CRMSoftware & ITsalesforce.com
| Metric | Oct 2024 | Jan 2025* | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026* | Apr 2026 | Jul 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $9.44B | $9.99B | $9.83B | $10.24B | $10.26B | $11.20B | $11.13B | $11.35B | ▲ +10.8% |
| Gross profit | $7.34B | $7.78B | $7.56B | $7.99B | $8.00B | $8.69B | $8.56B | $8.70B | ▲ +8.8% |
| Operating income | $1.89B | $1.82B | $1.94B | $2.33B | $2.19B | $1.87B | $2.35B | $2.33B | ▼ -0.0% |
| Net income | $1.53B | $1.71B | $1.54B | $1.89B | $2.09B | $1.94B | $2.11B | $3.53B | ▲ +86.9% |
| R&D | $1.36B | $1.42B | $1.46B | $1.48B | $1.43B | $1.62B | $1.63B | $1.69B | ▲ +13.9% |
| EPS (diluted) | 1.58 $ | — | 1.59 $ | 1.96 $ | 2.19 $ | — | 2.42 $ | 4.29 $ | ▲ +118.9% |
| Margins (% of revenue) | |||||||||
| Gross | 77.7 % | 77.8 % | 77.0 % | 78.1 % | 78.0 % | 77.6 % | 76.9 % | 76.7 % | ▼ -1.4 pt |
| Operating | 20.0 % | 18.2 % | 19.8 % | 22.8 % | 21.3 % | 16.7 % | 21.1 % | 20.5 % | ▼ -2.2 pt |
| Net | 16.2 % | 17.1 % | 15.7 % | 18.4 % | 20.3 % | 17.3 % | 18.9 % | 31.1 % | ▲ +12.6 pt |
| Balance sheet | |||||||||
| Assets | $91.39B | $102.93B | $98.61B | $97.57B | $95.14B | $112.31B | $106.68B | $109.62B | ▲ +12.3% |
| Liabilities | $32.87B | $41.76B | $37.94B | $36.24B | $35.12B | $53.16B | $72.44B | $71.24B | ▲ +96.6% |
| Equity | $58.52B | $61.17B | $60.67B | $61.33B | $60.02B | $59.14B | $34.23B | $38.38B | ▼ -37.4% |
| Cash | $8.00B | $8.85B | $10.93B | $10.37B | $8.98B | $7.33B | $8.94B | $8.31B | ▼ -19.8% |
| Capital | |||||||||
| Shares outstanding | 957.00M | 923.00M | 956.00M | 952.00M | 937.00M | — | 819.00M | 823.00M | ▼ -13.6% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.