Salesforce to Reveal Q4 Earnings as Analysts Adjust Price Targets

Salesforce (NYSE: CRM) is set to announce its financial results for the fourth quarter of fiscal year 2026 on February 25, 2026, after market closure. Analysts anticipate that the company will report earnings of $3.05 per share and revenue of $11.1821 billion for the quarter. Salesforce has guided for earnings per share (EPS) in the range of $3.020 to $3.040. The earnings call will take place on the same day at 5:00 PM ET, providing interested parties an opportunity to delve into the latest updates from the company.

In its previous earnings report on December 3, 2025, Salesforce exceeded analysts’ expectations with an EPS of $3.25, surpassing the consensus estimate of $2.86 by $0.39. The firm recorded revenue of $10.26 billion, slightly below the analyst projection of $10.27 billion. For the quarter, Salesforce achieved a net margin of 17.91% and a return on equity of 14.41%. Revenue increased by 9.1% compared to the same quarter in the previous year, where the company reported an EPS of $2.41.

Salesforce Stock Performance

On Tuesday, shares of Salesforce opened at $178.00. The company holds a market capitalization of $166.79 billion and maintains a debt-to-equity ratio of 0.14. With a current ratio of 0.98 and a price-to-earnings ratio of 23.76, the stock has shown resilience despite market fluctuations. Over the past year, shares have traded between a low of $174.57 and a high of $313.70. The 50-day moving average stands at $229.16, while the 200-day moving average is at $239.57.

In recent developments, analysts have adjusted their price targets for Salesforce following the company’s last earnings report. Needham & Company LLC reiterated a buy rating with a target price of $400.00. Conversely, BMO Capital Markets reduced its price objective from $275.00 to $235.00, maintaining an outperform rating. UBS Group lowered its target from $260.00 to $200.00, assigning a neutral stance. Robert W. Baird also adjusted its target down from $325.00 to $315.00, while Morgan Stanley revised its target to $287.00 from $398.00.

Overall, among analysts, one has rated the stock as a Strong Buy, with twenty-seven assigning a Buy rating, twelve giving a Hold, and one issuing a Sell rating. According to MarketBeat data, Salesforce currently holds a consensus rating of Moderate Buy with a target price of $304.33.

Recent Insider Transactions

In other news, Salesforce has seen significant insider transactions recently. Director David Blair Kirk acquired 1,936 shares at an average price of $258.64, totaling $500,727.04. Following this purchase, his total holdings increased to 10,677 shares, valued at $2,761,499.28. This transaction marked a 22.15% increase in his ownership.

Conversely, insider Parker Harris sold 134,662 shares at an average price of $234.70, amounting to $31,605,171.40. Following this sale, Harris retained 139,767 shares, worth $32,803,314.90, reflecting a decrease of 49.07% in ownership. Such transactions have been disclosed in filings with the SEC.

Institutional Trading Activity

Institutional investors have recently modified their positions in Salesforce stock. Notably, Hotchkis & Wiley Capital Management LLC acquired a new position valued at $484,852,000 during the third quarter. Additionally, Alyeska Investment Group L.P. significantly increased its stake by 285.4%, now holding 2,487,627 shares worth $589,568,000. Generation Investment Management LLP raised its holdings by 52.4%, owning 2,772,875 shares valued at $734,562,000.

Worldquant Millennium Advisors LLC also raised its stake by 266.6%, acquiring 840,178 shares valued at $229,108,000. Furthermore, Price T Rowe Associates Inc. MD increased its position by 8.0%, now owning 7,839,178 shares worth $2,076,678,000. Institutional investors currently own 80.43% of Salesforce’s stock.

About Salesforce

Founded in 1999 and headquartered in San Francisco, Salesforce is a leading provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications. The company pioneered the software-as-a-service (SaaS) model for CRM and offers a wide range of products to help organizations manage sales, service, marketing, commerce, and analytics through a unified platform. Core offerings include Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud, all designed to enhance customer engagement and business efficiency.