セールスフォースの四半期報告

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2023-11-01

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2026-01-01

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 10-Q

(Mark One)


☒			1934年米国証券取引所法（securities exchange act of 1934）第13条または第15条(d)に基づく四半期報告書

2023年10月31日に終了した四半期について


☐			1934年米国証券取引所法（securities exchange act of 1934）第13条または第15条（d）に基づく移行報告書

からの移行期間については、.

Commission File Number: 001-32224

Salesforce, Inc.

(チャーターで指定された登録者の正確な名前)


デラウェア			94-3320693
(法人または組織の州またはその他の管轄区域)			(IRS EmployerIdentification No.)

Salesforce Tower

415 ミッションストリート3階

San Francisco, California 94105

(主要経営陣の住所)

Telephone Number: (415) 901-7000

(登録者の電話番号（市外局番を含む)


法第12条(b)項に基づいて登録された証券
Title of each class	Trading Symbol(s)	登録されている各取引所の名称
普通株式、額面は1株あたり0.001ドル	CRM	New York Stock Exchange

登録者が (1) 1934年証券取引所法（「取引所法」）第13条または第15条(d)により提出が義務付けられているすべての報告書を過去12カ月間（または登録者がかかる報告書の提出を義務付けられていたより短い期間）提出したかどうか、および (2) 過去90日間かかる提出義務の対象であったかどうかをチェックマークで示す。はい × いいえ

登録者が、過去12カ月間（または登録者がそのようなファイルを提出する必要があったより短い期間）に、レギュレーションS-Tの規則405（本章の§232.405）に従って提出が義務付けられているすべてのインタラクティブ・データ・ファイルを電子的に提出したかどうかをチェックマークで示す。はい x いいえ

登録者が大規模加速ファイラー、加速ファイラー、非加速ファイラー、小規模報告企業、または新興成長企業のいずれであるかをチェックマークで示す。取引所法の規則12b-2における「大規模加速度フィラー」、「加速度フィラー」、「小規模報告企業」および「新興成長企業」の定義を参照のこと。


Large accelerated filer	☒	Accelerated filer	☐

Non-accelerated filer	☐	Smaller reporting company	☐

		Emerging growth company	☐

新興成長企業の場合、登録者が、取引所法第13条(a)に従って提供される新規または改訂された財務会計基準に準拠するための移行期間の延長を利用しないことを選択した場合は、チェックマークで示す。¨

登録者がシェル会社（取引所法の規則12b-2に定義されている）であるかどうかをチェックマークで示す。はい ☐ いいえ x

2023年11月27日現在、登録者の普通株式の発行済み株式数は約9億6,800万株である。


		Page No.
	パート I. 財務情報

Item 1.	財務諸表：

	2023年10月31日および2023年1月31日現在の要約連結貸借対照表	3

	2023年および2022年10月31日に終了した3ヵ月間および9ヵ月間の要約連結損益計算書	4

	2023年および2022年10月31日に終了した9ヵ月間における要約連結包括利益（損失）計算書	5

	2023年および2022年10月31日に終了した3ヶ月間および9ヶ月間の要約連結株主資本計算書	6

	2023年および2022年10月31日に終了した3ヵ月間および9ヵ月間の要約連結キャッシュ・フロー計算書	7

	要約連結財務諸表注記	9

Item 2.	財政状態および経営成績に関する経営陣の検討および分析	28

Item 3.	市場リスクに関する定量的・定性的開示	41

Item 4.	管理と手続き	44

	パート II.その他の情報

Item 1.	法的手続き	45

Item 1A.	リスク要因	45

Item 2.	登録されていない持分証券の売却および売却代金の使用	68

Item 3.	シニア証券のデフォルト	68

Item 4.	鉱山安全情報開示	68

Item 5.	その他の情報	68

Item 6.	展示品	68

	署名	70


	October 31, 2023		January 31, 2023

資産	(未監査)
流動資産:
現金および現金同等物	$	6,453	$	7,016
市場性のある有価証券	5,410		5,492
売掛金（純額）	4,850		10,755
収益契約を獲得するために資産計上した費用（純額	1,757		1,776
前払費用およびその他の流動資産	1,732		1,356
流動資産合計	20,202		26,395
有形固定資産(純額)	3,807		3,702
オペレーティング・リース使用権資産（純額	2,518		2,890
収益契約を獲得するために資産化された非固定費（純額）。	2,194		2,697

Strategic investments	4,774		4,672
営業権	48,614		48,568
企業結合により取得した無形固定資産（純額	5,737		7,125
繰延税金資産およびその他の資産（純額	3,176		2,800
資産合計	$	91,022	$	98,849
Liabilities and stockholders’ equity
現在の負債:
買掛金、未払費用およびその他の負債	$	5,308	$	6,743
Operating lease liabilities, current	523		590
前受収益	12,564		17,376

Debt, current	999		1,182
流動負債合計	19,394		25,891
Noncurrent debt	8,426		9,419
Noncurrent operating lease liabilities	2,764		2,897
Other noncurrent liabilities	2,348		2,283
負債合計	32,932		40,490

株主資本の部:


普通株式	1		1
Treasury stock, at cost	(10,004)		(4,000)
資本準備金	58,149		55,047
その他の包括損失累計額	(331)		(274)
利益剰余金	10,275		7,585
株主資本合計	58,090		58,359
負債および株主資本合計	$	91,022	$	98,849


3	10月31日に終了した3ヵ月間,				10月31日までの9ヶ月間,
	2023		2022		2023		2022
売上高:
Subscription and support	$	8,141	$	7,233	$	23,789	$	21,232
プロフェッショナル・サービスおよびその他	579		604		1,781		1,736
収益合計	8,720		7,837		25,570		22,968
Cost of revenues (1)(2):
Subscription and support	1,571		1,451		4,596		4,381
プロフェッショナル・サービスおよびその他	584		637		1,797		1,879
Total cost of revenues	2,155		2,088		6,393		6,260
売上総利益	6,565		5,749		19,177		16,708
Operating expenses (1)(2):
研究開発費	1,204		1,280		3,631		3,927
Marketing and sales	3,173		3,345		9,440		10,141
一般管理費	632		664		1,902		1,967
構造改革	55		0		815		0

営業費用合計	5,064		5,289		15,788		16,035
営業活動による収入	1,501		460		3,389		673


戦略的投資に関する利益（損失）-純額	(72)		23		(242)		75
Other income (expense)	58		(8)		158		(121)
税金等調整前利益	1,487		475		3,305		627
法人税等の支払額	(263)		(265)		(615)		(321)
純利益	$	1,224	$	210	$	2,690	$	306

基本的1株当たり当期純利益	$	1.26	$	0.21	$	2.76	$	0.31
希薄化後1株当たり当期純利益	$	1.25	$	0.21	$	2.73	$	0.31
基本的1株当たり当期純利益の計算に用いられた株式数	972		997		976		995
希薄化後1株当たり当期純利益の計算に用いられた株式数	981		1,000		985		1,001













	2023年10月31日に終了した3ヵ月間および9ヵ月間
	普通株式			自己株式			AdditionalPaid-inCapital		その他の包括損失累計額		利益剰余金		TotalStockholders’Equity
	Shares	Amount		Shares	Amount
2023年1月31日時点の残高	1,009	$	1	(28)	$	(4,000)	$	55,047	$	(274)	$	7,585	$	58,359
Common stock issued	7	0		0	0		283		0		0		283
普通株式の買戻し	0	0		(11)	(2,144)		0		0		0		(2,144)
株式ベース報酬費用	0	0		0	0		696		0		0		696
その他の包括利益（税引後	0	0		0	0		0		19		0		19
純利益	0	0		0	0		0		0		199		199
2023年4月30日時点の残高	1,016	1		(39)	(6,144)		56,026		(255)		7,784		57,412
Common stock issued	7	0		0	0		595		0		0		595
普通株式の買戻し	0	0		(9)	(1,913)		0		0		0		(1,913)
株式ベース報酬費用	0	0		0	0		724		0		0		724
その他の包括的損失（税引後	0	0		0	0		0		(3)		0		(3)
純利益	0	0		0	0		0		0		1,267		1,267
2023年7月31日残高	1,023	1		(48)	(8,057)		57,345		(258)		9,051		58,082
Common stock issued	3	0		0	0		111		0		0		111
普通株式の買戻し	0	0		(9)	(1,947)		0		0		0		(1,947)
株式ベース報酬費用	0	0		0	0		693		0		0		693
その他の包括的損失（税引後	0	0		0	0		0		(73)		0		(73)
純利益	0	0		0	0		0		0		1,224		1,224
2023年10月31日残高	1,026	$	1	(57)	$	(10,004)	$	58,149	$	(331)	$	10,275	$	58,090


	2022年10月31日に終了した3ヵ月間及び9ヵ月間。
	普通株式			自己株式			AdditionalPaid-inCapital		その他の包括損失累計額		利益剰余金		TotalStockholders’Equity
	Shares	Amount		Shares	Amount
2022年1月31日時点の残高	989	$	1	0	$	0	$	50,919	$	(166)	$	7,377	$	58,131
Common stock issued	5	0		0	0		85		0		0		85
株式ベース報酬費用	0	0		0	0		776		0		0		776
その他の包括的損失（税引後	0	0		0	0		0		(144)		0		(144)
純利益	0	0		0	0		0		0		28		28
2022年4月30日時点の残高	994	1		0	0		51,780		(310)		7,405		58,876
Common stock issued	5	0		0	0		348		0		0		348
株式ベース報酬費用	0	0		0	0		851		0		0		851
その他の包括的損失（税引後	0	0		0	0		0		(45)		0		(45)
純利益	0	0		0	0		0		0		68		68
2022年7月31日時点の残高	999	1		0	0		52,979		(355)		7,473		60,098
Common stock issued	3	0		0	0		69		0		0		69
普通株式の買戻し	0	0		(11)	(1,743)		0		0		0		(1,743)
株式ベース報酬費用	0	0		0	0		843		0		0		843
その他の包括的損失（税引後	0	0		0	0		0		(126)		0		(126)
純利益	0	0		0	0		0		0		210		210
2022年10月31日時点の残高	1,002	$	1	(11)	$	(1,743)	$	53,891	$	(481)	$	7,683	$	59,351


3	10月31日に終了した3ヵ月間,				10月31日までの9ヶ月間,
	2023		2022		2023		2022
純利益	$	1,224	$	210	$	2,690	$	306
その他の包括損失-再分類調整後:
外貨換算およびその他の損失	(65)		(66)		(54)		(175)
市場性のある有価証券および非公開の負債証券の未実現利益（損失）です。	(9)		(77)		2		(179)
その他の包括損失（税引前	(74)		(143)		(52)		(354)
税効果	1		17		(5)		39
Other comprehensive loss, net	(73)		(126)		(57)		(315)
Comprehensive income (loss)	$	1,151	$	84	$	2,633	$	(9)