Salesforce Com Inc Stock Price, News & Analysis

Salesforce (CRM) reported strong Q1 fiscal 2026 results, with revenue reaching $9.8 billion, up 8% year-over-year. The company's subscription & support revenue grew to $9.3 billion, while current remaining performance obligation reached $29.6 billion, up 12% Y/Y. Notable achievements include a 19.8% GAAP operating margin and 32.3% non-GAAP operating margin. Operating cash flow was $6.5 billion, with $3.1 billion returned to shareholders through buybacks and dividends. The company's AI initiatives showed strong momentum, with Data Cloud and AI annual recurring revenue exceeding $1 billion. Salesforce raised its FY26 revenue guidance to $41.0-41.3 billion and announced plans to acquire Informatica Inc.

Salesforce (NYSE: CRM) has announced a definitive agreement to acquire Informatica (NYSE: INFA) for $8 billion in equity value. Under the deal, Informatica shareholders will receive $25 per share in cash. The acquisition aims to enhance Salesforce's data foundation for AI deployment by combining Informatica's data catalog, integration, governance, and Master Data Management (MDM) capabilities with Salesforce's platform.

The merger will strengthen Salesforce's position in the $150 billion-plus enterprise data market and create a unified architecture for agentic AI. The integration will enhance key Salesforce products including Data Cloud, Agentforce, Customer 360, MuleSoft, and Tableau. The transaction is expected to close in early fiscal year 2027 and will be funded through cash and new debt. Salesforce expects positive impacts on non-GAAP operating margin, earnings per share, and free cash flow starting in the second year post-closing.

Salesforce (NYSE: CRM) announced that Indeed, the world's leading job site, is implementing Agentforce to enhance employer account onboarding through AI-powered support. Indeed, which connects over 3.3 million employers with candidates from 610 million Job Seeker Profiles, aims to streamline its support operations by automating routine administrative tasks.

The implementation comes after discovering that 22% of employer support requests relate to onboarding or account moderation. Agentforce will autonomously handle common queries about account verification and job posting issues, allowing Indeed's staff to focus on more complex employer relationships. The solution will be integrated with Data Cloud for data harmonization and MuleSoft for accessing third-party data sources, creating a comprehensive support ecosystem.

Salesforce (NYSE:CRM) has announced a strategic partnership with Takeda to implement its Life Sciences Cloud for Customer Engagement platform. Takeda will utilize Salesforce's unified platform, including Agentforce and Data Cloud, to deploy personalized AI agents across medical, commercial, and patient support functions.

As an early adopter, Takeda will have influence in developing Salesforce's Life Sciences Cloud Platform, joining other leading pharmaceutical and biotech companies. The platform aims to unify data and engagement across organizations, providing real-time insights and intelligent analytics directly in workflows to enhance communication with healthcare professionals.

Salesforce (NYSE: CRM) has introduced new flexible pricing for its Agentforce AI platform, addressing the growing demand for digital labor solutions. The company unveiled three major pricing innovations:

1. New Flex Credits: A consumption-based model priced at $500 per 100,000 credits ($0.10 per action), allowing businesses to pay only for actual AI actions performed.

2. Flex Agreement: Enables organizations to strategically shift investments between user licenses and digital labor.

3. New Agentforce User Licenses: Offers unlimited employee-facing agent usage with a per-user monthly pricing model, launching Summer 2025.

The new pricing structure aims to help organizations scale AI adoption while maintaining cost control, as 90% of CIOs report that managing AI costs limits their ability to drive value.

Proof Mark, Inc. (PMI), a Salesforce (NYSE: CRM) partner and shareholder, has issued an open letter to CEO Marc Benioff addressing critical operational and fiduciary concerns. The company has previously raised these issues through four consecutive Red Flag Notices under the Delaware Chancery Court ruling. Salesforce's board has remained silent for over 30 days regarding these notices, raising significant governance concerns.

PMI has launched a dedicated Substack microsite to provide transparency and updates on the situation, including documentation relevant to investors, partners, analysts, and regulators. The company plans to continue publishing additional disclosures and ecosystem governance data to drive awareness and change.

Salesforce (NYSE: CRM) has launched a comprehensive Life Sciences Partner Network to accelerate customer migration to its HIPAA-ready, GxP-compliant Life Sciences Cloud platform. The initiative includes partnerships with leading Systems Integrators and Independent Software Vendors to help pharmaceutical and medical technology organizations streamline their transition to Life Sciences Cloud and implement Agentforce, Salesforce's digital labor platform.

The network comprises three main components: 1) A Migration Alliance featuring major consulting firms like Accenture, Deloitte, and KPMG, 2) Agent-First Implementations with partners including Bain and McKinsey, and 3) Prebuilt Agent Skills and Data Connectors through integrations with companies like athenahealth, Definitive Healthcare, and H1.

This initiative addresses significant challenges in the life sciences sector, where organizations typically use 78 different systems and manage massive amounts of unstructured data (90% of 36% of global data).

Salesforce (NYSE: CRM) has scheduled its first quarter fiscal 2026 earnings release for Wednesday, May 28, 2025, after the market closes. The company will hold a conference call with the investment community at 2:00 p.m. (PT) / 5:00 p.m. (ET) to discuss the financial results. Investors can access both the live webcast and replay of the event through Salesforce's Investor Relations website at www.salesforce.com/investor.

Salesforce (NYSE: CRM) has announced a quarterly dividend increase of 4%, with the new dividend set at $0.42 per share (actual dividend: $0.416 per share). The dividend will be paid on April 24, 2025 to shareholders of record as of April 10, 2025. This increase demonstrates the company's commitment to returning value to shareholders through regular dividend payments.