Business
Salesforce sells CRM and enterprise cloud software, primarily by subscription. Agentforce 360 spans sales, service, marketing, commerce, Slack, Data 360, MuleSoft, Tableau, industry clouds, and Informatica.
Agentforce reframes the platform; the mature story is margin and free cash flow.
AnalystBook Intelligence · FY2026 10-K✓ Figures checked against SEC
- Growth — +10% revenue to $41.5BNote
- Profitability — $8.3B operating income; 20.1% marginOK
- Cash quality — $14.4B FCF on $594M capexOK
- Balance sheet — $7.3B cash vs $14.4B long-term debtNote
- Accounting — Formula distress score; cash and audit cleanWatch
- Agentforce — AI-platform transition tied to Data 360 and InformaticaNote
In the full briefFree for 14 days
- ✦ What changed🔒
- Insider signal🔒
- Growth quality🔒
- Margins & accounting🔒
- Capital allocation🔒
- Real risks🔒
- The long arc🔒
- ✦ Company history🔒
- Plus the full company record: source-linked financials, forensic signals, filings diffed — and Ana to question all of it.🔒
Every figure in the brief links to the filing paragraph it came from, and a brief whose figures don't match SEC data is rejected before publication.
14-day free trial, no credit card. For research purposes only; not investment advice. Based on the FY2026 10-K.