FY2025 EPS Estimates for Salesforce Reduced by Roth Capital

Salesforce, Inc. (NYSE:CRM) – Equities research analysts at Roth Capital dropped their FY2025 earnings estimates for shares of Salesforce in a report issued on Wednesday, December 4th. Roth Capital analyst R. Baldry now forecasts that the CRM provider will post earnings of $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.

Salesforce (NYSE:CRM) last posted its quarterly earnings results 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 net margin of 15.96% and a return on equity of 12.34%. The business had revenue of $9.44 billion during the quarter, compared to analyst estimates of $9.35 billion. During the same period last year, the firm posted $1.62 earnings per share. The company’s quarterly revenue was up 8.3% on a year-over-year basis.

CRM has been the subject of a number of other reports. Royal Bank of Canada boosted their target price on shares of Salesforce from $300.00 to $420.00 and gave the company an “outperform” rating in a research note on Wednesday, December 4th. Sanford C. Bernstein boosted their target price on shares of Salesforce from $234.00 to $236.00 and gave the company an “outperform” rating in a research note on Thursday, August 29th. DA Davidson boosted their target price on shares of Salesforce from $250.00 to $300.00 and gave the company a “neutral” rating in a research note on Tuesday, December 3rd. Oppenheimer reissued an “outperform” rating and set a $415.00 target price (up from $385.00) on shares of Salesforce in a research note on Wednesday, December 4th. Finally, Robert W. Baird boosted their target price on shares of Salesforce from $340.00 to $430.00 and gave the company an “outperform” rating in a research note on Wednesday, December 4th. Eight investment analysts have rated the stock with a hold rating, thirty have given a buy rating and four have assigned a strong buy rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $372.86.

Salesforce Trading Down 0.8 %

NYSE CRM opened at $348.84 on Monday. 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 company has a 50-day simple moving average of $311.53 and a 200-day simple moving average of $273.32. The firm has a market capitalization of $333.84 billion, a PE ratio of 57.37, a price-to-earnings-growth 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.

Institutional Trading of Salesforce

Several large investors have recently added to or reduced their stakes in the business. Garden State Investment Advisory Services LLC grew its position in Salesforce by 28.0% in the third quarter. Garden State Investment Advisory Services LLC now owns 3,274 shares of the CRM provider’s stock worth $898,000 after acquiring an additional 717 shares in the last quarter. Copley Financial Group Inc. bought a new stake in Salesforce in the third quarter worth approximately $463,000. Oddo BHF Asset Management Sas bought a new stake in Salesforce in the third quarter worth approximately $15,894,000. Inspire Trust Co. N.A. bought a new stake in Salesforce in the third quarter worth approximately $821,000. Finally, Beaird Harris Wealth Management LLC grew its position in Salesforce by 1,639.5% in the third quarter. Beaird Harris Wealth Management LLC now owns 661 shares of the CRM provider’s stock worth $181,000 after acquiring an additional 623 shares in the last quarter. 80.43% of the stock is owned by institutional investors.

Insider Activity

In related news, insider Parker Harris sold 4,200 shares of the business’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 transaction of $1,079,568.00. Following the transaction, 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 sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Sundeep G. Reddy sold 413 shares of the business’s stock in a transaction that occurred on Wednesday, October 23rd. The shares were sold at an average price of $285.29, for a total transaction of $117,824.77. Following the transaction, the chief accounting officer now directly owns 7,006 shares in the company, valued at $1,998,741.74. The trade was a 5.57 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 138,498 shares of company stock worth $40,983,349 over the last 90 days. 3.20% of the stock is owned by company insiders.

Salesforce Announces Dividend

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