CRM News
4 R40 articles on Salesforce, Inc. (CRM), the latest published Sep 17, 2026. Plus dated third-party headlines.
R40 Coverage
Salesforce's 'New' $63 Billion Target Is February's. It Needs 10% Organic Growth, and July's Quarter Grew 7%.
CNBC called Salesforce's 'over $63 billion' for fiscal 2030 a beat. February set it. Its organic part needs 10% a year; July-quarter subscriptions grew 7.1%.
Salesforce Earned $4.29 a Share and Its Operating Income Fell by $1 Million
Salesforce grew revenue 10.8% and GAAP EPS 119%, while operating income fell $1M. The gap is investment gains, a 14.7% smaller share count, and Informatica.
Salesforce Spent $27.1B on Buybacks Funded by $25B of Debt. Its 12% EPS Growth Is Share Count.
Salesforce reports 26 August. Consensus says 12.4% EPS growth; the company's own guide implies non-GAAP net income flat to down at any plausible share count.
We Named Three Companies That Would Answer the AI Demand Question. Salesforce Was the Missing One.
Salesforce's growth bottomed at 7.6% and re-accelerated to 13.3%, its fastest in thirteen quarters — and our quarterly Rule of 40 is the worst place to read it.
January 2026
All Software Stocks Under Pressure
Market believes AI threatens entire industry; infrastructure vendors accelerated growth in Q3 25—enterprise not building own solutions.