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Salesforce(CRM)2026财年第三季度财报(10-Q)「NYSE」(英文版)(74页).pdf

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1、UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashington,D.C.20549FORM 10-Q(Mark One)Quarterly report pursuant to Section 13 or 15(d)of the Securities Exchange Act of 1934For the quarterly period ended October 31,2025ORTransition report pursuant to Section 13 or 15(d)of the Securities Exchange Act

2、of 1934For the transition period from to.Commission File Number:001-32224 Salesforce,Inc.(Exact name of Registrant as specified in its charter)Delaware94-3320693(State or other jurisdiction ofincorporation or organization)(IRS EmployerIdentification No.)Salesforce Tower415 Mission Street,3rd FlSan F

3、rancisco,California 94105(Address of principal executive offices)Telephone Number:(415)901-7000(Registrants telephone number,including area code)Securities registered pursuant to Section 12(b)of the ActTitle of each classTrading Symbol(s)Name of each exchange on which registeredCommon Stock,par valu

4、e$0.001 per shareCRMNew York Stock ExchangeIndicate by check mark whether the Registrant(1)has filed all reports required to be filed by Section 13 or 15(d)of the Securities Exchange Act of 1934(the“ExchangeAct”)during the preceding 12 months(or for such shorter period that the Registrant was requir

5、ed to file such reports),and(2)has been subject to such filing requirements for thepast 90 days.Yes x No Indicate by check mark whether the Registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T(232.405 of this chapter)duri

6、ng the preceding 12 months(or for such shorter period that the Registrant was required to submit such files).Yes x No Indicate by check mark whether the Registrant is a large accelerated filer,an accelerated filer,a non-accelerated filer,a smaller reporting company or an emerging growthcompany.See t

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1. **公司概况**:Salesforce是全球客户关系管理技术领导者,2025财年前三季度营收303.24亿美元,同比增长8.7%;净利润55.14亿美元,同比增长22.8%。 2. **财务表现**: - 第三季度营收102.59亿美元,净利润20.86亿美元,每股收益2.19美元。 - 现金及 equivalents 89.78亿美元,较年初减少13.85亿美元,主要因股票回购(86.59亿美元)和分红(11.96亿美元)。 3. **业务亮点**:推出AI平台Agentforce,前三季度相关收入66.95亿美元(Sales)和72.87亿美元(Service)。 4. **风险与会计**:持有战略投资64.10亿美元,存在行业集中风险;采用收入确认准则,合同资产97.6亿美元(2025年10月)。
**Agentforce增长动力?** **营收地域分布变化?** **战略投资风险几何?**
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