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Companies · CRM

CRM Reported this cycle

Salesforce

San Francisco, CA Founded 1999 Enterprise SaaS & Cloud

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Latest analysis

Updated Sep 4, 2026

Salesforce establishes Executive Deferred Compensation Plan allowing up to 75% base salary deferral.

Salesforce's Compensation Committee approved a new unfunded Executive Deferred Compensation Plan on September 2, 2026, enabling senior officers and eligible employees to defer up to 75% of base salary and 90% of annual bonuses with participant-directed investment elections. The plan carries no employer match and is administered by the Committee, with no material impact on business operations, competitive positioning, or financial guidance. This is a standard executive compensation governance instrument requiring no change to investor thesis.

Tone: neutral

Revenue

$41.5B

CRM 10-K · FY 2026

Employees

83,334

Revenue FY2025

$37.9B

Founded

1999

Profile

CRM 10-K Item 1 · Mar 2, 2026

Salesforce is a global leader in customer relationship management (CRM) software, delivering an AI-powered platform — Agentforce 360 — that unifies sales, service, marketing, commerce, analytics, data management, and integration on a single cloud infrastructure. The company sells primarily on a subscription basis to businesses of all sizes worldwide, with roughly 95 percent of revenue derived from subscriptions and support. Its November 2025 acquisition of Informatica materially expanded its enterprise data management capabilities.

Read filing description ↓

Salesforce, Inc. is a global leader in customer relationship management ('CRM') technology, helping organizations of any size become agentic enterprises. Founded in 1999, we bring humans, agents, applications, and data together on a trusted, unified platform to unlock growth and innovation. Our artificial intelligence ('AI') powered Agentforce 360 Platform unites our offerings — spanning sales, service, marketing, commerce, collaboration, data management, integration, analytics, IT service, industry verticals and more — on a single, intelligent platform for trusted enterprise execution. We unify and harmonize across systems, applications and devices to create a complete view of customers. With this single source of customer truth powering agents, teams can be more responsive, productive and efficient and deliver AI-powered, personalized and automated experiences across every channel. With Agentforce, the agentic layer of the Agentforce 360 Platform, our customers can build and deploy always-on digital labor for employees and customers, leveraging autonomous AI agents across business functions that aim to increase productivity, lower costs and drive operational efficiencies. With Agentforce, AI is embedded in the flow of work — in the applications that our customers already use every day. Every Agentforce-embedded application now reasons, learns, and takes action alongside users. Our service offerings are designed to be flexible, scalable and easy to use. They can generally be configured easily, deployed rapidly and integrated with other platforms and enterprise applications. We sell to businesses worldwide, primarily on a subscription basis, through our direct sales efforts and also indirectly through partners.

Primary products

  • Agentforce Sales
  • Agentforce Service
  • Agentforce 360 Platform
  • Slack
  • Agentforce
  • Data 360

Business segments

Subscription and support Professional services and other

End markets

Financial services Healthcare and life sciences Manufacturing Automotive Government

Geographies

United States Europe North America Asia South America Africa Australia
“We believe more companies may become competitive threats due to the attractiveness of the markets in which we operate.” Competitive position, as stated in the filing

Revenue commentary · FY 2026

Total revenues increased to $41.5 billion in fiscal 2026, an increase of ten percent year-over-year, driven by growth in subscription and support revenue and the partial-year contribution of Informatica.

The rest of CRM is for subscribers

Analysis, signals, diligence answers, M&A activity and every quote, each citing the filing it came from.

SeventhBiz analysis 6 signals 9 diligence answers 5 M&A transactions SWOT