Company facts
- Industry
- Services-Prepackaged Software
- Headquarters
- San Francisco, California
- Most recent report
- 8-K, filed Sep 4, 2026
- Incorporated
- Delaware
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 1108524
- Fiscal year ends
- January
- Filer status
- Large accelerated filer
Financials 8 of 13
News 8 of 32
Prospectuses and Registrations 8 of 15
- 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
- 424B2 Prospectus supplement for an offering Mar 11, 2026
- S-8 Registration statement for an employee plan Nov 18, 2025
- S-8 Registration statement for an employee plan Oct 2, 2025
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 923
- 4 Insider reported a trade Sep 4, 2026
- 144 Notice of a proposed sale of restricted stock Sep 4, 2026
- 4 Insider reported a trade Aug 28, 2026
- 144 Notice of a proposed sale of restricted stock Aug 27, 2026
- 4 Insider reported a trade Aug 24, 2026
- 4 Insider reported a trade Aug 24, 2026
- 4 Insider reported a trade Aug 24, 2026
- 4 Insider reported a trade Aug 24, 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. Item 2
- Announced pending acquisitions: Contentful ($1.5B) and Intercom/Fin ($3.6B). Item 1
- Revenue now reports hedging gains: $9M in Q2 and $12M YTD, previously none. Item 1
- Added Indian Rupee to the list of currencies affecting results. Item 3
- Added Salesforce, Inc. Amended and Restated 2013 Equity Incentive Plan as Exhibit 10.1*. Item 6
- Added Salesforce, Inc. Amended and Restated 2004 Employee Stock Purchase Plan as Exhibit 10.2*. Item 6
- Added a new risk about no guarantee of continued dividends or their amounts. Item 1A
- Added risk from concentrations in specific sectors like AI could increase portfolio volatility. Item 1A
- Added that AI integration in products/operations may affect ability to track, benchmark, or report on ESG matters. Item 1A
- Backpage litigation: California cases grew from 7 to 13; new Illinois case F.A.P. added. Item 1
Changed
- Cash and securities fell to $11.4B from $11.8B, and 100bp rate impact dropped to $36M from $50M. Item 3
- Expected future restructuring cash payments increased to $170M-$190M from $130M-$150M. Item 2
- Strategic investments rose to $11.3B from $7.6B, driven by $2.7B unrealized gain on Anthropic in Q2. Item 1
- Interest expense for three months ended July 31, 2026 rose to $473M from $67M a year ago, driven by March 2026 debt. Item 2
- Added public opposition, unavailability of sites, and constraints on power, land, and water as risks for data center capacity. Item 1A
- Currency translation impact on revenue changed from a positive ~2% to minimal. Item 3
- No shares repurchased in the current quarter, down from 114 million shares in the prior quarter. Item 2
- Now includes Colorado SB 26-189, Texas AI Act, and CCPA regulations on automated decision-making as new specific laws. Item 1A
- Signature block now has two separate officers (CFO and CAO) instead of one person signing as both. Item 6
Removed
- Removed Exhibit 4.1: Third Supplemental Indenture (debt agreement) dated March 13, 2026. Item 6
- Removed Exhibits 10.1 and 10.2: share repurchase confirmation and Five-Year Credit Agreement, dated March 2026. Item 6
- Removed disclosure about Marc Benioff terminating a Rule 10b5-1 trading arrangement for up to 351,607 shares on March 31, 2026. Item 5
- Removed the explanation that the ASR initial delivery was about 103 million shares (80% of expected total). Item 2
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.