secwatch.observer — SEC 8-K summary
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Issuer:     Salesforce, Inc. (CRM)
CIK:        0001108524
Form:       8-K
Filed at:   2025-12-03T23:59:59+00:00
Accession:  0001108524-25-000234
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1108524/000110852425000234/0001108524-25-000234-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1108524/000110852425000234/crm-20251203.htm
  HTML page:      https://secwatch.observer/filing/0001108524-25-000234

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer