Salesforce Inc. (CRM)
Salesforce, Inc. (CRM) Discusses Q3 Update on Customer Momentum and Success and Agentic Enterprise Strategy Transcript
Salesforce, Inc. ( CRM ) Discusses Q3 Update on Customer Momentum and Success and Agentic Enterprise Strategy December 4, 2025 2:00 PM EST Company Participants Michael Spencer - Executive Vice President of Investor Relations Miguel Milano - President & Chief Revenue Officer Srinivas Tallapragada - President, Chief Engineering & Customer Success Officer Presentation Michael Spencer Executive Vice President of Investor Relations Good morning. Thank you for joining us today.
Salesforce CEO calls AI a 'commodity feature', says the technology bolsters enterprise software
In a Thursday interview with CNBC's Jim Cramer, Salesforce CEO Marc Benioff suggested AI technology bolsters his company's products. Salesforce stock has declined this year even as the broader tech sector has soared, with shares under pressure as Wall Street fears that AI can replace some enterprise software products.
Salesforce analysts see AI-driven growth ahead after earnings beat
Salesforce Inc (NYSE:CRM, XETRA:FOO) delivered better-than-expected results for its third quarter of fiscal 2026, with analysts highlighting strong momentum in the company's AI-focused Agentforce platform and an improving pipeline of customer deals. Shares of Salesforce surged 3.8% on Thursday afternoon after the cloud software giant reported total revenue of $10.26 billion, roughly in line with Street estimates of $10.27 billion, while non-GAAP earnings per share came in at $3.25, well above the $2.86 expected.
The Big 3: CRM, CRWD, NET
Jason Brown (@brownreport) takes investors through software names he's watching for today's Big 3. He explains why Salesforce (CRM) adding clarity to A.I.
Salesforce: Agentforce Now A Massive Catalyst
Salesforce, Inc. delivered strong Q3 results, driven by rapid Agentforce AI adoption and raised FY 2026 revenue and EPS guidance. Agentforce is at a $540M ARR run-rate (+330% Y/Y), with potential to double or triple over several years as agentic AI demand accelerates. CRM is expanding a variety of margins, accelerating stock buybacks, and remains highly profitable with a forward P/E of 18.8X—an attractive discount to SaaS rivals.
Salesforce Shares Gain 2% on Q3 Earnings Beat and FY26 Guidance Raise
CRM shares climb after a Q3 earnings beat, 10% revenue growth and a raised FY26 outlook signal solid operating momentum.
Salesforce Earnings Beat, Offers Upbeat Guidance: ETFs in Focus
Salesforce tops Q3 earnings and lifts outlook, boosting sentiment for cloud-focused ETFs like IGV, BUL and CLOD as AI and cloud adoption accelerate.
Salesforce: Good News Didn't Change Much
Salesforce, Inc. delivered Q3 results with stable revenue growth, expanding margins, and robust free cash flow, but lacks clear reacceleration momentum. CRM raised FY26 revenue guidance to $41.45–$41.55 billion and expects non-GAAP operating margin at 34.1%, signaling confidence in profitability and pipeline. Agentforce and Data Cloud/360 ARR surged 114% to $1.4 billion, highlighting strong traction in AI-driven products and upselling to existing customers.
Salesforce, Inc. (CRM) Q3 2026 Earnings Call Transcript
Salesforce, Inc. ( CRM ) Q3 2026 Earnings Call December 3, 2025 5:00 PM EST Company Participants Michael Spencer - Executive Vice President of Investor Relations Marc Benioff - Co-Founder, Chairman & CEO Robin Washington - President, Chief Operating & Financial Officer and Director Miguel Milano - President & Chief Revenue Officer Srinivas Tallapragada - President, Chief Engineering & Customer Success Officer Conference Call Participants Keith Weiss - Morgan Stanley, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Brad Zelnick - Deutsche Bank AG, Research Division Brent Thill - Jefferies LLC, Research Division S. Kirk Materne - Evercore ISI Institutional Equities, Research Division Bradley Sills - BofA Securities, Research Division Presentation Operator Good afternoon, everyone.
Salesforce Q3: The Agentforce Inflection Point
Salesforce (CRM) delivered robust Q3 results, with strong revenue, EPS, and free cash flow growth, reinforcing my 'Strong Buy' rating. CRM's non-GAAP EPS surged 35% YoY, driven by operating leverage and margin expansion, while free cash flow grew 22%. Agentforce, CRM's flagship AI initiative, achieved 330% ARR growth, and management raised guidance across key metrics, signaling confidence in future growth.
Salesforce.com (CRM) Reports Q3 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Salesforce.com (CRM) give a sense of how the business performed in the quarter ended October 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Markets Gain on Fed Rate Cut Likelihood - CRM, FIVE Beat & Raise
Weak jobs figures from ADP has helped solidify the belief that another 25 basis-point (bps) rate cut is coming next week.
