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Salesforce, Inc. (CRM) Jefferies Public Know-how Convention (Transcript)

by Index Investing News
September 1, 2025
in Stocks
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Salesforce, Inc. (NYSE:CRM) Jefferies Public Know-how Convention Could 29, 2025 3:00 PM ET

Firm Contributors

Invoice Patterson – EVP, Company Technique

Convention Name Contributors

Brent Thill – Jefferies

Brent Thill

Thanks, everybody, for becoming a member of Salesforce. Invoice is a daily right here. Thanks for coming again. Thanks, Invoice, and the workforce for coming. Val is within the entrance row right here as properly, and you bought the workforce right here. So thanks. I do know it is laborious to come back off an earnings print come proper into this. Nevertheless it’s an important, nice time to be right here. And Invoice has been with the corporate since 2017. He was prior at Microsoft for 14 years. So has two of the most effective playbooks you can must run technique.

Invoice Patterson

Sure, thanks for having me. It is all the time enjoyable to do that the day after earnings. I feel we did this Q1 final yr at the moment. So what a date to kind of be again with you all…

Brent Thill

I feel the inventory was down 15, we’re down 5, so not less than it is getting higher. And subsequent yr, we’ll be flat to perhaps up. So there’s room from right here. There’s room from right here. Possibly we simply begin on the quarter. And I feel CRPO was sturdy, it was forward of the Road. You raised steering, albeit loads of it was on FX. However I feel — I imply, there have been loads of good issues to take, and I feel there have been loads of questions on gross sales, service and commerce all decelerating at a reasonably fast price. And so I feel that is brought on loads of this concern right now. And you’ll take — you may discuss in regards to the positives and the suppose the considerations which might be on traders’ minds within the room right here.



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