Analyst Consensus ?
ConsensusBuy96 ratings
Bullish7477.1%
Neutral2020.8%
Bearish22.1%
1 unmapped firm rating excluded from the percentages.
Salesforce, Inc. · CRM · FY2026 Q1 · Calendar Q2 2025
Salesforce raises FY2026 revenue outlook as AgentForce expands
The supplied analysis supports a constructive but qualified view: Salesforce reported 8% year-over-year revenue growth, raised FY2026 revenue guidance, and described AgentForce and Data Cloud as growth drivers. The thesis still depends on sustaining adoption, executing the Informatica integration and managing competitive and macroeconomic risks.
Reported After market closeNYSETechnology
$184.27B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $2.54
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $9.74B
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-3.3%
Event window
SPY move
+0.4%
Same window
Abnormal move
-3.7%
Stock minus SPY
Volume
4.7×
Versus trailing sessions
Subsequent drift
+2.4%
Up to 20 sessions
CRMSPY benchmark
Ask FN2 about CRM FY2026 Q1
Transcript, numbers and history already loaded
What drove CRM's -3.3% move after FY2026 Q1 earnings?What changed in CRM's guidance and outlook in FY2026 Q1?Give me the bull and bear case for CRM after FY2026 Q1 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Compared with the prior-quarter analysis, Salesforce moved from maintained to raised guidance, announced the Informatica acquisition, introduced flex credits, and highlighted FedRAMP High authorization for AgentForce. The current analysis also points to stronger small- and mid-market distribution through planned sales hiring.
Guidance delta
Management raised FY2026 revenue guidance to $41.3 billion; the prior guidance figure was not supplied.
Key takeaways
- Revenue grew 8% year over year, while management highlighted AgentForce and Data Cloud demand.
- Salesforce announced an $8 billion Informatica acquisition to deepen data-management capabilities.
- Management plans to add 1–2 thousand salespeople and emphasized disciplined capital allocation.
Management priorities
- Scale AgentForce and Data Cloud adoption across enterprise, SMB and mid-market customers
- Integrate Informatica and pursue expected accretion by FY2027
- Expand distribution capacity and roll out flex-credits pricing
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Analyst 52W Price Targets
$223.56Current
$119Low
$270.74Average
$675High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 7, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Sep 18, 2026 |
| Stephens & Co. | Equal Weight | Equal Weight | Maintain | Sep 18, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Sep 18, 2026 |
| Stifel | Buy | Buy | Maintain | Sep 17, 2026 |
| RBC Capital | Sector Perform | Sector Perform | Maintain | Sep 17, 2026 |
| Guggenheim | Buy | Buy | Maintain | Sep 17, 2026 |
| Freedom Broker | Buy | Buy | Maintain | Sep 17, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Sep 17, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Sep 17, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Sep 17, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Sep 17, 2026 |
| Mizuho | Outperform | Outperform | Maintain | Sep 16, 2026 |
| Needham | Buy | Buy | Maintain | Sep 2, 2026 |
| BTIG | Buy | Buy | Maintain | Sep 2, 2026 |
| TD Cowen | Buy | Buy | Maintain | Sep 1, 2026 |
| Argus Research | Buy | Buy | Maintain | Aug 31, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 27, 2026 |
| Truist Securities | Buy | Buy | Maintain | Aug 27, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Aug 27, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Aug 27, 2026 |
| Macquarie | Neutral | Neutral | Maintain | Aug 27, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 27, 2026 |
| Jefferies | Buy | Buy | Maintain | Aug 27, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Aug 27, 2026 |
| DA Davidson | Neutral | Neutral | Maintain | Aug 27, 2026 |
| Bernstein | Underperform | Underperform | Maintain | Aug 27, 2026 |
| Barclays | Overweight | Overweight | Maintain | Aug 27, 2026 |
| Keybanc | Overweight | Downgrade | Jul 9, 2026 | |
| Wedbush | Outperform | Outperform | Maintain | May 28, 2026 |
| Piper Sandler | Overweight | Overweight | Maintain | May 28, 2026 |
| B. Riley Securities | Buy | Buy | Maintain | May 28, 2026 |
| Northland Capital Markets | Market Perform | Market Perform | Maintain | Mar 10, 2026 |
| Roth Capital | Buy | Buy | Maintain | Feb 26, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Dec 4, 2025 |
| Baird | Outperform | Outperform | Maintain | Dec 4, 2025 |
| B of A Securities | Buy | Buy | Maintain | Nov 17, 2025 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Oct 17, 2025 |
| WestPark Capital | Buy | Buy | Maintain | May 29, 2025 |
| Goldman Sachs | Buy | Buy | Maintain | May 29, 2025 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Mar 17, 2025 |
| Loop Capital | Hold | Hold | Maintain | Feb 27, 2025 |
| Citizens Capital Markets | Market Outperform | Market Outperform | Maintain | Feb 24, 2025 |
| Erste Group | Buy | Hold | Upgrade | Nov 19, 2024 |
| Phillip Securities | Accumulate | Buy | Maintain | Aug 30, 2024 |
| Roth MKM | Buy | Buy | Maintain | Aug 29, 2024 |
| Raymond James | Strong Buy | Strong Buy | Maintain | Aug 29, 2024 |
| Wolfe Research | Outperform | Outperform | Maintain | Apr 16, 2024 |
| Societe Generale | Hold | Buy | Downgrade | Jun 1, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Feb 21, 2023 |
| Atlantic Equities | Neutral | Overweight | Downgrade | Jan 13, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Dec 5, 2022 |
| Monness, Crespi, Hardt | Neutral | Buy | Downgrade | Nov 17, 2022 |
| Cleveland Research | Neutral | Buy | Downgrade | Sep 28, 2022 |
| CICC | Outperform | Outperform | Maintain | May 9, 2022 |
| Redburn Partners | Buy | Buy | Maintain | Jun 28, 2021 |
| KGI Securities | Neutral | Neutral | Maintain | Jun 2, 2021 |
| CFRA | Strong Buy | Strong Buy | Maintain | Jun 1, 2020 |
| Rosenblatt | Sell | Sell | Maintain | May 5, 2020 |
| SunTrust Robinson Humphrey | Buy | Buy | Maintain | Aug 23, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | Aug 23, 2019 |
| Nomura | Buy | Buy | Maintain | Aug 23, 2019 |
| Compass Point | Buy | Buy | Maintain | Aug 13, 2019 |
| Exane BNP Paribas | Outperform | Outperform | Maintain | Mar 29, 2019 |
| Pivotal Research | Buy | Hold | Upgrade | Jan 7, 2019 |
| PiperJaffray | Overweight | Overweight | Maintain | Nov 21, 2018 |
| Argus | Buy | Buy | Maintain | Aug 31, 2018 |
| B. Riley FBR | Neutral | Neutral | Maintain | May 5, 2018 |
| Monness Crespi Hardt | Buy | Buy | Maintain | Apr 11, 2018 |
| Bank of America | Buy | Buy | Maintain | Nov 8, 2017 |
| Moffett Nathanson | Buy | Buy | Maintain | Sep 6, 2017 |
| Benchmark | Outperform | Outperform | Maintain | Apr 27, 2017 |
| Drexel Hamilton | Buy | Buy | Maintain | Dec 19, 2016 |
| OTR Global | Positive | Mixed | Upgrade | Nov 15, 2016 |
| Wunderlich Securities | Buy | Buy | Maintain | Sep 1, 2016 |
| Wunderlich | Buy | Buy | Maintain | Sep 1, 2016 |
| MKM Partners | Buy | Buy | Maintain | May 19, 2016 |
| FBN Securities | Outperform | Outperform | Maintain | May 19, 2016 |
| Brean Capital | Buy | Buy | Maintain | May 19, 2016 |
| CLSA | Buy | Outperform | Maintain | Feb 10, 2016 |
| Pacific Crest | Overweight | Overweight | Maintain | Nov 19, 2015 |
| Lake Street | Buy | Buy | Maintain | Nov 9, 2015 |
| BTIG Research | Buy | Buy | Maintain | Sep 10, 2015 |
| Northland Securities | Outperform | Outperform | Maintain | Jul 8, 2015 |
| Susquehanna | Positive | Positive | Maintain | May 21, 2015 |
| FBR Capital | Outperform | Outperform | Maintain | May 20, 2015 |
| Sterne Agee | Buy | Buy | Maintain | Oct 3, 2014 |
| D.A. Davidson | Neutral | Neutral | Maintain | Oct 2, 2014 |
| B. Riley | Neutral | Neutral | Maintain | May 16, 2014 |
| Barrington Research | Outperform | Outperform | Maintain | Feb 26, 2014 |
| Janney Capital | Neutral | Neutral | Maintain | Oct 22, 2013 |
| Argus Capital | Buy | Buy | Maintain | Oct 17, 2013 |
| First Analysis | Overweight | Overweight | Maintain | Aug 20, 2013 |
| Global Equities Research | Overweight | Overweight | Maintain | Aug 16, 2013 |
| Maxim Group | Buy | Buy | Maintain | Jan 29, 2013 |
| Longbow Research | Neutral | Neutral | Maintain | Dec 14, 2012 |
| ThinkEquity | Buy | Buy | Maintain | Jul 13, 2012 |
| Bank oferica | Buy | Buy | Maintain | Feb 24, 2012 |
Named analyst price targets
Upside is calculated against the persisted current price $223.56. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| D.A. Davidson | Gil Luria | $225 | $250.54 | +0.6% | Sep 17, 2026 |
| Stifel Nicolaus | Parker Lane | $275 | $248.02 | +23.0% | Sep 11, 2026 |
| UBS | Karl Keirstead | $240 | $248.11 | +7.4% | Sep 11, 2026 |
| Morgan Stanley | Analyst unavailable | $315 | $258.11 | +40.9% | Sep 2, 2026 |
| Monness | Brian White | $266 | $249.5 | +19.0% | Aug 27, 2026 |
| Oppenheimer | Brian Schwartz | $275 | $205.62 | +23.0% | Aug 27, 2026 |
| D.A. Davidson | Gil Luria | $200 | $205.62 | -10.5% | Aug 27, 2026 |
| Deutsche Bank | Analyst unavailable | $315 | $209.06 | +40.9% | Aug 25, 2026 |
| Monness | Brian White | $222 | $193.76 | -0.7% | Aug 13, 2026 |
| Cantor Fitzgerald | Matthew VanVliet | $250 | $179.52 | +11.8% | May 28, 2026 |
| Piper Sandler | Billy Fitzsimmons | $215 | $179.7 | -3.8% | May 28, 2026 |
| Roth Capital | Richard Baldry | $325 | $177.51 | +45.4% | May 28, 2026 |
| KeyBanc | Jackson Ader | $290 | $178.8 | +29.7% | May 28, 2026 |
| Truist Financial | Terry Tillman | $280 | $199.84 | +25.2% | Feb 26, 2026 |
| Oppenheimer | Brian Schwartz | $250 | $191.75 | +11.8% | Feb 26, 2026 |
| Goldman Sachs | Gabriela Borges | $281 | $191.75 | +25.7% | Feb 26, 2026 |
| BMO Capital | Keith Bachman | $235 | $187.34 | +5.1% | Feb 20, 2026 |
| Mizuho Securities | Gregg Moskowitz | $340 | $261.02 | +52.1% | Dec 10, 2025 |
| UBS | Karl Keirstead | $260 | $247.92 | +16.3% | Dec 4, 2025 |
| RBC Capital | Rishi Jaluria | $250 | $247.87 | +11.8% | Dec 4, 2025 |
| Needham | Scott Berg | $400 | $238.72 | +78.9% | Dec 4, 2025 |
| Oppenheimer | Brian Schwartz | $300 | $230.66 | +34.2% | Dec 1, 2025 |
| Roth Capital | Analyst unavailable | $395 | $244.01 | +76.7% | Sep 4, 2025 |
| UBS | Keith Weiss | $404 | $259.5 | +80.7% | Jun 18, 2025 |
| BMO Capital | Keith Bachman | $350 | $277.03 | +56.6% | May 28, 2025 |
| UBS | Brad Sills | $350 | $283.42 | +56.6% | May 22, 2025 |
| Cantor Fitzgerald | Carter Gould | $210 | $250.48 | -6.1% | Apr 23, 2025 |
| Piper Sandler | Brent Bracelin | $405 | $326.84 | +81.2% | Jan 21, 2025 |
| CFRA | Aaron Siegel | $380 | $331.01 | +70.0% | Dec 2, 2024 |
| BMO Capital | Keith Bachman | $385 | $326.69 | +72.2% | Nov 15, 2024 |
| CFRA | Aaron Siegel | $343 | $291.11 | +53.4% | Oct 17, 2024 |
| Northland Securities | Nehal Chokshi | $400 | $280.06 | +78.9% | Oct 2, 2024 |
| Piper Sandler | Brent Bracelin | $325 | $264.21 | +45.4% | Sep 24, 2024 |
| Bank of America Securities | Brad Sills | $325 | $261.95 | +45.4% | Sep 20, 2024 |
| Robert W. Baird | Rob Oliver | $315 | $265.99 | +40.9% | Sep 20, 2024 |
| Barclays | Raimo Lenschow | $305 | $252.43 | +36.4% | Sep 19, 2024 |
| Goldman Sachs | Kash Rangan | $325 | $253.37 | +45.4% | Sep 12, 2024 |
| Jefferies | Brent Thill | $350 | $242.66 | +56.6% | Sep 6, 2024 |
| Needham | Scott Berg | $345 | $246.12 | +54.3% | Sep 6, 2024 |
| RBC Capital | Rishi Jaluria | $300 | $259.41 | +34.2% | Aug 29, 2024 |
| Truist Financial | Terry Tillman | $300 | $218.01 | +34.2% | May 30, 2024 |
| CFRA | Aaron Siegel | $300 | $218.01 | +34.2% | May 30, 2024 |
| BMO Capital | Keith Bachman | $265 | $218.22 | +18.5% | May 30, 2024 |
| Roth Capital | Richard Baldry | $335 | $271.62 | +49.9% | May 30, 2024 |
| Oppenheimer | Brian Schwartz | $280 | $218.18 | +25.2% | May 30, 2024 |
| Mizuho Securities | Gregg Moskowitz | $300 | $271.62 | +34.2% | May 30, 2024 |
| Goldman Sachs | Kash Rangan | $315 | $271.62 | +40.9% | May 30, 2024 |
| Evercore ISI | Kirk Materne | $330 | $269.83 | +47.6% | May 29, 2024 |
| RBC Capital | Rishi Jaluria | $350 | $278.57 | +56.6% | May 24, 2024 |
| Wells Fargo | Michael Turrin | $300 | $277.87 | +34.2% | May 23, 2024 |
| Oppenheimer | Brian Schwartz | $325 | $283.82 | +45.4% | May 23, 2024 |
| Goldman Sachs | Kash Rangan | $345 | $286.77 | +54.3% | May 20, 2024 |
| BMO Capital | Keith Bachman | $335 | $276.64 | +49.9% | Apr 16, 2024 |
| Truist Financial | Terry Tillman | $360 | $302.94 | +61.0% | Feb 29, 2024 |
| Morgan Stanley | Keith Weiss | $350 | $300.39 | +56.6% | Feb 26, 2024 |
| Roth Capital | Richard Baldry | $265 | $251.9 | +18.5% | Nov 30, 2023 |
| Needham | Mike Cikos | $675 | $230.35 | +201.9% | Nov 30, 2023 |
| Piper Sandler | Brent Bracelin | $232 | $230.46 | +3.8% | Nov 29, 2023 |
| Loop Capital Markets | Keith Bachman | $252 | $224.5 | +12.7% | Nov 21, 2023 |
| Needham | Scott Berg | $250 | $221.96 | +11.8% | Aug 31, 2023 |
| Piper Sandler | Brent Bracelin | $248 | $213.88 | +10.9% | Aug 30, 2023 |
| BMO Capital | Keith Bachman | $255 | $226.79 | +14.1% | Jul 12, 2023 |
| Oppenheimer | Brian Schwartz | $235 | $214.16 | +5.1% | Jun 1, 2023 |
| Wedbush | Daniel Ives | $220 | $188.6 | -1.6% | Mar 2, 2023 |
| Atlantic Equities | Analyst unavailable | $140 | $147.76 | -37.4% | Jan 13, 2023 |
| Bernstein | Mark Moerdler | $119 | $147.44 | -46.8% | Jan 11, 2023 |
| Piper Sandler | Analyst unavailable | $171 | $140.51 | -23.5% | Jan 9, 2023 |
| Morgan Stanley | Analyst unavailable | $228 | $128.04 | +2.0% | Dec 19, 2022 |
| Robert W. Baird | Rob Oliver | $150 | $130.48 | -32.9% | Dec 8, 2022 |
| Citigroup | Tyler Radke | $164 | $133.28 | -26.6% | Dec 5, 2022 |
| Credit Suisse | Analyst unavailable | $225 | $144.56 | +0.6% | Dec 5, 2022 |
| Wells Fargo | Michael Turrin | $175 | $143.83 | -21.7% | Dec 1, 2022 |
| Jefferies | Analyst unavailable | $230 | $145.16 | +2.9% | Dec 1, 2022 |
| Canaccord Genuity | Analyst unavailable | $180 | $145.16 | -19.5% | Dec 1, 2022 |
| Truist Financial | Analyst unavailable | $210 | $145.19 | -6.1% | Dec 1, 2022 |
| Cowen & Co. | Analyst unavailable | $195 | $144.9 | -12.8% | Dec 1, 2022 |
| Wedbush | Analyst unavailable | $200 | $144.15 | -10.5% | Dec 1, 2022 |
| Deutsche Bank | Analyst unavailable | $200 | $144.12 | -10.5% | Dec 1, 2022 |
| Barclays | Analyst unavailable | $180 | $144.12 | -19.5% | Dec 1, 2022 |
| Morgan Stanley | Analyst unavailable | $250 | $144.44 | +11.8% | Dec 1, 2022 |
| BMO Capital | Analyst unavailable | $172 | $143.98 | -23.1% | Dec 1, 2022 |
| J.P. Morgan | Analyst unavailable | $200 | $145.08 | -10.5% | Dec 1, 2022 |
| RBC Capital | Analyst unavailable | $200 | $160.25 | -10.5% | Dec 1, 2022 |
| Atlantic Equities | Analyst unavailable | $200 | $160.25 | -10.5% | Dec 1, 2022 |
| UBS | Analyst unavailable | $162 | $160.25 | -27.5% | Dec 1, 2022 |
| Raymond James | Analyst unavailable | $200 | $160.25 | -10.5% | Dec 1, 2022 |
| Oppenheimer | Analyst unavailable | $185 | $160.25 | -17.2% | Dec 1, 2022 |
| Barclays | Raimo Lenschow | $193 | $151.68 | -13.7% | Nov 30, 2022 |
| Wells Fargo | Analyst unavailable | $190 | $144.85 | -15.0% | Nov 22, 2022 |
| Jefferies | Brent Thill | $250 | $150.15 | +11.8% | Sep 22, 2022 |
| JMP Securities | Patrick Walravens | $250 | $150.15 | +11.8% | Sep 22, 2022 |
| RBC Capital | Rishi Jaluria | $235 | $150.15 | +5.1% | Sep 22, 2022 |
| BMO Capital | Keith Bachman | $207 | $170.31 | -7.4% | Aug 25, 2022 |
| Raymond James | Brian Peterson | $202 | $169.21 | -9.6% | Aug 25, 2022 |
| Wedbush | Nick Setyan | $264 | $180.01 | +18.1% | Aug 25, 2022 |
| BMO Capital | Keith Bachman | $207 | $173.91 | -7.4% | Aug 25, 2022 |
| Stifel Nicolaus | J. Parker Lane | $200 | $180.01 | -10.5% | Aug 25, 2022 |
| Evercore ISI | Kirk Materne | $225 | $180.01 | +0.6% | Aug 25, 2022 |
| JMP Securities | Patrick Walravens | $250 | $173.91 | +11.8% | Aug 25, 2022 |
| J.P. Morgan | Mark Murphy | $245 | $173.91 | +9.6% | Aug 25, 2022 |
| Piper Sandler | Brent Bracelin | $200 | $180.01 | -10.5% | Aug 25, 2022 |
| RBC Capital | Rishi Jaluria | $235 | $180.01 | +5.1% | Aug 25, 2022 |
| Wells Fargo | Michael Turrin | $220 | $180.01 | -1.6% | Aug 25, 2022 |
| Wedbush | Daniel Ives | $215 | $173.91 | -3.8% | Aug 25, 2022 |
| Robert W. Baird | Robert Oliver | $230 | $180.01 | +2.9% | Aug 25, 2022 |
| Citigroup | Tyler Radke | $179 | $180.01 | -19.9% | Aug 25, 2022 |
| Bank of America Securities | Bradley Sills | $210 | $180.01 | -6.1% | Aug 25, 2022 |
| Piper Sandler | Brent Bracelin | $200 | $173.91 | -10.5% | Aug 25, 2022 |
| Societe Generale | Richard Nguyen | $235 | $173.91 | +5.1% | Aug 25, 2022 |
| Wells Fargo | Michael Turrin | $220 | $173.91 | -1.6% | Aug 25, 2022 |
| Morgan Stanley | Keith Weiss | $273 | $190.09 | +22.1% | Aug 16, 2022 |
| Credit Suisse | Phil Winslow | $315 | $184.91 | +40.9% | Jun 4, 2022 |
| BMO Capital | Keith Bachman | $225 | $160.24 | +0.6% | Jun 1, 2022 |
| J.P. Morgan | Mark Murphy | $275 | $160.24 | +23.0% | Jun 1, 2022 |
| Jefferies | Brent Thill | $260 | $176.07 | +16.3% | Jun 1, 2022 |
| JMP Securities | Patrick Walravens | $250 | $176.07 | +11.8% | Jun 1, 2022 |
| Wells Fargo | Michael Turrin | $235 | $176.07 | +5.1% | Jun 1, 2022 |
| Citigroup | Tyler Radke | $192 | $176.07 | -14.1% | Jun 1, 2022 |
| J.P. Morgan | Mark Murphy | $275 | $176.07 | +23.0% | Jun 1, 2022 |
| Wells Fargo | Michael Turrin | $235 | $160.24 | +5.1% | Jun 1, 2022 |
| Wedbush | Daniel Ives | $225 | $176.07 | +0.6% | Jun 1, 2022 |
| RBC Capital | Rishi Jaluria | $235 | $160.24 | +5.1% | Jun 1, 2022 |
| BMO Capital | Keith Bachman | $225 | $176.07 | +0.6% | Jun 1, 2022 |
| Robert W. Baird | Robert Oliver | $260 | $176.07 | +16.3% | Jun 1, 2022 |
| Stifel Nicolaus | J. Parker Lane | $250 | $176.07 | +11.8% | Jun 1, 2022 |
| Monness | Brian White | $225 | $176.07 | +0.6% | Jun 1, 2022 |
| Piper Sandler | Brent Bracelin | $250 | $176.07 | +11.8% | Jun 1, 2022 |
| RBC Capital | Rishi Jaluria | $235 | $176.07 | +5.1% | Jun 1, 2022 |
| Oppenheimer | Brian Schwartz | $205 | $165.1 | -8.3% | May 31, 2022 |
| Jefferies | Brent Thill | $260 | $160.32 | +16.3% | May 24, 2022 |
| Barclays | Raimo Lenschow | $208 | $159.65 | -7.0% | May 21, 2022 |
| Mizuho Securities | Gregg Moskowitz | $225 | $158.26 | +0.6% | May 19, 2022 |
| Morgan Stanley | Keith Weiss | $291 | $166.91 | +30.2% | May 16, 2022 |
| KeyBanc | Michael Turits | $223 | $175.94 | -0.2% | May 1, 2022 |
| Jefferies | Brent Thill | $330 | $170.84 | +47.6% | Apr 25, 2022 |
| Robert W. Baird | Robert Oliver | $300 | $184.82 | +34.2% | Apr 21, 2022 |
| Piper Sandler | Brent Bracelin | $330 | $204.75 | +47.6% | Mar 3, 2022 |
| Stifel Nicolaus | J. Parker Lane | $300 | $210.39 | +34.2% | Mar 2, 2022 |
| UBS | Karl Keirstead | $225 | $210.39 | +0.6% | Mar 2, 2022 |
| Citigroup | Tyler Radke | $233 | $210.39 | +4.2% | Mar 2, 2022 |
| J.P. Morgan | Mark Murphy | $316 | $210.39 | +41.4% | Mar 2, 2022 |
| Bank of America Securities | Bradley Sills | $300 | $210.39 | +34.2% | Mar 2, 2022 |
| RBC Capital | Rishi Jaluria | $325 | $210.39 | +45.4% | Mar 2, 2022 |
| Evercore ISI | Kirk Materne | $300 | $210.39 | +34.2% | Mar 2, 2022 |
| BMO Capital | Keith Bachman | $260 | $210.39 | +16.3% | Mar 2, 2022 |
| Goldman Sachs | Kash Rangan | $360 | $208.89 | +61.0% | Mar 1, 2022 |
| Barclays | Raimo Lenschow | $275 | $208.89 | +23.0% | Mar 1, 2022 |
| Jefferies | Brent Thill | $360 | $208.89 | +61.0% | Mar 1, 2022 |
| Deutsche Bank | Brad Zelnick | $300 | $208.89 | +34.2% | Mar 1, 2022 |
| Morgan Stanley | Keith Weiss | $360 | $210.53 | +61.0% | Feb 28, 2022 |
| Cowen & Co. | Derrick Wood | $285 | $210.53 | +27.5% | Feb 28, 2022 |
| Stifel Nicolaus | Parker Lane | $350 | $208.09 | +56.6% | Feb 26, 2022 |
| Wells Fargo | Michael Turrin | $265 | $204.29 | +18.5% | Feb 24, 2022 |
| Mizuho Securities | Gregg Moskowitz | $295 | $196.84 | +32.0% | Feb 20, 2022 |
| Goldman Sachs | Kash Rangan | $340 | $196.84 | +52.1% | Feb 18, 2022 |
| Loop Capital Markets | Yun Kim | $225 | $216.97 | +0.6% | Feb 7, 2022 |
| Barclays | Raimo Lenschow | $290 | $231.23 | +29.7% | Jan 16, 2022 |
| UBS | Karl Keirstead | $265 | $227.67 | +18.5% | Jan 5, 2022 |
| Truist Financial | Terry Tillman | $330 | $251.5 | +47.6% | Dec 1, 2021 |
| Atlantic Equities | Peter Sazel | $360 | $296.84 | +61.0% | Nov 22, 2021 |
| Norddeutsche Landesbank | Wolfgang Donie | $275 | $254.37 | +23.0% | Sep 14, 2021 |
| Societe Generale | Richard Nguyen | $321 | $266.53 | +43.6% | Aug 27, 2021 |
| Roth Capital | Richard Baldry | $242 | $267.79 | +8.3% | Aug 26, 2021 |
| Wolfe Research | Alex Zukin | $300 | $267.79 | +34.2% | Aug 26, 2021 |
| FBN Securities | Shebly Seyrafi | $310 | $267.79 | +38.7% | Aug 26, 2021 |
| Bernstein | Mark Moerdler | $290 | $267.79 | +29.7% | Aug 26, 2021 |
| KGI Securities | Freddy Chen | $330 | $267.79 | +47.6% | Aug 26, 2021 |
| Macquarie | Frederick Havemeyer | $280 | $244.27 | +25.2% | Jun 30, 2021 |
| Redburn Partners | Neil Steer | $320 | $244.57 | +43.1% | Jun 28, 2021 |
| Daiwa | Satoshi Tanaka | $285 | $237.48 | +27.5% | Jun 4, 2021 |
Track every rating change on CRM the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationSalesforce, Inc. is a leading provider of customer relationship management (CRM) solutions, dedicated to connecting businesses and their clientele on a global scale. At its core, the Customer 360 platform empowers organizations to create seamless, integrated experiences for their customers. The company's extensive suite of services encompasses a wide array of functionalities: Sales: Tools designed to manage sales pipelines, track leads, forecast opportunities, extract data-driven insights through analytics, and streamline the creation of quotes, contracts, and invoices. Service: Capabilities enabling companies to deliver highly personalized, trustworthy, and scalable customer support. Platform: A versatile development environment, featuring intuitive drag-and-drop tools, that allows businesses of diverse sizes, locations, and industries to build tailored applications, thereby strengthening customer relationships. Learning: An online educational platform providing accessible training to acquire sought-after Salesforce skills.…
Historical context
All CRM earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ACN Accenture plc | FY2026 Q4 · Calendar Q4 2026 | +3.5% | +15.8% | Accenture: AI demand supports strong Q4, while pricing and geopolitics remain risks |
| JBL Jabil Inc. | FY2026 Q4 · Calendar Q3 2026 | +8.1% | -10.0% | Jabil enters FY2027 with AI-led growth and capacity risks |
| MU Micron Technology, Inc. | FY2026 Q4 · Calendar Q3 2026 | +5.4% | +0.0% | Micron: Strong AI Memory Demand, Higher Capex, and HBM4E Ahead |
| SNX TD Synnex Corp | FY2026 Q3 · Calendar Q3 2026 | +20.9% | -9.9% | TD SYNNEX: AI-led growth accelerates, but mix and cash flow matter |
| ADBE Adobe Inc. | FY2026 Q3 · Calendar Q3 2026 | +0.8% | +1.4% | Adobe raises FY26 outlook as AI strategy broadens |
| ORCL Oracle Corporation | FY2027 Q1 · Calendar Q3 2026 | +10.3% | -1.7% | Oracle raises FY27 outlook as AI demand accelerates cloud growth |
Latest beats and misses
Who reports nextBeat on EPS
- LWFY2027 Q1 · October 6, 2026+27.8% EPS+7.5% move
- RPMFY2027 Q1 · October 6, 2026+1.5% EPS+3.2% move
- ACNFY2026 Q4 · October 1, 2026+3.5% EPS+15.8% move
- MKCFY2026 Q3 · October 1, 2026+13.9% EPS-4.9% move
- NKEFY2027 Q1 · October 1, 2026+10.0% EPS-0.7% move
- CAGFY2027 Q1 · September 30, 2026+44.4% EPS-4.9% move
Get the CRM recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-05-14T00:02:31.936144+00:00
- Polygon adjusted daily market bars · 2026-10-07T12:30:45.541640+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-07T12:30:45.538896+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-07. For educational purposes only; not investment advice.