Salesforce (NYSE:CRM) Issues Q4 2026 Earnings Guidance

Salesforce (NYSE:CRM) issued an update on its fourth quarter 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 3.020-3.040 for the period, compared to the consensus earnings per share estimate of 2.710. The company issued revenue guidance of $11.1 billion-$11.2 billion, compared to the consensus revenue estimate of $10.9 billion.

Salesforce Price Performance

CRM stock traded up $3.76 during trading on Wednesday, reaching $238.47. 13,364,170 shares of the company were exchanged, compared to its average volume of 7,725,983. The company has a market capitalization of $227.02 billion, a price-to-earnings ratio of 34.66, a P/E/G ratio of 1.83 and a beta of 1.25. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.12 and a quick ratio of 1.12. The company has a 50-day moving average of $242.92 and a two-hundred day moving average of $253.21. Salesforce has a twelve month low of $221.96 and a twelve month high of $369.00.

Salesforce (NYSE:CRM) last posted its earnings results on Wednesday, September 3rd. The CRM provider reported $2.91 earnings per share for the quarter, topping analysts’ consensus estimates of $2.78 by $0.13. The firm had revenue of $10.24 billion for the quarter, compared to analysts’ expectations of $10.14 billion. Salesforce had a net margin of 16.87% and a return on equity of 13.27%. The company’s revenue was up 9.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $2.56 earnings per share. As a group, equities analysts predict that Salesforce will post 7.46 earnings per share for the current fiscal year.

Salesforce Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 9th. Investors of record on Wednesday, September 17th were given a dividend of $0.416 per share. The ex-dividend date was Wednesday, September 17th. This represents a $1.66 dividend on an annualized basis and a yield of 0.7%. Salesforce’s payout ratio is currently 24.13%.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CRM. Robert W. Baird lowered their target price on Salesforce from $365.00 to $325.00 and set an “outperform” rating for the company in a report on Thursday, September 4th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Salesforce in a research note on Monday, November 24th. UBS Group dropped their price objective on shares of Salesforce from $300.00 to $260.00 and set a “neutral” rating for the company in a report on Monday, August 18th. DA Davidson reissued a “neutral” rating and set a $225.00 target price on shares of Salesforce in a report on Thursday, October 16th. Finally, Roth Capital restated a “buy” rating and issued a $395.00 price target on shares of Salesforce in a research report on Thursday, September 4th. Twenty-six research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $325.42.

Insiders Place Their Bets

In other Salesforce news, insider Parker Harris sold 134,662 shares of the company’s stock in a transaction on Tuesday, December 2nd. The shares were sold at an average price of $234.70, for a total transaction of $31,605,171.40. Following the sale, the insider owned 139,767 shares of the company’s stock, valued at approximately $32,803,314.90. This represents a 49.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Marc Benioff sold 122 shares of the stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $259.00, for a total value of $31,598.00. Following the sale, the chief executive officer owned 11,911,571 shares of the company’s stock, valued at approximately $3,085,096,889. The trade was a 0.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 186,534 shares of company stock worth $44,406,374. Insiders own 3.00% of the company’s stock.

Institutional Investors Weigh In On Salesforce

Several large investors have recently added to or reduced their stakes in the business. Texas Capital Bancshares Inc TX bought a new stake in Salesforce in the third quarter worth approximately $28,000. Measured Wealth Private Client Group LLC acquired a new stake in shares of Salesforce during the 3rd quarter worth approximately $39,000. Turning Point Benefit Group Inc. bought a new stake in shares of Salesforce in the 3rd quarter valued at $61,000. Kelleher Financial Advisors bought a new stake in shares of Salesforce in the 3rd quarter valued at $206,000. Finally, Sittner & Nelson LLC lifted its position in shares of Salesforce by 9.3% during the 3rd quarter. Sittner & Nelson LLC now owns 892 shares of the CRM provider’s stock valued at $211,000 after acquiring an additional 76 shares during the period. Institutional investors and hedge funds own 80.43% of the company’s stock.

Salesforce Company Profile

Salesforce, Inc provides Customer Relationship Management (CRM) technology that brings companies and customers together worldwide. The company's service includes sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and artificial intelligence, and deliver quotes, contracts, and invoices; and service that enables companies to deliver trusted and highly personalized customer support at scale.