Salesforce, Inc. (CRM) Form 8-K — Aug 26, 2026
Salesforce reported record second quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $11.3 billion, up 11% year over year, including a $456 million contribution from the recently acquired Informatica. Current remaining performance obligation accelerated to $33.5 billion, up 14% year over year, the strongest growth signal in the print. GAAP diluted EPS more than doubled to $4.29, up 119%, and non-GAAP diluted EPS reached $5.90, up 103%, while operating cash flow rose 71% to $1.3 billion.
Key figures
- Eps
- 4.29
- Revenue
- 11345000000
- Guidance
- FY27 revenue raised $200M to $46.1B-$46.4B (up 11-12% Y/Y); Q3 FY27 revenue $11.42B-$11.5B (up 11-12%); FY27 GAAP EPS $10.21-$10.25 and non-GAAP EPS $16.67-$16.71; FY27 GAAP operating margin 20.1%, non-GAAP 34.3%; guidance conditional on closing pending Contentful and Fin acquisitions
- Net Income
- 3526000000
- Total Debt
- 39288000000
- Revenue Yoy
- 11%
- Total Assets
- 109620000000
- Cash Position
- 8310000000
- Rpo
- $66.3 billion, up 11% Y/Y
- Crpo
- $33.5 billion, up 14% Y/Y and in constant currency
- Gaap Eps Yoy
- 119%
- Free Cash Flow
- $1.1 billion, up 81% Y/Y
- Agentforce ARR
- over $1.5 billion, up over 240% Y/Y
- Q3 Eps Guidance
- GAAP $1.81-$1.83; non-GAAP $3.42-$3.44
- Agentic Work Units
- 7.0 billion delivered to date; 3.2 billion in Q2, up 97% Q/Q
- Dividends Returned
- $364 million in the quarter
- Interest Expense Q2
- $473 million vs $67 million prior year
- Non Gaa PDiluted Eps
- 5.9
- Operating Cash Flow
- $1.3 billion, up 71% Y/Y
- Debt Issued Six Months
- $24,842 million net proceeds; noncurrent debt rose from $10,439M (Jan 31, 2026) to $39,288M
- Gaap Operating Margin
- 20.5%
- Agentforce Data360 ARR
- nearly $3.9 billion, up over 210% Y/Y
- Non Gaa PDiluted Eps Yoy
- 103%
- Non Gaa POperating Margin
- 34.1%
- Strategic Investment Gains
- $2,613 million in Q2; added $2.43 to GAAP diluted EPS and $2.53 to non-GAAP diluted EPS
- Accelerated Share Repurchase
- $25 billion ASR; final settlement expected October 2026; 103 million shares initially delivered
- Subscription Support Revenue
- $10.8 billion, up 12% Y/Y including $440M Informatica contribution
- Informatica Revenue Contribution
- $456 million
Price after filing
Close on the filing date to close N calendar days later (from $205.69). Historical, not a forecast.
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