Salesforce Inc (CRM)
Q1 Proved That The Market Is Wrong, Salesforce Stock Is Too Cheap
Salesforce delivered strong Q1 results, beating revenue and EPS estimates, with robust growth in Data Cloud and Agentforce adoption. The market is undervaluing CRM's AI and data strategy, which are driving operational efficiency and significant recurring revenue growth. CRM is returning substantial value to shareholders through aggressive buybacks and a growing dividend, supported by rising free cash flow.
Salesforce, Inc. (CRM) Jefferies Public Technology Conference (Transcript)
Salesforce, Inc. (NYSE:CRM ) Jefferies Public Technology Conference May 29, 2025 3:00 PM ET Company Participants Bill Patterson - EVP, Corporate Strategy Conference Call Participants Brent Thill - Jefferies Brent Thill Thanks, everyone, for joining Salesforce. Bill is a regular here.
Salesforce's Q1 Shocker: I See No Dead Money Here
Salesforce beat Q1 FY26 consensus with $9.83B revenue and $2.58 EPS, driven by strong SMB growth and healthy margins, though the stock dipped post-earnings. AI initiatives show strong traction: Agentforce secured >8,000 deals ($100M+ AOV rapidly) and combined with Data Cloud, surpassed $1B ARR, growing over 120% YoY. The $8 billion Informatica acquisition aims to bolster data capabilities, expecting accretion by early FY27, while Salesforce targets a 34% non-GAAP EBIT margin for FY26.
Salesforce Q1 Earnings Beat Estimates, Revenues Rise Y/Y
CRM's Q1 performance reflects the success of its go-to-market strategy and integration of gen AI into its offerings, driving traction in its product line.
Salesforce earnings were ‘not bad.' So why is the stock having its worst day in a year?
Salesforce's results weren't enough to shed lingering growth fears.
Salesforce shares fall as software maker shows pockets of weakness
Salesforce shares slumped despite topping fiscal first-quarter estimates and raising its full-year outlook due to artificial intelligence tailwinds. Salesforce's results come a day after it announced plans to buy data management company Informatica for $8 billion.
Salesforce's Stock Price Presents an Opportunity to Buy
Salesforce's NYSE: CRM stock price is rebounding from the April lows, and the move is just getting started. The company is a leader in AI-assisted data management and CRM services, an industry that is still in the earliest phases of adoption.
Salesforce vs. Adobe: Which Cloud Software Stock Has an Edge?
CRM outpaces ADBE with stronger AI growth, better valuation, and steadier earnings, giving CRM the edge in cloud software stocks.
What's Happening With CRM Stock?
Salesforce (NYSE:CRM) has recently published its Q1 fiscal 2026 results (with the fiscal year concluding in January), announcing sales of $9.83 billion and earnings per share of $2.58. Both figures exceeded consensus projections of $9.75 billion and $2.53, respectively.
Explained: Salesforce number reassured; but latest deal prompts double-take
Salesforce Inc's (NYSE:CRM, ETR:FOO) results after hours offered reassurance on several fronts: steady top-line growth, expanding margins, and further evidence that its shift towards artificial intelligence is beginning to bear fruit. For UK investors with indirect holdings through global funds and ETFs, the numbers merit attention, not least because of the company's strategic pivot and the surprise revival of large-scale acquisitions.
Salesforce, Inc. (CRM) Q1 2026 Earnings Call Transcript
Salesforce, Inc. (NYSE:CRM ) Q1 2026 Earnings Conference Call May 28, 2025 5:00 PM ET Company Participants Michael Spencer - EVP of Finance and Strategy and IR Marc Benioff - Chair, CEO and Co-Founder Robin Washington - Chief Operating and Financial Officer Miguel Milano - President & Chief Revenue Officer Srini Tallapragada - President & Chief Engineering Officer Conference Call Participants Keith Weiss - Morgan Stanley Brent Thill - Jefferies Raimo Lenschow - Barclays Brad Sills - Bank of America Brad Zelnick - Deutsche Bank Kash Rangan - Goldman Sachs Mark Murphy - JPMorgan Operator Welcome to Salesforce First Quarter Fiscal 2026 Results Conference Call. All lions have been placed on mute to prevent any background noise.
Salesforce.com (CRM) Q1 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 April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
