CRM Salesforce
FY2026 10-K
Salesforce (CRM) filed its fiscal year 2026 10-K annual report with the SEC on Mar 2, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2026 10-K
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
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
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
Financial SummaryXBRL
Revenue
$41.5B
Net Income
$7.5B
Gross Margin
77.7%
Operating Margin
20.1%
Net Margin
18.0%
ROE
12.6%
Total Assets
$112.3B
EPS (Diluted)
$7.80
Operating Cash Flow
$15.0B
Source: XBRL data from Salesforce FY2026 10-K filing on SEC EDGAR. All figures in USD.
Other Salesforce Annual Reports
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