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Salesforce (CRM)
NYSE:CRM
Earnings Data
Report Date
Jun 03, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
3.11Last Year’s EPS
2.58Same Quarter Last Year
Moderate Buy
Based on 40 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple material positive developments: healthy top-line growth, sizable backlog and RPO expansion, rapid traction for Agentforce and Data 360 (large ARR growth and deal wins), strong usage metrics (19T tokens, 2.4B AWUs), upgraded FY30 target to $63B, and aggressive shareholder returns (dividend increase and $50B buyback). Challenges were acknowledged around Marketing/Commerce and Tableau performance, more modest organic CRPO beats in places, evolving monetization models (AWU/AELAs) with short-term margin neutrality but longer-term uncertainty, and partner-competitive risk. Overall, the positives — particularly the clear product and commercial momentum in Agentforce/Data 360, recurring revenue strength and capital allocation — substantially outweigh the isolated weaknesses, though execution on cross-sell and margin management will be important to sustain the momentum.Company Guidance
Strong Full-Year and Q4 Revenue Growth
FY26 revenue of $41.5B, up 10% year-over-year (9% constant currency). Q4 revenue of $11.2B, up 12% year-over-year (10% constant currency). Subscription and support grew slightly above 10% Y/Y.
Growing Backlog and Contract Metrics
CRPO ended Q4 at $35.1B, up ~16% Y/Y (13% constant currency). Total RPO reached $72B, up 14% year-over-year.
Agentforce and Data 360 Momentum
Agentforce + Data 360 ARR (including Informatica) exceeded $2.9B, up over 200% Y/Y. Agentforce ARR ~ $800M (up ~169% Y/Y). Agentforce closed 29,000 deals in its first 15 months (up 50% quarter-over-quarter); customers in production grew ~50% in Q4.
Large Deal Strength
Wins > $1M were up 26% Y/Y and wins > $10M were up 33% Y/Y. Company reported a record quarter with 12 deals above $10M (including one > $50M and three > $20M). More than 75% of top 100 wins included both Agentforce and Data 360.
New Performance Metrics & Usage Scale
Introduced Agentic Work Unit (AWU) metric: 2.4B AWUs to date and ~771M AWUs in Q4. Platform consumption scale: over 19 trillion tokens consumed to date.
Updated Long-Term Targets and Near-Term Guidance
Updated FY30 revenue target to $63B (implies ~11% CAGR FY26–FY30). FY27 revenue guidance initiated at $45.8B–$46.2B (~10%–11% growth). Q1 FY27 revenue guidance $11.03B–$11.08B (~12%–13% nominal growth; 10%–11% cc).
Capital Allocation & Shareholder Returns
Returned >$14B (99% of free cash flow) to shareholders in FY26. Board approved 5.8% dividend increase to $0.44/sh and increased share repurchase authorization to $50B.
Commercial Momentum & Cross-sell
More than 60% of Agentforce & Data 360 bookings in the quarter came from expansions of existing customers. Informatica contributed ~$1.1B of cloud ARR and featured in 6 of the top 10 wins, evidencing improved cross-sell and data-platform traction.
Margin Expansion & Operational Discipline
Delivered 60 basis points of margin expansion in FY26. FY27 non-GAAP operating margin guide of 34.3% (up ~20 bps) and GAAP operating margin guide of 20.9% (up ~80 bps). Company plans targeted investments partially funded by efficiency gains.
CRM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CRM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $191.75 | $199.47 | +4.03% |
Dec 03, 2025 | $238.34 | $247.06 | +3.66% |
Sep 03, 2025 | $255.59 | $243.19 | -4.85% |
May 28, 2025 | $274.67 | $265.60 | -3.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Salesforce (CRM) report earnings?
Salesforce (CRM) is schdueled to report earning on Jun 03, 2026, After Close (Confirmed).
What is Salesforce (CRM) earnings time?
Salesforce (CRM) earnings time is at Jun 03, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CRM EPS forecast?
CRM EPS forecast for the fiscal quarter 2027 (Q1) is 3.11.
