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Salesforce, Inc.

Salesforce, Inc.

NYSE•CRM
CEO: Mr. Marc R. Benioff
セクター: Technology
業種: Software - Application
上場日: 2004-06-23
Salesforce, Inc. provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalized customer support at scale. In addition, its platform offering comprise a flexible platform that enables companies of various sizes, locations, and industries to build business workflow and apps with customer; online learning platform that allows anyone to learn in-demand Salesforce skills; and Slack, an intelligent productivity platform. The company's marketing services enables companies to plan, personalize, automate, and optimize customer marketing journey, connecting interaction, and connected products; and commerce services, which empowers shopping experience across various customer touchpoint, such as mobile, web, social, and stores and provides click-to-code tools that offers customers to build and deploy solutions. Further, its analytics offering includes Tableau, an end-to-end analytics solution for range of enterprise use cases and intelligent analytics with AI models, spot trends, predict outcomes, creates summaries, timely recommendations, and take action from any device; and integration service including MuleSoft, which provides building blocks to deliver end-to-end and connected experiences. Additionally, the company provides data cloud, a hyperscale data engine native to Salesforce; vertical services to meet the needs of customers in industries, such as financial services, healthcare and life sciences, manufacturing and automotive and government; and offers salesforce starter for small and medium-sized businesses. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California.
連絡先情報
Salesforce Tower, 3rd Floor 415 Mission Street, San Francisco, CA, 94105, United States
415-901-7000
www.salesforce.com
時価総額
$184.16B
PER (TTM)
25.6
29.7
配当利回り
0.9%
52週高値
$330.35
52週安値
$185.73
52週レンジ
5%
順位28Top 16.1%
5.3
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 5.3 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q3 2026 データ

売上高

$10.26B+8.63%
直近4四半期の推移

EPS

$2.19+36.88%
直近4四半期の推移

フリーCF

$2.18B+22.37%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

Revenue Growth Strong Nine Months Total revenue reached $30.3B, marking a 9% increase for the nine months ended October 31, 2025.
Operating Margin Expansion Noted Operating margin improved to 22% for the nine months, up from 19% reported in the prior year period.
Net Income Significantly Higher Net income grew to $5.51B for the nine months, compared to $4.49B reported in the comparable prior period.
RPO Shows Future Demand Remaining performance obligation stands at $59.5B, reflecting a 12% year-over-year increase in contracted revenue.

リスク要因

Cybersecurity and Data Breach Risk Security breaches or disruptions could cause reputational harm, legal liability, and service interruptions across complex IT infrastructure.
Intense Competition Requires Investment Inability to keep pace with rapid technological developments, especially AI integration, may harm competitive standing and growth rate.
International Operations Exposure Geopolitical uncertainty, currency fluctuations, and evolving cross-border data regulations pose risks to international revenue streams.
Acquisition Integration Challenges Ahead Realizing expected business benefits from recent large acquisitions, including Informatica, presents integration risks and potential costs.

見通し

Focus on AI and Agentforce Continued investment planned for generative AI, Agentforce, and Data Cloud offerings to accelerate innovation and market leadership.
Cost Optimization Efforts Continue Evaluating restructuring initiatives to improve operating margins and drive long-term sustainable growth across the organization.
Informatica Acquisition Integration Completing integration of the $9.6B Informatica acquisition finalized in November 2025 to expand enterprise cloud capabilities.
Strong Liquidity Position Maintained Cash, cash equivalents, and marketable securities total $11.3B, sufficient for 12 months working capital needs.

同業比較

売上高 (TTM)

International Business Machines CorporationIBM
$67.54B
+7.6%
Cisco Systems, Inc.CSCO
$57.70B
+8.9%
Uber Technologies, Inc.UBER
$52.02B
+18.3%

粗利益率 (最新四半期)

AppLovin CorporationAPP
87.6%
+2.0pp
Intuit Inc.INTU
78.8%
+3.9pp
Salesforce, Inc.CRM
78.0%
+0.3pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
MU$420.10B35.322.4%14.5%
CSCO$340.94B33.022.3%23.2%
LRCX$282.98B45.962.6%21.0%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
0.9%
緩やかな成長
4四半期純利益CAGR
6.9%
収益性の着実な向上
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年2月25日
|
EPS:$3.03
|
売上高:$11.18B
財務レポート
財務データ
全年度
  • Form 10-Q - Q3 2026

    会計期末: 2025年10月31日|提出日: 2025年12月4日|
    売上高: $10.26B+8.6%
    |
    EPS: $2.19+36.9%
    予想を下回る
  • Form 10-Q - Q2 2026

    会計期末: 2025年7月31日|提出日: 2025年9月4日|
    売上高: $10.24B+9.8%
    |
    EPS: $1.97+33.1%
    予想を下回る
  • Form 10-Q - Q1 2026

    会計期末: 2025年4月30日|提出日: 2025年5月29日|
    売上高: $9.83B+7.6%
    |
    EPS: $1.61+1.9%
    予想を下回る
  • Form 10-K - FY 2025

    会計期末: 2025年1月31日|提出日: 2025年3月5日|
    売上高: $37.90B+8.7%
    |
    EPS: $6.44+51.5%
    予想を上回る
  • Form 10-Q - Q3 2025

    会計期末: 2024年10月31日|提出日: 2024年12月4日|
    売上高: $9.44B+8.3%
    |
    EPS: $1.60+27.0%
    予想を下回る
  • Form 10-Q - Q2 2025

    会計期末: 2024年7月31日|提出日: 2024年8月29日|
    売上高: $9.33B+8.4%
    |
    EPS: $1.48+13.8%
    予想を下回る
  • Form 10-Q - Q1 2025

    会計期末: 2024年4月30日|提出日: 2024年5月30日|
    売上高: $9.13B+10.7%
    |
    EPS: $1.58+690.0%
    予想を下回る
  • Form 10-K - FY 2024

    会計期末: 2024年1月31日|提出日: 2024年3月6日|
    売上高: $34.86B+11.2%
    |
    EPS: $4.25+1923.8%
    予想を上回る