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.
Financials
As reported to the SEC via XBRL, no adjustments
| Gross profit | $32.26B |
| Operating income | $8.33B |
| Diluted EPS | $7.80 |
| Gross margin | 77.7% |
| Net margin | 18.0% |
Revenue by region
FY2026 geographic segments • from the 10-K
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed |
|---|---|
| 4Harris Parker | Oct 23, 2026 |
| 8-K | Oct 20, 2026 |
| 4Harris Parker | Sep 23, 2026 |
| 4Washington Robin L | Sep 23, 2026 |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| Harris Parker | Oct 22, 2026 | Tax withholding |
| Harris Parker | Oct 22, 2026 | Option exercise |
| Niles Sabastian | Sep 22, 2026 | Tax withholding |
| Niles Sabastian | Sep 22, 2026 | Option exercise |
| Washington Robin L | Sep 22, 2026 | Tax withholding |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 8.8% | Aug 7, 2026 | $11.4B |
| Vanguard Capital Management | 6.3% | Aug 13, 2026 | $8.16B |
| STATE STREET CORPORATION | 5.5% | Sep 22, 2026 | $7.05B |
| GEODE CAPITAL MANAGEMENT, LLC | 2.4% | Nov 6, 2026 | $4.55B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.8% | Aug 14, 2026 | $3.65B |
Executive pay and the vote
From the FY2026 proxy statement (DEF 14A), filed Apr 16, 2026
Figures come from the company’s proxy statement, and the vote count from its 8-K.
The Summary Compensation Table for every named officer, the board with tenure and committees, and each proposal with its count, verified against the filings.
Sign up free →Latest 10-Q takeaways
filed Aug 26, 2026Salesforce 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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Companies related to CRM
Peers identified from CRM's own SEC filings.
Data as of Nov 8, 2026Source: SEC EDGAR.