Salesforce, Inc. (CRM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.79K FollowersFollow5ShareSaveCommentsQ4: 2026-02-25 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $3.81 beats by $0.76 | Revenue of $11.20B (12.09% Y/Y) beats by $12.84M Salesforce, Inc. (CRM) Morgan Stanley Technology, Media & Telecom Conference 2026 March 3, 2026 5:35 PM EST Company Participants Robin Washington - President, Chief Operating & Financial Officer and DirectorJoseph Inzerillo - Executive VP & Chief Digital Officer Conference Call Participants Keith Weiss - Morgan Stanley, Research Division Presentation Keith WeissMorgan Stanley, Research Division Excellent. Thank you, everyone, for joining us this afternoon. My name is Keith Weiss. I run the U.S. software equity research franchise here at Morgan Stanley. It looks like [indiscernible]. Very pleased to have with us this afternoon from Salesforce, both Robin Washington, Chief Operating and Financial Officer; and Joe Inzerillo, President of Enterprise and AI Technology. So Joe and Robin, thank you so much for joining us. Robin WashingtonPresident, Chief Operating & Financial Officer and Director Thank you so much for being and Keith, we had to be sure that we gave you one of our latest. We hear there's a big announcement forthcoming, but also just for right. You have to be sure to show it to everyone. I knew it. Keith WeissMorgan Stanley, Research Division I never got to join in the club in San Francisco because I wear suits all the time. So now I can finally fit in [indiscernible]. Robin WashingtonPresident, Chief Operating & Financial Officer and Director I got to show everybody. It's all about [indiscernible]. Keith WeissMorgan Stanley, Research Division Very nice. I like it. Thank you. Question-and-Answer Session Keith WeissMorgan Stanley, Research Division So you guys recently closed your FY '26 and a transformational year for Salesforce when it comes to sort of product strategy, which Joe is going to talk to us a lot about, but also the sort of operating model within Salesforce and pricing models. So maybe to start out, Robin, could you tell us a little bit