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CRM
TechnologySalesforce, Inc.
Software—Application
Next Earnings: Q4 2026
Wednesday, February 25, 2026
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CRM EPS History & Predictions
Actual
Consensus
Wall Street
$3.04consensus
GPT-5.2
$3.30▲
Gemini 3 Pro
$3.51▲
Claude-opus
$3.32▲
Grok-4
$3.35▲
Q4 2026 Predictions
AI analyst forecasts for the upcoming earnings release. Click a model to see its reasoning.
GPT-5.2
openrouterEPS
$3.30
Revenue
$10.90B
Conf.
56%Click for details →
Gemini 3 Pro
openrouterEPS
$3.51
Revenue
$11.22B
Conf.
85%Click for details →
Claude-opus
openrouterEPS
$3.32
Revenue
$10.65B
Conf.
72%Click for details →
Grok-4
openrouterEPS
$3.35
Revenue
$11.60B
Conf.
85%Click for details →
Predictions Comparison
AI model predictions compared to Wall Street consensus
| Model | EPS Estimate | Revenue Estimate | vs Consensus | Confidence | |
|---|---|---|---|---|---|
GPT-5.2openrouter | $3.30 | $10.90B | +8.6% | 56% | |
Gemini 3 Proopenrouter | $3.51 | $11.22B | +15.5% | 85% | |
Claude-opusopenrouter | $3.32 | $10.65B | +9.2% | 72% | |
Grok-4openrouter | $3.35 | $11.60B | +10.2% | 85% | |
| Wall Street Consensus | $3.04 | $11.18B | — | — |
Wall Street Consensus
Compare AI predictions against Wall Street analyst consensus
Consensus EPS
$2.86
Last Reported EPS
$2.19
Last Surprise
-23.43%
Report Date
12/4/2025
Quarterly Earnings Surprise Amount
Historical performance vs Wall Street consensus
| Fiscal Quarter End | Date Reported | Earnings Per Share* | Consensus EPS* Forecast | % Surprise |
|---|---|---|---|---|
| Q3 2026 | 12/4/2025 | 2.19 | 2.86 | -23.43 |
| Q2 2026 | 9/4/2025 | 1.97 | 2.78 | -29.14 |
| Q1 2026 | 5/29/2025 | 1.61 | 2.55 | -36.86 |
| Q4 2025 | 3/5/2025 | 1.78 | 2.61 | -31.80 |
* EPS values are adjusted for stock splits
Financial Statements
Historical data with AI projections for Q4 2026
All values in Billions (USD) unless otherwise noted
AI Projections | ||||||||
|---|---|---|---|---|---|---|---|---|
| Line Item | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | GPT-5.2Q4 2026 | Gemini 3 ProQ4 2026 | Claude-opusQ4 2026 | Grok-4Q4 2026 |
| Revenue | ||||||||
| Revenue | 9.99 | 9.83 | 10.24 | 10.26 | 10.90+6.2% | 11.22+9.4% | 10.65+3.8% | 11.60+13.1% |
| Cost Of Revenue | 2.22 | 2.27 | 2.24 | 2.25 | 2.39+6.0% | 2.45+8.6% | 2.34+3.8% | 2.48+10.0% |
| Cost & Gross Profit | ||||||||
| Gross Profit | 7.78 | 7.56 | 7.99 | 8.00 | 8.51+6.3% | 8.77+9.6% | 8.31+3.8% | 9.12+13.9% |
| Cost And Expenses | 8.17 | 7.89 | 7.90 | 8.07 | 8.55+5.9% | 8.59+6.4% | 8.10+0.4% | 8.08+0.1% |
| Operating Expenses | ||||||||
| Research And Development Expenses | 1.42 | 1.46 | 1.48 | 1.43 | 1.50+4.7% | 1.46+1.9% | 1.43-0.2% | 1.45+1.2% |
| General And Administrative Expenses | 0.767 | 0.697 | 0.734 | 0.667 | 0.730+9.4% | 0.780+16.9% | 0.650-2.5% | 0.680+1.9% |
| Selling And Marketing Expenses | 3.47 | 3.43 | 3.44 | 3.46 | 3.70+7.1% | 3.90+12.8% | 3.40-1.6% | 3.47+0.4% |
| Selling General And Administrative Expenses | 4.24 | 4.13 | 4.18 | 4.12 | 4.45+7.9% | 4.68+13.5% | 4.05-1.8% | 4.15+0.7% |
| Other Expenses | 0.298 | 0.036 | 0 | 0.260 | 0.170-34.6% | 0.050-80.8% | 0.100-61.5% | 0.200-23.1% |
| Operating Expenses | 5.96 | 5.62 | 5.66 | 5.82 | 6.16+5.9% | 6.14+5.6% | 5.76-1.0% | 5.60-3.7% |
| Interest Expense | 0.068 | 0.068 | 0.067 | 0.067 | 0.066-1.5% | 0.067+0.0% | 0.067+0.0% | 0.067+0.0% |
| Total Other Income Expenses Net | 0.168 | 0.032 | 0.074 | 0.324 | 0.260-19.8% | 0.028-91.4% | 0.300-7.4% | 0.093-71.3% |
| Income Tax Expense | 0.280 | 0.433 | 0.519 | 0.426 | 0.500+17.4% | 0.531+24.6% | 0.485+13.8% | 0.460+8.0% |
| Other Income/Expense | ||||||||
| Net Interest Income | -0.068 | 0.101 | 0.083 | 0.072 | 0.074+2.8% | 0.078+8.3% | 0.063-12.5% | 0.063-12.5% |
| Interest Income | 0 | 0.169 | 0.150 | 0.139 | 0.140+0.7% | 0.145+4.3% | 0.130-6.5% | 0.130-6.5% |
| Non Operating Income Excluding Interest | -0.298 | 0.036 | -0.070 | 0.034 | 0.016-52.9% | -0.050-247.1% | 0.170+400.0% | 0.030-11.8% |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | ||||||||
| Operating Income | 1.82 | 1.94 | 2.33 | 2.19 | 2.35+7.4% | 2.63+20.2% | 2.55+16.5% | 3.52+60.9% |
| Income Before Tax | 1.99 | 1.97 | 2.41 | 2.51 | 2.61+3.9% | 2.66+5.8% | 2.85+13.5% | 3.57+42.2% |
| Net Income From Continuing Operations | 1.71 | 1.54 | 1.89 | 2.09 | 2.11+1.2% | 2.13+2.0% | 2.37+13.4% | 3.11+49.2% |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | 1.71 | 1.54 | 1.89 | 2.09 | 2.11+1.2% | 2.13+2.0% | 2.37+13.4% | 3.11+49.2% |
| Net Income Deductions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bottom Line Net Income | 1.71 | 1.54 | 1.89 | 2.09 | 2.11+1.2% | 2.13+2.0% | 2.37+13.4% | 3.11+49.2% |
| Eps | $1.78 | $1.61 | $1.97 | $2.19 | $2.23+1.8% | $2.23+1.8% | $2.49+13.7% | $3.35+53.0% |
| Eps Diluted | 1.75 | 1.59 | 1.96 | 2.18 | 2.21+1.4% | 2.23+2.3% | 3.32+52.3% | 3.33+52.8% |
| Other | ||||||||
| Filing Date | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Fiscal Year | 0.000 | 0.000 | 0.000 | 0.000 | — | — | — | — |
| Depreciation And Amortization | 0.877 | 0.843 | 0.817 | 0.851 | 0.860+1.1% | 0.860+1.1% | 0.870+2.2% | 0.860+1.1% |
| Ebitda | 3.00 | 2.75 | 3.22 | 3.00 | 3.16+5.2% | 3.58+19.3% | 3.49+16.0% | 4.38+45.8% |
| Ebit | 2.12 | 1.91 | 2.41 | 2.15 | 2.30+6.8% | 2.73+26.5% | 2.62+21.5% | 3.52+63.4% |
| Weighted Average Shs Out | 959,000,000 | 969,182,000 | 956,000,000 | 955,000,000 | 948,000,000-0.7% | 945,000,000-1.0% | 950,000,000-0.5% | 950,000,000-0.5% |
| Weighted Average Shs Out Dil | 974,000,000 | 970,000,000 | 962,000,000 | 962,000,000 | 955,000,000-0.7% | 952,000,000-1.0% | 713,000,000-25.9% | 960,000,000-0.2% |