Salesforce FY2025 EPS Estimate Reduced by Northland Capmk

Salesforce, Inc. (NYSE:CRM) – Equities research analysts at Northland Capmk decreased their FY2025 earnings per share estimates for Salesforce in a note issued to investors on Wednesday, December 4th. Northland Capmk analyst N. Chokshi now expects that the CRM provider will post earnings per share of $7.46 for the year, down from their previous estimate of $7.53. Northland Capmk has a “Strong-Buy” rating on the stock. The consensus estimate for Salesforce’s current full-year earnings is $7.48 per share. Northland Capmk also issued estimates for Salesforce’s Q4 2025 earnings at $1.95 EPS, Q2 2026 earnings at $2.25 EPS, Q4 2026 earnings at $2.35 EPS and FY2026 earnings at $8.88 EPS.

Salesforce (NYSE:CRM) last issued its quarterly earnings data on Tuesday, December 3rd. The CRM provider reported $2.41 EPS for the quarter, missing the consensus estimate of $2.44 by ($0.03). The business had revenue of $9.44 billion for 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%. The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.62 EPS.

A number of other analysts also recently issued reports on the stock. Needham & Company LLC lifted their price objective on shares of Salesforce from $345.00 to $375.00 and gave the stock a “buy” rating in a report on Wednesday, December 4th. BNP Paribas upgraded shares of Salesforce to a “strong-buy” rating in a research report on Thursday, August 29th. Barclays upped their target price on shares of Salesforce from $415.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 4th. Wedbush upped their target price on shares of Salesforce from $325.00 to $375.00 and gave the stock an “outperform” rating in a research report on Monday, November 25th. Finally, The Goldman Sachs Group upped their target price on Salesforce from $360.00 to $400.00 and gave the stock a “buy” rating in a research note on Wednesday, December 4th. Eight equities research analysts have rated the stock with a hold rating, thirty have issued a buy rating and four have given a strong buy rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $372.86.

Salesforce Price Performance

CRM stock opened at $351.49 on Monday. The firm has a 50 day simple moving average of $311.53 and a two-hundred day simple moving average of $273.32. The stock has a market cap of $336.38 billion, a PE ratio of 57.81, a P/E/G ratio of 3.27 and a beta of 1.30. Salesforce has a one year low of $212.00 and a one year high of $369.00. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.11 and a quick ratio of 1.11.

Institutional Trading of Salesforce

Hedge funds and other institutional investors have recently modified their holdings of the business. Infrastructure Capital Advisors LLC bought a new stake in Salesforce during the third quarter worth about $27,000. Clear Investment Research LLC lifted its holdings in shares of Salesforce by 816.7% during the second quarter. Clear Investment Research LLC now owns 110 shares of the CRM provider’s stock valued at $28,000 after purchasing an additional 98 shares during the last quarter. Stephens Consulting LLC boosted its position in shares of Salesforce by 3,125.0% in the 2nd quarter. Stephens Consulting LLC now owns 129 shares of the CRM provider’s stock worth $33,000 after purchasing an additional 125 shares in the last quarter. Strategic Investment Solutions Inc. IL purchased a new stake in shares of Salesforce in the 2nd quarter worth approximately $33,000. Finally, Godsey & Gibb Inc. grew its stake in shares of Salesforce by 300.0% in the 3rd quarter. Godsey & Gibb Inc. now owns 120 shares of the CRM provider’s stock worth $33,000 after buying an additional 90 shares during the last quarter. 80.43% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, COO Brian Millham sold 14,808 shares of the company’s stock in a transaction on Friday, November 22nd. The stock was sold at an average price of $338.95, for a total value of $5,019,171.60. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Miguel Milano sold 719 shares of the stock in a transaction on Monday, November 25th. The stock was sold at an average price of $342.81, for a total value of $246,480.39. Following the completion of the transaction, the insider now owns 4,659 shares of the company’s stock, valued at approximately $1,597,151.79. This trade represents a 13.37 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 140,982 shares of company stock valued at $41,591,457 over the last three months. Corporate insiders own 3.20% of the company’s stock.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 9th. Investors of record on Wednesday, December 18th will be given a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 0.46%. The ex-dividend date is Wednesday, December 18th. 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.