FY2025 EPS Estimates for Salesforce Decreased by Analyst

Salesforce, Inc. (NYSE:CRM) – Research analysts at Northland Capmk lowered their FY2025 earnings estimates for Salesforce in a report released on Wednesday, December 4th. Northland Capmk analyst N. Chokshi now forecasts that the CRM provider will post earnings per share of $7.46 for the year, down from their previous estimate of $7.53. Northland Capmk currently has a “Strong-Buy” rating on the stock. The consensus estimate for Salesforce’s current full-year earnings is $7.48 per share. Northland Capmk also issued estimates for Salesforce’s Q4 2025 earnings at $1.95 EPS, Q2 2026 earnings at $2.25 EPS, Q4 2026 earnings at $2.35 EPS and FY2026 earnings at $8.88 EPS.

Salesforce (NYSE:CRM) last announced its quarterly earnings data on Tuesday, December 3rd. The CRM provider reported $2.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.44 by ($0.03). The company had revenue of $9.44 billion for the quarter, compared to analysts’ expectations of $9.35 billion. Salesforce had a net margin of 15.96% and a return on equity of 12.34%. The firm’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period in the prior year, the firm earned $1.62 earnings per share.

A number of other brokerages have also recently issued reports on CRM. The Goldman Sachs Group boosted their target price on Salesforce from $360.00 to $400.00 and gave the stock a “buy” rating in a report on Wednesday, December 4th. Guggenheim reiterated a “neutral” rating on shares of Salesforce in a research note on Wednesday, December 4th. Oppenheimer reissued an “outperform” rating and issued a $415.00 price objective (up previously from $385.00) on shares of Salesforce in a research report on Wednesday, December 4th. Evercore ISI restated an “outperform” rating and set a $300.00 target price on shares of Salesforce in a report on Monday, August 26th. Finally, BNP Paribas upgraded Salesforce to a “strong-buy” rating in a report on Thursday, August 29th. Eight analysts have rated the stock with a hold rating, thirty have assigned a buy rating and four have assigned a strong buy rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $372.86.

Salesforce Price Performance

CRM stock opened at $361.99 on Monday. The company has a market cap of $346.06 billion, a PE ratio of 59.54, a price-to-earnings-growth ratio of 3.33 and a beta of 1.30. The company has a current ratio of 1.11, a quick ratio of 1.04 and a debt-to-equity ratio of 0.14. The stock has a 50-day moving average price of $309.97 and a two-hundred day moving average price of $272.80. Salesforce has a 12-month low of $212.00 and a 12-month high of $369.00.

Salesforce Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, January 9th. Investors of record on Wednesday, December 18th will be given a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a dividend yield of 0.44%. The ex-dividend date of this dividend is Wednesday, December 18th. Salesforce’s dividend payout ratio is presently 26.32%.

Insider Activity at Salesforce

In other news, CAO Sundeep G. Reddy sold 413 shares of the business’s stock in a transaction on Wednesday, October 23rd. The shares were sold at an average price of $285.29, for a total transaction of $117,824.77. Following the completion of the transaction, the chief accounting officer now owns 7,006 shares of the company’s stock, valued at approximately $1,998,741.74. The trade was a 5.57 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, COO Brian Millham sold 60,522 shares of the stock in a transaction dated Tuesday, October 29th. The stock was sold at an average price of $300.00, for a total transaction of $18,156,600.00. The disclosure for this sale can be found here. Insiders sold a total of 140,982 shares of company stock valued at $41,591,457 in the last quarter. Insiders own 3.20% of the company’s stock.

Hedge Funds Weigh In On Salesforce

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. D.B. Root & Company LLC grew its stake in shares of Salesforce by 33.0% in the second quarter. D.B. Root & Company LLC now owns 918 shares of the CRM provider’s stock worth $236,000 after purchasing an additional 228 shares in the last quarter. Dynamic Advisor Solutions LLC lifted its holdings in Salesforce by 4.3% in the second quarter. Dynamic Advisor Solutions LLC now owns 21,548 shares of the CRM provider’s stock worth $5,540,000 after purchasing an additional 898 shares during the period. Maia Wealth LLC bought a new position in Salesforce in the 2nd quarter valued at about $814,000. Diversified Trust Co increased its stake in Salesforce by 35.3% during the 2nd quarter. Diversified Trust Co now owns 13,769 shares of the CRM provider’s stock valued at $3,540,000 after buying an additional 3,594 shares during the period. Finally, NorthCrest Asset Manangement LLC raised its position in shares of Salesforce by 13.5% during the 2nd quarter. NorthCrest Asset Manangement LLC now owns 97,418 shares of the CRM provider’s stock worth $25,046,000 after buying an additional 11,568 shares in the last quarter. 80.43% of the stock is owned by institutional investors.

About Salesforce

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.