This brief reports what Salesforce's 10-Q, filed 2025-12-04, 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 October 31, 2025 |
| Current remaining performance obligation growth rate | one percent | October 31, 2025 |
| Company’s common stock under the Share Repurchase Program | $21.9 billion | October 31, 2025 |
| Additional shares repurchased under the Share Repurchase Program | $1.2 billion | November 28, 2025 |
| Future cash payments related to our restructuring initiatives | $160 million to $180 million | October 31, 2025 |
| Acquisition of Informatica | $9.6 billion | November 2025 |
| Cash portion of the Informatica acquisition | $9.5 billion | November 2025 |
| Restructuring initiatives | $160 million to $180 million | October 31, 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 October 31, 2025 was positively impacted by approximately one percent due to fluctuations in foreign currencies compared to the three months ended October 31, 2024.
In addition, fluctuations in foreign currencies positively impacted our current remaining performance obligation growth rate as of October 31, 2025 by approximately one percent compared to what we would have reported as of October 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
As of October 31, 2025, we were authorized to purchase a remaining $21.9 billion of the Company’s common stock under the Share Repurchase Program.
Subsequent to October 31, 2025, we have incurred approximately $1.2 billion through November 28, 2025 for additional shares repurchased under the Share Repurchase Program.
As of October 31, 2025, there were no significant changes to our estimates of future payments under our fixed contractual obligations and commitments as presented in “Management’s Discussion and Analysis of Financial Condition and Results of Operations” included in Item 7 of Part II of our Annual Report on Form 10-K for the fiscal year ended January 31, 2025.
As of October 31, 2025, we expect approximately $160 million to $180 million in future cash payments related to our restructuring initiatives, primarily related to workforce costs, such as severance payments.
In November 2025, we acquired all outstanding stock of Informatica, an AI-powered enterprise cloud data management platform for approximately $9.6 billion, comprised primarily of $9.5 billion in cash.
In November 2025, we acquired all outstanding stock of Informatica, an AI-powered enterprise cloud data management platform for approximately $9.6 billion, comprised primarily of $9.5 billion in cash.
cost action / restructuring / headcount
As of October 31, 2025, we expect approximately $160 million to $180 million in future cash payments related to our restructuring initiatives, primarily related to workforce costs, such as severance payments.
Verification ledger
- 15 statements proposed by the extractor
- 9 verified verbatim against the fetched filing (60%)
- 6 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.