Salesforce Com Inc Stock Price, News & Analysis

Salesforce (NYSE: CRM) has announced equity awards under its 2014 Inducement Equity Incentive Plan for employees from recent acquisitions. The company granted 95,777 restricted stock units (RSUs) to 218 employees from Own Company (201) and Zoomin (17).

The RSUs have a four-year vesting schedule, with 25% vesting on the first anniversary and the remaining balance vesting quarterly in 12 equal installments, contingent on continued employment. All recipients are non-executive employees. The Plan was established by Salesforce's Board in July 2014 in compliance with NYSE Rule 303A.08.

Salesforce (NYSE: CRM) reported strong Q4 and fiscal year 2025 results, with fourth quarter revenue reaching $10.0 billion, up 8% year-over-year. The company's FY25 revenue grew 9% to $37.9 billion, with subscription & support revenue of $35.7 billion.

Key highlights include a Total Remaining Performance Obligation of $63.4 billion, up 11% Y/Y, and record-breaking operating cash flow of $13.1 billion, up 28% Y/Y. The company's Data Cloud & AI annual recurring revenue grew 120% Y/Y to $900 million, with Agentforce closing 5,000 deals since October.

For FY26, Salesforce projects revenue between $40.5-40.9 billion, representing 7-8% growth, with an expected GAAP operating margin of 21.6% and non-GAAP operating margin of 34.0%. The company returned $9.3 billion to stockholders in FY25 through share repurchases ($7.8 billion) and dividend payments ($1.5 billion).

Salesforce and Google announced a major expansion of their strategic partnership, focusing on AI-powered business solutions. The collaboration will integrate Google's Gemini models into Salesforce's Agentforce, enabling enhanced capabilities for handling images, audio, and video with two-million-token context windows.

Key developments include: Salesforce Service Cloud's integration with Google Customer Engagement Suite, providing AI-enabled contact center capabilities; deployment of Salesforce's Agentforce, Data Cloud, and Customer 360 Apps on Google Cloud infrastructure; and enhanced data integration between Data Cloud and Google BigQuery.

The partnership aims to address the $2 trillion market opportunity in agentic AI, with 84% of CIOs believing AI will be as significant as the internet. The collaboration focuses on four main areas: data security and integration, AI model flexibility, trust and security measures, and seamless cross-platform workflow automation. New features are expected to roll out throughout 2025.

Salesforce (NYSE: CRM) has announced that Robin Washington will become President and Chief Operating and Financial Officer (COFO) effective March 21, 2025. Washington, who has been a Salesforce Board member since 2013 and Lead Independent Director since 2022, will lead the company's next phase of transformation focusing on profitable growth and operational excellence.

The appointment comes as Brian Millham, current President and COO, announces his retirement after 25 years with Salesforce, effective May 1, 2025. He will transition to an advisory role. Additionally, Arnold Donald will become the Company's Lead Independent Director after Washington assumes her new position. Current CFO Amy Weaver, who previously announced her planned departure, will transition out once Washington takes over.

Salesforce (NYSE: CRM) has announced the timing for its fourth quarter and full year fiscal 2025 financial results release. The company will disclose its results on Wednesday, February 26, 2025, after the market closes. Following the release, Salesforce will host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) to discuss the financial results with the investment community. Investors can access both a live webcast and replay of the event through the Salesforce Investor Relations website.

SharkNinja, a global product design and technology company, is implementing Salesforce's Agentforce and Commerce Cloud to enhance its global customer service operations. The company, known for its Shark and Ninja brands of household products, aims to scale support across more than 30 markets using autonomous agents.

Agentforce will create an AI-powered digital workforce available 24/7 to assist customers with buying processes, product inquiries, troubleshooting, and returns management. This implementation will allow human agents to focus on high-impact interactions while providing tailored support based on customer data and purchase history.

The integration of Commerce Cloud will enable SharkNinja to consolidate customer data from multiple sources into a unified view, facilitating more personalized shopping experiences and better tracking of customer engagement across their global customer base.

Schwab Asset Management, the asset management arm of The Charles Schwab , announced the launch of the Schwab Core Bond ETF (NYSE Arca: SCCR). This is the firm's second actively managed fixed income ETF, following the August 2024 launch of the Schwab Ultra-Short Income ETF (NYSE Arca: SCUS). Trading for SCCR is expected to begin on or about February 5. The ETF has an expense ratio of 0.16%, significantly lower than the industry average of 0.40%.

The fund aims to provide total returns while generating income by investing in U.S. dollar-denominated debt securities, including corporate bonds, taxable municipal bonds, mortgage pass-through securities, commercial mortgage-backed securities, asset-backed securities, U.S. Treasuries, and other government-related bonds. The investment strategy is based on the Wasmer Schroeder Core Bond Separately Managed Account (SMA) strategy, which started in January 2008.

Managed by portfolio managers John Majoros and Brian Luedtke, the ETF will use qualitative and quantitative methods to manage a diversified bond portfolio across multiple sectors. Schwab Asset Management emphasizes the fund's potential to offer attractive risk-adjusted returns and a healthy level of income in today's rate environment, leveraging the expertise of its experienced credit research team.

Salesforce (NYSE: CRM) has announced two major AI-powered retail innovations: Agentforce for Retail and Retail Cloud with Modern POS. Agentforce for Retail features pre-built agent skills for automating tasks like order management and appointment scheduling, while Retail Cloud introduces a cloud-based point-of-sale system that unifies online and offline shopping data.

The new platform includes Commerce Skills for order management and guided shopping, Field Service Skills for appointment scheduling, and Marketing Skills for loyalty promotion creation. The Modern POS system offers features like clienteling, inventory management, endless aisle, and mixed cart fulfillment options.

According to Salesforce research, 81% of retail executives report inefficient processes affecting productivity, with associates using over 16 different applications daily. The new solutions will be generally available between February and April 2025, with SharkNinja and Saks already implementing these technologies to enhance their retail operations.

Salesforce (NYSE: CRM) has released data indicating a record $1.2 trillion in global online holiday sales, with $282 billion in the U.S. Despite this, high return rates, totaling $122 billion, could impact profit margins. The holiday season saw significant use of AI and agents, influencing $229 billion (19%) of online orders.

Key insights include:

• A 3% YoY increase in global online sales and a 4% increase in the U.S.
• A 28% rise in return rates compared to last year.
• AI and agents' influence on sales grew by 6% from 2023.
• Social commerce contributed to 20% of global sales and 14% of traffic to ecommerce sites.
• Mobile orders accounted for nearly 70% of purchases, peaking at 79% on Christmas Day.
• Average discount rates were 23% in the U.S. and 22% globally.

Retailers using Salesforce's platforms saw substantial engagement: Commerce Cloud powered 220 million orders, Marketing Cloud sent 378 billion messages, and Service Cloud handled 33.3 billion case interactions. Data Cloud processed 1.4 quadrillion records, and Einstein provided 368 billion AI-powered recommendations.