Salesforce, Inc. (CRM) Q2 FY2027 8-K Filings and Company Events

Filings that contain financial statements

• 8-K filed August 26, 2026 (accession 0001108524-26-000187), Exhibit 99.1, second-quarter fiscal 2027 results (quarter ended July 31, 2026). Contains condensed consolidated statements of operations, balance sheets and cash flows for the three- and six-month periods ended July 31, 2026 and 2025, plus RPO, revenue-disaggregation and GAAP-to-non-GAAP reconciliation tables.
• 8-K filed February 25, 2026 (accession 0001108524-26-000056), Exhibit 99.1, fourth-quarter and full fiscal-year 2026 results (year ended January 31, 2026). Contains consolidated statements of operations, balance sheets and cash flows for the three- and twelve-month periods ended January 31, 2026 and 2025, plus RPO and reconciliation tables.
• 8-K filed December 3, 2025 (accession 0001108524-25-000234), Exhibit 99.1, third-quarter fiscal 2026 results (quarter ended October 31, 2025); full income-statement, balance-sheet and cash-flow tables furnished.
• 8-K filed September 3, 2025 (accession 0001108524-25-000083), Exhibit 99.1, second-quarter fiscal 2026 results (quarter ended July 31, 2025); full statement tables furnished.
• 8-K filed May 27, 2026 (accession 0001108524-26-000125), Exhibit 99.1, first-quarter fiscal 2027 results (quarter ended April 30, 2026); full statement tables furnished.

Earnings and guidance

Second quarter fiscal 2027 (quarter ended July 31, 2026), reported August 26, 2026, accession 0001108524-26-000187. Revenue was $11.3 billion, up 11% year-over-year, including a $456 million contribution from Informatica. Subscription and support revenue was $10.8 billion, up 12%. GAAP operating margin was 20.5% and non-GAAP operating margin 34.1%. GAAP diluted earnings per share were $4.29 (up 119% year-over-year, boosted by a $2.61 billion gain on strategic investments), non-GAAP diluted EPS were $5.90. Operating cash flow was $1.3 billion and free cash flow $1.1 billion. Current remaining performance obligation (cRPO) growth accelerated to 14% year-over-year in constant currency. The company raised full-year fiscal 2027 revenue guidance to $46.1 billion–$46.4 billion (up 11%–12%), citing $100 million of organic growth, $200 million from the pending Contentful and Fin (Intercom) acquisitions, and a $100 million FX headwind; it also updated full-year GAAP operating margin guidance to 20.1% while maintaining non-GAAP operating margin guidance of 34.3%. Final settlement of the $25 billion accelerated share repurchase (ASR, see below) was pushed to October 2026.

First quarter fiscal 2027 (quarter ended April 30, 2026), reported May 27, 2026, accession 0001108524-26-000125. Revenue was $11.1 billion, up 13% year-over-year (including $444 million from Informatica); GAAP diluted EPS were $2.42 (up 52%) and non-GAAP diluted EPS $3.88 (up 50%). The company returned $27.5 billion to shareholders in the quarter: $27.1 billion of share repurchases as reported in the earnings release, tied to the newly launched $25 billion ASR, and $365 million of dividends. The Q1 statement of cash flows reports repurchases of common stock of $27,248 million for the same three months, a figure that additionally reflects associated fees and excise taxes. Salesforce also raised the midpoint of full-year FY27 revenue guidance to $45.9 billion–$46.2 billion.

Fourth quarter and full fiscal year 2026 (year ended January 31, 2026), reported February 25, 2026, accession 0001108524-26-000056. Fourth-quarter revenue was $11.2 billion, up 12% year-over-year; full fiscal-year 2026 revenue was $41.5 billion, up 10%, including a $399 million Informatica contribution. Full-year operating cash flow was $15.0 billion, up 15%, and free cash flow $14.4 billion, up 16%. The company returned $14.3 billion to shareholders in FY26 ($12.7 billion in buybacks, $1.6 billion in dividends). The board authorized a new $50 billion share-repurchase program, replacing prior unused authorizations, and raised the quarterly dividend to $0.44 per share (up 5.8% year-over-year), payable April 23, 2026. The company initiated full-year FY27 revenue guidance of $45.8 billion–$46.2 billion and raised its FY30 revenue target to $63 billion including Informatica.

Third quarter fiscal 2026 (quarter ended October 31, 2025), reported December 3, 2025, accession 0001108524-25-000234. Revenue was $10.3 billion, up 9% year-over-year; cRPO was $29.4 billion, up 11%. The company raised full-year FY26 revenue guidance to $41.45 billion–$41.55 billion and noted it had completed the Informatica acquisition (see below) during the quarter.

Second quarter fiscal 2026 (quarter ended July 31, 2025), reported September 3, 2025, accession 0001108524-25-000083. Revenue was $10.2 billion, up 10% year-over-year. Alongside the release, the company announced a $20.0 billion increase to its share-repurchase authorization (bringing the total then-authorized amount to $50 billion).

Mergers and acquisitions

• Informatica, closed November 18, 2025 (8-K, accession 0001108524-25-000207). Salesforce announced it had completed its acquisition of Informatica Inc., a data-management and integration company. To fund the cash consideration, repay Informatica's existing indebtedness and pay related fees, Salesforce borrowed the full $4 billion available under its 364-Day Credit Agreement and the full $2 billion available under its Three-Year Credit Agreement (both entered in June 2025). Informatica has since contributed revenue in every quarterly release (e.g., $456 million in Q2 FY27, $399 million in Q4 FY26).
• Qualified.com, closed April 2026. Salesforce acquired all outstanding stock of Qualified.com, Inc., an agentic AI marketing-solutions provider, for acquisition-date fair value consideration of approximately $1.2 billion, primarily $1.1 billion in cash, recording $954 million of goodwill. This transaction was not the subject of a standalone 8-K; it is disclosed in the notes to the quarterly financial statements covering the quarter ended July 31, 2026.
• Contentful, signed, pending. In May 2026, Salesforce entered into an agreement to acquire Contentful Global, Inc., a composable content-platform provider, for approximately $1.5 billion in cash (net of shares Salesforce already owned), subject to customary adjustments. The acquisition is expected to close in Salesforce's fiscal third quarter 2027 (i.e., by around October 2026), subject to regulatory approvals. This agreement was not the subject of a standalone 8-K; it is disclosed in the notes to the quarterly financial statements and referenced in the Q2 FY27 earnings release.
• Fin (Intercom, Inc.), signed, pending. In June 2026, Salesforce entered into an agreement to acquire Intercom, Inc. ("Fin"), an autonomous AI customer-service-agent platform, for approximately $3.6 billion in cash, subject to customary adjustments. The acquisition is also expected to close in fiscal third quarter 2027, subject to regulatory approvals. Like Contentful, this agreement was not the subject of a standalone 8-K.

Capital structure and shareholder returns

• $25 billion accelerated share repurchase (ASR). On March 11, 2026, Salesforce entered into ASR agreements with Banco Santander, Bank of America, Citibank, JPMorgan Chase Bank and Morgan Stanley to repurchase an aggregate $25 billion of common stock (8-K, accession 0001193125-26-104282), part of a board authorization increased to $50 billion in February 2026. On March 16, 2026, Salesforce commenced the transaction, prepaying $25 billion and receiving an initial delivery of approximately 103 million shares, about 80% of the total shares expected, which Salesforce described as the largest ASR in history (8-K, accession 0001193125-26-107403). Final settlement was most recently guided to October 2026.
• $25 billion senior notes offering. On March 11–13, 2026, Salesforce priced and closed a registered public offering of eight tranches of senior notes maturing between 2028 and 2066, totaling $25.0 billion in aggregate principal ($3.5B 2028 notes at 4.500%, $4.25B 2029 notes at 4.650%, $3.75B 2031 notes at 4.900%, $2.75B 2033 notes at 5.200%, $4.5B 2036 notes at 5.550%, $1.5B 2046 notes at 6.400%, $3.75B 2056 notes at 6.550%, and $1.0B 2066 notes at 6.700%) (8-Ks, accessions 0001193125-26-104282 and 0001193125-26-106356). Net proceeds of approximately $24.885 billion were used to fund the ASR share repurchases described above.
• $6 billion five-year term loan. Concurrently, on March 11, 2026, Salesforce entered into a new Five-Year Credit Agreement providing $6 billion in senior unsecured term loans, the proceeds of which were used to repay in full the $4 billion 364-day and $2 billion three-year term loan facilities that had originally funded the Informatica acquisition (8-K, accession 0001193125-26-104282).
• Dividend increase. With fourth-quarter fiscal 2026 results, Salesforce's board raised the quarterly cash dividend to $0.44 per share (up 5.8% year-over-year), paid April 23, 2026 to holders of record as of April 9, 2026 (8-K, accession 0001108524-26-000056).
• Share-repurchase authorization increases. The board increased the repurchase authorization by $20.0 billion on September 3, 2025 (8-K, accession 0001108524-25-000083) and again in February 2026 to an aggregate $50 billion, replacing prior unused authorizations (disclosed with Q4 FY26 results, accession 0001108524-26-000056).

Management and governance changes

• August 5, 2026 (8-K, accession 0001108524-26-000160): Srini Tallapragada stepped down as President and Chief Engineering and Customer Success Officer effective August 6, 2026, transitioning to Special Advisor to the CEO through August 6, 2027 under a transition agreement.
• May 27, 2026 (8-K, accession 0001108524-26-000138): Guy Wanger was appointed Chief Accounting Officer and principal accounting officer, effective June 15, 2026, succeeding the prior finance-reorganization arrangement under which Robin Washington had served as principal accounting officer.
• March 6, 2026 (8-K, accession 0001108524-26-000062): As part of an internal finance reorganization, Robin Washington, President and Chief Operating and Financial Officer, assumed the role of principal accounting officer effective March 9, 2026; Sundeep Reddy remained Chief Accounting Officer.
• May 28, 2026 Annual Meeting (8-K, accession 0001108524-26-000131): Stockholders re-elected all 13 director nominees, ratified Ernst & Young LLP as auditor for fiscal 2027, approved an advisory "say-on-pay" vote, approved amendments to increase share reserves under the 2013 Equity Incentive Plan (by 34 million shares, extending the plan to March 26, 2036) and the 2004 Employee Stock Purchase Plan, and rejected a stockholder proposal on cumulative voting.
• July 9, 2025 (8-K, accession 0001108524-25-000040): Amy Chang and David Kirk were appointed to the board of directors, effective July 9, 2025.

Other disclosures

• Investor Day (October 15, 2025) (8-K, accession 0001108524-25-000168): Salesforce announced a new FY30 revenue target of $60 billion or more excluding Informatica, implying a 10%-plus organic FY26–FY30 CAGR, together with a "Profitable Growth Framework, 50 by FY30," under which subscription and support constant-currency growth plus non-GAAP operating margin is intended to sum to 50 by the end of FY30. The subsequent FY30 target of $63 billion (including Informatica), announced with Q4 FY26 results, was raised from this $60 billion-plus baseline.