Roth Capital Decreases Earnings Estimates for Salesforce

Salesforce, Inc. (NYSE:CRM) – Equities researchers at Roth Capital lowered their FY2025 earnings estimates for shares of Salesforce in a research note issued on Wednesday, December 4th. Roth Capital analyst R. Baldry now anticipates that the CRM provider will earn $7.30 per share for the year, down from their prior forecast 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.

A number of other research analysts also recently commented on the stock. Guggenheim reissued a “neutral” rating on shares of Salesforce in a research report on Wednesday, December 4th. BMO Capital Markets lifted their price objective on shares of Salesforce from $385.00 to $425.00 and gave the company an “outperform” rating in a report on Wednesday, December 4th. Sanford C. Bernstein upped their target price on Salesforce from $234.00 to $236.00 and gave the stock an “outperform” rating in a report on Thursday, August 29th. UBS Group lifted their price target on Salesforce from $275.00 to $360.00 and gave the company a “neutral” rating in a report on Friday, November 22nd. Finally, Robert W. Baird upped their price objective on Salesforce from $340.00 to $430.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 4th. Eight investment analysts have rated the stock with a hold rating, thirty have assigned a buy rating and four have issued a strong buy rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $372.86.

Salesforce Stock Performance

CRM stock opened at $361.99 on Monday. Salesforce has a 1-year low of $212.00 and a 1-year high of $369.00. The business has a 50-day moving average price of $309.97 and a 200 day moving average price of $272.80. The company has a market capitalization of $346.06 billion, a P/E ratio of 59.54, a PEG ratio of 3.33 and a beta of 1.30. The company has a debt-to-equity ratio of 0.14, a current ratio of 1.11 and a quick ratio of 1.04.

Salesforce (NYSE:CRM) last released 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). Salesforce had a return on equity of 12.34% and a net margin of 15.96%. The firm had revenue of $9.44 billion for the quarter, compared to analysts’ expectations of $9.35 billion. During the same quarter in the previous year, the business earned $1.62 earnings per share. The company’s revenue for the quarter was up 8.3% compared to the same quarter last year.

Salesforce Dividend Announcement

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 yield of 0.44%. The ex-dividend date is Wednesday, December 18th. Salesforce’s dividend payout ratio is currently 26.32%.

Insider Buying and Selling at Salesforce

In other Salesforce news, insider Sabastian Niles sold 2,484 shares of the company’s stock in a transaction dated Wednesday, September 11th. The shares were sold at an average price of $244.81, for a total value of $608,108.04. Following the completion of the transaction, the insider now owns 828 shares in the company, valued at approximately $202,702.68. This represents a 75.00 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Miguel Milano sold 719 shares of the firm’s stock in a transaction dated Monday, November 25th. The shares were sold at an average price of $342.81, for a total value of $246,480.39. Following the sale, the insider now owns 4,659 shares in the company, valued at $1,597,151.79. This trade represents a 13.37 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 140,982 shares of company stock valued at $41,591,457. 3.20% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in the business. Veritas Asset Management LLP purchased a new stake in Salesforce in the 3rd quarter worth $733,805,000. Massachusetts Financial Services Co. MA lifted its holdings in Salesforce by 48.3% during the second quarter. Massachusetts Financial Services Co. MA now owns 5,906,877 shares of the CRM provider’s stock valued at $1,518,658,000 after purchasing an additional 1,922,674 shares in the last quarter. KBC Group NV grew its position in shares of Salesforce by 171.2% in the third quarter. KBC Group NV now owns 1,634,834 shares of the CRM provider’s stock valued at $447,470,000 after purchasing an additional 1,032,068 shares during the period. International Assets Investment Management LLC increased its stake in shares of Salesforce by 23,664.2% during the third quarter. International Assets Investment Management LLC now owns 1,002,848 shares of the CRM provider’s stock worth $274,490,000 after purchasing an additional 998,628 shares in the last quarter. Finally, Farallon Capital Management LLC raised its position in shares of Salesforce by 51.0% during the 2nd quarter. Farallon Capital Management LLC now owns 2,946,838 shares of the CRM provider’s stock worth $757,632,000 after purchasing an additional 994,670 shares during the last quarter. 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.