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.
Salesforce outlines healthcare and life sciences AI strategy at JPMorgan Conference
CRM
Guidance Update
New Projects/Investments
- Salesforce emphasized a deeply unified agentic platform—combining data, application, agentic and experience layers—to deliver AI-powered workflows in healthcare and life sciences.
- Its health & life sciences vertical reached $4.7 Billion ARR, serving six of the top ten pharmaceutical companies and outgrowing the rest of Salesforce.
- The company raised its FY 26 revenue guidance to $41.5 Billion and set a long-term target of $60 Billion by FY 30.
7 days ago
Salesforce details agentic AI strategy for life sciences at JPMorgan Healthcare Conference
CRM
Guidance Update
Product Launch
New Projects/Investments
- Salesforce is heavily investing in an agentic AI platform for health and life sciences, unifying data (Informatica, Data Cloud 360) and application layers on its core CRM architecture.
- Partnerships with six of the top ten pharmaceutical companies, including Fresenius, AstraZeneca, and CVS Health, aim to co-develop over 200 agentic AI tools across clinical, commercial, and regulatory functions.
- Company set a target to reach $60 billion in FY30 revenue, highlighting the strategic importance of its regulated industries verticals, with three annual product releases and regulated content management expected in H2 2026.
- Salesforce underlines its position as number one in CRM, offering a unified agentic platform that orchestrates human and AI workforces to enhance efficiency, compliance, and end-to-end pharmaceutical supply chain integration.
7 days ago
Salesforce outlines agentic AI strategy at JPMorgan Healthcare Conference
CRM
Guidance Update
Product Launch
- Salesforce is rolling out a unified agentic AI platform for health and life sciences—combining out-of-the-box data, application, and experience layers to build, test, and orchestrate digital employees in a trusted, compliant environment.
- Its healthcare and life sciences division reached $4.7 billion ARR, driven by partnerships with six of the top 10 pharmaceutical companies, including Fresenius, AstraZeneca, and CVS Health.
- The company reiterated FY 26 revenue guidance of $41.5 billion and set a long-term target of $60 billion by FY 30, reflecting aggressive growth plans in regulated industries.
- Emphasizing data readiness and security, Salesforce leverages Informatica, Data Cloud 360, and MuleSoft atop its 26-year-old CRM foundation to ensure scalable, auditable AI deployments in healthcare.
7 days ago
Salesforce launches AI-powered Slackbot for enterprise
CRM
Product Launch
New Projects/Investments
- Salesforce rolled out a redesigned, generative AI-powered Slackbot, built on Anthropic’s Claude and now generally available to Business+ and Enterprise+ customers to transform Slack into an “agentic” work operating system.
- The assistant can search and summarize conversations and files, execute multi-step tasks (e.g., drafting emails, scheduling meetings, creating canvases) and integrate with external systems like Google Drive, Box, Confluence and Salesforce while respecting access controls and using real-time retrieval.
- Positioned as central to Salesforce’s broader AI strategy against Microsoft and Google, the tool has seen rapid internal adoption with reported productivity gains and aims to keep sensitive workflows inside the Salesforce ecosystem.
- Salesforce underscores the launch on a strong financial base: $243.06 billion market cap, $40.32 billion trailing-12-month revenue (12.7% three-year growth), ~22% operating margin and ~78% gross margin, following its $27.7 billion Slack acquisition in December 2020.
7 days ago
Salesforce integrates Ellipsis Health’s Sage AI into AppExchange
CRM
Product Launch
- Integration of Sage, Ellipsis Health’s HIPAA-compliant AI conversational voice agent, into Salesforce AppExchange to automate patient assessments and scale care management workflows
- Sage leverages Ellipsis Health’s proprietary empathy engine to conduct 24/7 patient assessments (post-discharge, health risk, complex care), redistribute workload, and improve quality measures
- The integration connects with clinical data sources and EHRs for real-time information, enabling automated documentation and scoring of health assessments
- Available now on AppExchange to help reduce operational costs, improve patient engagement, and alleviate resource constraints for Agentforce Health users
Jan 12, 2026, 5:00 PM
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
Quarterly earnings call transcripts for Salesforce.
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