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Salesforce, Inc. (CRM)

SEC filings, insider trading & institutional ownership from EDGAR.

Salesforce, Inc. is a global provider of customer relationship management (CRM) technology, founded in 1999. It helps organizations of any size become what it calls "agentic enterprises" by bringing humans, AI agents, applications and data together on a single, unified platform. Its AI-powered Agentforce 360 Platform spans sales, service, marketing, commerce, collaboration, data management, integration, analytics, IT service and industry verticals. The platform aims to create a single source of customer truth that powers personalized, automated experiences across channels.

The service offerings include Agentforce Sales and Agentforce Service (which includes field service); the Agentforce 360 Platform, which provides no-code and low-code tools, a Trust Layer and the Hyperforce infrastructure; Data 360, a data engine that unifies data using zero-copy technology; and Informatica, an enterprise data management platform acquired in the fourth quarter of fiscal 2026. Further offerings are Slack, the conversational interface that includes the Slackbot employee agent; Agentforce, for building, deploying and managing autonomous AI agents; Agentforce Marketing and Agentforce Commerce; Agentforce Integration, built on MuleSoft; and Agentforce Analytics, including Tableau. Other offerings include industry-specific solutions for sectors such as financial services, healthcare and life sciences, manufacturing, automotive and government, as well as Starter Suite, an all-in-one product for small and medium-size businesses.

Salesforce sells to businesses worldwide, primarily on a subscription basis. It sells through direct sales efforts and indirectly through partners. Its customers range from small and medium-size businesses to large enterprises, across many industries and regions. Growth priorities include expanding relationships with existing customers through cross-selling and upselling, increasing geographic reach, focusing on industries and new products, leveraging its partner ecosystem and reducing customer attrition. Third-party developers and independent software vendors build applications on the platform, which can be sold on the AppExchange marketplace. Consulting partners and system integrators deliver implementations. Salesforce also acquires businesses and manages a portfolio of strategic investments in enterprise cloud companies, technology startups and system integrators.

Salesforce delivers its solutions as cloud application and platform services on a multi-tenant architecture, in which a single application instance serves multiple organizations. It provides services through cloud computing platform partners offering Infrastructure-as-a-Service, as well as through infrastructure that it designs and operates within third-party data center facilities. Hyperforce lets customers control data residency. The company describes its market as highly competitive, rapidly evolving and fragmented, with low barriers to entry and frequent introductions of new products. The text does not name specific competitors or the location of the company's headquarters.

AI-summarized from Item 1 (Business) of the company’s most recent 10-K filing.

RevenueFY2026
$41.52B
▲ 9.6%YoY
Net incomeFY2026
$7.46B
▲ 20.3%YoY
Diluted EPSFY2026
$7.80
▲ 22.6%YoY
Gross margin
77.7%
▲ 48 bpsYoY
Insider net6 mo
−6.3K
shares1 sells1 buys
Institutions
71
$81.98B held

Financials

As reported to the SEC via XBRL, no adjustments

All financials →
Revenue & net income
$10B$20B$30B$40B$50B
FY2023FY2024FY2025FY2026
RevenueNet income
FY2026 highlightsfrom 10-K
Gross profit$32.26B
Operating income$8.33B
Diluted EPS$7.80
Gross margin77.7%
Net margin18.0%

Revenue by region

FY2026 geographic segments • from the 10-K

$42BTOTAL FY2026
Americas$27.19B65.5%▲ 8.2%
Europe$10.02B24.1%▲ 12.7%
Asia Pacific$4.32B10.4%▲ 11.8%

Latest filings

10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR

All filings →
FormFiled
4Harris ParkerOct 23, 2026
8-KOct 20, 2026
4Harris ParkerSep 23, 2026
4Washington Robin LSep 23, 2026

Insider trading

From Form 4 filings

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InsiderDateType
Harris ParkerOct 22, 2026Tax withholding
Harris ParkerOct 22, 2026Option exercise
Niles SabastianSep 22, 2026Tax withholding
Niles SabastianSep 22, 2026Option exercise
Washington Robin LSep 22, 2026Tax withholding

Top holders

13F & 13D/G • latest quarter

All →
HolderStakeFiledValue
BlackRock, Inc.8.8%Aug 7, 2026$11.4B
Vanguard Capital Management6.3%Aug 13, 2026$8.16B
STATE STREET CORPORATION5.5%Sep 22, 2026$7.05B
GEODE CAPITAL MANAGEMENT, LLC2.4%Nov 6, 2026$4.55B
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.8%Aug 14, 2026$3.65B

Executive pay and the vote

From the FY2026 proxy statement (DEF 14A), filed Apr 16, 2026

Full governance view →
CEO total pay
$49.4M
Marc Benioff • FY2026
Actually paid
$-49.2M
SEC “compensation actually paid”
TSR on $100
$94.12
peers $256.61 • since FY2022
What the company says drives pay
Relative TSRMargin & GrowthNon-GAAP Income from OperationsSubscription and Support RevenueAgentforce & Data 360 ARR

Figures come from the company’s proxy statement, and the vote count from its 8-K.

The full pay and vote breakdown is free with an account

The Summary Compensation Table for every named officer, the board with tenure and committees, and each proposal with its count, verified against the filings.

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AI summary

Latest 10-Q takeaways

filed Aug 26, 2026

Salesforce reports solid double-digit revenue growth, strong cash flow, and momentum in Agentforce and Data 360, with an assertive AI-driven growth narrative. The tone is tempered by sharply higher debt and interest expense, a weak professional services segment, flat operating income, and rising restructuring costs. Automated screens found no red flags in this filing.

Written by Scrutar's AI from CRM's SEC filings. Check anything you rely on against the filing. Not investment advice.

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Peers identified from CRM's own SEC filings.

Data as of Nov 8, 2026Source: SEC EDGAR.