Salesforce Inc
CRM
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+ FollowMarket Cap$193.48B
Close$
Earnings Call Q2 2027
August 26, 2026 - AI Summary
Beats + re-acceleration signals (good/surprising): Management framed Q2 as “one of the best quarters ever,” with record revenue and EPS, CRPO up ~14%, and near-record-low attrition. They highlighted net new AOV growth strongest in four years and agentic usage up ~6x (via Model Context Protocol / Claude calls), arguing this counters a “SaaSpocalypse” narrative (i.e., AI will not cannibalize CRM seats/applications—usage is rising instead).
AI/Agentforce momentum (good): Agentforce ARR hit ~$1.5B and they said AI + Data ARR is about to cross ~$4B. Accounts with agents in production grew ~70% quarter-over-quarter, plus expansion wins (e.g., Deutsche Telekom, FIFA, NTT Data, Cisco). They also described operational adoption through packaged agents and industry use cases (IT service, life sciences, operations/supply chain).
Guidance raise (good): They stated they are raising FY2027 revenue guidance by ~$300M in constant currency (attributed to AI-driven platform acceleration and strategic acquisitions expected to close soon: Contentful and Fin).
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$276.38
17.1% upside
Current Fair Value
17.1% upsideUndervalued by 17.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $193.48 Billion |
|---|---|
| Enterprise Value | $245.70 Billion |
| Dividend Yield | $1.74 (0.76%) |
| Earnings per Share | $7.85 |
| Beta | 1.26 |
| Outstanding Shares | 820,000,000 |
Return
| Return on Equity | 25.18% |
|---|---|
| Return on Assets | 8.81% |
| Return on Invested Capital | 14.69% |
Valuation & Multiples
| P/E Ratio | 20.83 |
|---|---|
| PEG | 23.98 |
| Price to Sales | 4.45 |
| Price to Book Ratio | 5.13 |
| Enterprise Value to Revenue | 5.59 |
| Enterprise Value to EBIT | 20.08 |
| Enterprise Value to Net Income | 25 |
| Total Debt to Enterprise | 0.25 |
| Debt to Equity | 1.58 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
September 2, 2026
EPS Estimate
$3.28
Average shareholder expectationRevenue Estimate
$11.33 B
Average shareholder expectationNext Earnings Call
Expected Date
December 2, 2026
EPS Estimate
$3.43
Average shareholder expectationRevenue Estimate
$11.47 B
Average shareholder expectationInstitutional Put/Call Ratio
Market sentiment based on institutional option activity.
| Put/Call Ratio | 7.4762▲ 663.80% |
|---|---|
| Total Calls | 2,100▼ 100.00% |
| Total Puts | 15,700▼ 99.96% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 0.22%▼ 81.23% |
|---|---|
| Total Invested | $417.70M▼ 99.62% |
| Investors Holding | 129▼ 2533.00% |
ESG Score
No data
About Salesforce.Com Inc
49,000 employees
CEO: Marc Benioff Salesforce, the global CRM leader, empowers companies of every size and industry to digitally transform and create a 360° view of their customers.