Q2 FY27 · Ended Jul 31, 2026 · View SEC filing
A paper gain on Anthropic outweighed the operating business
Net income nearly doubled on a valuation mark, not on operations, and the mark brought in no cash.
For investorsWhat the profit engine earns without the Anthropic mark
For foundersThe prepaid contract playbook behind Salesforce's cash
AI hosting costs and faster spending on selling and research absorbed the added sales before they became operating profit.
Borrowing to retire shares lifted earnings per share, but interest now claims a visible slice of operating profit.
A $66.3B book of signed contracts, growing faster than revenue, shows demand before it reaches the income statement.
Unlock the financial breakdown, competitive insights, historical trends and founder playbook, plus research across the company library.
Free CXProWealth membership required
Business Lens describes Salesforce from its own filings with the SEC. It is not a view on its shares, a target, or advice to buy, sell or hold anything; figures are as filed and may be restated by the company later. The filing is linked above.