Salesforce vs. Microsoft: What Quarterly Revenue Trends Reveal

Robert Izquierdo, The Motley Fool

Thu, May 21, 2026 astatine 9:17 AM CDT 4 min read

Salesforce: Steady Revenue Trajectory

Salesforce (NYSE:CRM) chiefly provides lawsuit narration absorption bundle and endeavor unreality applications that assistance businesses negociate operations globally.

While reducing its workforce and reorganizing its enactment squad to consolidate its endeavor exertion divisions, it reported an astir 17% nett income borderline for the 4th ended Jan. 31, 2026.

Microsoft: Scaling Enterprise Operations

Microsoft (NASDAQ:MSFT) develops and licenses operating systems, unreality computing platforms, and productivity bundle portion besides manufacturing idiosyncratic computing devices.

It initiated a voluntary status programme for home employees and unsealed a suit against a malware-signing service. The institution generated an astir 38% nett income borderline for the 4th ended March 31, 2026.

Why Revenue Matters for Retail Investors

Tracking gross helps investors recognize the full magnitude of wealth a concern brings successful earlier expenses are deducted. This metric enables investors to gauge earthy concern standard and growth.

Image source: The Motley Fool.

Quarterly Revenue for Salesforce and Microsoft

Data source: Company filings. Data arsenic of May 19, 2026.

Foolish Take

While Microsoft’s gross towers implicit Salesforce, some are experiencing income growth, indicating their businesses proceed to expand. This is peculiarly important successful Salesforce’s case. The emergence of artificial quality has led to concerns the exertion could instrumentality customers distant from Salesforce, but its rising gross indicates that’s not the case.

In its 2026 fiscal twelvemonth ended Jan. 31, Salesforce’s gross jumped up 10% twelvemonth implicit twelvemonth to $41.5 billion. It anticipates ongoing growth, forecasting fiscal 2027’s income to travel successful betwixt $45.8 cardinal and $46.2 billion. This illustrates it’s doing well, and that AI is not hurting its business.