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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Salesforce
Salesforce (CRM) investor relations material
Salesforce 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary13 Jan, 2026
Industry transformation and strategic focus
Emphasized a shift from generic CRM to deep industry-specific solutions, especially in health, life sciences, and financial services, with a $4.7B ARR in healthcare and life sciences and aggressive growth targets for FY26 and FY30.
Highlighted a commitment to trusted, auditable, and safe AI, aiming to transform entire industry workflows and supply chains, not just individual applications.
Six of the top 10 pharmaceutical companies are key partners, shaping product roadmaps and accelerating innovation.
Focused on societal impact, aiming to improve healthcare delivery, reduce administrative burden, and unify teams through agentic AI.
Stressed the need for industry input to prioritize development and maintain a rapid, customer-driven innovation cycle.
Technology platform and agentic AI
Out-of-the-box agentic capabilities, data integration, and workflow tools are available and rapidly expanding, with over 200+ agents and actions per industry.
The unified platform includes a data layer (Informatica, Data Cloud 360, MuleSoft), application layer, agentic layer, and experience layer, supporting multi-brand agent orchestration.
Hero agents orchestrate other agents and integrate with human workflows, ensuring compliance, auditability, and regulatory alignment.
Recent acquisitions (Informatica, Tableau, Spindle, Apromore, Regrello) enhance data management, analytics, workflow automation, and agent testing.
The platform is positioned as the center of an agentic future, enabling faster, safer, and more impactful adoption of AI across the industry.
Customer impact and global reach
Major customers like Fresenius, AstraZeneca, and CVS Health are leveraging the platform to unify operations, transform engagement, and manage complex data ecosystems.
Solutions address labor shortages, brittle legacy technology, and fragmented data, aiming to radically simplify treatment and accelerate clinical innovation.
The platform supports global regulatory requirements, with a canonical data layer and data partnership program to handle diverse data sets and privacy rules.
Market leadership in patient support programs, with 85-90% of global programs running on the platform, and integration across health and life sciences for end-to-end patient journeys.
Emphasis on configuration over customization, enabling flexibility and speed while maintaining out-of-the-box value.
What specific ROI are early agentic AI adopters seeing?
Detail Salesforce's unique agent orchestration strategy
How does Salesforce overcome HLS structural barriers?
Partial view of Summaries dataset, powered by Quartr API
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Next Salesforce earnings date
Q4 202625 Feb, 2026
Salesforce
Next Salesforce earnings date
Q4 202625 Feb, 2026
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Frequently asked questions
One of the leaders in the CRM space
Salesforce is a leading customer relationship management (CRM) platform that offers a wide range of cloud-based software solutions to businesses of all sizes. Founded in 1999 and headquartered in San Francisco, Salesforce has become renowned for its customer-centric approach and innovative technology. The company's flagship product, Salesforce CRM, enables organizations to manage and streamline their sales, marketing, customer service, and other business processes on a single, integrated platform. Other notable providers of CRM-solutions include Oracle, HubSpot, and Pegasystems.
The platform
Salesforce offers a comprehensive suite of cloud-based software solutions designed to empower businesses with effective CRM capabilities. At the core of Salesforce's product portfolio is its CRM service, which enables businesses to manage and analyze customer interactions, sales, marketing campaigns, and customer service on a single unified platform. This allows organizations to gain a holistic view of their customers, enhance engagement, and drive meaningful relationships.
Salesforce CRM provides robust tools for lead and opportunity management, contact and account management, sales forecasting, and pipeline tracking. It facilitates seamless collaboration among sales teams, allowing them to share insights, automate workflows, and streamline sales processes. Additionally, Salesforce offers marketing automation tools that enable businesses to create and manage marketing campaigns, track customer engagement, and generate valuable insights to optimize marketing strategies.
Helping businesses drive growth
Salesforce has expanded its offerings through acquisitions and internal development to include additional solutions such as marketing automation, e-commerce, analytics, and artificial intelligence. With a focus on cloud computing, flexibility, and scalability, Salesforce has established itself as a key player in the CRM market, helping businesses drive growth, improve customer relationships, and enhance overall operational efficiency.
By leveraging Salesforce's suite of products, customers can benefit from improved customer engagement, increased sales productivity, streamlined marketing efforts, and enhanced customer service. The scalability, flexibility, and cloud-based nature of Salesforce's solutions make it a powerful tool for businesses of all sizes and industries, enabling them to drive growth and ensure customer satisfaction.
A customizable platform
Salesforce and their services offer a wide range of specialized solutions and add-ons, including Service Cloud for customer service management, Commerce Cloud for e-commerce capabilities, and Einstein AI for leveraging artificial intelligence and machine learning. These offerings provide businesses with the ability to personalize customer experiences, gain actionable insights from data, automate repetitive tasks, and drive operational efficiency.
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