CRM
Salesforce Inc
Q3 2025 Report
Salesforce Inc (CRM) Q3 2025 Results - Transformational Leap with Agentforce...
Read full report
Executive Summary
In the fourth quarter of fiscal 2025, Salesforce Inc reported stellar financial results, achieving a revenue milestone of $10 billion, marking an 8% year-over-year increase. This remarkable performance reflects robust demand for its products, especially driven by the rapidly growing Agentforce AI platform. The company experienced substantial milestones, including surpassing $63 billion in Remaining Performance Obligations (RPO), seen as a strong indicator of future growth and client confidence. Management highlighted Agentforce as a key driver behind this success, with over 3,000 paying clients experiencing efficiencies and enhanced productivity. The company projects continued strong revenue growth, with guidance of $40.5 - $40.9 billion for fiscal year 2026, largely supported by their strategic focus on AI and multi-cloud capabilities.
Key Performance Indicators
Revenue
9.99B
QoQ: 5.81% | YoY:7.60%
Gross Profit
7.78B
77.81% margin
QoQ: 5.95% | YoY:8.92%
Operating Income
1.82B
QoQ: -3.86% | YoY:12.21%
Net Income
1.71B
QoQ: 11.85% | YoY:18.12%
EPS
1.78
QoQ: 11.25% | YoY:19.46%
Revenue Trend
Margin Analysis
Key Insights
- Q4 2025 Revenue: $10B, up 8% YoY; up 9% in constant currency.
- Full Year Revenue: $37.9B, a 9% YoY increase.
- Recorded over $63B in RPO at year-end, an 11% increase YoY.
- Q4 2025 Net Income: $1.71B, up 18% YoY; resulting in EPS of $1.78.
- Non-GAAP operating margin reached 33%, up 250 basis points YoY.