Salesforce FY2025 EPS Forecast Decreased by William Blair

Salesforce, Inc. (NYSE:CRM) – Investment analysts at William Blair decreased their FY2025 earnings per share (EPS) estimates for shares of Salesforce in a report issued on Wednesday, December 4th. William Blair analyst A. Bhatia now expects that the CRM provider will post earnings per share of $7.43 for the year, down from their previous forecast of $7.53. The consensus estimate for Salesforce’s current full-year earnings is $7.48 per share. William Blair also issued estimates for Salesforce’s Q4 2025 earnings at $1.92 EPS, Q1 2026 earnings at $1.87 EPS, Q2 2026 earnings at $1.98 EPS, Q3 2026 earnings at $1.98 EPS, Q4 2026 earnings at $2.25 EPS and FY2026 earnings at $8.08 EPS.

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

Several other analysts have also issued reports on the company. Needham & Company LLC increased their target price on Salesforce from $345.00 to $375.00 and gave the stock a “buy” rating in a report on Wednesday, December 4th. Erste Group Bank raised Salesforce from a “hold” rating to a “buy” rating in a report on Tuesday, November 19th. Bank of America increased their target price on Salesforce from $390.00 to $440.00 and gave the stock a “buy” rating in a report on Wednesday, December 4th. Stifel Nicolaus increased their target price on Salesforce from $390.00 to $425.00 and gave the stock a “buy” rating in a report on Wednesday, December 4th. Finally, FBN Securities raised Salesforce to a “strong-buy” rating in a research note on Thursday, August 29th. Eight research analysts have rated the stock with a hold rating, thirty have assigned a buy rating and four have assigned a strong buy rating to the stock. According to data from MarketBeat.com, Salesforce has an average rating of “Moderate Buy” and an average target price of $372.86.

Salesforce Stock Performance

CRM opened at $348.84 on Monday. The firm has a market cap of $333.84 billion, a P/E ratio of 57.37, a price-to-earnings-growth ratio of 3.27 and a beta of 1.30. Salesforce has a 52-week low of $212.00 and a 52-week high of $369.00. The company has a debt-to-equity ratio of 0.14, a quick ratio of 1.11 and a current ratio of 1.11. The business’s fifty day moving average is $311.53 and its 200-day moving average is $273.32.

Institutional Trading of Salesforce

Several hedge funds have recently made changes to their positions in the company. Infrastructure Capital Advisors LLC bought a new stake in shares of Salesforce during the 3rd quarter valued at $27,000. Clear Investment Research LLC raised its stake in shares of Salesforce by 816.7% during 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. raised its stake in shares of Salesforce by 300.0% during 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 shares of Salesforce during the 2nd quarter valued at $33,000. Finally, Stephens Consulting LLC raised its stake in shares of Salesforce by 3,125.0% during 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 currently owned by institutional investors.

Insider Activity

In other Salesforce news, COO Brian Millham sold 60,522 shares of the business’s stock in a transaction on Tuesday, October 29th. The stock was sold at an average price of $300.00, for a total value of $18,156,600.00. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Parker Harris sold 4,200 shares of the business’s stock in a transaction 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 owns 117,581 shares in the company, 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 138,498 shares of company stock worth $40,983,349 over the last quarter. 3.20% of the stock is currently owned by corporate insiders.

Salesforce Dividend Announcement

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

Salesforce Company Profile

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.