DailyIQ
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Sector:TechnologyAll sectors
Last updated 2 minutes ago

CRM·Salesforce, Inc.

$.
-. (-.%)
After Hours
High
$182.36
Open
$178.43
Market Cap
147.93B
52W High
$286.35
Low
$177.68
P. Close
$179.16
P/E
19.84
52W Low
$163.52
Fwd P/E
12.02
Mean Target
-
Technical Score (1D)
27
SELL
News Sentiment
58
BULLISH
Salesforce is on the cusp of its Q1 earnings report, with analysts forecasting 12.4% year-on-year revenue growth, an acceleration from the prior quarter. This positive outlook is partly driven by the Agentforce initiative, which is expected to bolster AI bookings and attract new customers, contributing to stronger subscription revenue trends. The company's performance will be closely watched for the impact of these AI-driven sales on overall financial results. While Salesforce met revenue expectations last quarter and beat billings estimates, it has missed revenue targets multiple times in the past two years, introducing some uncertainty. Peer performance, particularly from companies like HubSpot and Freshworks in the sales software sector, may offer further insights into broader industry trends. Separately, Veeva Systems' Vault CRM adoption has surpassed 125 customers globally, including major biopharma firms, signaling a robust shift towards agentic CRM and AI-powered commercial engagement. This strong uptake by Veeva, a player in the life sciences CRM space, suggests a healthy appetite for advanced CRM solutions across different verticals. Traders should monitor Salesforce's guidance for upcoming quarters, particularly regarding the continued adoption and revenue impact of its AI offerings.
Earnings Summary
Salesforce, Inc. is a global leader in customer relationship management (CRM) technology, providing a suite of solutions including Agentforce and Data Cloud to connect businesses with their customers. Operating in the Software - Application industry within the Technology sector, Salesforce offers products for sales, marketing, commerce, and field service, leveraging strategic partnerships to enhance its integrated offerings. Salesforce has demonstrated a strong performance in its recent reported quarters, consistently beating analyst estimates for both earnings per share (EPS) and revenue. In Q3 2025, EPS was $3.25, a significant increase from Q2 2025's $2.91, and revenue reached $10.26 billion, up from $10.24 billion in the prior quarter. This follows a pattern of strong EPS beats, such as Q4 2024's $2.78 actual versus an estimate of $2.61, and Q1 2025's $2.58 actual versus an estimate of $2.55. Revenue has also shown a steady upward trend, with Q3 2025 revenue exceeding $10 billion. Historically, Salesforce has exhibited a consistent pattern of exceeding analyst expectations for both EPS and revenue. The company has a track record of delivering robust growth, often accelerating in its reported quarters. This historical performance suggests a strong market position and effective execution of its business strategy, with a notable trend of EPS significantly surpassing estimates in recent periods. Recent news indicates Salesforce is actively enhancing its AI capabilities with updates to its Agent Fabric AI and data platform, focusing on governance and enterprise trust. This strategic push into AI is occurring amidst mixed signals for the broader enterprise software sector, with some analysts pointing to constrained IT spending for non-AI applications, while others anticipate strong AI demand. Developments include new AI-ready services for Salesforce Life Sciences Cloud and a significant equity award to new employees post-acquisition. However, there are also reports of institutional investors reducing stakes in SaaS stocks and a cautious outlook from some analysts regarding valuation. Looking forward, investors will be closely monitoring Salesforce's ability to translate its AI advancements into sustained revenue growth and continued EPS beats. Key watch points will include management's commentary on AI adoption trends, the impact of enterprise IT spending on its various product clouds, and any further shifts in institutional investor sentiment. The company's performance in integrating new technologies and managing its valuation concerns will be critical in the upcoming quarters.

EPS

EstBeatMiss
$2.44$2.67$2.90$3.13$3.36Q4'24Q1'25Q2'25Q3'25Q4'26
QtrEstActual+/−
Q4'26$3.12 - -
Q3'25$2.86$3.25+13.6%
Q2'25$2.78$2.91+4.7%
Q1'25$2.55$2.58+1.3%
Q4'24$2.61$2.78+6.4%

Revenue

EstBeatMiss
$9.6B$10.0B$10.4B$10.8B$11.2BQ4'24Q1'25Q2'25Q3'25Q4'26
QtrEstActual+/−
Q4'26$11.1B - -
Q3'25 - $10.3B -
Q2'25 - $10.2B -
Q1'25 - $9.8B -
Q4'24 - $10.0B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

CRM Stock Snapshot

CRM is currently trading at $179.73, giving Salesforce, Inc. a market cap of 147.93B and a P/E ratio of 19.8. Today's range spans $177.68–$182.36, with shares opening at $178.43 and moving up $0.57 (0.3%) from the prior close. DailyIQ's technical score sits at 27/100 (SELL) with a news sentiment reading of 58/100.

Over the past year CRM has traded between $163.52 and $286.35 - the current price is +9.9% off the 52-week low and -37.2% from the high.

The bearish momentum on Salesforce, Inc. (CRM) - 27/100 (SELL), sentiment neutral at 58/100, price $179.73 (near 52-week lows) - is the type of setup where stop-loss selling from long-side momentum strategies amplifies the initial technical weakness. The current P/E ratio stands at 19.8. At 147.93B in Technology market cap, the 52-week range of $163.52–$286.35 provides the structural reference, and the lower end of that range becomes the next key test if the current SELL signal persists.

When a large-cap Technology name with 147.93B in capitalization prints a SELL signal (27/100) alongside neutral news sentiment (58/100), the risk isn't just price depreciation — it's the loss of institutional sponsorship that makes recovery harder. At $179.73 (near 52-week lows in the $163.52–$286.35 range), the structural support levels are where that sponsorship question gets answered.