Company facts
- Industry
- Services-Prepackaged Software
- Headquarters
- San Francisco, California
- Most recent report
- 8-K, filed Oct 20, 2026
- Incorporated
- Delaware
- Filings on record
- 1,004+ filings
- On EDGAR
- CIK 1108524
- Fiscal year ends
- January
- Filer status
- Large accelerated filer
Financials 8 of 13
News 8 of 34
- 8-K Current report on a material event Oct 20, 2026
- 8-K Current report on a material event Sep 17, 2026
- 8-K Leadership change Sep 4, 2026
- 8-K Quarterly results Aug 26, 2026
- 8-K Leadership change Aug 5, 2026
- 8-K Leadership change Jun 2, 2026
- 8-K Leadership change Jun 1, 2026
- 8-K Quarterly results May 27, 2026
Prospectuses and Registrations 8 of 18
- S-8 Registration statement for an employee plan Nov 2, 2026
- S-8 Registration statement for an employee plan Nov 2, 2026
- S-8 Registration statement for an employee plan Sep 11, 2026
- S-8 Registration statement for an employee plan Sep 1, 2026
- S-8 Registration statement for an employee plan Jun 1, 2026
- S-8 Registration statement for an employee plan Apr 1, 2026
- 424B2 Prospectus supplement for an offering Mar 12, 2026
- FWP Free writing prospectus Mar 12, 2026
Proxies 8 of 14
- DEFA14A Extra proxy material May 20, 2026
- DEFA14A Extra proxy material May 5, 2026
- DEFA14A Extra proxy material Apr 16, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 16, 2026
- DEFA14A Extra proxy material May 19, 2025
- DEFA14A Extra proxy material Apr 24, 2025
- DEF 14A Proxy statement for a shareholder vote Apr 24, 2025
- DEFA14A Extra proxy material Jun 14, 2024
Ownership 8 of 922
- 4 Insider reported a trade Oct 23, 2026
- 4 Insider reported a trade Sep 23, 2026
- 4 Insider reported a trade Sep 23, 2026
- 4 Insider reported a trade Sep 23, 2026
- 4 Insider reported a trade Sep 23, 2026
- 4 Insider reported a trade Sep 21, 2026
- 4 Insider reported a trade Sep 16, 2026
- 4 Insider reported a trade Sep 16, 2026
Other 3
What to read: Jul 2026 10-Q
SECSift found 3 of 13 sections worth reading, with 4 positive, 5 notable, and 4 negative flags.
Management's Discussion (Item 2)
Full financial results, debt surge, and acquisitions require attention.PositiveMarket Risk (Item 3)
Large debt issuance ($25B) and heavy Anthropic concentration (45% of $11.3B portfolio).NotableRisk Factors (Item 1A)
Large debt issuance, active litigation, and ERP implementation are company-specific risks.
What changed: Jul 2026 vs. Apr 2026
About 3% of CRM's Jul 2026 10-Q is new information. 19 paragraphs were added, 175 changed, and 28 removed. Below are the most important lines SECSift identified.
New
- Agreed to acquire Contentful for ~$1.5B and Intercom for ~$3.6B, both pending regulatory approvals.
- Announced pending acquisitions: Contentful ($1.5B) and Intercom/Fin ($3.6B).
- Revenue now reports hedging gains: $9M in Q2 and $12M YTD, previously none.
- Added Indian Rupee to the list of currencies affecting results.
- Added Salesforce, Inc. Amended and Restated 2013 Equity Incentive Plan as Exhibit 10.1*.
- Added Salesforce, Inc. Amended and Restated 2004 Employee Stock Purchase Plan as Exhibit 10.2*.
- Added a new risk about no guarantee of continued dividends or their amounts.
- Added risk from concentrations in specific sectors like AI could increase portfolio volatility.
- Added that AI integration in products/operations may affect ability to track, benchmark, or report on ESG matters.
- Backpage litigation: California cases grew from 7 to 13; new Illinois case F.A.P. added.
Changed
- Cash and securities fell to $11.4B from $11.8B, and 100bp rate impact dropped to $36M from $50M.
- Expected future restructuring cash payments increased to $170M-$190M from $130M-$150M.
- Strategic investments rose to $11.3B from $7.6B, driven by $2.7B unrealized gain on Anthropic in Q2.
- Interest expense for three months ended July 31, 2026 rose to $473M from $67M a year ago, driven by March 2026 debt.
- Added public opposition, unavailability of sites, and constraints on power, land, and water as risks for data center capacity.
- Currency translation impact on revenue changed from a positive ~2% to minimal.
- No shares repurchased in the current quarter, down from 114 million shares in the prior quarter.
- Now includes Colorado SB 26-189, Texas AI Act, and CCPA regulations on automated decision-making as new specific laws.
- Signature block now has two separate officers (CFO and CAO) instead of one person signing as both.
Removed
- Removed Exhibit 4.1: Third Supplemental Indenture (debt agreement) dated March 13, 2026.
- Removed Exhibits 10.1 and 10.2: share repurchase confirmation and Five-Year Credit Agreement, dated March 2026.
- Removed disclosure about Marc Benioff terminating a Rule 10b5-1 trading arrangement for up to 351,607 shares on March 31, 2026.
- Removed the explanation that the ASR initial delivery was about 103 million shares (80% of expected total).
Everything here comes from Salesforce, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Aug 27, 2026, from the 10-Q for Jul 2026.