CRM SalesforcecompanySEC Filings & Insider Trading Activity 2026
Latest Salesforce (CRM) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on March 2, 2026, a 10-Q quarterly report filed on December 4, 2025, an 8-K current report filed on March 16, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Salesforce (CRM) (SEC CIK 1108524), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2026-01-31)
Management Discussion & Analysis
- • Revenue $41.5B, up 10% YoY; subscription/support +$3.7B to $39.4B; professional services down 4% to $2.1B
- • Operating margin ~20% vs ~19% prior year; income from operations $8.3B vs $7.2B
Business Overview
- • Global CRM platform sold primarily via subscription; unifies sales, service, marketing, commerce, and data on single AI-powered Agentforce 360 Platform
- • Agentforce (autonomous AI agents) and Data 360 (hyperscale data engine) positioned as core new offerings; Informatica acquisition closed Q4 FY2026, adding enterprise data management
Risk Factors
- • EU AI Act + GDPR creating compliance complexity; CJEU invalidated EU-US Privacy Shield in 2020, replacement Data Privacy Framework faces ongoing legal challenges
- • Informatica acquisition financed with full $6.0B drawn under Informatica Credit Agreements in November 2025, adding substantial leverage to balance sheet
AI 10-Q Quarterly Report AnalysisLatest 10-Q (2025-10-31)
Risk Factors
- • New risk: Borrowed full $6.0B under Informatica Credit Agreements in Nov 2025 to finance acquisition, increasing debt service obligations and financial risk
- • Updated operational risk: Implemented new ERP system in Q2 FY26, any issues could disrupt financial planning, reporting, and compliance processes
Management Discussion & Analysis
- • Revenue $10.3B for Q1 FY2025, up 9% YoY from $9.4B in Q1 FY2024; subscription and support up $847M (10%), professional services down 6%
- • Operating margin 21.3% (2.2B/10.3B) vs 20.0% (1.9B/9.4B) YoY; net income margin 20.3% ($2.1B) vs 16.2% ($1.5B) YoY for the quarter
AI 8-K Current Report AnalysisRecent 8-K Filings
Item 7.01: Regulation FD Disclosure
- • Salesforce executing $25B accelerated share repurchase (ASR) program, among the largest buybacks in enterprise software history
- • ASR agreements signed March 11, 2026; initial share delivery triggered March 16, 2026 — buyback already underway
Item 2.03: Creation of a Direct Financial Obligation
- • Item 2.03 covers material new financial obligations (debt, guarantees, off-balance sheet arrangements) — key for assessing leverage impact
- • Filing references an off-balance sheet arrangement, suggesting a guarantee, contingent liability, or structured financing vehicle
Item 1.01: Entry into a Material Definitive Agreement
- • Total debt issuance $25B across 8 tranches, maturities ranging 2028–2066, rates 4.50%–6.70%
- • Largest tranches: $4.5B at 5.55% (2036) and $4.25B at 4.65% (2029)
Item 2.03: Creation of a Direct Financial Obligation
- • Filing references a Five-Year Credit Agreement as the material new financial obligation — full terms located in accompanying exhibit
- • Five-year tenor signals a revolving credit facility typical for investment-grade borrowers, used for general corporate liquidity purposes
Item 1.01: Entry into a Material Definitive Agreement
- • Salesforce executing $25B ASR funded by $24.885B debt offering — massive capital return via 8 tranches of senior notes ranging 4.50% (2028) to 6.70% (2066)
- • Initial ~80% of shares delivered March 16; final settlement Q4 2026 at VWAP less discount — actual share count TBD
Annual Reports Archive10-K
AI-powered analysis of Salesforce (CRM) 10-K annual reports filed with SEC EDGAR.
Quarterly Reports Archive10-Q
AI-powered analysis of Salesforce (CRM) 10-Q quarterly reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of Salesforce (CRM) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2023 | FY2024 | FY2025 | FY2026 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | — | $34.9B | $37.9B | $41.5B |
| Gross Profit | $23.0B | $26.3B | $29.3B | $32.3B |
| Operating Income | — | $5.0B | $7.2B | $8.3B |
| Net Income | — | $4.1B | $6.2B | $7.5B |
| Gross Margin | — | 75.5% | 77.2% | 77.7% |
| Op. Margin | — | 14.4% | 19.0% | 20.1% |
| Net Margin | — | 11.9% | 16.4% | 18.0% |
| Balance Sheet | ||||
| Total Assets | $98.8B | $99.8B | $102.9B | $112.3B |
| Equity | — | $59.6B | $61.2B | $59.1B |
| ROE | — | 6.9% | 10.1% | 12.6% |
Source: XBRL financial data from Salesforce (CRM) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | Mar 16, 2026 | — | Analysis | — |
8-K | Mar 13, 2026 | — | Analysis | — |
8-K | Mar 12, 2026 | — | Analysis | — |
8-K | Mar 6, 2026 | — | Analysis | — |
10-K | Mar 2, 2026 | Jan 31, 2026 | Analysis | |
8-K | Feb 25, 2026 | — | Analysis | — |
10-Q | Dec 4, 2025 | Oct 31, 2025 | Analysis | |
8-K | Dec 3, 2025 | — | — | |
10-Q | Sep 4, 2025 | Jul 31, 2025 | — | |
10-Q | May 29, 2025 | Apr 30, 2025 | — | |
10-K | Mar 5, 2025 | Jan 31, 2025 | Analysis | |
10-Q | Dec 4, 2024 | Oct 31, 2024 | — | |
10-Q | Aug 29, 2024 | Jul 31, 2024 | — | |
10-Q | May 30, 2024 | Apr 30, 2024 | — | |
10-K | Mar 6, 2024 | Jan 31, 2024 | — | |
10-Q | Nov 30, 2023 | Oct 31, 2023 | — | |
10-Q | Aug 31, 2023 | Jul 31, 2023 | — |
Frequently Asked Questions
What are the latest CRM SEC filings in 2026?
Salesforce (CRM) has filed a 10-K annual report on March 2, 2026, a 10-Q quarterly report on December 4, 2025, an 8-K current report on March 16, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did CRM file its most recent 10-K annual report?
Salesforce (CRM) filed its most recent 10-K annual report on March 2, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view CRM 10-Q quarterly reports?
Salesforce (CRM)'s most recent 10-Q quarterly report was filed on December 4, 2025. SignalX displays every CRM 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has CRM filed recently?
Salesforce (CRM)'s most recent 8-K was filed on March 16, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find CRM insider trading activity (Form 4)?
SignalX aggregates every CRM Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does CRM file with the SEC?
Salesforce (CRM) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new CRM filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Salesforce (CRM).
What is CRM's SEC CIK number?
Salesforce (CRM)'s SEC CIK (Central Index Key) number is 1108524. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1108524 to look up all CRM filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find CRM return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Salesforce (CRM) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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