Salesforce
Connects customer operations, enterprise data, and AI agents through subscription cloud software.
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Profile
Sells subscription cloud software for sales, service, marketing, commerce, collaboration, analytics, integration, data management, and AI agents. Agentforce Apps run on a shared Data 360 and platform foundation, while renewals, enterprise deployment cycles, and secure access to customer data shape the business.
Sells cloud software that connects customer-facing work across Agentforce Sales, Service, Marketing, and Commerce, with Slack as a collaboration interface. Agentforce 360 Platform and Data 360 provide low-code workflows, customer data, governance, and AI-agent tooling; MuleSoft connects applications and APIs, Tableau analyzes data, and Informatica adds data integration, quality, catalog, and master-data management.
The portfolio works as a shared platform, supporting cross-selling across departments and industry-specific deployments. Revenue comes overwhelmingly from subscriptions and support, generally recognized over contract terms, with professional services a small complement. Customers span industries and geographies, though the Americas are the largest revenue region. Operations depend on subscription renewals, enterprise sales and implementation cycles, third-party cloud infrastructure, data security, privacy compliance, and successful integration of acquired products.
Company facts
Key statistics
Year to date +1.0% · Average volume (30d) 13.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | Monness | Target | $222 | $266 | ||
| Aug 27, 2026 | Oppenheimer | Target | $250 | $275 | ||
| Aug 27, 2026 | D.A. Davidson | Target | $200 | |||
| Aug 25, 2026 | Deutsche Bank | Target | $200 | $315 | ||
| Aug 13, 2026 | Monness | Reiterate | Buy | $225 | $222 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026Q2 FY27 | $3.27 | $5.90 | +80.4% | $11.33B | $11.35B | +0.1% | +22.58% |
| May 27, 2026Q1 FY27 | $3.13 | $3.88 | +24.0% | $11.05B | $11.13B | +0.7% | −0.75% |
| Feb 25, 2026Q4 FY26 | $3.05 | $3.81 | +24.9% | $11.19B | $11.20B | +0.1% | +4.03% |
| Dec 3, 2025Q3 FY26 | $2.86 | $3.25 | +13.6% | $10.27B | $10.26B | −0.1% | +3.66% |
Financial highlights
| 12 quarters | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 | Q2 FY27 | |
|---|---|---|---|---|---|---|---|
| Revenue | $9.83B | $10.24B | $10.26B | $11.20B | $11.13B | $11.35B | |
| Gross profit | $7.56B | $7.99B | $8.00B | $8.69B | $8.56B | $8.70B | |
| Operating income | $1.94B | $2.33B | $2.19B | $2.45B | $2.43B | $2.33B | |
| Net income | $1.54B | $1.89B | $2.09B | $1.94B | $2.11B | $3.53B | |
| Diluted EPS | $1.59 | $1.96 | $2.18 | $2.07 | $2.42 | $4.29 | |
| Gross margin | 77.0% | 78.1% | 78.0% | 77.6% | 76.9% | 76.7% | |
| Operating margin | 19.8% | 22.8% | 21.3% | 21.9% | 21.8% | 20.5% |
Fiscal years (4-quarter sums)FY22 $26.49B · FY23 $31.35B · FY24 $34.86B · FY25 $37.90B · FY26 $41.53B
Revenue by product · Q2 FY27
Revenue by geography · Q2 FY27
Balance sheet, Jul 31, 2026Cash & short-term investments $11.40B · Total debt $2.46B · Total assets $109.62B · Shareholders' equity $38.38B
Dividends
Last raised to $0.44 from $0.416 in Apr 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 11, 2026 | Jun 11 | Jul 2 | $0.44 | |
| Apr 9, 2026 | Apr 9 | Apr 23 | $0.44 | raised from $0.416 |
| Dec 18, 2025 | Dec 18 | Jan 8 | $0.416 | |
| Sep 17, 2025 | Sep 17 | Oct 9 | $0.416 | |
| Jun 18, 2025 | Jun 18 | Jul 10 | $0.416 | |
| Apr 10, 2025 | Apr 10 | Apr 24 | $0.416 | raised from $0.40 |
| Dec 18, 2024 | Dec 18 | Jan 9 | $0.40 | |
| Sep 18, 2024 | Sep 18 | Oct 8 | $0.40 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 819.00M · Float 793.67M · 96.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 72.75M | 8.88% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 52.07M | 6.36% | 13F | Aug 13, 2026 |
| State Street Corp | 44.87M | 5.48% | 13F | Aug 7, 2026 |
| Morgan Stanley | 23.31M | 2.85% | 13F | Aug 13, 2026 |
| Marc Benioff · director, officer: Chair and CEO | 21.93M | 2.68% | Form 4 | Apr 23, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 19, 2026 | Laura Alber | director | +2,571 | $194.58 |
| Mar 18, 2026 | David Blair Kirk | director | +2,570 | $194.62 |
| Jan 14, 2026 | Neelie Kroes | director | −3,893 | $238.70 |
| Dec 17, 2025 | David Blair Kirk | director | +1,936 | $258.64 |
| Dec 5, 2025 | G. Mason Morfit | director, other: See Remarks | +96,000 | $260.58 |
Peers
- Microsoft
Broadest overlap across CRM, service, marketing, analytics, and AI agents.
- ServiceNow
#1 Gartner AI-agent platform; contests service, CRM, and enterprise workflow.
- Oracle
Full-stack CX suite with ERP integration; Oracle explicitly names Salesforce as rival.
- SAP (ADR)
ERP-anchored CX suite contesting sales, service, marketing, and commerce.
- Adobe
Contests marketing automation, commerce, analytics, and customer data platforms.
- HubSpot
Unified CRM-marketing-service platform capturing Salesforce's SMB-to-midmarket.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Salesforce | $256.48 | +0.16% | $209.66B | 23.4 | 17.6 | 4.8 | +10.8% |
| Microsoft | $513.06 | −0.06% | $3.81T | 28.6 | 26.2 | 11.5 | +17.8% |
| ServiceNow | $143.28 | −0.97% | $149.61B | 90.4 | 31.9 | 10.2 | +24.0% |
| Oracle | $150.95 | +0.17% | $434.14B | 25.9 | 18.7 | 6.4 | +20.6% |
| SAP (ADR) | $220.80 | −0.39% | $258.15B | 28.1 | 23.9 | 5.8 | +5.8% |
| Adobe | $291.46 | −0.04% | $115.88B | 16.7 | 11.3 | 4.6 | +12.7% |
| HubSpot | $260.15 | −0.21% | $13.36B | 92.1 | 17.3 | 3.9 | +19.8% |
| Median | 28.3 | 21.3 | 6.1 | +18.8% |