CRM at a glance
Salesforce (CRM, SEC CIK 1108524) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Salesforce (CRM) reported revenue of $41.5 billion (up 9.6% from FY2025) and net income of $7.5 billion. Diluted EPS was $7.80.
- As of June 30, 2026, 62 institutional investment managers tracked by SignalX reported holding Salesforce (CRM) shares worth $48.0 billion in 13F-HR filings.
- In the last 90 days, CRM insiders reported 1 open-market purchase ($999K) and 2 open-market sales ($1.2M) on Form 4, a net sale of $173K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $41.5B
- +9.6% vs prior year
- Insiders · 90 days
- 1 buy · 2 sells
- Net −$173K
- 13F holders
- 62 funds
- $48.0B · −2 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 31, 2026
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
- Best segment: Agentforce 360 Platform/Slack grew fastest; Agentforce Service largest at $9.8B; professional services worst, down 4% YoY
- Operating cash flow $15.0B (+15% YoY); capex $594M; buybacks $12.7B (~50M shares); dividends $1.6B; Informatica acquired for ~$9.6B ($6.0B debt-funded)
- RPO $72.4B (+14% YoY); management targets ongoing opex efficiency, AI/Agentforce investment; risks include FX volatility, rising interest expense from $6.0B Informatica debt
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
- Strategic pivot to "Agentic Enterprise" framing: Agentforce embedded across all products, repositioning Salesforce from CRM vendor to AI agent infrastructure provider
- 83,334 employees as of January 31, 2026; internal "4R's" reskilling strategy (redesign, reskill, redeploy, rebalance) launched around AI/agent literacy readiness
- MuleSoft Agent Fabric introduced this year: enables governance and orchestration of AI agents regardless of origin, extending platform beyond Salesforce-native agents
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-native startups and competitors integrating generative AI/LLMs as core architecture risk displacing Salesforce's traditional CRM workflows
- Geopolitical risk from US-China and US-Russia tensions affecting international sales; export controls on cloud/AI services tightening with sanctions enforcement escalating
- CEO key-person dependency explicitly named; AI engineer talent scarcity compounded by evolving immigration/visa restrictions on skilled tech workers
AI summary of the CRM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Q2 revenue $11.345B, up $1.109B or 11% YoY
- Gross margin 77% vs 78%; operating margin 21% vs 23% YoY
- Best segment Data 360, Headless Platform, and Other revenue $3.618B, up 20%
- Weakest line Professional services revenue $525M, down 4% YoY
- Cash $11.4B vs $9.6B; six-month operating cash flow $8.0B, up 10% YoY
- Near-term headwinds: lower demand for larger multi-year transformation engagements and foreign-currency volatility
Risk Factors
- Newly highlighted climate risk: AI-related growth increasing energy consumption, data-center costs, and power-grid disruption exposure
- Most materially updated operational risk: Climate events projected at increased frequency across offices, including flooding, wildfires, and power shutoffs
- Regulatory risk: Delaware Section 203 restrictions may delay mergers or business combinations with holders of 15% or more of common stock
- Near-term market risk: Weakened global conditions may delay purchases or shorten customer subscription contracts
- Litigation risk: Securities class actions could divert resources and materially affect operating cash flows or results
AI summary of the CRM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Investor Day presentation disclosed financial performance, guidance, growth targets, market opportunity, competitive position, and economic model
- Guidance and projections include revenue, margins, earnings, cash flow growth, remaining performance obligations, tax rates, and restructuring costs
Item 5.02: Departure/Appointment of Directors or Principal Officers
- New executive deferred compensation plan approved September 2, 2026, covering executive officers and eligible employees
- Participants may defer up to 75% of base salary and 90% of annual performance bonuses
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended July 31, 2026 results announced on August 26, 2026
- Exhibit 99.1 contains Salesforce’s detailed financial results and management commentary
AI summaries of CRM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CRM
Don't miss the next CRM filing
- Alerts as it files. A push when CRM files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CRM, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Niles Sabastian | M | Sep 22, 2026 | 1,017 | - |
| Washington Robin L | M | Sep 22, 2026 | 1,831 | - |
| Niles Sabastian | M | Sep 22, 2026 | 1,015 | - |
| Niles Sabastian | F | Sep 22, 2026 | 563 | $233.28 |
| Washington Robin L | M | Sep 22, 2026 | 1,831 | - |
| Washington Robin L | F | Sep 22, 2026 | 908 | $233.28 |
| Niles Sabastian | F | Sep 22, 2026 | 562 | $233.28 |
| Niles Sabastian | M | Sep 22, 2026 | 1,015 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $37.9B | $41.5B |
| Gross Profit | - | $29.3B | $32.3B |
| Operating Income | - | $7.2B | $8.3B |
| Net Income | - | $6.2B | $7.5B |
| Gross Margin | - | 77.2% | 77.7% |
| Op. Margin | - | 19.0% | 20.1% |
| Net Margin | - | 16.4% | 18.0% |
| Balance Sheet | |||
| Total Assets | $99.8B | $102.9B | $112.3B |
| Equity | - | $61.2B | $59.1B |
| ROE | - | 10.1% | 12.6% |
| Per Share | |||
| EPS | - | $6.36 | $7.80 |
| Cash Flow | |||
| Operating CF | - | $13.1B | $15.0B |
| CapEx | $736.0M | $658.0M | $594.0M |
Source: XBRL data in Salesforce (CRM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CRM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 62 | $48.03B |
| Q1 2026 | 64 | $62.38B |
| Q4 2025 | 66 | $92.54B |
| Q3 2025 | 67 | $88.77B |
| Q2 2025 | 67 | $101.01B |
| Q1 2025 | 60 | $76.24B |
| Q4 2024 | 58 | $75.15B |
| Q3 2024 | 52 | $28.33B |
- JPMorgan Chase & Co+5.42M (+108%)
- T. Rowe Price Group+2.80M (+42%)
- Citigroup+1.47M (+61%)
- Millennium Management+806.4K (+413%)
- Bank of America Corp+493.3K (+4%)
- Morgan Stanley−8.36M (-26%)
- Vanguard Capital Management LLC−7.27M (-12%)
- BlackRock−6.94M (-9%)
- State Street Corp−4.08M (-8%)
- Vanguard Portfolio Management LLC−3.31M (-17%)
- Renaissance Technologies LLC+212.6K
- Blackstone Group+14.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 496 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CRM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 21, 2026 | - | - | - |
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 10-Q | Aug 27, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Aug 26, 2026 | - | Analysis | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
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CRM SEC filings: frequently asked questions
Are CRM insiders buying or selling?
In the last 90 days, Salesforce (CRM) officers, directors and 10% owners reported 1 open-market purchase worth $999,451 by 1 insider and 2 open-market sales worth $1.2 million by 1 insider on Form 4, a net sale of $173,295. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CRM stock?
As of June 30, 2026, the largest Salesforce (CRM) holders among the 13F filers tracked by SignalX were BlackRock ($11.4 billion), Vanguard Capital Management LLC ($8.2 billion), State Street Corp ($7.1 billion), Morgan Stanley ($3.7 billion), Vanguard Portfolio Management LLC ($2.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CRM's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Salesforce (CRM) reported revenue of $41.5 billion (up 9.6% from FY2025) and net income of $7.5 billion. Diluted EPS was $7.80. The figures come from the XBRL data in the 10-K.
What are the main risks in CRM's latest 10-K?
In the 10-K filed March 2, 2026, Salesforce (CRM) flagged: 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 summary of the Risk Factors section.)
What did CRM report in its latest 8-K?
Salesforce (CRM) filed an 8-K on September 17, 2026 reporting Item 7.01 (Regulation FD Disclosure). Investor Day presentation disclosed financial performance, guidance, growth targets, market opportunity, competitive position, and economic model.
What are the latest CRM SEC filings?
Salesforce (CRM) filed its latest 10-K annual report on March 2, 2026, a 10-Q quarterly report on August 27, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on September 23, 2026.
What is CRM's SEC CIK number?
Salesforce (CRM)'s SEC Central Index Key (CIK) is 1108524. EDGAR lists every CRM filing under that number.
Ask anything about CRM
The research agent reads CRM's filings, financials, insider trades and 13F holders, then answers with sources.