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 | |
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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 |
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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.
- ClickHouse secured an extension of its Series C round with new investors including Citi Ventures, Insight Partners, Peak XV Partners and sports figures Brock Purdy, Christian McCaffrey and Kyle Juszczyk, alongside continued support from Altimeter, Bessemer, IVP, BOND and GIC.
- The company surpassed 2,000 customers and quadrupled its ARR year-over-year.
- ClickHouse was named to the 2025 Forbes Cloud 100 and held its inaugural OpenHouse user conference featuring OpenAI, Anthropic and Tesla.
- Appointed three senior leaders: Kevin Egan as Chief Revenue Officer, Mariah Nagy as Vice President of People and Jimmy Sexton as Chief Financial Officer.
- ClickHouse extended its Series C financing, adding new investors such as Citi Ventures, Insight Partners and Peak XV alongside existing backers Altimeter, Bessemer, IVP, BOND and GIC.
- Surpassed 2,000 customers and achieved over 4× year-over-year growth in ARR during the past year.
- Strengthened leadership with three key hires: Kevin Egan as CRO, Mariah Nagy as VP of People and Jimmy Sexton as CFO.
- Launched significant product enhancements, including the ClickStack observability suite, MongoDB CDC support, data lake optimizations for Iceberg and Delta Lake, AI tooling (MCP Server, AskAI Assistant), plus vector/full-text search improvements and ClickHouse Private/Government with FIPS compliance.
- Earned a spot on the Forbes Cloud 100 2025 and hosted its inaugural OpenHouse conference, with an AWS re:Invent “HouseParty” event scheduled.
- ClickHouse closed an expansion of its Series C financing with new investors including Citi Ventures, Insight Partners and D.E. Shaw Ventures, alongside continued participation from Altimeter and Bessemer.
- The company surpassed 2,000 customers and more than quadrupled its ARR over the past year.
- It was named to the Forbes Cloud 100 list 2025, hosted its inaugural OpenHouse user conference, and will hold its AWS re:Invent “HouseParty, the SQL” headlined by The Chainsmokers.
- ClickHouse strengthened its leadership team by appointing Kevin Egan as CRO, Mariah Nagy as VP of People, and Jimmy Sexton as CFO in mid-2025.
- Completed $65 million Series B led by Point72 Private Investments at a $465 million valuation, bringing total funding to $110 million.
- Will use proceeds to accelerate its AI care partner for clinicians, automating bedside documentation, chart review and care-expansion workflows.
- In its first 18 months, simplified clinical tasks to save over 1.8 million hours of administrative work for frontline providers.
- Supports 730 K patient inquiries and handles over 2 million weekly consultations in 110 languages across 116 countries.
- Heidi closed a $65 million Series B round, valuing the company at $465 million and bringing total funding to nearly $100 million.
- The round was led by Point72 Private Investments with participation from Blackbird, Headline, and Latitude.
- In the past 18 months, Heidi returned more than 18 million hours to clinicians across 73 million patient consults and now supports over 2 million weekly consults in 110 languages across 116 countries.
- Appointed Paul Williamson as Chief Revenue Officer and Dr. Simon Kos as Chief Medical Officer to drive commercial and clinical strategy.
- Box introduced a new generation of agent-based AI solutions—Box Extract, Box Automate and Box Apps—at its annual BoxWorks conference on September 11, 2025.
- Box Extract uses agentic reasoning to automate large-scale data extraction from unstructured content (PDFs, images, spreadsheets) with advanced validation and customization features.
- Box Automate provides a no-code/low-code visual builder to orchestrate AI-driven workflows, from routine tasks to fully autonomous, inter-system processes.
- Enhanced Box Apps now deliver agent-assisted analytics, natural language queries and dynamic visualizations in no-code dashboards, with integrations into platforms like Salesforce.
- All three solutions will be available soon to Enterprise Advanced subscribers, with support for leading AI models via Box AI Studio and APIs.
- Revenue for Q2 FY26 reached $10.2 billion, up 10% Y/Y (9% in constant currency).
- Subscription & support revenue was $9.7 billion, up 11% Y/Y (9% in constant currency).
- GAAP operating margin expanded to 22.8%, with non-GAAP operating margin at 34.3%.
- Returned $2.6 billion to shareholders, including $2.2 billion in share repurchases and $399 million in dividends; also increased repurchase authorization by $20 billion to $50 billion.
- Data Cloud and AI annual recurring revenue exceeded $1.2 billion, up 120% Y/Y.
- Salesforce announced cutting 4,000 customer support roles, reducing support staff from 9,000 to 5,000 as AI agents handle half of customer interactions.
- Deployed its in-house agentic AI platform, Agentforce, now addressing a backlog of over 100 million uncalled leads accumulated over 26 years.
- Agentforce has conducted 1.5 million customer conversations with no drop in SEASAT satisfaction scores, matching human agent volumes.
- Total headcount was 76,453 as of January 2025, making the support layoffs roughly 5% of the workforce, and Salesforce may pause new engineering hires in 2025 due to AI-driven productivity gains.
- Total revenues of $148.8 million, up 12% year-over-year; subscription revenues of $130.8 million, up 15%.
- Non-GAAP operating income of $30.0 million, a 56% increase year-over-year.
- Non-GAAP net income of $25.7 million ( $0.22 per diluted share), up 64% from Q2 FY2025.
- Cash, cash equivalents, and restricted cash of $123.2 million as of July 31, 2025, with $203.5 million available under revolving credit.
- Q3 FY2026 guidance: total revenues of $146.0 million–$148.0 million; FY2026 revenues of $585.0 million–$589.0 million.
- Box posted $294 million in Q2 FY26 revenue, up 9% YoY (7% in constant currency).
- Remaining performance obligations totaled $1.5 billion, up 16% YoY, including $812 million in short-term RPO (+12%) and $664 million in long-term RPO (+21%).
- GAAP operating margin was 7.0% (GAAP EPS $0.05), and non-GAAP operating margin was 28.6% (non-GAAP EPS $0.33).
- Billings reached $264.9 million (+3% reported, +6% cc); operating cash flow was $46.0 million (+27%) and non-GAAP free cash flow was $35.7 million (+9%).
- Q3 FY26 guidance calls for revenue of $298–299 million (+8% YoY, +7% cc), GAAP EPS $0.05–0.06, and non-GAAP EPS $0.31–0.32.