CRM · News · 20261020N

Revenue Performance and Mix

Salesforce, Inc. · 2026-10-20 · Importance 54 · Surprise 40 · No source text

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. Subscription and support revenue increased 12% year over year to $10.8 billion, representing the dominant component of total revenue. Informatica generated $440 million from subscription and support services during the quarter.

Key facts

• Salesforce reported total quarterly revenues of $11.3 billion in the second quarter of fiscal 2027, up 11% year over year. source
• Salesforce's subscription and support revenues increased 12% to $10.8 billion in the reported quarter. source
• Arlington Financial Advisors LLC reduced its stake in Salesforce by 25.3% in the third quarter, selling 4,893 shares and holding 14,433 shares valued at $3.313 million. source
• Informatica contributed $456 million to Salesforce's revenues in the second quarter of fiscal 2027, including $440 million from subscription and support services. source
• Kercheville Advisors LLC made a new investment of $1.47 million in Salesforce by purchasing 6,400 shares during the third quarter. source
• Focused Alpha LLC acquired a new stake of 2,288 shares in Salesforce valued at approximately $525,000. source
• Salesforce reported strong quarterly earnings of $5.90 per share, surpassing estimates. source
• Analysts maintain a "Moderate Buy" consensus rating on Salesforce with an average price target of $278.40. source

Impact estimates