Earnings summaries and quarterly performance for Salesforce.
Executive leadership at Salesforce.
Marc Benioff
Detailed
Chief Executive Officer
CEO
Parker Harris
Detailed
Chief Technology Officer, Slack
Robin Washington
Detailed
President and Chief Operating and Financial Officer
Sabastian Niles
Detailed
President, Chief Legal Officer & Corporate Secretary
Srinivas Tallapragada
Detailed
President and Chief Engineering and Customer Success Officer
Board of directors at Salesforce.
Amy Chang
Detailed
Director
Arnold Donald
Detailed
Lead Independent Director
Craig Conway
Detailed
Director
David Kirk
Detailed
Director
John Roos
Detailed
Director
Laura Alber
Detailed
Director
Mason Morfit
Detailed
Director
Maynard Webb
Detailed
Director
Neelie Kroes
Detailed
Director
Oscar Munoz
Detailed
Director
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
Brad Zelnick
Credit Suisse
4 questions for CRM
Also covers: ADBE, CFLT, CHKP +19 more
Mark Murphy
JPMorgan Chase & Co.
3 questions for CRM
Also covers: ADBE, AKAM, CFLT +23 more
S. Kirk Materne
Evercore ISI
3 questions for CRM
Also covers: ADBE, AVPT, BLKB +16 more
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 +17 more
Kasthuri Rangan
Goldman Sachs
2 questions for CRM
Also covers: ADBE, BASE, CFLT +21 more
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
Kirk Materne
Evercore Partners
1 question for CRM
Also covers: IOT, SNOW
Recent press releases and 8-K filings for CRM.
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.
17 hours ago
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.
2 days ago
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.
3 days ago
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.
3 days ago
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.
3 days ago
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.
7 days ago
Salesforce outlines agentic enterprise strategy in Q3 update
CRM
Revenue Acceleration/Inflection
Product Launch
- Best Q3 ever, with record bookings and net new Annualized Order Value growth highlighting strong demand for AI-driven solutions.
- Launched the Agentic Enterprise License Agreement (AELA) framework, securing 16 pure AELAs in Q3 and driving customers to double or triple their spend under multi-year flat-fee contracts.
- Developed an industry-tailored agentic enterprise playbook covering top 24 industries, codifying thousands of AI agents, and engaging forward-deployed engineers and systems integrators to accelerate deployments.
- Revamped Commerce Cloud into a headless, AI-augmented Agentforce Commerce Cloud with integrated order management and point-of-sale, fueling fast-growing bookings and deeper cross-cloud engagement.
7 days ago
Salesforce raises 2026 revenue outlook on AI‐driven growth
CRM
Guidance Update
Revenue Acceleration/Inflection
Share Buyback
- Salesforce’s Q3 fiscal results showed 9% year-over-year revenue growth to $10.3 billion, and it raised its full-year 2026 revenue outlook to $41.45–41.55 billion.
- AI platform Agentforce’s annual recurring revenue doubled YoY to $1.4 billion, underpinning the outlook revision.
- Current remaining performance obligation rose 11% YoY to $29.4 billion, while total RPO increased 12% to $59.5 billion, signaling strong contracted backlog.
- The company returned $4.2 billion to shareholders through share buybacks and dividends in the quarter.
- Operating margin was 21.22%, net margin 16.87%, and gross margin 77.65%, highlighting efficient cost management.
7 days ago
Salesforce reports Q3 FY2026 results
CRM
Earnings
M&A
Guidance Update
- Revenue was $10.26 billion, up 9% YoY; non-GAAP operating margin of 35.5%; CRPO of $29.4 billion (+11% YoY); operating cash flow of $2.3 billion (+17% YoY) and free cash flow of $2.2 billion (+22% YoY).
- Agentforce & Data 360 ARR reached $1.4 billion, up 114% YoY, including $540 million Agentforce ARR (+330% YoY).
- AI adoption: Agentforce processed 3.2 trillion tokens to date with 200 million+ LLM calls in Q3 and recorded 540 billion tokens in October (+25% MoM).
- M&A update: Closed Informatica acquisition three months ahead of schedule; expects ~80 bps contribution to growth and foresees a $10 billion Data foundation (Data 360 + MuleSoft + Informatica) business next year.
8 days ago
Salesforce reports Q3 2026 results
CRM
Earnings
Guidance Update
Share Buyback
- Q3 revenue of $10.26 B (+9% YoY; +8% CC) with a 35.5% non-GAAP operating margin, reflecting continued profitable growth.
- Remaining performance obligations (CRPO) reached $29.4 B (+11% YoY), driven by strong bookings and early renewals.
- Agentforce and Data 360 combined ARR of $1.4 B (+114% YoY), including Agentforce ARR of $540 M (+330% YoY).
- Data 360 ingested 32 trn records in Q3 (+119% YoY; zero-copy up 341% YoY) and closed the Informatica acquisition three months early.
- Operating cash flow of $2.3 B (+17% YoY) and free cash flow of $2.2 B (+22% YoY); returned $4 B to shareholders in Q3.
8 days ago
Quarterly earnings call transcripts for Salesforce.
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