CRM Salesforce

Q4 2025 10-Q

Filed: Dec 4, 2025Period ending Oct 31, 2025

Information Technology

Services-Prepackaged SoftwareSEC EDGAR

Salesforce (CRM) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Dec 4, 2025 for the fiscal period ending Oct 31, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q4 2025 10-Q

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

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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

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Quarterly Financial Summary
XBRL

Revenue

$10.3B

▲ +8.6% YoY▲ +0.2% QoQ

Net Income

$2.1B

▲ +36.6% YoY▲ +10.5% QoQ

Net Margin

20.3%

▲ +416bp YoY▲ +190bp QoQ

Source: XBRL data from Salesforce Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.

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