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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
$2.44▼
GPT-5.2
$3.28▲
Gemini 3 Pro
$3.53▲
Claude-opus
$3.31▲
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
$2.44
Revenue
$11.05B
Conf.
56%Click for details →
GPT-5.2
openrouterEPS
$3.28
Revenue
$10.85B
Conf.
56%Click for details →
Gemini 3 Pro
openrouterEPS
$3.53
Revenue
$11.15B
Conf.
88%Click for details →
Claude-opus
openrouterEPS
$3.31
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 | $2.44 | $11.05B | -19.7% | 56% | |
GPT-5.2openrouter | $3.28 | $10.85B | +7.9% | 56% | |
Gemini 3 Proopenrouter | $3.53 | $11.15B | +16.1% | 88% | |
Claude-opusopenrouter | $3.31 | $10.65B | +8.9% | 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
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
| Line Item | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | GPT-5.2Q4 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 | 11.05+7.7% | 10.85+5.8% | 11.15+8.7% | 10.65+3.8% | 11.60+13.1% |
| Cost Of Revenue | 2.22 | 2.27 | 2.24 | 2.25 | 2.40+6.4% | 2.38+5.5% | 2.43+7.8% | 2.30+2.0% | 2.55+13.2% |
| Cost & Gross Profit | |||||||||
| Gross Profit | 7.78 | 7.56 | 7.99 | 8.00 | 8.65+8.1% | 8.47+5.8% | 8.72+8.9% | 8.35+4.3% | 9.05+13.0% |
| Cost And Expenses | 8.17 | 7.89 | 7.90 | 8.07 | 8.35+3.5% | 8.37+3.7% | 8.46+4.8% | 8.02-0.6% | 8.10+0.4% |
| Operating Expenses | |||||||||
| Research And Development Expenses | 1.42 | 1.46 | 1.48 | 1.43 | 1.50+4.7% | 1.46+1.9% | 1.48+3.3% | 1.42-0.9% | 1.45+1.2% |
| General And Administrative Expenses | 0.767 | 0.697 | 0.734 | 0.667 | 0.700+4.9% | 0.680+1.9% | 0.750+12.4% | 0.650-2.5% | 0.680+1.9% |
| Selling And Marketing Expenses | 3.47 | 3.43 | 3.44 | 3.46 | 3.55+2.7% | 3.57+3.3% | 3.53+2.1% | 3.40-1.6% | 3.42-1.0% |
| Selling General And Administrative Expenses | 4.24 | 4.13 | 4.18 | 4.12 | 4.25+3.1% | 4.25+3.1% | 4.28+3.8% | 4.05-1.8% | 4.10-0.6% |
| Other Expenses | 0.298 | 0.036 | 0 | 0.260 | 0.051-80.4% | 0.062-76.2% | 0-100.0% | 0-100.0% | 0.250-3.8% |
| Operating Expenses | 5.96 | 5.62 | 5.66 | 5.82 | 5.95+2.3% | 5.99+3.0% | 6.03+3.7% | 5.72-1.7% | 5.55-4.6% |
| 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% | 0.070+4.5% |
| Total Other Income Expenses Net | 0.168 | 0.032 | 0.074 | 0.324 | 0.150-53.7% | 0.160-50.6% | 0.078-75.9% | 0.130-59.9% | 0.360+11.1% |
| Income Tax Expense | 0.280 | 0.433 | 0.519 | 0.426 | 0.527+23.7% | 0.475+11.5% | 0.553+29.8% | 0.470+10.3% | 0.502+17.8% |
| Other Income/Expense | |||||||||
| Net Interest Income | -0.068 | 0.101 | 0.083 | 0.072 | 0.079+9.7% | 0.078+8.3% | 0.078+8.3% | 0.063-12.5% | 0.070-2.8% |
| Interest Income | 0 | 0.169 | 0.150 | 0.139 | 0.145+4.3% | 0.145+4.3% | 0.145+4.3% | 0.130-6.5% | 0.140+0.7% |
| Non Operating Income Excluding Interest | -0.298 | 0.036 | -0.070 | 0.034 | 0.020-41.2% | 0.020-41.2% | 0-100.0% | 0.070+105.9% | 0.030-11.8% |
| Other Adjustments To Net Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income & EPS | |||||||||
| Operating Income | 1.82 | 1.94 | 2.33 | 2.19 | 2.70+23.4% | 2.48+13.3% | 2.69+22.9% | 2.63+20.2% | 3.50+59.9% |
| Income Before Tax | 1.99 | 1.97 | 2.41 | 2.51 | 2.85+13.5% | 2.64+5.1% | 2.77+10.2% | 2.76+9.9% | 3.58+42.5% |
| Net Income From Continuing Operations | 1.71 | 1.54 | 1.89 | 2.09 | 2.32+11.4% | 2.17+3.8% | 2.21+6.2% | 2.29+9.8% | 3.08+47.6% |
| Net Income From Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Net Income | 1.71 | 1.54 | 1.89 | 2.09 | 2.32+11.4% | 2.17+3.8% | 2.21+6.2% | 2.29+9.8% | 3.08+47.6% |
| Net Income Deductions | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Bottom Line Net Income | 1.71 | 1.54 | 1.89 | 2.09 | 2.32+11.4% | 2.17+3.8% | 2.21+6.2% | 2.29+9.8% | 3.08+47.6% |
| Eps | $1.78 | $1.61 | $1.97 | $2.19 | $2.46+12.3% | $2.28+4.1% | $2.31+5.5% | $2.42+10.5% | $3.37+53.9% |
| Eps Diluted | 1.75 | 1.59 | 1.96 | 2.18 | 2.44+11.9% | 2.27+4.1% | 2.30+5.5% | 2.41+10.6% | 3.35+53.7% |
| 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% | 0.865+1.6% | 0.860+1.1% | 0.870+2.2% |
| Ebitda | 3.00 | 2.75 | 3.22 | 3.00 | 3.56+18.5% | 3.30+9.8% | 3.56+18.3% | 3.56+18.5% | 4.41+46.9% |
| Ebit | 2.12 | 1.91 | 2.41 | 2.15 | 2.70+25.3% | 2.44+13.3% | 2.69+24.9% | 2.70+25.3% | 3.54+64.5% |
| Weighted Average Shs Out | 959,000,000 | 969,182,000 | 956,000,000 | 955,000,000 | 945,000,000-1.0% | 950,000,000-0.5% | 950,000,000-0.5% | 948,000,000-0.7% | 913,000,000-4.4% |
| Weighted Average Shs Out Dil | 974,000,000 | 970,000,000 | 962,000,000 | 962,000,000 | 952,000,000-1.0% | 956,000,000-0.6% | 962,000,000+0.0% | 950,000,000-1.2% | 919,000,000-4.5% |