Highest-materiality recent filing
Salesforce Q2 FY27: Revenue $11.3B (+11% Y/Y), cRPO +14%, raises FY27 guidance
Revenue $11.3B, up 11% Y/Y; GAAP EPS $4.29, non-GAAP EPS $5.90, up 103% Y/Y.
Salesforce Q1 FY27: GAAP EPS $2.42, revenue $11.1B; raises FY guidance
GAAP EPS $2.42 (up 52% Y/Y); Non-GAAP EPS $3.88 (up 50% Y/Y); GAAP operating margin 21.1%.
Salesforce commences $25B accelerated share repurchase, largest ever
$25B ASR agreement executed with five financial institutions on March 11, 2026.
Salesforce closes $25B multi-tranche senior note offering; proceeds used for share repurchases
Issued $3.5B 4.500% 2028 notes, $4.25B 4.650% 2029 notes, $3.75B 4.900% 2031 notes.
Salesforce launches $25B accelerated share repurchase, issues $25B in senior notes
Entered into $25B ASR agreements with 5 banks; initial delivery of ~80% of shares on March 16, 2026.
Salesforce Q4 revenue $11.2B (+12% YoY); RPO $72.4B; raises dividend, $50B buyback
FY26 revenue $41.5B (+10% YoY); Q4 revenue $11.2B (+12% YoY); Q4 subscription & support $10.7B (+13% YoY).
Salesforce Q3 FY26 revenue $10.3B (+9%); raises full-year guidance; Agentforce ARR >$500M
cRPO $29.4B (+11% Y/Y); RPO $59.5B (+12%); subscription revenue $9.7B (+10% Y/Y).
Salesforce closes $6B acquisition of Informatica; borrows $6B in credit to fund deal
Completed acquisition of Informatica, a leader in AI-powered cloud data management, on Nov 18, 2025.
Salesforce announces FY30 revenue target of $60B+ and new profitable growth framework
FY30 revenue target $60B+ (excl Informatica); 10%+ organic CAGR FY26-FY30.
Salesforce Q2 FY26 revenue $10.2B (+10% YoY), raises guidance, boosts buyback $20B
Revenue $10.2B (+10% YoY); subscription & support $9.7B (+11% YoY); cRPO $29.4B (+11% YoY).
Salesforce enters $4B 364-day and $2B 3-year credit facilities to finance Informatica acquisition
364-Day Credit Agreement provides up to $4B unsecured, due 364 days after closing, to fund Informatica deal.
Revenue $9.8B (+8% Y/Y); GAAP operating margin 19.8%, non-GAAP 32.3%; cRPO $29.6B (+12% Y/Y).
Salesforce to acquire Informatica for ~$8B in cash, $25/share
Salesforce to acquire Informatica for ~$8B equity value; Informatica holders to receive $25/share cash.
Salesforce Q4 revenue $10B (+8% YoY); FY25 FCF $12.4B (+31%); guides FY26 rev $40.5-40.9B
Q4 revenue $10.0B (+8% YoY); FY25 revenue $37.9B (+9% YoY); GAAP op margin 19.0%, non-GAAP 33.0%.
Salesforce names Robin Washington President & COFO; Brian Millham retiring after 25 years
Robin Washington, current board member since 2013, becomes President & COFO effective March 21, 2025.
Salesforce Q3 FY2025 revenue $9.44B (+8% Y/Y); GAAP EPS $1.58, non-GAAP $2.41; raises FY guidance
Revenue of $9.44B, up 8% Y/Y; Subscription & Support revenue $8.88B, up 9% Y/Y.
Salesforce to acquire data protection firm Own Company for ~$1.9B cash
Purchase price of $1.9B in cash, net of ~10% of shares already owned by Salesforce.
Salesforce Q2 revenue $9.33B (+8% YoY); CFO Amy Weaver to step down
Second quarter revenue $9.33B, up 8% YoY (9% CC); Subscription & Support revenue $8.76B, up 9% YoY (10% CC).
Advisory vote on executive compensation failed: 404.8M against vs 339.3M for (52.7% against).
Salesforce Q1 rev $9.13B (+11% YoY); lowers FY25 subscription growth guidance
Q1 revenue $9.13B (+11% YoY); GAAP op margin 18.7% (+1,370bps), non-GAAP 32.1% (+450bps).
Salesforce Q4 revenue $9.29B +11% YoY; initiates dividend and boosts buyback by $10B
Q4 revenue $9.29B +11% YoY; GAAP EPS $1.47, non-GAAP $2.29; FY24 revenue $34.9B +11%.
Salesforce Q3 revenue $8.72B (+11% YoY), raises FY24 non-GAAP op margin guidance to 30.5%
Q3 revenue $8.72B (+11% YoY); GAAP EPS $1.25, non-GAAP EPS $2.11.
Salesforce Q2 FY24 revenue $8.6B (+11% YoY); raises full-year guidance
Q2 GAAP diluted EPS $1.28, non-GAAP $2.12; GAAP operating margin 17.2%, non-GAAP 31.6% (exceeded target early).
Salesforce Q1 revenue $8.25B (+11% YoY); raises FY24 non-GAAP op margin to ~28%
Q1 revenue $8.25B, +11% YoY; GAAP EPS $0.20, non-GAAP EPS $1.69.
Salesforce Q4 revenue $8.38B (+14% YoY), FY23 non-GAAP EPS $5.24; boosts buyback to $20B
Q4 revenue $8.38B (+14% YoY), GAAP diluted loss $(0.10), non-GAAP EPS $1.68.
Salesforce appoints three new directors, including ValueAct's Morfit; two directors retire
Directors Hassenfeld and Robertson will not stand for reelection at the 2023 annual meeting.
Salesforce to cut ~10% of workforce, incur $1.4B-$2.1B restructuring charges
Workforce reduction of ~10% with $1.0B-$1.4B in severance and benefits charges.
Salesforce Q3 FY2023 revenue $7.84B (+14% YoY); GAAP EPS $0.21, Non-GAAP $1.40
Current RPO $20.9B, up 11% YoY; operating cash flow $0.31B, down 23% YoY.
Bret Taylor resigns as Salesforce Co-CEO and Vice Chair; Marc Benioff becomes sole CEO and Chair
Bret Taylor steps down as Co-CEO and Vice Chair effective January 31, 2023.
Salesforce Q2 FY23 revenue $7.72B (+22% YoY); initiates $10B share repurchase
Revenue $7.72B (+22% YoY, +26% CC); subscription revenue $7.14B (+21% YoY).
Brian Millham, age 53, appointed President and COO effective Aug 8, 2022; he has been with Salesforce since 1999.
Salesforce posts Q1 revenue $7.41B, +24%; raises FY23 non-GAAP margin to ~20.4%
Q1 revenue $7.41B (+24% YoY); GAAP EPS $0.03, non-GAAP EPS $0.98.
Salesforce Q4 revenue $7.33B (+26% YoY); raises FY23 revenue guidance to $32.0-32.1B
Q4 GAAP diluted EPS loss $(0.03); Non-GAAP diluted EPS $0.84. FY22 GAAP EPS $1.48, Non-GAAP EPS $4.78.
Salesforce Q3 revenue $6.86B (+27% YoY); raises FY22 revenue and margin guidance
Q3 GAAP EPS $0.47, non-GAAP EPS $1.27; revenue $6.86B, up 27% YoY (26% constant currency).
Bret Taylor promoted to Co-CEO; Laura Alber and Oscar Munoz join Salesforce board
Bret Taylor appointed Vice Chair and Co-CEO alongside Marc Benioff, effective Nov 30, 2021.
Srini Tallapragada has decided to step down from his role as President and Chief Engineering and Customer Success Officer of the Company, effective August 6, 2026, and will transition to serve the Company as Special Advisor to the Chief Executive Officer
On May 27, 2026, Guy Wanger, age 64, was appointed as Chief Accounting Officer and principal accounting officer of Salesforce, Inc. (the “Company”), effective upon commencement of employment on June 15, 2026.
the appointment of Robin Washington to serve as the Company’s President and Chief Operating and Financial Officer, effective as of March 21, 2025
Brian Millham announced that he will be retiring from the Company. Mr. Millham will step down from his role as the Company’s President and Chief Operating Officer as of the Effective Date
On August 28, 2024, the Company announced that Amy Weaver will step down from her role as President and Chief Financial Officer of the Company effective upon the appointment of her successor or upon the filing of the Company’s annual report on Form 10-K for the fiscal year ending January 31, 2025 (the “10-K Filing Date”), if earlier.
the Board appointed Arnold Donald, Sachin Mehra and Mason Morfit as directors of the Company, effective as of March 1, 2023.
Alan Hassenfeld and Sanford Robertson each informed the Board of Directors of the Company (the “Board”) of his decision not to stand for reelection as a director and to retire from the Board, effective as of the date of the 2023 Annual Meeting of Stockholders.
Alan Hassenfeld and Sanford Robertson each informed the Board of Directors of the Company (the “Board”) of his decision not to stand for reelection as a director and to retire from the Board, effective as of the date of the 2023 Annual Meeting of Stockholders.
the Board appointed Arnold Donald, Sachin Mehra and Mason Morfit as directors of the Company, effective as of March 1, 2023.
the Board appointed Arnold Donald, Sachin Mehra and Mason Morfit as directors of the Company, effective as of March 1, 2023.
Bret Taylor has given notice that he will resign from his position as the Company’s Co-CEO and Vice Chair of the Company’s Board of Directors, effective as of January 31, 2023.
Thereafter, Mr. Benioff will serve as the Company’s CEO and Chair of the Board.
Max materiality 0.95 · Median 0.75 · Most common event earnings