Company Dossier · Information Technology
Salesforce Inc.
- S&P 500
- S&P 100
- Dow 30
- Russell 1000
What Salesforce Inc. is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 31, 2026: $43.9 billion, up 11% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $15.2 billion, up 21% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 31, 2026: $0.60 billion, down 10% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to January 31, 2026: $12.6 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 26, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Guidance in the last 90 days: 4 outlook figures raised, 1 lowered, 3 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed March 2, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $0.2 million on the open market.SEC Form 4
- 2,499 institutional managers reported a position at June 30, 2026 (−197 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 678 (572 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 6, of which 1 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What Salesforce Inc. is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending27th pct
- Debt raised—
- Buybacks vs capex9th pct
- Hiring filings83rd pct
- Deals and private raises48th pct
- Patent publications68th pct
Confident ↔ Hedging
Mixed
- Call sentiment48th pct
- Call confidence60th pct
- Guidance changes47th pct
- Risk factors added72nd pct
- Insider open-market trades90th pct
- + Insider open-market trades
- + Risk factors added
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver84th pct
- Stress filings49th pct
Credit
How these are built →Salesforce Inc.'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$39.9B
- Due within a year $0.0B
- Longer term $39.9B
- Default point $20.0B (short + ½ long)
Finance leases included · Jul 31, 2026 filing
Bonds priced, last 12 months
$25.0B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Mar 11, 2026 | $3.5B | 4.500% | 2028 (2y) | +90bp | 4.542% |
| Mar 11, 2026 | $4.25B | 4.650% | 2029 (3y) | +100bp | 4.658% |
| Mar 11, 2026 | $3.75B | 4.900% | 2031 (6y) | +115bp | 4.940% |
| Mar 11, 2026 | $2.75B | 5.200% | 2033 (7y) | +125bp | 5.238% |
| Mar 11, 2026 | $4.5B | 5.550% | 2036 (10y) | +135bp | 5.554% |
| Mar 11, 2026 | $1.5B | 6.400% | 2046 (20y) | +160bp | 6.416% |
| Mar 11, 2026 | $3.75B | 6.550% | 2056 (30y) | +170bp | 6.556% |
| Mar 11, 2026 | $1B | 6.700% | 2066 (40y) | +185bp | 6.706% |
From the pricing term sheets Salesforce Inc. filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Salesforce Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralSalesforce buys Braze for $5.66 billion
Palanor Wire · Oct 20, 2026
- Neutral
- PositiveBank of America Upgrades Salesforce (CRM) to Buy with $285 Price Target Amid AI Optimism
gurufocus.com · via Marketaux · Oct 17, 2026
- NeutralSalesforce CEO Benioff joins Trump’s AI rebranding (CRM:NYSE)
seekingalpha.com · via Marketaux · Oct 10, 2026
- NeutralSalesforce vs. UiPath: Which AI Automation Stock Gives Investors More for Their Money?
insidermonkey.com · via Marketaux · Oct 4, 2026
- NeutralA Look at Salesforce Inc (CRM) After 3.1% Gain -- GF Value $346.88 vs Price $236.69
gurufocus.com · via Marketaux · Oct 1, 2026
- NeutralSalesforce and Nvidia’s new reasoning model is everything the AI labs should fear
Salesforce Koa is built on Nvidia's open-weight Nemotron model and is trained to do sales, marketing and customer-support tasks.
TechCrunch · Sep 15, 2026
- NeutralAI research startup Listen Labs scrubbed a $1.5B funding round for Salesforce talks
Listen Labs walked away from a signed Series C term sheet from Menlo Ventures, sources say.
TechCrunch · Sep 10, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (FRANKLIN SQUARE GROUP, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (SALESFORCE, INC.)third_quarter 2026 · $1.3 million
- Oct 20, 2026LobbyingLobbying report (MORAN GLOBAL STRATEGIES, INC.)third_quarter 2026 · $0.0 million
- Oct 20, 2026PatentPatent granted: INTELLIGENT DATA SLICINGUS 12769620
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 19, 2026LobbyingLobbying report (DETERMINANT LLC)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (INVARIANT LLC)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (CHECKMATE GOVERNMENT RELATIONS)third_quarter 2026 · $0.1 million
- Oct 17, 2026LobbyingLobbying report (CROSSROADS STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Sep 4, 20268-KDirector or officer changeItem 5.02
- Aug 6, 2026LobbyingLobbying report (DETERMINANT LLC)third_quarter 2026
- Aug 5, 20268-KDirector or officer changeItem 5.02
- Jun 2, 20268-KDirector or officer changeItem 5.02
- Jun 1, 20268-KDirector or officer changeItem 5.02
- Mar 13, 20268-KMaterial agreement signedItem 1.01
- Mar 12, 20268-KMaterial agreement signedItem 1.01
- Mar 6, 20268-KDirector or officer changeItem 5.02
- Mar 2, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 29, 2026Trademark
- Jan 26, 2026Trademark
- Jan 12, 2026Trademark
- Jan 12, 2026Trademark
- Jan 12, 2026Trademark
- Jul 9, 20258-KDirector or officer changeItem 5.02
- Jun 24, 20258-KMaterial agreement signedItem 1.01
- Jun 9, 20258-KDirector or officer changeItem 5.02
- Jun 9, 20258-KShareholder vote resultsItem 5.07
- Mar 5, 202510-KAnnual report (10-K)0 risk factors added, 2 removed
- Feb 5, 20258-KDirector or officer changeItem 5.02
- Nov 5, 20248-KMaterial agreement signedItem 1.01
- Nov 5, 20248-KMaterial agreement terminatedItem 1.02
- Mar 6, 202410-KAnnual report (10-K)1 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Oracle Corporation ORCL | $71.8B | −$28.7B | Aug 31, 2026 |
| Adobe Inc. ADBE | $26.0B | $10.6B | Aug 28, 2026 |
| Intuit Inc. INTU | $21.4B | $8.7B | Jul 31, 2026 |
| ServiceNow Inc. NOW | $14.7B | $4.6B | Jun 30, 2026 |
| Palo Alto Networks PANW | $11.5B | $4.1B | Jul 31, 2026 |
| Workday Inc. WDAY | $10.2B | $2.8B | Jul 31, 2026 |
| Microsoft Corporation MSFT | $332B | $67.0B | Jun 30, 2026 |
| Snowflake Inc. SNOW | $5.4B | $1.2B | Jul 31, 2026 |