CRM · 10-Q · 2026Q3

Salesforce, Inc.

Filed 2026-08-27 · Technology · View original filing on EDGAR

Ranked Events

• Liquidity and Debt PositionImportance 89 · Surprise 82
  Cash, cash equivalents, and marketable securities increased to $11.4 billion as of July 31, 2026 from $9.6 billion at January 31, 2026, while accounts receivable totaled $6.3 billion. Principal debt due increased to…
• Anthropic Investment ExposureImportance 83 · Surprise 82
  Strategic-investment gains were $2.613 billion in the second quarter and $3.171 billion in the first six months of fiscal 2027, compared with a $57 million loss in the prior-year six-month period. Six-month gains…
• Fin AI AcquisitionImportance 71 · Surprise 60
  In June 2026, Salesforce agreed to acquire Intercom, Inc. (“Fin”), a customer-agent platform providing autonomous, end-to-end AI service agents, for approximately $3.6 billion in cash. Salesforce expects the…
• Contentful AcquisitionImportance 71 · Surprise 60
  In May 2026, Salesforce agreed to acquire Contentful Global, Inc., a provider of a composable content platform, for approximately $1.5 billion in cash, net of Salesforce’s existing share ownership. The transaction is…
• Capital Return ProgramImportance 71 · Surprise 60
  Salesforce repurchased $27.3 billion of common stock during the first six months of fiscal 2027, including the $25.0 billion March accelerated share repurchase. The March ASR initially delivered approximately 103…
• Remaining Performance ObligationImportance 66 · Surprise 40
  Total remaining performance obligation was approximately $66.3 billion as of July 31, 2026, up 11 percent year-over-year, while current remaining performance obligation was approximately $33.5 billion, up 14 percent.…
• Income Tax Rate ChangesImportance 63 · Surprise 64
  The income-tax provision increased to $1.026 billion in the second quarter from $519 million and to approximately $1.640 billion for the first six months from $952 million. Salesforce stated that effective tax rates…
• Interest Rate EnvironmentImportance 58 · Surprise 42
  Interest expense increased by approximately $406 million in the quarter and $655 million in the six months ended July 31, 2026, primarily because of incremental debt from Salesforce’s March 2026 financing. Management…
• Agentforce Adoption MomentumImportance 58 · Surprise 42
  Agentforce Apps generated $7.193 billion of subscription and support revenue in the second quarter and $14.102 billion in the first six months of fiscal 2027. Data 360, Headless Platform, and Other generated $3.618…
• Geographic Revenue PerformanceImportance 54 · Surprise 40
  Six-month revenue increased across all reported contracting-entity regions, reaching $14.637 billion in the Americas, $5.518 billion in Europe, and $2.311 billion in Asia Pacific. Americas revenue increased $1.432…
• Revenue Performance and MixImportance 54 · Surprise 40
  Six-month revenue increased 12% year over year to $22.478 billion for the period ended July 31, 2026, including $21.413 billion of subscription and support revenue and $1.065 billion of professional services revenue.…
• Acquisition / Partnership / DivestitureImportance 53 · Surprise 60
  Salesforce completed the $1.1 billion Qualified acquisition during the first six months of fiscal 2027, contributing to total acquisition cash outflows of $1.5 billion. The company entered into an agreement in May 2026…
• Operating Income and MarginsImportance 49 · Surprise 32
  Six-month income from operations increased to $4.678 billion from $4.274 billion, while second-quarter operating income was $2.331 billion versus $2.332 billion a year earlier. Six-month gross profit increased to…
• Operating Expense TrendsImportance 48 · Surprise 40
  Six-month research and development expense increased to $3.314 billion from $2.941 billion, primarily because of higher employee-related costs, hosting services, and generative-AI technology spending. Six-month sales…
• Market Demand TrendsImportance 47 · Surprise 22
  Subscription and support revenue growth was primarily volume-driven, reflecting new customers, upgrades, and additional subscriptions from existing customers. Pricing was not a significant driver of revenue growth in…
• Headcount / RestructuringImportance 40 · Surprise 42
  Restructuring charges were approximately $94 million in the second quarter and $174 million in the first six months of fiscal 2027. The charges primarily covered employee transitions, severance payments, and employee…
• FX / Currency HeadwindsImportance 31 · Surprise 32
  Salesforce’s expanding global business exposes it to increased foreign-exchange volatility, which can affect near-term results and the accuracy of future earnings forecasts. For the six months ended July 31, 2026,…
• Agentic AI Product LaunchImportance 31 · Surprise 42
  Salesforce is expanding its autonomous AI agent layer, Agentforce, across Customer 360 apps, Slack, Headless 360 and other interfaces. Management plans continued investment in generative and agentic AI across all…
• AI Cloud Capacity InvestmentImportance 27 · Surprise 32
  Salesforce is increasing investment in enterprise cloud computing services to scale capacity with customer growth and evolve its security measures. Cost of subscription and support revenue rose partly because of higher…
• Professional Services DemandImportance 25 · Surprise 32
  Professional services and other revenue declined $13 million, or 1 percent, for the first six months of fiscal 2027. Salesforce attributed the decline primarily to lower demand for larger, multi-year transformation…

Revenue by Product (in millions)

Revenue by Geography (in millions)