FY2025 EPS Estimates for Salesforce Reduced by Roth Capital

Salesforce, Inc. (NYSE:CRM) – Analysts at Roth Capital cut their FY2025 earnings estimates for shares of Salesforce in a research report issued on Wednesday, December 4th. Roth Capital analyst R. Baldry now expects that the CRM provider will earn $7.30 per share for the year, down from their previous estimate of $7.40. The consensus estimate for Salesforce’s current full-year earnings is $7.48 per share. Roth Capital also issued estimates for Salesforce’s Q4 2025 earnings at $1.93 EPS, Q3 2026 earnings at $2.04 EPS and FY2026 earnings at $8.07 EPS.

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

A number of other analysts also recently issued reports on CRM. Evercore ISI reaffirmed an “outperform” rating and set a $300.00 price target on shares of Salesforce in a report on Monday, August 26th. Phillip Securities restated an “accumulate” rating and issued a $305.00 target price on shares of Salesforce in a report on Friday, August 30th. Piper Sandler boosted their target price on shares of Salesforce from $325.00 to $395.00 and gave the company an “overweight” rating in a research note on Monday, December 2nd. Wedbush raised their price target on Salesforce from $325.00 to $375.00 and gave the stock an “outperform” rating in a research note on Monday, November 25th. Finally, Sanford C. Bernstein upped their price objective on Salesforce from $234.00 to $236.00 and gave the company an “outperform” rating in a research report on Thursday, August 29th. Eight investment analysts have rated the stock with a hold rating, thirty have given a buy rating and four have given a strong buy rating to the company’s stock. Based on data from MarketBeat, Salesforce currently has a consensus rating of “Moderate Buy” and an average target price of $372.86.

Salesforce Trading Up 0.2 %

Salesforce stock opened at $361.99 on Monday. Salesforce has a one year low of $212.00 and a one year high of $369.00. The business’s fifty day moving average is $309.97 and its 200 day moving average is $272.80. The stock has a market capitalization 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 debt-to-equity ratio of 0.14, a current ratio of 1.11 and a quick ratio of 1.04.

Institutional Trading of Salesforce

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Oddo BHF Asset Management Sas purchased a new stake in shares of Salesforce in the third quarter valued at $15,894,000. Inspire Trust Co. N.A. purchased a new stake in Salesforce in the 3rd quarter worth about $821,000. Beaird Harris Wealth Management LLC lifted its stake in Salesforce by 1,639.5% in the third quarter. Beaird Harris Wealth Management LLC now owns 661 shares of the CRM provider’s stock worth $181,000 after purchasing an additional 623 shares during the last quarter. Tidal Investments LLC boosted its position in shares of Salesforce by 37.6% during the third quarter. Tidal Investments LLC now owns 196,584 shares of the CRM provider’s stock valued at $53,807,000 after buying an additional 53,739 shares during the period. Finally, Wilmington Savings Fund Society FSB grew its stake in shares of Salesforce by 7.4% during the third quarter. Wilmington Savings Fund Society FSB now owns 43,812 shares of the CRM provider’s stock valued at $11,992,000 after buying an additional 3,021 shares during the last quarter. Hedge funds and other institutional investors own 80.43% of the company’s stock.

Insider Activity at Salesforce

In other Salesforce news, insider Sabastian Niles sold 2,484 shares of Salesforce stock in a transaction on Wednesday, September 11th. The shares were sold at an average price of $244.81, for a total value of $608,108.04. Following the completion of the transaction, the insider now directly owns 828 shares of the company’s stock, valued at $202,702.68. This trade represents a 75.00 % decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider Miguel Milano sold 719 shares of the company’s stock in a transaction dated Monday, November 25th. The shares were sold at an average price of $342.81, for a total transaction of $246,480.39. Following the sale, the insider now owns 4,659 shares in the company, valued at $1,597,151.79. This represents a 13.37 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 140,982 shares of company stock valued at $41,591,457. Insiders own 3.20% of the company’s stock.

Salesforce Announces Dividend

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

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.