Salesforce, Inc. (CRM) Earnings Call Transcripts

Salesforce, Inc.'s Latest Earnings Call - September 15, 2026

In the third quarter of fiscal 2027, Salesforce, Inc. (CRM:US) reported revenue of $46.4 billion, exceeding expectations and marking a significant milestone as the company approaches $50 billion in annual revenue. The company also generated $1 billion in free cash flow and achieved a 14% growth in CRPO, indicating strong operational performance. Management highlighted the launch of AIforce, a transformative AI platform aimed at unlocking trapped value for customers, which could enhance future revenue growth and customer engagement. Guidance for the upcoming quarter remains robust, reflecting confidence in continued momentum and innovation.

Reported metrics

Guidance from management

Salesforce maintained its revenue guidance for the upcoming fiscal year, projecting to reach $50 billion, reflecting confidence in AIforce and ongoing customer demand.

What management said

Well, we're going to go to the keynote. Thank you guys so much. It's time for the keynote room with Marc Benioff and the Dreamforce main keynote, a new day for Trailblazers. [Presentation]

All right. All right. Thank you, Marc. Good morning, Dreamforce. Facing back with all of you, I love doing this every year. I hope I get to keep doing it. We'll see here in a moment. So listen, 6 months ago, we held an event. It was actually right across the street to launch Slackbot. And at that event, our Co-Founder, Parker Harris, you all know Parker, he's sitting right over here. He looks right into the camera an...

What analysts pressed on

Analysts expressed concerns about the pace of AI adoption among existing customers, questioning how Salesforce plans to assist those 'stuck in the old world' in transitioning to AI-driven operations.

Main topics on the call

• AIforce Launch — Salesforce introduced AIforce, a new AI platform designed to unlock trapped value within customer systems. CEO Marc Benioff stated, "This is really the most exciting thing I have ever seen for Salesforce," emphasizing it...
• Revenue Growth and Guidance — Salesforce reported $46.4 billion in revenue, surpassing estimates and indicating a strong growth trajectory. Management noted, "Next year, we're entering into the $50 billion in revenue," signaling confidence in future ...
• Customer Engagement and Retention — The company achieved its lowest customer attrition rate ever, with management stating, "Our longest customer contracts ever," which reflects improved customer loyalty and satisfaction.
• Operational Efficiency — Salesforce generated $1 billion in free cash flow and reported a 14% growth in CRPO. This operational efficiency is crucial as it supports ongoing investments in innovation and customer service.

Read the full Salesforce, Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 296 Salesforce, Inc. earnings call transcripts on record, spanning January 8, 2020 to September 15, 2026. Based on this history, Salesforce, Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CRM

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Software

Calls on record

296

First call

January 8, 2020

Most recent

September 15, 2026

Reporting cadence

quarterly