Salesforce (CRM) Company Report

Surpassed $400 million in annual recurring revenue and grew to 7,000+ customers, including 70% of the Fortune 50, driving strong momentum into 2026.
Expanded globally by adding 100+ employees and establishing a new subsidiary in Japan to accelerate local market growth.
Launched Grafana Assistant—now adopted by thousands—and introduced Assistant Investigations for autonomous multi-step incident analysis in public preview.
Completed the Adaptive Telemetry suite to help customers manage telemetry volume and spend across metrics, logs, traces, and profiles.
Advanced its open strategy with major open-source releases (Grafana 12, Mimir 3.0), donated Beyla to OpenTelemetry, and added 15 new data source plugins.

3 days ago

Press Release

Salesforce shares slide amid AI-fueled software selloff

CRM

Earnings

Demand Weakening

Salesforce shares plunged 6–8% this week amid a broad SaaS selloff driven by concerns over AI investment costs and weaker cloud demand after cautious updates from Microsoft, SAP and ServiceNow.
Q3 EPS beat consensus at $3.25 versus an estimate of $2.58, with the next earnings report expected around Feb. 25, 2026.
SAP warned of slowing cloud backlog and forecast 23–25% cloud revenue growth for 2026; ServiceNow guided fiscal 2026 subscription revenue of $15.53–15.57 billion.
Salesforce is down 16.5% year-to-date and trading about 40% below its 52-week high, while the S&P 500 Software & Services index plunged 8.7%, its lowest in nine months.

Jan 29, 2026, 3:43 PM

Morningstar

Salesforce’s Zilliant closes 2025 with major product innovations and Julius Hoesch partnership

CRM

Product Launch

New Projects/Investments

Ended 2025 with significant market momentum driven by AI-powered pricing solutions for B2B companies.
Secured a major customer win as Julius Hoesch GmbH & Co. KG selects Zilliant to automate cost pass-throughs and unify pricing in Salesforce with SAP S/4HANA.
Launched Agentic AI with MCP Server in October for autonomous pricing data retrieval and Pricing Plus in November to replace spreadsheet-based pricing.
Unified its portfolio under the Precision Pricing Platform to offer a single source of truth for navigating policy changes and tariff impacts.

Jan 27, 2026, 12:00 PM

Press Release

Salesforce wins $5.6B U.S. Army contract

CRM

New Projects/Investments

Salesforce was awarded a $5.6 billion, 10-year indefinite-delivery/indefinite-quantity (IDIQ) contract by the U.S. Army through its Computable Insights subsidiary.
The deal will operationalize Missionforce National Security, creating an interoperable data fabric to accelerate decision-making, streamline procurement, reduce costs, and support warfighters and civilians.
Actual revenue depends on task orders under the IDIQ vehicle, with investors watching upcoming earnings for its effect on bookings and margins.
The award underscores competition with major incumbents like Microsoft, Oracle, and Palantir in defense IT services.

Jan 26, 2026, 10:16 PM

WSJ

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.

Jan 13, 2026, 10:15 PM

Transcript

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.

Jan 13, 2026, 10:15 PM

Transcript

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.

Jan 13, 2026, 10:15 PM

Transcript

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.

Jan 13, 2026, 1:04 PM

Morningstar

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

Press Release

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.