8-K
filed February 26, 2025, 6:59 PM ET
ticker CRM
CIK 0001108524
earnings
confidence high
sentiment positive
materiality 0.85
Salesforce Q4 revenue $10B (+8% YoY); FY25 FCF $12.4B (+31%); guides FY26 rev $40.5-40.9B
Salesforce, Inc.
2025-FY EPS
reported $6.36
vs consensus $2.89
▲ beat
(+120.3%)
- Q4 revenue $10.0B (+8% YoY); FY25 revenue $37.9B (+9% YoY); GAAP op margin 19.0%, non-GAAP 33.0%.
- FY25 operating cash flow $13.1B (+28% YoY); free cash flow $12.4B (+31% YoY).
- Total RPO $63.4B (+11% YoY); Data Cloud & AI ARR $900M (+120%); 5,000 Agentforce deals closed since Oct.
- FY26 guidance: revenue $40.5-40.9B (7-8% growth); GAAP op margin 21.6%; non-GAAP 34.0%.
- Returned $9.3B to shareholders in FY25 via buybacks ($7.8B) and dividends ($1.5B).
Machine-readable event card
- schema_version
- secwatch.filing_event.v1
- accession
- 0001108524-25-000002
- form_type
- 8-K
- ticker
- CRM
- cik
- 0001108524
- company_name
- Salesforce, Inc.
- filed_at
- 2025-02-26T23:59:59+00:00
- discovered_at
- 2026-05-14T18:03:02.949182+00:00
- generated_at
- 2026-05-26T03:14:37.018156+00:00
- sec_items
- ["2.02", "9.01"]
- event_type
- earnings
- sentiment
- positive
- materiality_score
- 0.85
- calibrated_materiality_score
- 0.85
- confidence
- high
- secwatch_canonical_url
- https://secwatch.observer/filing/0001108524-25-000002
- json_url
- https://secwatch.observer/filing/0001108524-25-000002.json
- markdown_url
- https://secwatch.observer/filing/0001108524-25-000002.md
- text_url
- https://secwatch.observer/filing/0001108524-25-000002.txt
- edgar_index_url
- https://www.sec.gov/Archives/edgar/data/1108524/000110852425000002/0001108524-25-000002-index.htm
- edgar_primary_document_url
- https://www.sec.gov/Archives/edgar/data/1108524/000110852425000002/crm-20250226.htm
- generated_by_model
- deepseek-v4-flash:cloud@v2
- review_status
- machine_generated
- human_reviewed
- false
- corrected
- false
- correction_note
- null
- correction_timestamp
- null
- superseded_by
- null
Comparable filings
GME
GameStop Q1 record net income $389.6M, revenue up 14%, new $2B buyback
GameStop Corp.
June 2, 2026, 4:43 PM ET
earnings
Items 2.02, 7.01, 9.01
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
Filing page
SEC filing
GTLB
GitLab Q1 revenue $264M (+23% YoY); plans 14% workforce cut, $30-35M charges
Gitlab Inc.
June 2, 2026, 4:17 PM ET
earnings
Items 2.02, 2.05, 7.01, 9.01
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
Filing page
SEC filing
PETS
PetMed Q4 sales fall 15.6% to $42.8M; FY net loss widens to $57.3M on goodwill impairment
PETMED EXPRESS INC
June 2, 2026, 4:15 PM ET
earnings
Items 2.02, 9.01
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
Filing page
SEC filing
SPWH
Sportsman's Warehouse Q1 net sales up 2.8% to $256.1M; same-store sales +2.1%; net loss $21.8M
SPORTSMAN'S WAREHOUSE HOLDINGS, INC.
June 2, 2026, 4:10 PM ET
earnings
Items 2.02, 9.01
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
Filing page
SEC filing
PANW
Palo Alto Networks Q3 revenue $3.0B (+31% YoY); NGS ARR $8.1B (+60% YoY)
Palo Alto Networks Inc
June 2, 2026, 4:08 PM ET
earnings
Items 2.02, 9.01
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
Filing page
SEC filing
ULTA
Ulta Q1 net sales +11.1% to $3.16B, comps +5.3%; FY EPS guidance raised to $28.36-$28.80
Ulta Beauty, Inc.
June 2, 2026, 4:06 PM ET
earnings
Items 2.02, 9.01
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
Filing page
SEC filing
YEXT
Yext Q1 FY27: Adj EBITDA margin 25%, ARR $440.8M; boosts buyback by $100M
Yext, Inc.
June 2, 2026, 4:05 PM ET
earnings
Items 2.02, 8.01, 9.01
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
Filing page
SEC filing
YSWY
Yesway reports Q1 net income $30.2M, Adjusted EBITDA $59.2M; introduces FY2026 outlook
Yesway, Inc.
June 2, 2026, 7:35 AM ET
earnings
Items 2.02, 9.01
same SEC item: 2.02, 9.01
same event type: earnings
similar materiality
Filing page
SEC filing
This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice.
See methodology for how this pipeline works.