Salesforce Inc. (CRM) Earnings Analysis

Salesforce Inc. (CRM) delivered mixed results in Q1 FY2027 on revenue of $11.1B versus the $11.1B estimate (+13.3% YoY) and EPS of $3.88. The next Salesforce Inc. (CRM) earnings date is Aug 26, 2026. Below is the full Salesforce Inc. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Salesforce Inc. (CRM) Earnings Analysis — key stats

Next earnings dateAug 26, 2026
Latest reported quarterQ1 FY2027
Earnings verdictMixed
EPS beat rate6 of last 8 (quarters above estimate)
Avg next-day move±4.9% (over the last 8 reports)
Post-earnings directionUp 3 / Down 5 (of the last 8 reports)
Implied move (next report)±9.4% (options-derived · into Aug 26, 2026)
Institutional ownership62.7% (13F as of 2026-06-30)
Top 10 holders32.5% (of shares outstanding)
Insider activity4 buys / 8 sells (recent Form 4 filings)
Revenue$11.1B (vs $11.1B est · +0.7% surprise · +13.3% YoY)
EPS$3.88 (vs $3.13 est · +24.0% surprise · +50.9% YoY)
Share price$196.21 (-2.6%)
Market cap$160.7B

Salesforce Inc. (CRM) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q2 FY2027$11.1B vs $11.1B est$3.88 vs $3.13 est+24.0%-1.6%Mixed
Q1 FY2027$11.2B vs $11.2B est$3.81 vs $3.05 est+24.9%+7.6%Mixed
Q4 FY2026$10.3B vs $10.3B est$3.25 vs $2.86 est+13.6%+5.4%Mixed
Q3 FY2026$10.2B vs $10.1B est$2.91 vs $2.78 est+4.7%-3.5%Mixed
Q2 FY2026$9.8B vs $9.8B est$2.58 vs $2.55 est+1.2%-3.7%In line
Q1 FY2026$10.0B vs $10.0B est$2.78 vs $2.61 est+6.5%-3.6%Mixed
Q4 FY2025$9.4B vs $9.4B est$2.41 vs $2.44 est-1.2%+11.1%In line
Q3 FY2025$9.3B vs $9.2B est$2.56 vs $2.35 est+8.9%-2.7%Mixed

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.8.4%72.7M$11.4B-8.7%
Vanguard Capital Management LLC6.0%52.1M$8.2B-12.3%
State Street Corp5.2%44.9M$7.1B-8.3%
Morgan Stanley2.7%23.3M$3.7B-26.4%
Geode Capital Management, LLC2.3%19.8M$3.1B-10.8%
Harris Associates L P1.9%16.2M$2.5B+8.3%
Undisclosed filer1.9%16.1M$2.5B-17.1%
Arrowstreet Capital, Limited Partnership1.5%13.3M$2.1B+4.9%
Bank Of America Corp /De/1.4%12.2M$1.9B+4.2%
Susquehanna International Group, Llp1.4%11.9M$1.9B+29.5%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Tallapragada Srinivasofficer: Chief Eng/Cust Success Officer2026-07-22Buy2K
Tallapragada Srinivasofficer: Chief Eng/Cust Success Officer2026-07-22Sell886$144418
Tallapragada Srinivasofficer: Chief Eng/Cust Success Officer2026-07-22Sell2K
Harris Parkerdirector, officer: Co-Founder and CTO, Slack2026-07-22Buy2K
Harris Parkerdirector, officer: Co-Founder and CTO, Slack2026-07-22Sell886$144418
Harris Parkerdirector, officer: Co-Founder and CTO, Slack2026-07-22Sell2K
Tallapragada Srinivasofficer: Chief Eng/Cust Success Officer2026-06-22Buy2K
Tallapragada Srinivasofficer: Chief Eng/Cust Success Officer2026-06-22Sell908$136309

What you'll find

Frequently asked questions

When is Salesforce Inc.'s next earnings date?
Salesforce Inc.'s (CRM) next scheduled earnings date is Aug 26, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Salesforce Inc. (CRM) beat or miss earnings?
In Q1 FY2027, Salesforce Inc. (CRM) posted mixed results — revenue of $11.1B versus the $11.1B estimate (+0.7% surprise) and EPS of $3.88 versus $3.13 expected (+24.0% surprise). Magnisto decodes every Salesforce Inc. (CRM) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Salesforce Inc. beat earnings estimates?
Over its last 8 reported quarters, Salesforce Inc. (CRM) beat Wall Street EPS estimates 6 times, most recently a mixed result in Q2 FY2027. Magnisto tracks every Salesforce Inc. (CRM) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Salesforce Inc. stock move after earnings?
Over its last 8 quarterly reports, Salesforce Inc. (CRM) moved an average of ±4.9% the day after earnings — ranging from -3.7% (Q2 FY2026) to +11.1% (Q4 FY2025). The stock rose after 3 of those 8 reports and fell after 5. Heading into its next report on Aug 26, 2026, options-implied volatility is pricing in a move of roughly ±9.4% (derived). Magnisto tracks the realized post-earnings move for every Salesforce Inc. (CRM) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Salesforce Inc.?
Institutions hold about 62.7% of Salesforce Inc.'s (CRM) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (8.4%), Vanguard Capital Management LLC (6.0%), State Street Corp (5.2%). Magnisto lists Salesforce Inc.'s (CRM) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Salesforce Inc. (CRM)?
In the most recent Form 4 filings Magnisto tracks, Salesforce Inc. (CRM) insiders recorded 4 purchases and 8 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Salesforce Inc. (CRM) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Salesforce Inc. (CRM), anchored to the current $196.21 share price, so you can weigh the bull, base and bear cases for Salesforce Inc. side by side.
Is Salesforce Inc. (CRM) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Salesforce Inc. fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.