Salesforce, Inc. (CRM)
SEC filings, insider trading & institutional ownership from EDGAR.
Salesforce, founded in 1999 and headquartered in San Francisco, California, is a global leader in customer relationship management (CRM) technology, enabling companies of all sizes and industries to leverage cloud, mobile, social, blockchain, and artificial intelligence to connect with customers and drive digital transformation. Its core offering, Customer 360, provides a unified platform integrating sales, service, marketing, commerce, and analytics capabilities, giving businesses a single source of truth for customer data across systems, apps, and devices. Following its July 2021 acquisition of Slack Technologies, Salesforce has expanded into workplace collaboration, aiming to create a "digital headquarters" for organizations.
The company's principal service offerings include Sales (managing the sales lifecycle), Service (customer support across channels), Platform (low-code app development, including Trailhead learning tools), Slack (digital collaboration), Marketing and Commerce (personalized customer journeys and e-commerce), Analytics (via Tableau), and Integration (via MuleSoft). Salesforce sells primarily through direct sales channels on a subscription basis, supplemented by indirect partner networks, and supports a broad partner ecosystem including ISVs and systems integrators through its AppExchange marketplace. The company's growth strategy centers on deepening existing customer relationships through cross-selling and upselling, expanding global go-to-market capabilities, entering new verticals and product categories, strengthening its partner ecosystem, and improving customer retention through robust support and success programs.
Salesforce also pursues strategic acquisitions and investments to complement organic innovation, with notable recent acquisitions including Slack, Tableau, and MuleSoft. Its technology is built on a scalable, multi-tenant cloud architecture, recently advanced through the Hyperforce initiative enabling deployment on major public cloud infrastructures. The competitive landscape is fragmented and includes internally developed enterprise software, packaged and on-premises software vendors, specialized SaaS providers, analytics and integration vendors, and productivity tool providers, with competition expected to intensify as more firms shift to cloud-based customer experience solutions.
No single customer accounted for more than five percent of revenue in fiscal years 2022, 2021, or 2020, reflecting a diversified customer base spanning nearly every industry and business size globally. The company emphasizes human capital management centered on its core values of trust, customer success, innovation, equality, and sustainability, supported by initiatives such as its "Success from Anywhere" flexible work model, diversity and inclusion programs, and employee development resources like Trailhead. As of January 31, 2022, Salesforce employed 73,541 people, with 55% based in the U.S. and 45% internationally, and reported achieving its goal of 51% representation from historically underrepresented groups within its U.S. workforce.
The company reported approximately 990 million shares of common stock outstanding as of March 1, 2022, and a non-affiliate market value of approximately $194.4 billion based on its July 31, 2021 closing share price of $241.93. Salesforce's fiscal year ended January 31, 2022, and its business remains centered on helping organizations of all sizes achieve digital transformation while promoting sustainability, equality, and trusted, secure customer relationships.
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 | Sep 23, 2026 |
| 4Washington Robin L | Sep 23, 2026 |
| 4Niles Sabastian | Sep 23, 2026 |
| 4Milano Miguel | Sep 23, 2026 |
| 4Kirk David Blair | Sep 21, 2026 |
| 4Niles Sabastian | Sep 16, 2026 |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| Niles Sabastian | Sep 22, 2026 | Tax withholding |
| Niles Sabastian | Sep 22, 2026 | Option exercise |
| Washington Robin L | Sep 22, 2026 | Tax withholding |
| Washington Robin L | Sep 22, 2026 | Option exercise |
| Harris Parker | Sep 22, 2026 | Tax withholding |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 8.9% | 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 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.8% | Aug 14, 2026 | $3.65B |
| MORGAN STANLEY | 2.8% | Aug 13, 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 Oct 16, 2026Source: SEC EDGAR.