Salesforce (CRM) to Release Quarterly Earnings on Wednesday

Salesforce (NYSE:CRM) is expected to be posting its Q4 2026 results after the market closes on Wednesday, February 25th. Analysts expect the company to announce earnings of $3.05 per share and revenue of $11.1821 billion for the quarter. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. Investors may visit the the company’s upcoming Q4 2026 earning results page for the latest details on the call scheduled for Wednesday, February 25, 2026 at 5:00 PM ET.

Salesforce (NYSE:CRM) last posted its quarterly earnings data on Wednesday, December 3rd. The CRM provider reported $3.25 EPS for the quarter, topping analysts’ consensus estimates of $2.86 by $0.39. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company had revenue of $10.26 billion for the quarter, compared to the consensus estimate of $10.27 billion. During the same quarter in the previous year, the business earned $2.41 EPS. The company’s quarterly revenue was up 9.1% compared to the same quarter last year. On average, analysts expect Salesforce to post $7 EPS for the current fiscal year and $8 EPS for the next fiscal year.

Salesforce Trading Down 2.9%

Shares of CRM stock opened at $184.21 on Wednesday. The stock has a 50-day simple moving average of $235.29 and a 200 day simple moving average of $241.35. The stock has a market capitalization of $172.60 billion, a P/E ratio of 24.59, a P/E/G ratio of 1.29 and a beta of 1.27. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. Salesforce has a fifty-two week low of $180.24 and a fifty-two week high of $329.74.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 8th. Shareholders of record on Thursday, December 18th were issued a $0.416 dividend. The ex-dividend date of this dividend was Thursday, December 18th. This represents a $1.66 annualized dividend and a dividend yield of 0.9%. Salesforce’s dividend payout ratio is currently 22.16%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. DA Davidson boosted their target price on Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. BTIG Research initiated coverage on Salesforce in a report on Tuesday, December 16th. They set a “buy” rating and a $335.00 price objective on the stock. Piper Sandler decreased their target price on shares of Salesforce from $315.00 to $280.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Needham & Company LLC restated a “buy” rating and set a $400.00 price target on shares of Salesforce in a report on Thursday, December 4th. Finally, Cantor Fitzgerald restated an “overweight” rating on shares of Salesforce in a research report on Thursday, December 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Salesforce has a consensus rating of “Moderate Buy” and an average target price of $316.58.

Insider Activity at Salesforce

In other news, Director G Mason Morfit bought 96,000 shares of the stock in a transaction on Friday, December 5th. The shares were purchased at an average price of $260.58 per share, for a total transaction of $25,015,680.00. Following the completion of the purchase, the director directly owned 2,994,509 shares of the company’s stock, valued at $780,309,155.22. This trade represents a 3.31% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Parker Harris sold 134,662 shares of the firm’s stock in a transaction dated Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total value of $31,605,171.40. Following the sale, the insider directly owned 139,767 shares of the company’s stock, valued at $32,803,314.90. This trade represents a 49.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.00% of the stock is owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Caisse de depot et placement du Quebec lifted its holdings in Salesforce by 4.5% in the 4th quarter. Caisse de depot et placement du Quebec now owns 1,207,553 shares of the CRM provider’s stock worth $319,893,000 after purchasing an additional 52,517 shares during the last quarter. Schonfeld Strategic Advisors LLC grew its holdings in Salesforce by 235.7% during the fourth quarter. Schonfeld Strategic Advisors LLC now owns 150,646 shares of the CRM provider’s stock valued at $39,908,000 after purchasing an additional 105,771 shares during the last quarter. Integrated Advisors Network LLC raised its position in shares of Salesforce by 9.2% in the fourth quarter. Integrated Advisors Network LLC now owns 11,455 shares of the CRM provider’s stock valued at $3,035,000 after purchasing an additional 963 shares during the period. DV Equities LLC acquired a new stake in shares of Salesforce in the fourth quarter worth $405,000. Finally, AQR Capital Management LLC boosted its holdings in shares of Salesforce by 25.8% during the 4th quarter. AQR Capital Management LLC now owns 1,451,797 shares of the CRM provider’s stock worth $384,596,000 after buying an additional 298,148 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Trending Headlines about Salesforce

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Analysts and bulls argue the pullback is overdone; several write-ups highlight Salesforce’s AI investments (Agentforce/Data Cloud), improving margins and institutional accumulation as reasons the stock can rebound. Read More.
• Positive Sentiment: New commercial tie-ups expand AI/workforce use cases — Asymbl announced an expanded collaboration with Salesforce to advance workforce orchestration with AI, which supports enterprise adoption of Salesforce AI offerings. Read More.
• Positive Sentiment: Some analysts remain bullish despite cuts — Mizuho trimmed its price target but kept an “Outperform” stance, signaling conviction that upside remains after the pullback. This can limit further downside if upgrades/targets stabilize. Read More.
• Positive Sentiment: Company narrative: management pushing AI and big deals — Coverage noting Salesforce strengthening outlook with AI-led deals reinforces the view that fundamentals and deal flow are intact. Read More.
• Neutral Sentiment: Sector reset creates valuation opportunities — Industry pieces list Salesforce among software names that now look cheap, which may attract value-oriented buyers but also keeps the stock sensitive to macro/AI sentiment. Read More.
• Neutral Sentiment: Broader sector dynamics: ServiceNow insider buying is a signal that managements may view current prices as attractive; it’s a mixed-but-important signal for the whole SaaS cohort (including CRM). That could stabilize sentiment but is an indirect influence. Read More.
• Negative Sentiment: Near-term catalyst: weaker-than-expected revenue guidance and fears of slower enterprise spending have been cited as the primary trigger for recent selling pressure. Guidance/query risk remains the key downside catalyst ahead of reporting cycles. Read More.
• Negative Sentiment: Market reaction: headlines and momentum selling (Zacks coverage of the decline) are amplifying the move lower; analyst target cuts and sector panic can sustain volatility until clearer guidance or results arrive. Read More.

Salesforce Company Profile

Salesforce, founded in 1999 and headquartered in San Francisco, is a global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company popularized the software-as-a-service (SaaS) model for CRM and has built a broad portfolio of products designed to help organizations manage sales, service, marketing, commerce and analytics through a unified, cloud-first platform.

Core offerings include Sales Cloud for sales automation, Service Cloud for customer support, Marketing Cloud for digital marketing and engagement, and Commerce Cloud for e-commerce.