Citable filing context
CRM's research view summarizes recent SEC filing context, starting with other from Sep 17, 2026.
| Filed | Item | Context |
|---|---|---|
| Sep 17, 2026 | other | Salesforce hosted its 2026 Investor Day, presenting its long-term growth strategy and FY30 revenue target of $63B+. |
| Sep 4, 2026 | other | Salesforce approved an Executive Deferred Compensation Plan allowing executive officers to defer base salary and annual bonuses. |
| Aug 26, 2026 | earnings | Salesforce reported Q2 FY27 revenue of $11.3 billion, up 11% year-over-year, and raised full-year revenue guidance. |
| Sep 17, 2026 | Guidance: non_gaap_operating_margin | not reported to not reported |
| Sep 17, 2026 | Guidance: revenue | 63.00 to not reported |
| Sep 17, 2026 | Guidance: revenue | 46.10 to 46.40 |
| Aug 27, 2026 | mda_quarterly | Salesforce reported total revenue of $22.5 billion for the first six months of fiscal 2027, up 12% year-over-year, driven by 13% growth in subscription and support revenue to $21.4 billion. Current remaining performance obligation reached $33.5 billion, a 14% increase. Under its revised reporting structure, subscription growth was led by Data 360, Headless Platform, and Other ($7.3 billion, up 22%), while Agentforce Apps generated $14.1 billion (up 8%). Operating income rose to $4.7 billion, and diluted EPS reached $6.67, significantly boosted by $3.0 billion in unrealized gains from its strategic investment in Anthropic and lower share counts. The company continues executing an agentic AI strategy, supported by the integration of Informatica—which contributed $900 million in six-month revenue—and pending acquisitions of Contentful ($1.5 billion) and Intercom ($3.6 billion). Operating cash flow reached $8.0 billion, supporting $11.4 billion in cash, cash equivalents, and marketable securities. Salesforce altered its capital structure by issuing $25 billion in senior notes and a $6 billion term loan, bringing total debt obligations to $39.5 billion to fund a $25 billion accelerated share repurchase program. Primary financial risks and headwinds include elevated interest expenses, restructuring charges, foreign exchange volatility, and growing infrastructure investments for generative AI workloads. |
| May 28, 2026 | mda_quarterly | Salesforce, a global leader in CRM technology, reported Q1 FY27 revenue of $11.1 billion, a 13% year-over-year increase, primarily from volume-driven growth in subscription and support services, which comprise 95% of total revenue. Operating income rose to $2.3 billion, improving the operating margin to 21%. Diluted EPS reached $2.42, significantly benefiting from a $0.14 impact due to a $25 billion Accelerated Share Repurchase (ASR) program executed in March 2026. Cash provided by operations increased 3% to $6.7 billion. Total remaining performance obligation grew 11% to $67.9 billion, with current RPO up 14% to $33.6 billion. The company is strategically focused on expanding its Agentic Enterprise capabilities, integrating generative and agentic AI across products like Agentforce Apps (9% growth) and Data 360, Headless Platform, and Other (25% growth). Acquisitions, including Informatica in November 2025 (contributing $444 million to Q1 revenue) and Qualified in April 2026, accelerate this AI roadmap. Salesforce is actively reducing operating expenses through restructuring initiatives, including workforce and real estate optimization, to improve operating margins. Foreign currency fluctuations positively impacted revenue by 2%. A $25 billion debt offering in March 2026 funded the ASR, with $22.9 billion remaining under the share repurchase authorization. Liquidity remains robust with $11.8 billion in cash and equivalents. |
Source: SEC EDGAR filing text and events; period Sep 17, 2026; filed Sep 17, 2026.
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