Salesforce reports $11.3 billion Q2 revenue and raises FY27 guide; GAAP EPS of $4.29 includes $2.43 from strategic-investment gains

Salesforce, Inc. (NYSE: CRM) announced results for the fiscal quarter ended July 31, 2026 in an August 26, 2026 press release and furnished the same day as Exhibit 99.1 to a Form 8-K (accession 0001108524-26-000187). Headline revenue was $11.3 billion, up 11% year over year and in constant currency, including a $456 million Informatica contribution. The income-statement table prints total revenues of $11,345 million. Current remaining performance obligation was $33.5 billion, up 14% year over year and in constant currency. GAAP diluted net income per share was $4.29.

The IR HTML and Exhibit 99.1 match on the printed figures used here. The 8-K wrapper does not restate the tables; Item 2.02 incorporates the press release by reference and furnishes it, not files it. Subscription and support revenue was $10.8 billion, or $10,820 million in the table, including a $440 million Informatica contribution. Remaining performance obligation was $66.3 billion, up 11% year over year. Headline billions and table millions are the same quarter stated two ways; this page does not convert one into the other.

GAAP diluted net income per share was $4.29, up 119% year over year. Non-GAAP diluted net income per share was $5.90. The $4.29 is not operating EPS. Quote footnote (3) as printed: “During the three months ended July 31, 2026 and 2025, gains on strategic investments impacted GAAP diluted net income per share by $2.43 and $0.00 based on a U.S. tax rate of 23.5%, and non-GAAP diluted net income per share by $2.53 and $0.00 based on a non-GAAP tax rate of 20.5% and 22.0%, respectively.” Gains (losses) on strategic investments, net, were $2,613 million in the quarter. This page does not subtract $2.43 from $4.29, or $2.53 from $5.90. Guidance per-share footnote (2) says projected GAAP and non-GAAP diluted net income per share assumes no change to the value of the strategic investment portfolio.

Salesforce raises full-year FY27 revenue guidance to $46.1 billion to $46.4 billion, up 11%–12% year over year and 11% year over year in constant currency. The printed raise construction is: “The $200M raise, $300 million CC, reflects $100 million of organic growth, $200 million from the pending Contentful and Fin acquisitions, and $100M FX headwind.” A second FX construction in the full-year table — “Approximately 11% CC, $200M Y/Y FX” — is year-over-year FX remaining in the guide, not the $100M FX headwind versus prior guidance. Contentful and Fin are pending; the company expects both to close independently in the coming weeks, during the third quarter of fiscal 2027. Those acquisitions have been incorporated into all metrics within the updated guidance, with the exception of cRPO; the guidance is conditional upon closing. This page does not claim the deals have closed and does not invent earnings-call Q&A.