CRM Earnings
Wednesday, May 27 2026
EPS Estimate
$3.12
$2.98 – $3.32
Revenue Estimate
$11.1B
Track Record
4/4 beats
Current Price
$177.49
Our Position
bullishSalesforce Joins AI Protocol Council; Stock Sells Off
structured data
est. revisions stable
(-0.3pp / 30d)
Participation in the AI protocol council boosts CRM's strategic role in commerce AI standardization, but stock weakness shows market unease about AI's impact on SaaS business models and future earnings growth.
Watch: Monitor CRM's next earnings for AI-driven revenue and margin impact amid ongoing fears of AI replacing SaaS.
Data Signal Summary
1 bullish
2 bearish
Put/call 0.6 (bullish skew)
Price downtrend
Insider selling
Key Context
Analyst Consensus
mixed
Insider Activity
selling
Price Trend
downtrend
1-Month Return
+7.6%
From 52w High
-34.1%
P/E Ratio
23.3
Est. Revisions (30d)
-0.1% 33up/3dn
Analyst Target (mean)
$268 $190–$475 +51%
Options P/C Ratio
0.60
Est. Dispersion
11% 43 analysts
Fund Convergence
strong Citadel, Bridgewater, D.E. Shaw, Soros, Two Sigma
Recent Activity
analyst ratings
3 ratings
Citigroup
→Neutral
7h ago
BTIG
→Buy
25d ago
Piper Sandler
→Overweight
28d ago
material events
Salesforce, Inc. announced the prepayment and initial share delivery under accelerated share repurchase agreements entered into on March 11, 2026. The...
SEC↗
58d ago
Salesforce, Inc. completed a registered public offering of multiple senior notes with varying maturities totaling $25.0 billion in aggregate principal...
SEC↗
61d ago
Salesforce, Inc. entered into accelerated share repurchase agreements totaling $25 billion with Banco Santander, Bank of America, Citibank, JPMorgan C...
SEC↗
62d ago
filing changes
HIGH
Operational and Execution Risks:
Enhanced cybersecurity risk disclosures including AI-related security threats and detailed breach scenarios.
HIGH
Financial Risks:
Specific disclosures on debt obligations and loan agreements including $5B Credit Facility and $6B Informatica borrowings.
HIGH
Legal and Regulatory Risks:
Expanded intellectual property risks including AI IP uncertainties and ongoing litigation.
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