FY2025 EPS Estimates for Salesforce Lowered by Analyst

Salesforce, Inc. (NYSE:CRM) – Investment analysts at Roth Capital decreased their FY2025 earnings per share estimates for Salesforce in a report issued on Wednesday, December 4th. Roth Capital analyst R. Baldry now forecasts that the CRM provider will earn $7.30 per share for the year, down from their previous estimate of $7.40. The consensus estimate for Salesforce’s current full-year earnings is $7.48 per share. Roth Capital also issued estimates for Salesforce’s Q4 2025 earnings at $1.93 EPS, Q3 2026 earnings at $2.04 EPS and FY2026 earnings at $8.07 EPS.

Several other brokerages have also issued reports on CRM. TD Cowen upped their price target on Salesforce from $290.00 to $340.00 and gave the company a “hold” rating in a research note on Thursday, November 21st. UBS Group upped their price target on Salesforce from $275.00 to $360.00 and gave the company a “neutral” rating in a research note on Friday, November 22nd. Morgan Stanley upped their price target on Salesforce from $330.00 to $405.00 and gave the company an “overweight” rating in a research note on Wednesday, December 4th. Sanford C. Bernstein increased their target price on Salesforce from $234.00 to $236.00 and gave the company an “outperform” rating in a research note on Thursday, August 29th. Finally, JPMorgan Chase & Co. increased their target price on Salesforce from $340.00 to $380.00 and gave the company an “overweight” rating in a research note on Wednesday, December 4th. Eight investment analysts have rated the stock with a hold rating, thirty have issued a buy rating and four have assigned a strong buy rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $372.86.

Salesforce Trading Down 2.9 %

Shares of CRM opened at $351.49 on Monday. The company has a quick ratio of 1.11, a current ratio of 1.11 and a debt-to-equity ratio of 0.14. Salesforce has a 12-month low of $212.00 and a 12-month high of $369.00. The firm has a market capitalization of $336.38 billion, a PE ratio of 57.81, a price-to-earnings-growth ratio of 3.27 and a beta of 1.30. The stock’s fifty day simple moving average is $311.53 and its 200-day simple moving average is $273.32.

Salesforce (NYSE:CRM) last issued its quarterly earnings results on Tuesday, December 3rd. The CRM provider reported $2.41 earnings per share (EPS) for the quarter, missing the consensus estimate of $2.44 by ($0.03). Salesforce had a net margin of 15.96% and a return on equity of 12.34%. The firm had revenue of $9.44 billion for the quarter, compared to analyst estimates of $9.35 billion. During the same period last year, the company earned $1.62 EPS. The company’s revenue was up 8.3% compared to the same quarter last year.

Salesforce Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, January 9th. Shareholders of record on Wednesday, December 18th will be paid a $0.40 dividend. The ex-dividend date of this dividend is Wednesday, December 18th. This represents a $1.60 dividend on an annualized basis and a yield of 0.46%. Salesforce’s dividend payout ratio is 26.32%.

Insider Buying and Selling at Salesforce

In other news, insider Miguel Milano sold 719 shares of the firm’s stock in a transaction that occurred 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 sale, the insider now directly owns 4,659 shares of the company’s stock, valued at $1,597,151.79. This trade represents a 13.37 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Parker Harris sold 4,200 shares of the firm’s stock in a transaction that occurred on Tuesday, September 17th. The shares were sold at an average price of $257.04, for a total value of $1,079,568.00. Following the completion of the sale, the insider now directly owns 117,581 shares of the company’s stock, valued at approximately $30,223,020.24. The trade was a 3.45 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 140,982 shares of company stock worth $41,591,457 over the last ninety days. 3.20% of the stock is currently owned by corporate insiders.

Institutional Trading of Salesforce

Hedge funds have recently added to or reduced their stakes in the company. Infrastructure Capital Advisors LLC bought a new stake in Salesforce in the 3rd quarter valued at $27,000. Clear Investment Research LLC boosted its stake in Salesforce by 816.7% in the 2nd 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 period. Godsey & Gibb Inc. boosted its stake in Salesforce by 300.0% in the 3rd quarter. Godsey & Gibb Inc. now owns 120 shares of the CRM provider’s stock valued at $33,000 after purchasing an additional 90 shares during the period. Strategic Investment Solutions Inc. IL bought a new stake in Salesforce in the 2nd quarter valued at $33,000. Finally, Stephens Consulting LLC boosted its stake in Salesforce by 3,125.0% in the 2nd quarter. Stephens Consulting LLC now owns 129 shares of the CRM provider’s stock valued at $33,000 after purchasing an additional 125 shares during the period. 80.43% of the stock is owned by institutional investors and hedge funds.

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.