Salesforce Inc (CRM)
"Focus on Results:" CRM Needs to Convert A.I. "Hype" Into Profits
Steve Koenig says the focus on Salesforce (CRM) was "all about guidance," which didn't deliver enough for investors. He argues the lack of a guidance raise above Wall Street's estimates shows there's "pockets of weakness" for the software company.
Salesforce shares decline on conservative Q3 revenue guidance
Salesforce Inc (NYSE:CRM, ETR:FOO) reported record second quarter fiscal 2026 results that exceeded expectations across revenue and earnings, but the company's shares fell on conservative guidance for the third quarter. Revenue for the quarter ended July 31, 2025, was $10.2 billion, an increase of 10% year-over-year and 9% in constant currency, surpassing analyst estimates of $10.14 billion.
Salesforce: Get Ready To Catch The Falling Knife
Salesforce faces immense skepticism over its AI leadership and light guidance, despite enthusiastic commentary by management. In CRM's Q2 release, management unloaded several key AI growth initiatives, but its outlook fails to provide the glimmer that its commentary deserves. CRM's valuation remains well battered, but near-term growth impediments against increasingly valuable AI rivals could persist.
Salesforce.com: Why The Low Levels Are Justified?
Salesforce stock is presently experiencing downward pressure as investors evaluate its strong operational performance within the context of decelerating growth. Even though the company reported a positive quarter, its revenue forecast slightly fell short of expectations, raising concerns about its future direction.
Salesforce Stock Drops as CEO Defends 'Appropriately Conservative' Outlook
Salesforce (CRM) shares are sinking 7% in premarket trading Thursday, a day after CEO Marc Benioff called the customer-relationship software firm's soft current-quarter outlook "appropriately conservative."
Salesforce Remains A Buy As Market Digests Its Maturity
Salesforce's revenue growth is slowing, but this is expected, due to its size and history of rapid expansion. The company is shifting focus to sustainable profit growth, with rising margins and a potentially large dividend yield in the future. Valuation is reasonable, even cheap, and buybacks during market drawdowns will boost EPS growth.
Salesforce, Inc. - Special Call
Salesforce, Inc. - Special Call Company Participants Martin Priest Cheryl Cochran Conference Call Participants Chad Best Presentation Martin Priest Hi, everybody. Good morning, good afternoon, good evening.
Salesforce, Inc. (CRM) Q2 2026 Earnings Call Transcript
Salesforce, Inc. (NYSE:CRM ) Q2 2026 Earnings Call September 3, 2025 5:00 PM EDT 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 Srinivas Tallapragada - President, Chief Engineering & Customer Success Officer Miguel Milano - President & Chief Revenue Officer Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Keith Weiss - Morgan Stanley, Research Division Brent Thill - Jefferies LLC, Research Division S. Kirk Materne - Evercore ISI Institutional Equities, Research Division Mark Murphy - JPMorgan Chase & Co, Research Division Raimo Lenschow - Barclays Bank PLC, Research Division Presentation Operator Good afternoon, everyone.
We're seeing an incredible transformation in enterprise, says Salesforce CEO Marc Benioff
Salesforce Co-Founder, Chair, and CEO Marc Benioff joins 'Mad Money' host Jim Cramer to talk quarterly results, AI integration, rolling out AI agents, and more.
Salesforce CEO Marc Benioff goes one-on-one with Jim Cramer
Salesforce CEO Marc Benioff joins 'Mad Money' host Jim Cramer to talk quarterly results, AI integration, rolling out AI agents, and more.
Salesforce.com (CRM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
While the top- and bottom-line numbers for Salesforce.com (CRM) give a sense of how the business performed in the quarter ended July 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Salesforce is having a bad year. This is where investors want to see growth
Salesforce trails its tech large-cap peers and is the second-worst performer in the Dow this year, ahead of only UnitedHealth. The company's growth rate has been below 10% since mid-2024, and analysts don't expect revenue growth to reach double digits for the latest quarter.
