Salesforce, Inc.'s Stock Analysis

Salesforce Reports Strong Q3 2026 Financial Performance

Salesforce, Inc. announced its financial results for the third quarter of fiscal 2026, reporting a revenue of $10.3 billion, which represents a 9% increase year-over-year. The company achieved a subscription and support revenue of $9.7 billion, up 10% year-over-year. Its current remaining performance obligation (cRPO) was $29.4 billion, an 11% increase year-over-year, while the total remaining performance obligation (RPO) reached $59.5 billion, climbing 12% year-over-year. The company also reported a GAAP operating margin of 21.3% and a non-GAAP operating margin of 35.5%, with operating cash flow of $2.3 billion, up 17% year-over-year. Salesforce returned $4.2 billion to shareholders through share repurchases and dividends during the quarter.

Additionally, Salesforce raised its full-year revenue guidance for FY26 to between $41.45 billion and $41.55 billion, indicating a growth of 9% to 10% year-over-year. The company highlighted significant growth in its Agentforce and Data 360 products, achieving an annual recurring revenue (ARR) of nearly $1.4 billion, a 114% increase year-over-year. Salesforce has completed the acquisition of Informatica, which is expected to enhance its data management capabilities. The company continues to focus on expanding its customer base and enhancing its product offerings.

Dec 03, 2025 16:04:55

Salesforce Completes Informatica Acquisition, Enhancing Data Management Capabilities

Salesforce, Inc. announced the completion of its acquisition of Informatica Inc. on November 18, 2025. This acquisition integrates Informatica's data management services into Salesforce's platform, enhancing capabilities in data cataloging, integration, governance, and quality. The move is expected to support Salesforce's Agentforce platform by providing a comprehensive data foundation necessary for AI operations, ultimately improving the experience for customers using Salesforce's services.

To finance the acquisition, Salesforce borrowed a total of $6 billion through two credit agreements, which will also help in repaying Informatica's existing debts. The company anticipates that the acquisition will positively impact its non-GAAP operating margin and earnings per share within 12 months. A conference call to discuss the financial results and implications of the acquisition is scheduled for December 3, 2025.

Nov 18, 2025 16:16:29

Salesforce Sets $60 Billion Revenue Target by Fiscal Year 2030

Salesforce has announced a new long-term revenue target of over $60 billion by fiscal year 2030, reflecting a compounded annual growth rate (CAGR) of more than 10% from fiscal years 2026 to 2030. The company also introduced a Profitable Growth Framework aiming for a combined growth rate and non-GAAP operating margin total of 50 by the end of FY30. This strategy emphasizes product innovation and efficient scaling of sales capacity to achieve sustained double-digit revenue growth.

During its Investor Day event, Salesforce reported significant momentum in its Data and AI offerings, with $1.2 billion in revenue for Q2, a 120% increase year-over-year. The company highlighted its Agentforce product, which has garnered approximately $440 million in annual recurring revenue, with over 12,000 customers adopting it. Leadership expressed confidence in their strategy and the potential for enhanced growth through their investments in research and development, totaling over $10 billion since FY24.

Oct 15, 2025 21:13:50

Salesforce Reports Strong Q2 Results and Stock Buyback Increase

Salesforce, Inc. reported its second quarter fiscal 2026 results, achieving revenue of $10.2 billion, which is a 10% increase year-over-year. Subscription and support revenue rose 11% year-over-year to $9.7 billion, while the company’s current remaining performance obligation reached $29.4 billion, also up 11% year-over-year. The GAAP operating margin stood at 22.8%, with a non-GAAP operating margin of 34.3%. In total, Salesforce returned $2.6 billion to shareholders, comprising $2.2 billion in share repurchases and $399 million in dividends. Furthermore, the company initiated a $20 billion increase to its existing share repurchase program, bringing the total authorized amount to $50 billion.

Looking ahead, Salesforce provided guidance for the third quarter fiscal 2026, forecasting revenues between $10.24 billion and $10.29 billion, reflecting an 8% to 9% year-over-year increase. The company also raised its full-year fiscal 2026 revenue guidance to a range of $41.1 billion to $41.3 billion, projecting an 8.5% to 9% year-over-year growth. Additionally, the GAAP operating margin guidance was updated to 21.2%, while the non-GAAP operating margin guidance was raised to 34.1%. These results and guidance indicate the company's ongoing financial health and commitment to shareholder returns.

Sep 03, 2025 16:03:27

Salesforce Appoints Two New Directors to Board

Salesforce announced the appointment of Amy Chang and David Kirk to its Board of Directors, effective July 9, 2025. Both directors bring extensive experience in technology and innovation, with Chang being a former executive at Cisco and Kirk having served as a chief scientist at NVIDIA. Their appointments are expected to enhance the board's technical expertise and innovation leadership as the company navigates the evolving landscape of AI and digital solutions.

The company stated that there are no arrangements or understandings influencing their selection as directors, and both will receive standard compensation as outlined in Salesforce's compensation program for non-employee directors. The appointments are part of Salesforce's strategy to strengthen its governance and support its growth initiatives, particularly in relation to its AI-driven offerings and customer solutions.

Jul 09, 2025 09:02:35

Company Announces Proposed Acquisition of Informatica

The Company has announced a proposed acquisition of Informatica, which is expected to impact both entities. Informatica will prepare and file an information statement and other relevant documents with the Securities and Exchange Commission (SEC) related to the transaction, which will be available to investors at no charge on the SEC's website or Informatica's investor site.

The press release highlights various risks associated with the acquisition, including potential disruptions to Informatica's business operations, the need for regulatory approvals, and the possibility of competing offers. Investors are encouraged to review the detailed risk factors and other information available in the periodic reports filed by both the Company and Informatica with the SEC.

Jun 24, 2025 16:36:23

Salesforce Reports Record Q1 Results, Raises FY26 Revenue Guidance

Salesforce announced its first quarter fiscal 2026 results, reporting revenue of $9.8 billion, which is an 8% increase year-over-year. The subscription and support revenue also rose by 8% to $9.3 billion. The company's current remaining performance obligation reached $29.6 billion, up 12% from the previous year. Salesforce generated an operating cash flow of $6.5 billion, reflecting a 4% increase, and returned $3.1 billion to shareholders through share repurchases and dividends. Additionally, the company has signed an agreement to acquire Informatica, which is expected to have no impact on fiscal year 2026 guidance due to the anticipated closing timing in early fiscal year 2027.

Salesforce has updated its guidance for the second quarter of fiscal 2026, projecting revenue between $10.11 billion and $10.16 billion, and has raised its full-year fiscal 2026 revenue guidance to between $41.0 billion and $41.3 billion. The company maintains its operating margin guidance and expects continued growth in operating cash flow. With the weakening U.S. dollar, Salesforce anticipates a favorable currency impact on its business, which has been factored into the updated guidance.

May 28, 2025 16:05:54

Salesforce to Acquire Informatica for $8 Billion

Salesforce has signed a definitive agreement to acquire Informatica for approximately $8 billion in equity value. Under the terms, Informatica stockholders will receive $25 in cash per share. This acquisition aims to enhance Salesforce's data management capabilities, particularly in deploying AI technologies across enterprises. The integration of Informatica’s advanced data management tools with Salesforce's existing platforms is expected to create a comprehensive data solution that supports AI-driven decision-making and operational efficiency.

The transaction has been approved by the boards of both companies and is anticipated to close early in Salesforce's fiscal year 2027, pending regulatory approvals. The acquisition will be funded through a combination of cash and new debt. Salesforce expects to see positive impacts on its operating margins and earnings per share starting in the second year post-acquisition, driven by expected cost synergies and revenue growth from the combined data portfolio.

May 27, 2025 08:11:04

Salesforce Reports Q4 and FY25 Results with Revenue Growth

Salesforce announced its fourth quarter and fiscal year 2025 results, reporting a fourth quarter revenue of $10.0 billion, which is an 8% increase year-over-year. The total remaining performance obligation reached $63.4 billion, up 11% from the previous year. The company achieved an operating cash flow of $13.1 billion, reflecting a 28% increase year-over-year. Additionally, annual recurring revenue from Data Cloud & AI saw significant growth, reaching $900 million, a 120% increase year-over-year, and the company closed 5,000 Agentforce deals, including over 3,000 paid deals in the quarter. Salesforce returned $9.3 billion to shareholders through share repurchases and dividends in FY25.

However, the company faced challenges with losses on strategic investments, which negatively impacted net income. Total revenue for FY25 was $37.9 billion, marking a 9% increase year-over-year, but the gains from strategic investments were not favorable, resulting in a net income of $6.2 billion, compared to $4.1 billion the previous year. Operating expenses also increased, with total operating expenses reported at $22.0 billion for FY25, up from $21.3 billion in FY24. Despite these challenges, Salesforce initiated guidance for FY26, projecting revenue growth of 7% to 8% year-over-year.

Feb 26, 2025 16:03:55

Salesforce Announces New COFO and Leadership Transition Details

Salesforce has appointed Robin Washington as the new President and Chief Operating and Financial Officer, effective March 21, 2025. Washington, a seasoned executive with extensive experience in financial and operational strategy, has been with Salesforce's Board since 2013 and is expected to lead the company into a new phase focused on profitable growth and operational excellence. CEO Marc Benioff expressed excitement over her appointment, highlighting her previous contributions and strategic vision for the company.

On the negative side, the press release announced the retirement of Brian Millham, who has served as President and COO for 25 years, transitioning to an advisory role. This marks a significant leadership change, as Millham has been instrumental in shaping Salesforce's operations and customer success initiatives. Additionally, Amy Weaver, the current CFO, is set to leave the company following the appointment of a new CFO, indicating further transitions within Salesforce's executive team.

Feb 05, 2025 17:05:59