secwatch / observer

8-K filed December 3, 2025, 6:59 PM ET ticker CRM CIK 0001108524

earnings confidence high sentiment positive materiality 0.85

Salesforce Q3 FY26 revenue $10.3B (+9%); raises full-year guidance; Agentforce ARR >$500M

Salesforce, Inc.

2026-Q3 EPS reported $5.73 revenue$30,324,000,000

cRPO $29.4B (+11% Y/Y); RPO $59.5B (+12%); subscription revenue $9.7B (+10% Y/Y).
GAAP operating margin 21.3%; non-GAAP 35.5%; operating cash flow $2.3B (+17%); FCF $2.2B (+22%).
Full-year FY26 revenue guidance raised to $41.45B-$41.55B (~9-10% growth); OCF growth raised to ~13-14%.
Agentforce and Data 360 ARR ~$1.4B (+114% Y/Y); Agentforce ARR >$500M (+330% Y/Y); 9,500+ paid deals.
Returned $4.2B to shareholders ($3.8B buybacks, $395M dividends); Informatica acquisition closed in Q3.

item 2.02 item 9.01

Machine-readable event card

schema_version: secwatch.filing_event.v1
accession: 0001108524-25-000234
form_type: 8-K
ticker: CRM
cik: 0001108524
company_name: Salesforce, Inc.
filed_at: 2025-12-03T23:59:59+00:00
discovered_at: 2026-05-14T18:02:38.811091+00:00
generated_at: 2026-05-16T15:01:05.452010+00:00
sec_items: ["2.02", "9.01"]
event_type: earnings
sentiment: positive
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: high
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text_url: https://secwatch.observer/filing/0001108524-25-000234.txt
edgar_index_url: https://www.sec.gov/Archives/edgar/data/1108524/000110852425000234/0001108524-25-000234-index.htm
edgar_primary_document_url: https://www.sec.gov/Archives/edgar/data/1108524/000110852425000234/crm-20251203.htm
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