Salesforce (CRM) FY2026 10-K Annual Report
Salesforce (CRM) 10-K annual report for fiscal year 2026, filed with SEC EDGAR on Mar 2, 2026. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
Salesforce FY2026 10-K Analysis
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
Salesforce FY2026 Key Financial MetricsXBRL
Revenue
$41.5B
▲ +9.6% YoY
Net Income
$7.5B
▲ +20.3% YoY
Gross Margin
77.7%
▲ +48bp YoY
Operating Margin
20.1%
▲ +105bp YoY
Net Margin
18.0%
▲ +160bp YoY
ROE
12.6%
▲ +248bp YoY
Total Assets
$112.3B
▲ +9.1% YoY
EPS (Diluted)
$7.80
▲ +22.6% YoY
Operating Cash Flow
$15.0B
▲ +14.5% YoY
Source: XBRL data from Salesforce FY2026 10-K filing on SEC EDGAR. All figures in USD.
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