The earnings call focused heavily on the successful launch and early adoption of Agentforce, highlighting significant financial growth and strategic advancements in AI and data integration. Despite these successes, challenges remain in certain geographic markets and specific product lines like MuleSoft and Tableau. Overall, the sentiment of the call was optimistic about future growth and innovation.

Company Guidance

During the Salesforce earnings call for Q3 2025, the company provided guidance emphasizing its strong financial performance and transformative technological advancements, particularly with Agentforce. Revenue for the quarter was $9.44 billion, up 8% year-over-year, with a non-GAAP operating margin of 33.1%, marking a 190 basis point improvement. The company reported non-GAAP EPS of $2.41 and operating cash flow of $2 billion, a 29% increase year-over-year. Salesforce raised its fiscal year 2025 revenue guidance to $37.8 billion to $38 billion, reflecting 8% to 9% growth, with a non-GAAP operating margin guidance of 32.9%. The CRPO at the end of Q3 stood at $26.4 billion, up slightly more than 10% year-over-year. Agentforce, Salesforce’s new AI platform, generated over 200 deals in its first week and is poised to drive future growth despite not yet being a material contributor to CRPO. The company highlighted its continued investment in growth opportunities, including hiring 1,400 new sales representatives in Q4 to capitalize on the burgeoning demand for its AI solutions.

Agentforce Launch and Success

Salesforce introduced Agentforce, their new AI-driven platform, which saw 200 deals closed within one week of its launch on October 24. The company plans to launch Agentforce 2.0 on December 17.

Strong Financial Performance

Q3 revenue was $9.44 billion, up 8% year-over-year. Non-GAAP operating margin was 33.1%, up 190 basis points, and GAAP operating margin hit 20% for the first time. Operating cash flow was $2 billion, up 29% year-over-year.

Data Cloud and AI Integration

Data Cloud was included in 8 of the top 10 deals, processing 767 trillion records monthly. The number of AI deals tripled year-over-year in Q3.

International Expansion

Half of the top 10 wins in Q3 were international, with significant growth in LATAM, Canada, and Australia.

---

Salesforce (CRM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

CRM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Mar 04, 2025	2025 (Q4)	2.61 / -	2.29	―	―	―
Dec 03, 2024	2025 (Q3)	2.44 / 2.41	2.11	14.22% (+0.30)	―
Aug 28, 2024	2025 (Q2)	2.35 / 2.56	2.12	20.75% (+0.44)
May 29, 2024	2025 (Q1)	2.37 / 2.44	1.69	44.38% (+0.75)
Feb 28, 2024	2024 (Q4)	2.27 / 2.29	1.68	36.31% (+0.61)
Nov 29, 2023	2024 (Q3)	2.06 / 2.11	1.4	50.71% (+0.71)
Aug 30, 2023	2024 (Q2)	1.90 / 2.12	1.19	78.15% (+0.93)
May 31, 2023	2024 (Q1)	1.62 / 1.69	0.98	72.45% (+0.71)
Mar 01, 2023	2023 (Q4)	1.36 / 1.68	0.84	100.00% (+0.84)
Nov 30, 2022	2023 (Q3)	1.21 / 1.40	1.27	10.24% (+0.13)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

---

CRM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Dec 03, 2024	$331.05	$367.45	+11.00%
Aug 28, 2024	$258.20	$256.31	-0.73%
May 29, 2024	$270.46	$217.08	-19.74%
Feb 28, 2024	$298.10	$307.10	+3.02%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

---