Salesforce reported stronger-than-expected earnings, with adjusted EPS of $3.25 beating the $2.86 forecast, while revenue of $10.26 billion slightly missed estimates.

Net income rose to $2.09 billion, boosted by a $263 million gain from strategic investments.

The company highlighted strong cloud growth in Tableau and MuleSoft, with on-premises revenue recognized immediately rather than over time.

For the fiscal fourth quarter, Salesforce expects $3.02–$3.04 in adjusted EPS and $11.13–$11.23 billion in revenue, driven partly by the recent Informatica acquisition, CNBC has reported.

Despite these results, Salesforce shares remain down 29% in 2025 amid AI-related concerns, even as new AI initiatives and Agentforce adoption show significant growth.