Salesforce (NYSE:CRM) Issues FY 2027 Earnings Guidance

Salesforce (NYSE:CRM) updated its FY 2027 earnings guidance on Wednesday. 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 Trading Up 3.7%

Shares of NYSE CRM traded up $6.77 during trading on Wednesday, reaching $192.19. The company had a trading volume of 21,185,411 shares, compared to its average volume of 12,109,206. Salesforce has a 12 month low of $174.57 and a 12 month high of $313.70. The company has a quick ratio of 0.98, a current ratio of 0.98 and a debt-to-equity ratio of 0.14. The stock has a market cap of $180.08 billion, a P/E ratio of 25.66, a PEG ratio of 1.22 and a beta of 1.27. The company’s fifty day moving average price is $227.77 and its 200-day moving average price is $239.19.

Salesforce (NYSE:CRM) last announced its earnings results on Wednesday, February 25th. The CRM provider reported $999.00 EPS for the quarter, beating the consensus estimate of $3.05 by $995.95. Salesforce had a return on equity of 14.41% and a net margin of 17.91%.Salesforce has set its FY 2027 guidance at 13.110-13.190 EPS and its Q1 2027 guidance at 3.110-3.130 EPS. As a group, research analysts expect that Salesforce will post 7.46 earnings per share for the current year.

Salesforce Announces Dividend

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

Wall Street Analyst Weigh In

CRM has been the subject of several research analyst reports. Morgan Stanley lowered their price objective on Salesforce from $398.00 to $287.00 and set an “overweight” rating for the company in a research report on Monday. Macquarie Infrastructure lifted their target price on Salesforce from $250.00 to $265.00 and gave the stock a “neutral” rating in a report on Thursday, December 4th. Arete Research raised Salesforce to a “strong-buy” rating in a research note on Thursday, December 11th. TD Cowen reaffirmed a “buy” rating on shares of Salesforce in a research report on Friday, February 20th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on shares of Salesforce from $340.00 to $360.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $301.56.

Insider Transactions at Salesforce

In other news, Director Neelie Kroes sold 3,893 shares of Salesforce stock in a transaction dated 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 transaction, the director directly owned 7,299 shares in the company, valued at $1,742,271.30. This trade represents a 34.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Parker Harris sold 134,662 shares of the business’s stock in a transaction dated 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 of the company’s stock, valued at approximately $32,803,314.90. The trade was a 49.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.00% of the company’s stock.

Salesforce News Roundup

Here are the key news stories impacting Salesforce this week:

• Positive Sentiment: Investor focus is on Agentforce converting from hype to measurable revenue — Q4 results tonight are framed as the “defining moment” that will determine whether AI agents drive durable top-line growth. Salesforce Faces Its Defining Moment as Agentforce Moves From Hype to Hard Revenue
• Positive Sentiment: Sector uplift after Anthropic announcements lifted software names; Anthropic demos included Salesforce use cases (Slack) that reduce timelines, supporting a relief rally in AI-linked software stocks. US software stocks climb as Anthropic announcement sparks relief rally
• Positive Sentiment: Wedbush reaffirmed an “outperform” stance and highlights enterprise agent use cases; supportive analyst views increase odds of positive investor reaction if results show execution on AI. Wedbush says Anthropic demos strong, software-replacement hype overdone
• Positive Sentiment: Partnership news: Navatar launched an AI-powered CRM operating model built on Salesforce for alternative-asset managers — a sign of platform demand and ecosystem monetization. Navatar Launches AI-Powered CRM Operating Model On Salesforce
• Positive Sentiment: Salesforce is expanding AI capabilities (Momentum acquisition, Slackbot/Agentforce integrations) — these strategic moves support long-term monetization of agentic AI. Salesforce Inc (CRM) Expands AI Capabilities With Momentum Acquisition
• Neutral Sentiment: Wall Street preview pieces and model updates emphasize a big post-earnings move is likely; analysts have adjusted forecasts ahead of tonight’s print. Salesforce Gears Up For Q4 Print; Recent Forecast Changes
• Neutral Sentiment: Mixed analyst moves: KeyCorp trimmed its price target (still overweight), while other firms keep high targets — implies disagreement on tempo of recovery even if long-term views remain bullish. Benzinga: KeyCorp price target update
• Negative Sentiment: Recent analyst downgrade(s) knocked the stock lower and pushed shares to a 52-week low, adding downside risk into earnings if guidance disappoints. Salesforce Shares Down Following Analyst Downgrade
• Negative Sentiment: Technical pressure: options/technical commentary notes CRM at a new 52-week low and short-term momentum is weak — earnings will need to be clearly positive to reverse trend. Options Corner: CRM

Institutional Trading of Salesforce

Several institutional investors and hedge funds have recently modified their holdings of CRM. Fred Alger Management LLC boosted its position in shares of Salesforce by 0.3% during the third quarter. Fred Alger Management LLC now owns 14,943 shares of the CRM provider’s stock valued at $3,548,000 after buying an additional 45 shares during the last quarter. Synergy Financial Group LTD lifted its stake in Salesforce by 2.4% during the 3rd quarter. Synergy Financial Group LTD now owns 2,035 shares of the CRM provider’s stock valued at $482,000 after acquiring an additional 48 shares in the last quarter. Triumph Capital Management boosted its holdings in Salesforce by 4.2% during the 4th quarter. Triumph Capital Management now owns 1,448 shares of the CRM provider’s stock worth $383,000 after acquiring an additional 59 shares during the last quarter. ANB Bank boosted its holdings in Salesforce by 1.0% during the 4th quarter. ANB Bank now owns 5,755 shares of the CRM provider’s stock worth $1,525,000 after acquiring an additional 59 shares during the last quarter. Finally, Sunbelt Securities Inc. grew its stake in shares of Salesforce by 1.6% in the 3rd quarter. Sunbelt Securities Inc. now owns 3,923 shares of the CRM provider’s stock worth $930,000 after acquiring an additional 62 shares in the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

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.