.
- The deal will accelerate engineering in runtime performance, observability, and security tooling across Azul’s Platform Core, Platform Prime, and Intelligence Cloud offerings.
- Azul’s customer base includes 36% of the Fortune 100 and the world’s ten largest banks, highlighting strong demand for scalable, secure Java solutions.
- Goodwin Procter and William Blair advised Thoma Bravo; Kirkland & Ellis and Guggenheim Securities advised Azul; debt financing was provided by affiliates of Ares Management.
- Announced general availability of Aurasell, a unified AI-native GTM platform, already powering 41 million agent runs with rapid usage expansion in the first weeks.
- Provides key capabilities including native CPQ, AI-powered data enrichment, automated ICP and persona management, AI voice dialing, 200+ integrations, AI-driven deal reviews, and forecasting.
- AVO Automation reports 70–80% reduction in manual tasks, 35% increase in sales velocity, ramp time cut by 50%, and seller productivity up 50% post-adoption.
- MobiClocks replaced Salesforce, Apollo, and other tools with Aurasell, gaining clearer pipeline visibility and improved close rates.
- Wonderful raised $100 million in a Series A round led by Index Ventures, bringing total capital to $134 million.
- Its AI agents integrate with enterprise systems like Salesforce and Zendesk to handle voice, chat, and email with 80%+ resolution rates without human intervention.
- The startup plans aggressive geographic expansion across Europe and the Middle East by 2025, with an Asia-Pacific launch targeted for early 2026.
- Wonderful expects to generate about $10 million in recurring revenue in 2025, underscoring strong early market traction.
- Beyond customer support, the company is exploring applications in employee training, sales assistance, compliance, and IT support.
- Following surpassing $400 million in ARR while remaining free cash flow positive, 1Password appointed Michael Hughes as President and John Torrey as Chief Business Officer to drive its next stage of global growth.
- Michael Hughes will lead global sales, customer experience, and revenue operations to expand enterprise adoption and partner networks; he joins from ChargePoint and previously scaled Barracuda Networks’ worldwide sales.
- John Torrey will oversee corporate development, strategic partnerships, and M&A to strengthen 1Password’s ecosystem; he was a Venture Partner at Madrona and held senior roles at Qualtrics and SAP.
- The appointments position 1Password to accelerate adoption of its Extended Access Management suite and extend identity security to AI and non-human identities.
- GAAP Total Revenues were $439.2 million, up 3.9% year-over-year (2.2% constant currency); GAAP Cloud Subscription Revenue was $230.4 million, up 31.0% and representing 71.9% of subscription revenue.
- Total ARR reached $1.75 billion, up 3.9% year-over-year (3.8% constant currency), with Cloud Subscription ARR at $968.6 million, up 29.5% (29.4% constant currency).
- GAAP Operating Income was $60.9 million (13.9% margin); Non-GAAP Operating Income was $161.4 million (36.8% margin). GAAP Operating Cash Flow was $148.7 million and Adjusted Unlevered Free Cash Flow was $180.8 million.
- The proposed merger with Salesforce is expected to close in Q4 of Salesforce’s FY2026 or early FY2027, subject to regulatory clearances and customary conditions.
- Snowflake Intelligence is now generally available to Snowflake’s >12,000 global customers, providing an enterprise AI agent for natural language data queries.
- In the past three months, over 1,000 customers have deployed more than 15,000 AI agents using Snowflake Intelligence.
- Key innovations—Cortex Agents, Cortex Knowledge Extensions, and Snowflake managed MCP Server—offer scalable, secure frameworks for building multi-agent AI solutions and integrating external models.
- Snowflake Intelligence leverages industry-leading AI models (e.g., Anthropic), delivers up to 3× faster text-to-SQL queries, and uses an Agent GPA framework that catches 95% of errors to ensure trusted outputs.
- GAAP revenue was $318.0 M, up 5% YoY; GAAP operating income reached $67.5 M (+55% YoY) and adjusted operating income was $117.7 M (+5% YoY).
- GAAP operating margin was 21%, with an adjusted operating income margin of 37%; GAAP cash flow from operations totaled $93.8 M, and unlevered free cash flow was $95.3 M.
- Upmarket ACV represented 73% of total ACV and grew 6% YoY; net revenue retention improved to 90%, and customers with ACV ≥ $100 K reached 1,887, up 78 YoY.
- Repurchased 8.3 M shares at an average price of $10.46, totaling $86.6 M during the quarter.
- Provided Q4 2025 revenue guidance of $307 M–$310 M and full-year 2025 revenue guidance of $1.237 B–$1.240 B.
- 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.
Recent SEC filings and earnings call transcripts for CRM.
No recent filings or transcripts found for CRM.