Salesforce, Inc.

CRM · NYSE

Salesforce reported fiscal 2026 revenue of $41.5 billion and nine-month FY2026 revenue of $30.3 billion. The thesis depends on subscription growth, Data Cloud and AI adoption, margin discipline, cash conversion and capital allocation.

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NYSE CRM Coverage Bootstrap Salesforce, Inc.

Latest ReportMay 19, 2026Salesforce: AI has to add growth without undoing margin disciplineView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->

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Salesforce: AI has to add growth without undoing margin discipline

May 19, 2026Research reportSlides available

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Salesforce, Inc.AI has to add growth without undoing margin disciplineMay 19, 2026

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Salesforce: AI has to add growth without undoing margin disciplineSalesforce reported fiscal 2026 revenue of $41.5 billion and nine-month FY2026 revenue of $30.3 billion. The thesis depends on subscription growth, Data Cloud and AI adoption, margin discipline, cash conversion and capital allocation.NYSEMay 19, 2026Research reportRead Slides