Salesforce: Steady Revenue Generation at Large Scale
Salesforce (CRM -0.84%) primarily generates revenue by providing cloud-based customer relationship management (CRM) platforms and enterprise software to global businesses.
During the most recent quarter, it finalized its strategic acquisition of customer agent platform Fin to actively integrate specialized technical teams to capitalize on the artificial intelligence boom.
It simultaneously navigated a widespread global service disruption that temporarily impacted user logins, application programming interfaces, and daily operational workflows across multiple international regions.
CrowdStrike: Delivering Faster Revenue Expansion
CrowdStrike (CRWD +1.48%) primarily generates revenue through subscription sales of its cloud-native cybersecurity platforms and endpoint protection modules to enterprises.
It recently appointed a new Chief Product Officer to oversee ongoing platform development initiatives, while it concurrently expanded a major strategic partnership with Schwarz Digits to offer localized sovereign cloud security capabilities specifically tailored for large European enterprise clients.
Why Revenue Matters for Investors
Revenue represents the total incoming operating funds generated before any business expenses are officially deducted. This metric helps investors measure a company’s overall size, market footprint, and long-term trajectory.
Quarterly Revenue for Salesforce and CrowdStrike
| Calendar quarter | Salesforce Revenue | CrowdStrike Revenue |
|---|---|---|
| Q3 2024 | $9.4 billion (quarter ended Oct. 31, 2024) | $1.0 billion (quarter ended Oct. 31, 2024) |
| Q4 2024 | $10.0 billion (quarter ended Jan. 31, 2025) | $1.1 billion (quarter ended Jan. 31, 2025) |
| Q1 2025 | $9.8 billion (quarter ended April 30, 2025) | $1.1 billion (quarter ended April 30, 2025) |
| Q2 2025 | $10.2 billion (quarter ended July 31, 2025) | $1.2 billion (quarter ended July 31, 2025) |
| Q3 2025 | $10.3 billion (quarter ended Oct. 31, 2025) | $1.2 billion (quarter ended Oct. 31, 2025) |
| Q4 2025 | $11.2 billion (quarter ended Jan. 31, 2026) | $1.3 billion (quarter ended Jan. 31, 2026) |
| Q1 2026 | $11.1 billion (quarter ended April 30, 2026) | $1.4 billion (quarter ended April 30, 2026) |
| Q2 2026 | $11.3 billion (quarter ended July 31, 2026) | $1.5 billion (quarter ended July 31, 2026) |
Data source: Financial Modeling Prep. Data as of Sept. 25, 2026.
Foolish Take
Both Salesforce and CrowdStrike are leaders in their respective industries, delivering popular software platforms for enterprise customers. The former’s revenue is far larger than the latter’s, illustrating the substantial market size for CRM and related services.
That said, CrowdStrike is enjoying quarter-over-quarter sales growth, which is much faster than the year-over-year increases typically seen with successful companies. This speaks to the strong demand it’s seeing as a result of AI’s arrival.
Artificial intelligence is able to hack into an organization with unprecedented speed and skill. This has created a tailwind for CrowdStrike’s business, as the need for cybersecurity resilient to AI attacks has risen in importance. In a sign of the strong demand the company is seeing, the $1.5 billion in revenue in its fiscal Q2, ended July 31, represented outstanding 26% year-over-year growth.
That’s not to say Salesforce’s business is not doing well, since it continues to enjoy consistent year-over-year sales increases. The revenue of $11.3 billion in its fiscal Q2 was an 11% jump over the prior year. Still, that pales in comparison to CrowdStrike’s rapid revenue acceleration.
Robert Izquierdo has positions in CrowdStrike and Salesforce. The Motley Fool has positions in and recommends CrowdStrike and Salesforce. The Motley Fool has a disclosure policy.
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