Salesforce, Inc. (CRM) Market Performance - February 26, 2026
On February 26, 2026, Salesforce, Inc. reported its fourth-quarter earnings for fiscal 2026. The company delivered a strong revenue performance; however, market reaction was mixed due to a cautious outlook for the upcoming fiscal year.
Stock Price Overview
- Closing Price: $199.47, a 4.03% increase from the previous close of $191.75
- Opening Price: $196.76
- Intraday High: $201.04
- Intraday Low: $191.33
- Trading Volume: Approximately 52.01 million shares
Earnings Report Highlights
Revenue Performance
Salesforce reported a fourth-quarter revenue of $11.20 billion, representing a 12% year-over-year increase and slightly exceeding market estimates. The total revenue for fiscal year 2026 reached $41.5 billion, marking a 10% growth compared to the previous fiscal year.
Earnings Per Share (EPS)
The adjusted EPS for the quarter was $3.81, significantly surpassing the consensus estimate of $3.05. Net profit rose to $1.94 billion, up from $1.71 billion in the same quarter last year.
Remaining Performance Obligation (RPO)
Salesforce reported a total RPO of $72.4 billion, indicating strong ongoing demand for its services.
Guidance and Market Reaction
Fiscal 2027 Outlook
The company projected fiscal 2027 revenue between $45.8 billion and $46.2 billion, slightly below analyst expectations of approximately $46.1 billion. For Q1 fiscal 2027, Salesforce anticipates revenue between $11.03 billion and $11.08 billion, with EPS forecasted between $3.11 and $3.13.
Stock Movement After Earnings
Following the earnings release, Salesforce shares declined about 5% in after-hours trading, approaching the 52-week low of $151.16. This decline was attributed to investor concerns regarding the revenue guidance.
Market Concerns
The primary factor behind the stock price decline was apprehension about how Salesforce's investments in artificial intelligence (AI) might affect its traditional software revenue streams. Despite the strong earnings, the cautious guidance led to investor skepticism.
AI Initiatives
Salesforce highlighted its significant progress in AI, particularly with its AI platform Agentforce. The platform achieved an annual recurring revenue of $800 million, representing a 169% increase year-over-year. The company also reported delivering 2.4 billion Agentic Work Units, underscoring its strategic shift toward AI-driven solutions.
Summary
Salesforce, Inc. demonstrated solid financial results in Q4 fiscal 2026, with revenue and earnings surpassing expectations. However, a cautious forecast for fiscal 2027 resulted in a decline in the company’s stock price post-earnings. Market concerns centered on balancing growth in traditional software with the emerging AI business. Salesforce’s continued investments and advancements in AI will be closely monitored by investors as the company seeks to sustain revenue growth.
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