Salesforce (CRM) Expected to Announce Earnings on Wednesday

Salesforce (NYSE:CRM) is projected to post its Q4 2026 results after the market closes on Wednesday, February 25th. Analysts expect Salesforce to post 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. Interested persons are encouraged to explore the company’s upcoming Q4 2026 earning overview page for the latest details on the call scheduled for Wednesday, February 25, 2026 at 5:00 PM ET.

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

Salesforce Stock Performance

Shares of Salesforce stock opened at $178.00 on Tuesday. 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 firm has a market cap of $166.79 billion, a price-to-earnings ratio of 23.76, a price-to-earnings-growth ratio of 1.26 and a beta of 1.27. Salesforce has a one year low of $174.57 and a one year high of $313.70. The stock’s 50-day moving average is $229.16 and its 200-day moving average is $239.57.

Salesforce Announces Dividend

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

Analysts Set New Price Targets

CRM has been the subject of several recent research reports. Needham & Company LLC restated a “buy” rating and set a $400.00 target price on shares of Salesforce in a report on Thursday, December 4th. BMO Capital Markets decreased their price objective on Salesforce from $275.00 to $235.00 and set an “outperform” rating for the company in a report on Friday. UBS Group dropped their target price on Salesforce from $260.00 to $200.00 and set a “neutral” rating on the stock in a report on Tuesday, February 17th. Robert W. Baird lowered their price target on Salesforce from $325.00 to $315.00 and set an “outperform” rating on the stock in a research report on Thursday, December 4th. Finally, Morgan Stanley lowered their target price on shares of Salesforce from $398.00 to $287.00 and set an “overweight” rating on the stock in a report on Monday. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have assigned a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $304.33.

Salesforce News Summary

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Salesforce agreed to acquire Momentum, a conversational‑insights and revenue‑orchestration platform — the deal is expected to extend Agentforce 360 and Slackbot capabilities to ingest and analyze third‑party unstructured voice data, strengthening Salesforce’s AI/contact‑center stack and product monetization potential. Salesforce Inc (CRM) Expands AI Capabilities With Momentum Acquisition
• Positive Sentiment: Analyst/industry coverage highlights a large “agentic AI” opportunity for Salesforce — pieces argue Agentforce and other AI initiatives could be a multi‑year revenue tailwind if execution and GTM scale succeed. This supports a longer‑term growth narrative even as near‑term metrics are watched closely. Salesforce: Capitalizing On The Massive Agentic AI Opportunity
• Neutral Sentiment: Options market activity shows elevated interest and provides a read on short‑term sentiment — Benzinga’s options deep dive notes concentrated positioning that can amplify moves into earnings, making volatility around the print more likely. Traders should watch skew and open interest for signals. Salesforce Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Pre‑earnings preview: Zacks notes AI/cloud demand could push Q4 revenue toward ~$11.2B and that prior cost cuts may boost EPS, but outcome hinges on product uptake and guidance for FY27 — results/guidance will likely drive the next leg of the move. Can AI and Cloud Strength Keep Salesforce’s Growth on Track in Q4?
• Negative Sentiment: Major broker price‑target cuts surfaced ahead of Q4 results, which has pressured sentiment — several firms trimmed targets, signaling lower near‑term expectations and increasing downside risk if guidance disappoints. Big Salesforce Price Target Cuts Ahead of Q4 Earnings
• Negative Sentiment: Coverage flags that Salesforce’s AI agent push plus related job cuts are reframing the investment story toward automation‑driven efficiency — investors may view workforce reductions and restructuring as a sign management is prioritizing margins, which can be read positively or negatively depending on growth outlook. Did Salesforce’s (CRM) AI Agent Push and Job Cuts Just Recast Its Automation-Driven Investment Narrative?
• Negative Sentiment: Insider selling was flagged in a broader report on executives exiting positions — while not definitive, increased insider sales can add to short‑term negative sentiment ahead of earnings. Sell… Sell… Sell… Another Eight Companies Insiders Are Exiting

Insider Transactions at Salesforce

In other Salesforce news, Director David Blair Kirk acquired 1,936 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was acquired at an average price of $258.64 per share, for a total transaction of $500,727.04. Following the acquisition, the director directly owned 10,677 shares in the company, valued at $2,761,499.28. This represents a 22.15% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Parker Harris sold 134,662 shares of the business’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the sale, the insider directly owned 139,767 shares in the company, valued at $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 3.00% of the company’s stock.

Institutional Trading of Salesforce

Several institutional investors have recently modified their holdings of CRM. Hotchkis & Wiley Capital Management LLC bought a new position in Salesforce during the 3rd quarter worth $484,852,000. Alyeska Investment Group L.P. increased its stake in shares of Salesforce by 285.4% in the third quarter. Alyeska Investment Group L.P. now owns 2,487,627 shares of the CRM provider’s stock valued at $589,568,000 after buying an additional 1,842,117 shares during the period. Generation Investment Management LLP raised its position in shares of Salesforce by 52.4% during the fourth quarter. Generation Investment Management LLP now owns 2,772,875 shares of the CRM provider’s stock worth $734,562,000 after acquiring an additional 953,647 shares during the last quarter. Worldquant Millennium Advisors LLC raised its position in shares of Salesforce by 266.6% during the second quarter. Worldquant Millennium Advisors LLC now owns 840,178 shares of the CRM provider’s stock worth $229,108,000 after acquiring an additional 611,001 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its stake in shares of Salesforce by 8.0% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 7,839,178 shares of the CRM provider’s stock worth $2,076,678,000 after acquiring an additional 582,314 shares during the period. Institutional investors own 80.43% of the company’s stock.

About Salesforce

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.