This brief reports what Salesforce's 10-Q, filed 2025-09-04, states, and nothing else. Every item below is a sentence the filing contains, quoted exactly and verified character-for-character against the document fetched from EDGAR. No inference is drawn and no claim is made about what any figure means.
The figures
| Metric | Value | Period |
|---|---|---|
| Total revenue | one percent | the three months ended July 31, 2025 |
| Current remaining performance obligation growth rate | one percent | July 31, 2025 |
| Restructuring initiatives | $4 million | three months ended July 31, 2025 |
| Restructuring initiatives | $40 million | six months ended July 31, 2025 |
| Restructuring | $99 million | 2024 |
| Restructuring | $107 million | 2024 |
| Restructuring | $4 million | 2025 |
| Restructuring | $40 million | 2025 |
Every figure above is quoted from the filing; the sentence it was read from appears under its beat below.
The evidence, by beat
ARR / NRR / NDR growth or dilution
Total revenue during the three months ended July 31, 2025 was positively impacted by approximately one percent due to fluctuations in foreign currencies compared to the three months ended July 31, 2024.
In addition, fluctuations in foreign currencies positively impacted our current remaining performance obligation growth rate as of July 31, 2025 by approximately one percent compared to what we would have reported as of July 31, 2024 using constant currency rates.
seat vs consumption / usage-based pricing mix shift
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
competitive displacement / win-loss / platform consolidation
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
AI product monetisation / attach
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
guidance raised/cut, outlook change
The filing names this beat, but no statement in it verified as a verbatim quote, so none is reported here.
cost action / restructuring / headcount
In the three and six months ended July 31, 2025, approximately $4 million and $40 million, respectively, of costs were incurred related to our restructuring initiatives, which were primarily related to employee transitions, severance payments and employee benefits.
In the three and six months ended July 31, 2025, approximately $4 million and $40 million, respectively, of costs were incurred related to our restructuring initiatives, which were primarily related to employee transitions, severance payments and employee benefits.
Restructuring4 0 99 1 (95)
Restructuring40 0 107 1 (67)
Restructuring4 0 99 1 (95)
Restructuring40 0 107 1 (67)
Verification ledger
- 8 statements proposed by the extractor
- 8 verified verbatim against the fetched filing (100%)
- 0 discarded — not quotable character-for-character
The verbatim check contains no model: the extractor proposes a statement, and a deterministic substring match against the fetched text decides whether it is admissible. A proposal that does not verify is dropped.
This brief publishes no inference and no synthesis. The publication's inference layer must clear a measured second-lab confirmation threshold before it may appear; it has not, so it is absent by rule rather than by omission.