CRM · Technology

Salesforce, Inc.

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-08

• Braze AcquisitionImportance 53 · Surprise 60
  Salesforce has made a planned cash acquisition offer for Braze of US$47.50 per share. The acquisition is expected to close in Salesforce’s fiscal 2028 year. The report says the deal could affect expectations for…

News · 2026-11-07

• Braze AcquisitionImportance 47 · Surprise 60
  Salesforce agreed to acquire Braze for US$47.50 per share in cash. The reported coverage does not specify the transaction’s total consideration or expected closing timeframe. The acquisition is a strategic transaction,…

News · 2026-11-06

• Capital Return ProgramImportance 64 · Surprise 42
  S&P Global Ratings lowered Salesforce’s issuer credit rating from A+ to A, citing increased net debt from recent acquisitions and a $25 billion debt-funded stock repurchase program. The rating agency kept its outlook…
• Balance Sheet and LiquidityImportance 64 · Surprise 42
  Benzinga reported that S&P Global Ratings lowered Salesforce’s issuer credit rating to A from A+. The downgrade was attributed to increased net debt from recent acquisitions and a $25 billion debt-funded stock…
• Agentforce Adoption MomentumImportance 59 · Surprise 82
  Salesforce expanded Agentforce Coworker across Microsoft Teams and Google Workspace and introduced native apps for iOS, Mac, and Windows. The autonomous agent uses business context and existing security frameworks to…
• Agentforce Product ExpansionImportance 59 · Surprise 82
  Salesforce expanded Agentforce Coworker across Microsoft Teams and Google Workspace and introduced native apps for iOS, Mac, and Windows. The agent integrates with business context and existing security frameworks to…
• Cresta AcquisitionImportance 41 · Surprise 60
  A Benzinga deal roundup reported that Salesforce agreed to acquire Cresta. The report provided no purchase price, transaction timetable, or other terms for the agreement.

News · 2026-11-05

• Acquisition / Partnership / DivestitureImportance 38 · Surprise 60
  Salesforce announced a definitive agreement to acquire Cresta, a voice AI provider. The planned acquisition is intended to add Cresta’s real-time conversational tools to Service Cloud. Salesforce plans to integrate…
• Agentforce Adoption MomentumImportance 38 · Surprise 24
  Salesforce’s Agentforce and Data 360 annual recurring revenue was reported to be nearing $4 billion, indicating substantial commercial traction for its AI and data products. The article compared Salesforce with…
• Cresta AcquisitionImportance null · Surprise null
  Salesforce has agreed to acquire voice AI provider Cresta to expand AI capabilities in Service Cloud. The plan is to integrate Cresta’s real-time conversational tools into Salesforce’s customer support and…

News · 2026-11-04

• Liquidity and Debt PositionImportance 64 · Surprise 42
  Salesforce’s debt rose to $41.7 billion, nearly equal to its annual revenue, with the increase attributed largely to recent share buybacks and acquisitions. S&P Global Ratings cut Salesforce to ‘A’ from ‘A+’, citing…
• Capital Allocation StrategyImportance 64 · Surprise 42
  S&P Global Ratings downgraded Salesforce to ‘A’ from ‘A+’, citing debt-funded shareholder returns and large-scale acquisitions. The agency said a $25 billion debt-financed share repurchase program and recent…
• Braze AcquisitionImportance 52 · Surprise 42
  Salesforce has a new $5.66 billion acquisition of Braze, according to Trefis. The report said Salesforce’s debt had increased to $41.7 billion, nearly its annual revenue, largely due to recent share buybacks. It said…
• AI Governance Platforms MarketImportance 35 · Surprise 46
  AI Markets Group estimated the AI governance platform market at $3.6 billion in 2027 and forecast it to reach $12.5 billion by 2030, a 51% CAGR. The report identified Microsoft, Databricks, and Salesforce among the…
• Acquisition / Partnership / DivestitureImportance 34 · Surprise 42
  Salesforce plans to acquire Cresta, a voice AI conversation-intelligence specialist, to expand its presence in the contact-center AI market. The deal is intended to add Cresta’s voice AI capabilities and customer base…
• Strategic InitiativesImportance 34 · Surprise 42
  Salesforce is planning to acquire Cresta, a voice AI conversation-intelligence specialist, to expand its presence in the contact-center AI market. The deal is intended to add voice AI capabilities and an established…
• AI Automation Market GrowthImportance 10 · Surprise 6
  Precedence Research valued the global AI automation market at USD 167.71 billion in 2026 and forecast growth to USD 1.214 trillion by 2035, adding USD 1.046 trillion in annual revenue. The report covers software and…

News · 2026-11-03

• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  Salesforce agreed to acquire Cresta, a voice AI company focused on customer call handling and agent coaching, for a reported $2.7 billion. The deal is part of Salesforce’s 2026 customer-experience acquisition strategy,…
• Agentforce Product ExpansionImportance 34 · Surprise 42
  Salesforce plans to integrate Cresta’s voice AI capabilities with Service Cloud and Agentforce, linking customer conversations with service workflows. Cresta’s technology includes voice agents and real-time analysis…

News · 2026-11-02

• Strategic AI InvestmentImportance 31 · Surprise 42
  Salesforce Ventures joined a US$700 million funding round for AI startup Hark; Salesforce’s individual investment amount was not reported. Hark is developing proprietary AI foundation models for a personal assistant…

News · 2026-11-01

• Acquisition / Partnership / DivestitureImportance 30 · Surprise 42
  Salesforce signed a definitive agreement to acquire Rune Technologies, a defense-technology company focused on military logistics software for challenging communication environments. The acquisition is expected to…
• Geographic Market CommentaryImportance 30 · Surprise 42
  Salesforce signed a five-year lease for 15,300 square meters across five floors in Tel Aviv’s ToHa 2 tower. The site will consolidate approximately 1,000 employees and Salesforce’s Israeli R&D center, which the report…
• Strategic InitiativesImportance null · Surprise null
  Salesforce signed a five-year lease for 15,300 square meters in Tel Aviv’s ToHa 2 tower to establish a new headquarters for its Israeli operations. The expansion will consolidate approximately 1,000 employees and an…

News · 2026-10-31

• Acquisition / Partnership / DivestitureImportance 53 · Surprise 60
  Salesforce announced its acquisition of Rune Technologies, a defense AI software startup, for a reported $375 million. The acquisition is intended to strengthen Missionforce, Salesforce’s business serving the U.S.…
• Customer DynamicsImportance 48 · Surprise 64
  Salesforce’s Missionforce defense business has grown 80% since its launch. The business has secured all six branches of the U.S. military as customers, including the U.S. Army and Marine Corps, where Rune Technologies’…

News · 2026-10-30

• Pentagon AI ContractsImportance 78 · Surprise 82
  Salesforce’s Missionforce business, which serves national security and defense agencies, has grown 80% year over year. The report attributes part of that growth to a new 10-year, $5.6 billion contract with the U.S.…
• Acquisition / Partnership / DivestitureImportance 72 · Surprise 82
  Salesforce agreed to acquire Rune Technologies for $375 million in cash and stock, according to Resilience Media. Rune develops AI software for predicting U.S. military supply needs and managing field logistics.…
• Strategic M&AImportance 72 · Surprise 82
  Salesforce reportedly agreed to acquire Rune Technologies for $375 million in cash and stock. Rune develops AI software to help the U.S. military forecast supply needs and manage field logistics, and the acquisition…
• Agentic Commerce Search ResultsImportance 26 · Surprise 24
  Salesforce reported early merchant-side results for Agentic Commerce Search in its Winter ’27 Release. The capability is delivering a 13% conversion lift and a 17% increase in add-to-cart rates. It uses a small…

News · 2026-10-22

• Braze AcquisitionImportance 71 · Surprise 60
  Salesforce agreed to acquire Braze for $5.9 billion in an all-cash transaction. The offer price is $47.50 per Braze share. Third-party coverage indicates the transaction price is becoming the primary reference point…
• Docusign Partnership ExpansionImportance 31 · Surprise 42
  DocuSign expanded its more than 20-year relationship with Salesforce by embedding its Intelligent Agreement Management platform into Salesforce, Agentforce, and Slack. DocuSign also launched PDF Editor to connect…

News · 2026-10-21

• Acquisition / Partnership / DivestitureImportance 96 · Surprise 100
  Salesforce agreed to acquire Braze for approximately $5.66 billion in cash, representing a 58% premium to Braze’s prior closing price. The transaction is expected to close in Salesforce’s fiscal 2028. Braze’s real-time…
• Braze AcquisitionImportance 96 · Surprise 100
  Salesforce plans to acquire marketing-automation provider Braze for $5.66 billion in cash, representing a 58% premium to Braze’s previous closing price. The transaction is intended to strengthen Marketing Cloud through…
• Agentic AI Adoption MomentumImportance 42 · Surprise 64
  A ResearchAndMarkets report projects the global agentic AI market will grow from $19.33 billion in 2026 to $205.88 billion by 2033, representing more than tenfold expansion. Customer service is identified as the…
• Partner Ecosystem ExpansionImportance 31 · Surprise 42
  Navatar introduced bidirectional Salesforce Model Context Protocol (MCP) capabilities connecting Claude with its CRM platform. The integration allows private equity and M&A professionals to move business-development…

8-K · 2026-10-20

• Acquisition / Partnership / DivestitureImportance 71 · Surprise 60
  Salesforce entered a definitive agreement to acquire Braze for approximately $5.66 billion in enterprise value, with Braze Class A shareholders receiving $47.50 in cash per share. Braze serves approximately 2,770…
• Products and TechnologyImportance 26 · Surprise 24
  Braze provides real-time, event-streaming customer engagement across mobile apps, websites, email, SMS, and WhatsApp, with infrastructure powering trillions of messages and journey actions annually. BrazeAI optimizes…
• Customer DynamicsImportance 26 · Surprise 24
  Braze serves approximately 2,770 customers across consumer-facing industries. Named customers include Canva, Dairy Queen, Equinox, Instacart, Urban Outfitters, and Venmo, indicating adoption among digital, retail,…
• Guidance / OutlookImportance 15 · Surprise 24
  Salesforce stated that the Braze transaction is not expected to change its FY27 guidance. The company has not provided FY28 guidance, even though the acquisition is expected to close in fiscal year 2028. Salesforce…

News · 2026-10-20

• Acquisition / Partnership / DivestitureImportance 96 · Surprise 100
  Salesforce entered a definitive agreement to acquire customer-engagement software provider Braze for approximately $5.66 billion in enterprise value. Braze Class A shareholders will receive $47.50 per share in cash,…
• Revenue Performance and MixImportance 54 · Surprise 40
  Salesforce reported fiscal 2027 second-quarter revenue of approximately $11.3 billion, up 11% year over year. Informatica contributed $456 million of quarterly revenue following its integration into Salesforce.…
• Partner Ecosystem ExpansionImportance 34 · Surprise 42
  Salesforce is introducing its Partner FDE program in Korea to train domestic specialists in designing, deploying, and optimizing AI agents. The program provides engineering training, certifications, and practical…
• Competition and New EntrantsImportance 31 · Surprise 42
  Opero has relaunched as a services firm that designs, builds, and operates custom business systems positioned as alternatives to SaaS platforms such as Salesforce. The company argues that AI coding tools have made…

News · 2026-10-19

• Spain AI InvestmentImportance 52 · Surprise 42
  Salesforce reportedly unveiled plans to invest $1 billion in Spain. The reported investment exceeds the $340 million materiality threshold based on Salesforce’s revenue. The digest provides no further details on the…
• Quarterly Earnings and DividendImportance 47 · Surprise 22
  Salesforce reported quarterly revenue of $11.35 billion, up 10.8% year over year. Quarterly EPS was $5.90, exceeding analyst expectations. The company declared a quarterly dividend of $0.44 per share.
• Agentic AI Product LaunchImportance 31 · Surprise 42
  Salesforce AI Research introduced Launa-Omni, a voice model designed for real-time, two-way enterprise conversations. The model integrates speech and language by adapting a text model for audio, with emphasis on…
• Competition and New EntrantsImportance 31 · Surprise 42
  JustAI launched a full-stack agentic marketing platform combining CRM, orchestration, creative, delivery infrastructure, and measurement. Its Marketing Harness uses one-to-one AI agents to execute and test campaigns…
• Market Demand TrendsImportance 17 · Surprise 24
  A third-party analysis characterized Salesforce’s billings as weak, interpreting the trend as evidence of softer customer demand. The article distinguishes billings, which reflect customer collections, from recognized…

News · 2026-10-18

• Revenue Performance and MixImportance 47 · Surprise 22
  Salesforce reported quarterly revenue growth of 10.8% year over year. Quarterly EPS was $5.90, exceeding the $3.27 estimate by $2.63. The report did not provide segment, geographic, or revenue-mix detail.

News · 2026-10-16

• Dividend DeclarationImportance 58 · Surprise 42
  Salesforce announced a quarterly dividend of $0.44 per share. The dividend is payable on a quarterly basis, creating a recurring cash distribution to shareholders. The announcement was reported alongside Salesforce’s…
• Products and TechnologyImportance 23 · Surprise 24
  Salesforce’s Informatica Product 360 was named a Leader in the 2026 Gartner Magic Quadrant for Product Information Management Solutions. Product 360 is positioned as an agentic product-information-management platform…

News · 2026-10-15

• Quarterly Earnings and DividendImportance 37 · Surprise 6
  Third-party reporting cited Salesforce quarterly revenue of $11.35 billion and earnings per share of $5.90. The reported revenue was approximately $11,350 million, exceeding the materiality threshold of $340 million…
• Docusign Partnership ExpansionImportance 31 · Surprise 42
  Salesforce expanded its DocuSign partnership to embed Intelligent Agreement Management across Salesforce, Agentforce, and Slack. The integration enables sales and legal users to generate, review, and manage agreements…
• Agentforce Partner EcosystemImportance 31 · Surprise 42
  Demandbase was named a launch partner for Salesforce’s Hunter, a new AI-powered outbound sales agent. The partnership brings Demandbase account intelligence into AI-powered revenue workflows through its MCP integration…
• Agentic AI Product LaunchImportance 31 · Surprise 42
  Salesforce introduced Hunter, an AI-powered outbound sales agent for sales and marketing teams. Demandbase was named a launch partner, while ZoomInfo provides account intelligence and real-time B2B insights through…
• Enterprise Software Spending SlowdownImportance 20 · Surprise 24
  Enterprise software purchasing is shifting from simple per-user licensing toward hybrid models combining seats, credits, actions, and consumption-based charges. Salesforce is cited as implementing this type of hybrid…

News · 2026-10-14

• Capital Return ProgramImportance 50 · Surprise 24
  Salesforce maintains a $25 billion share-repurchase program, providing material authorization for capital return. The company also pays a quarterly dividend, adding recurring cash distributions to repurchases. The…
• Revenue Performance and MixImportance 33 · Surprise 6
  Salesforce reported quarterly revenue of $11.35 billion and adjusted EPS of $5.90, exceeding analyst expectations. Salesforce generated approximately $41.5 billion of FY2026 revenue and $7.5 billion of net income. The…
• Geographic Market CommentaryImportance 14 · Surprise 24
  Exalate launched Australian hosting for Exalate Cloud on Google Cloud infrastructure in Sydney, supporting connectors including Salesforce. The offering targets Australian businesses, particularly regulated and…

News · 2026-10-13

• Docusign Partnership ExpansionImportance 30 · Surprise 42
  On October 13, 2026, Docusign announced an expanded partnership with Salesforce covering Salesforce, Agentforce, and Slack. Docusign’s Intelligent Agreement Management platform will be made natively available to AI…