Salesforce (NYSE:CRM) Releases FY 2027 Earnings Guidance

Salesforce (NYSE:CRM) issued an update on its FY 2027 earnings guidance on Wednesday morning. The company provided EPS guidance of 13.110-13.190 for the period, compared to the consensus EPS estimate of 11.760. The company issued revenue guidance of $45.8 billion-$46.2 billion, compared to the consensus revenue estimate of $46.0 billion. Salesforce also updated its FY 2030 guidance to EPS.

Salesforce Stock Performance

CRM stock traded up $6.77 on Wednesday, reaching $192.19. The company’s stock had a trading volume of 21,336,976 shares, compared to its average volume of 12,133,844. Salesforce has a 52 week low of $174.57 and a 52 week high of $313.70. The company has a debt-to-equity ratio of 0.14, a current ratio of 0.98 and a quick ratio of 0.98. The company has a market capitalization of $180.08 billion, a P/E ratio of 25.66, a price-to-earnings-growth ratio of 1.22 and a beta of 1.27. The firm has a fifty day moving average of $227.77 and a two-hundred day moving average of $239.19.

Salesforce (NYSE:CRM) last released its quarterly earnings results on Wednesday, December 3rd. The CRM provider reported $3.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.86 by $0.39. The company had revenue of $10.26 billion during the quarter, compared to analysts’ expectations of $10.27 billion. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.41 earnings per share. Salesforce has set its Q4 2026 guidance at 3.020-3.040 EPS. As a group, analysts predict that Salesforce will post 7.46 EPS for the current fiscal year.

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 given a dividend of $0.416 per share. This represents a $1.66 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date was Thursday, December 18th. Salesforce’s payout ratio is 22.16%.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on CRM shares. Jefferies Financial Group lowered their price objective on shares of Salesforce from $375.00 to $250.00 and set a “buy” rating on the stock in a research note on Monday. Bank of America lowered their price target on Salesforce from $325.00 to $305.00 and set a “buy” rating on the stock in a research report on Monday, November 17th. Citizens Jmp reissued a “market outperform” rating and issued a $430.00 price objective on shares of Salesforce in a research note on Tuesday, December 2nd. BTIG Research decreased their target price on Salesforce from $335.00 to $260.00 and set a “buy” rating for the company in a research note on Wednesday, February 18th. Finally, DA Davidson lifted their target price on Salesforce from $225.00 to $235.00 and gave the stock a “neutral” rating in a report on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $301.56.

Insider Buying and Selling

In other news, Director David Blair Kirk bought 1,936 shares of the company’s stock in a transaction dated Wednesday, December 17th. The shares were acquired at an average cost of $258.64 per share, with a total value of $500,727.04. Following the completion of the transaction, the director directly owned 10,677 shares in the company, valued at approximately $2,761,499.28. The trade was a 22.15% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Neelie Kroes sold 3,893 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $238.70, for a total transaction of $929,259.10. Following the completion of the sale, the director owned 7,299 shares of the company’s stock, valued at approximately $1,742,271.30. This trade represents a 34.78% decrease in their position. The SEC filing for this sale provides additional information. 3.00% of the stock is owned by corporate insiders.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Raised near‑term guidance — Salesforce updated Q1 FY2027 EPS guidance to $3.110–$3.130 (well above the Street) and also lifted FY2027 EPS guidance to $13.110–$13.190, signaling stronger profitability expectations that should support future earnings revisions.
• Positive Sentiment: Q4 beat on adjusted EPS and solid margins — The company reported an adjusted Q4 EPS beat and described a record quarter, which supports the view that operating leverage and AI monetization (Agentforce) can drive margin expansion. Salesforce tops Q4 estimates but softer revenue guidance pressures shares
• Positive Sentiment: Large buyback announced — Management committed to a major share repurchase program, which is typically supportive for EPS per share and shareholder returns. Salesforce commits $50 billion for new buybacks as revenue guidance falls short
• Neutral Sentiment: Quarterly revenue roughly in line but mixed reads — Q4 revenue was about $11.2B (mid‑$11B range); some outlets call it slightly below some consensus figures while others say it was roughly in line — the revenue trend is steady but not accelerating. Press Release / Slide Deck
• Neutral Sentiment: Ongoing AI strategy and partnerships — Salesforce is expanding Agentforce and AI integrations (acquisitions and partnerships) that could boost long‑term monetization, but investors remain watchful for concrete revenue contribution timelines. Salesforce AI deals test investor patience
• Negative Sentiment: After‑hours sell‑off on guidance/revenue concerns — Despite the EPS beat and stronger EPS guidance, the market focused on the full‑year revenue outlook and AI disruption risk, sending shares lower after the print. Salesforce stock falls on Q4 2026 Earnings
• Negative Sentiment: Analyst reactions and downgrades added pressure — Some analysts cut targets or expressed caution (and the stock hit a new 52‑week low in recent sessions), amplifying downside moves despite selective bullish calls from other shops. Salesforce Shares Down Following Analyst Downgrade
• Negative Sentiment: High insider selling flagged by data providers — Reports of large insider sales drew attention and can weigh on sentiment even when fundamentals look mixed. Insider trading and institutional moves

Institutional Investors Weigh In On Salesforce

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Compound Planning Inc. boosted its stake in shares of Salesforce by 0.8% during the 4th quarter. Compound Planning Inc. now owns 17,781 shares of the CRM provider’s stock valued at $4,710,000 after buying an additional 135 shares during the period. Birchwood Financial Partners Inc. purchased a new stake in shares of Salesforce during the fourth quarter worth $28,000. Corient Private Wealth LLC raised its holdings in shares of Salesforce by 84.9% during the fourth quarter. Corient Private Wealth LLC now owns 773,553 shares of the CRM provider’s stock worth $204,922,000 after acquiring an additional 355,108 shares in the last quarter. Strive Financial Group LLC acquired a new stake in Salesforce during the fourth quarter valued at $158,000. Finally, Blue Sparrow LLC DE purchased a new stake in shares of Salesforce during the 4th quarter worth about $18,862,000. Hedge funds and other institutional investors own 80.43% of the company’s stock.

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.