Salesforce Inc
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+ FollowMarket Cap$186.31B
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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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$287.64
26.6% upside
Current Fair Value
26.6% upsideUndervalued by 26.6% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $186.31 Billion |
|---|---|
| Enterprise Value | $238.53 Billion |
| Annual dividend | $1.74 |
| Dividend yield | 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 | 23.99 |
| Price to Sales | 4.29 |
| Price to Book Ratio | 4.94 |
| Enterprise Value to Revenue | 5.43 |
| Enterprise Value to EBIT | 19.5 |
| Enterprise Value to Net Income | 24 |
| Total Debt to Enterprise | 0.25 |
| Debt to Equity | 1.58 |
Revenue Sources
No data
Last Earnings Call
Report Date
September 2, 2026
EPS Estimate
$3.28
Consensus analyst estimateRevenue Estimate
$11.33 B
Consensus analyst estimateNext Earnings Call
Expected Date
December 2, 2026
EPS Estimate
$3.43
Consensus analyst estimateRevenue Estimate
$11.47 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 2.65, the ratio is above 1, so institutions hold more puts than calls. That is a more cautious stance.
| Put/Call Ratio | 2.6494▲ 181.12% |
|---|---|
| Total Calls | 79,527▼ 99.81% |
| Total Puts | 210,700▼ 99.40% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.24%▼ 77.21% |
|---|---|
| Total Invested | $7.85B▼ 92.90% |
| Investors Holding | 1,133▼ 1532.00% |
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.