CRMSalesforce
Salesforce, Inc. (“Salesforce,” the “Company,” “we” or “our”) is a global leader in customer relationship management (“CRM”) technology, helping organizations of any size become agentic enterprises. 10-K, Item 1
- Employees
- 83,334
- Headquarters
- San Francisco, CA
- CEO
- Marc Benioff
- Next results
- around Dec 2, 2026
What changed
10-K filed Mar 2, 2026 against Mar 5, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 20 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Receivables growing faster than revenue | Receivables +20.0% vs revenue +9.6% (+10.5 pts) | 10-K · XBRL |
| Critical audit matters changed | New this year: Business Combinations – Valuation of intangible assets (“As described in Note 7 to the consolidated financial statements, the Company completed the acquisition of Informatica, Inc. during fiscal year 2026 for total net consideration of $9.6 billion. In connection with this acquisition, management recognized customer relationship and developed technology i”). No longer listed: Impairment of Strategic Investments. Same as last year: Revenue Recognition | 10-K · XBRL |
| Accounting checks | 8 other checks clear, 2 worth a look | 10-K · XBRL |
| Insiders | 1 open-market buy in the last 90 days | Form 4 |
| Filings | 1 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Mar 2, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-03-05. Quoted as filed.
We are increasingly building AI into many of our offerings, including generative and agentic AI. As with many technical innovations, AI offerings, such as Agentforce, and our Agentforce 360 Platform present additional risks and challenges that could affect customer adoption and therefore our business. For example, the development and…
10-K, Item 1A
Accounting checks
latest 10-K8 of 10 clear 2 worth a look. Checks, not verdicts.
- !Receivables growing faster than revenueReceivables +20.0% vs revenue +9.6% (+10.5 pts)
- !Critical audit matters changedNew this year: Business Combinations – Valuation of intangible assets (“As described in Note 7 to the consolidated financial statements, the Company completed the acquisition of Informatica, Inc. during fiscal year 2026 for total net consideration of $9.6 billion. In connection with this acquisition, management recognized customer relationship and developed technology i”). No longer listed: Impairment of Strategic Investments. Same as last year: Revenue Recognition
- ✓Cash from operations $15.0B vs net income $7.5B (FY ending 2026-01-31)
- ✓Same auditor in both 10-Ks: Ernst & Young LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Oct 20, 20268-K Regulation FD disclosure 8-K item 7.01
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