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Salesforce.com Earnings Calls
| Release date | May 27, 2026 |
| EPS estimate | $3.13 |
| EPS actual | $3.88 |
| EPS Surprise | 23.96% |
| Revenue estimate | 11.053B |
| Revenue actual | 11.133B |
| Revenue Surprise | 0.721% |
| Release date | Feb 25, 2026 |
| EPS estimate | $3.05 |
| EPS actual | $3.81 |
| EPS Surprise | 24.92% |
| Revenue estimate | 11.192B |
| Revenue actual | 11.201B |
| Revenue Surprise | 0.0812% |
| Release date | Dec 03, 2025 |
| EPS estimate | $2.86 |
| EPS actual | $3.25 |
| EPS Surprise | 13.64% |
| Revenue estimate | 10.274B |
| Revenue actual | 10.259B |
| Revenue Surprise | -0.148% |
| Release date | Sep 03, 2025 |
| EPS estimate | $2.78 |
| EPS actual | $2.91 |
| EPS Surprise | 4.68% |
| Revenue estimate | 10.14B |
| Revenue actual | 10.236B |
| Revenue Surprise | 0.94% |
Last 4 Quarters for Salesforce.com
Below you can see how CRM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Sep 03, 2025 |
| Price on release | $256.45 |
| EPS estimate | $2.78 |
| EPS actual | $2.91 |
| EPS surprise | 4.68% |
| Date | Price |
|---|---|
| Aug 27, 2025 | $250.16 |
| Aug 28, 2025 | $254.53 |
| Aug 29, 2025 | $256.25 |
| Sep 02, 2025 | $252.86 |
| Sep 03, 2025 | $256.45 |
| Sep 04, 2025 | $244.01 |
| Sep 05, 2025 | $250.76 |
| Sep 08, 2025 | $252.27 |
| Sep 09, 2025 | $252.06 |
| 4 days before | 2.51% |
| 4 days after | -1.71% |
| On release day | -4.85% |
| Change in period | 0.760% |
| Release date | Dec 03, 2025 |
| Price on release | $238.72 |
| EPS estimate | $2.86 |
| EPS actual | $3.25 |
| EPS surprise | 13.64% |
| Date | Price |
|---|---|
| Nov 26, 2025 | $228.15 |
| Nov 28, 2025 | $230.66 |
| Dec 01, 2025 | $232.83 |
| Dec 02, 2025 | $234.71 |
| Dec 03, 2025 | $238.72 |
| Dec 04, 2025 | $247.46 |
| Dec 05, 2025 | $260.57 |
| Dec 08, 2025 | $259.53 |
| Dec 09, 2025 | $261.08 |
| 4 days before | 4.63% |
| 4 days after | 9.37% |
| On release day | 3.66% |
| Change in period | 14.43% |
| Release date | Feb 25, 2026 |
| Price on release | $191.75 |
| EPS estimate | $3.05 |
| EPS actual | $3.81 |
| EPS surprise | 24.92% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $185.29 |
| Feb 20, 2026 | $185.16 |
| Feb 23, 2026 | $178.16 |
| Feb 24, 2026 | $185.42 |
| Feb 25, 2026 | $191.75 |
| Feb 26, 2026 | $199.47 |
| Feb 27, 2026 | $194.79 |
| Mar 02, 2026 | $192.95 |
| Mar 03, 2026 | $196.05 |
| 4 days before | 3.49% |
| 4 days after | 2.24% |
| On release day | 4.03% |
| Change in period | 5.81% |
| Release date | May 27, 2026 |
| Price on release | $177.51 |
| EPS estimate | $3.13 |
| EPS actual | $3.88 |
| EPS surprise | 23.96% |
| Date | Price |
|---|---|
| May 20, 2026 | $180.10 |
| May 21, 2026 | $176.31 |
| May 22, 2026 | $180.07 |
| May 26, 2026 | $179.08 |
| May 27, 2026 | $177.51 |
| May 28, 2026 | $176.17 |
| May 29, 2026 | $191.10 |
| Jun 01, 2026 | $209.60 |
| Jun 02, 2026 | $200.84 |
| 4 days before | -1.44% |
| 4 days after | 13.14% |
| On release day | -0.755% |
| Change in period | 11.52% |
Salesforce.com Earnings Call Transcript Summary of Q2 2026
Salesforce reported a strong Q2 FY2026: revenue of $10.25B (up ~10% YoY), CRPO $29.4B (up 11% YoY), non-GAAP operating margin ~34.1% (expanding) and a raised low-end revenue guide for FY26 ($41.1B–$41.3B). Key product momentum is concentrated in AgentForce (agentic AI) and Data Cloud: AgentForce adoption and production deployments accelerated (6,000 paid deals, 12,500+ total; 40% of AgentForce bookings from existing customers) and Data Cloud / AI ARR grew ~120% YoY to $1.2B in Q2. Data Cloud is characterized as strategic and foundational (over half the Fortune 500 onboard; zero-copy rows accessed up 326%). Management highlighted customers moving quickly from pilot to production (60% increase quarter-over-quarter) and multiple large customer wins (Dell, Marriott, US Army, DIRECTV, FedEx, Falabella, William Sonoma). Capital allocation: $2.6B returned this quarter and the board approved a $20B expansion to the share repurchase authorization; Informatica close now expected late FY26 / early FY27 (not modeled into guidance). They raised FY26 operating cash flow outlook (nearly $15B expected for year) and slightly raised non-GAAP margin guidance. Management emphasized product launches and demos planned at Dreamforce (October), continued M&A to accelerate AI/data capabilities, disciplined investment toward data & AI, and prioritization/restructuring to become an "agentic enterprise."
