CRM
Salesforce Inc
Q4 2025 Report
Salesforce Inc (CRM) QQ4 2025 Results: A Transformative Quarter with Agentforce Driving Growth...
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Executive Summary
In Q3 2025, Salesforce Inc reported revenues of $9.44 billion, marking an 8.3% year-over-year increase, driven by robust demand for its cloud solutions. The company achieved its first-ever GAAP operating margin of 20%, alongside a non-GAAP operating margin of 33.1%, reflecting disciplined expense management despite pressure on license revenue growth from MuleSoft and Tableau. The launch and subsequent initial adoption of Agentforce, an AI-powered digital labor solution, generated enthusiasm among investors with over 200 deals secured in a single week, suggesting a massive growth potential in this market. Management emphasized that Agentforce is not just enhancing operations but fundamentally changing the economic landscape of work and customer engagement, positioning Salesforce as a leader in the growing digital labor market.
Key Performance Indicators
Revenue
9.44B
QoQ: 1.28% | YoY:8.30%
Gross Profit
7.34B
77.71% margin
QoQ: 2.41% | YoY:11.79%
Operating Income
1.89B
QoQ: 6.17% | YoY:26.12%
Net Income
1.53B
QoQ: 6.86% | YoY:24.75%
EPS
1.60
QoQ: 8.11% | YoY:26.98%
Revenue Trend
Margin Analysis
Key Insights
- **Revenue:** $9.44 billion (YoY growth: 8.3%, QoQ growth: 1.28%)
- **Gross Profit:** $7.34 billion (Gross Margin: 77.7% YoY increase of 11.79%)
- **Operating Income:** $1.89 billion (Operating Margin: 20.0%, YoY increase: 26.12%).
- **Net Income:** $1.53 billion (Net Margin: 16.2%, YoY increase: 24.75%)
- **EPS:** $1.60 (Diluted EPS: $1.58, YoY increase: 26.98%)