Marketing Cloud is a relatively new area for Salesforce. As Mr. Benioff said on the recent conference call, "we've acquired our way into marketing." ( Buddy Media was acquired for nearly $700 million and Radian6 for about $340 million ) Benioff indicates on the call that Marketing Cloud revenue is breaking past nine figures so let's assume Marketing Cloud revenue of $125 million in FY2014. The midpoint of guidance for total FY2014 revenue is $3.86 billion. Therefore, I estimate Marketing Cloud revenue at 3.24% of total FY2014 revenue. This business cannot make a meaningful impact on Salesforce's financials without a substantial increase in revenue -- assuming Salesforce can also make the business profitable (a big assumption since CRM's total GAAP earnings from 2004-2013 come to exactly $0.00 ( Morningstar )). Next up: Salesforce Platform. Benioff touts the tens of billions of transactions per day but does not provide details on profitability or competition.