Salesforce Reports Strong Q4 Earnings
Salesforce (NYSE: CRM) reported a revenue growth of 12% year-over-year for the fourth quarter of 2025, reaching $11.2 billion. Its total remaining performance obligations (RPO) also saw a 14% increase, totaling $72 billion. The company’s operating margin was 20.1% for fiscal year 2026, with a non-GAAP operating margin of 34.1%. Salesforce’s market cap exceeds $170 billion.
Facing increased competition from agentic AI technologies, Salesforce secured over 29,000 deals for its Agentforce platform since late 2024, with a nearly 50% increase in customer usage quarter-over-quarter in Q4. CEO Marc Benioff acknowledged current market irrationalities but endorsed Salesforce’s resilience in the evolving landscape.
In response to its attractive valuation, trading at 13.8 times forward earnings, Salesforce announced a $50 billion share repurchase plan, following $12.7 billion in buybacks in the previous fiscal year.
