)
Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Salesforce
Salesforce (CRM) investor relations material
Salesforce Status update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status update summary27 Feb, 2026
Agentic enterprise architecture and innovation
Four-system architecture (engagement, agency, work, context) underpins the agentic enterprise approach, enabling humans and AI agents to drive productivity, revenue, and efficiency together.
Most enterprise AI pilots fail due to lack of business context and non-deterministic LLMs; a unified stack is needed to bridge intelligence and business outcomes.
Data 360 provides foundational context by integrating structured and unstructured data, supporting memory, data quality, and seamless workflow integration.
Agentforce enables autonomous agents for both employee and customer use cases, with rapid growth to 23,000 customers and $800M run rate.
Introduction of Agentic Work Units (AWUs) as a new metric to measure real work done by agents, moving beyond token-based metrics.
Monetization strategy and growth outlook
Three monetization models: license uplift for premium employee experiences, consumption-based for autonomous agents, and enterprise-level agreements bundling multiple products.
Significant ARR growth driven by both license and consumption models, with bundled SKUs and premium seats increasing ARPU and customer value.
Customers adopting agentic capabilities often see 2-4x spend expansion, with seven of the top ten deals reflecting this motion.
Agentforce penetration has rapidly increased, with a focus on transforming customers into agentic enterprises across all business functions.
Product integration and competitive positioning
Agentforce, Data Cloud, Tableau, MuleSoft, and Slack are deeply integrated, enabling cross-sell and upsell opportunities and supporting a unified agentic stack.
Openness and extensibility are prioritized, with open APIs and support for third-party agents, ensuring seamless context and governance across multi-agent systems.
Competitive differentiation is maintained by combining business context, workflows, and deterministic control, which are difficult to replicate with raw LLMs or external orchestration alone.
Tableau is positioned as the premier analytics solution within the agentic stack, focusing on precise, context-driven analytics and conversational experiences.
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Salesforce earnings date
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar, 2026
Salesforce
Next Salesforce earnings date
Morgan Stanley Technology, Media & Telecom Conference 20263 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
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.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage