Nov. 28 at 12:00 AM
$CRM "Heads up alert! Upcoming earnings on Wednesday, 12/3/2025 for
$CRM
Consensus Signal:
Bearish (2.5)
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Salesforce.com (CRM) has faced a challenging market environment, with recent performance reflecting a broader trend of underperformance in the enterprise software sector.
The company's stock has dropped approximately 30% year-to-date, closing at
$228.15 recently, amidst concerns regarding its ability to maintain growth in the face of intense competition from peers like Oracle and Microsoft.
Analysts have noted that CRM's P/E ratio stands at 35.2, which is higher than the industry average of 30, indicating potential overvaluation given the current growth outlook.
Earnings per share (EPS) growth has been sluggish, with a forecasted growth rate of only 5% compared to industry peers that are seeing average growth rates of 10-12%.
Revenue forecasts have also been adjusted downward, with consensus estimates suggesting a modest increase of 7% in the upcoming quarter, reflecting investor concerns about the sustainability of Salesforce's growth trajectory.
This is compounded by the company's recent strategic moves, including acquisitions aimed at enhancing its AI capabilities, which, while promising, have not yet translated into significant market confidence.
Salesforce's upcoming earnings report is scheduled for December 3, 2025, with analysts expecting a cautious outlook.
Historical performance shows that the company has a mixed track record in meeting earnings expectations, which may contribute to further volatility in its stock price post-announcement.
Analyst consensus estimates suggest a slight miss on both top and bottom lines, which could further dampen investor sentiment.
The market is particularly focused on the implications of AI integration and how it may impact Salesforce's market position amid rising competition.
In terms of sector performance, the enterprise software sector has been under pressure, with many companies reporting weaker-than-expected earnings and guidance.
This has been attributed to macroeconomic factors and increased competition from emerging AI technologies that threaten traditional software models.
Overall, Salesforce is navigating a complex landscape with significant headwinds that could impede its recovery in the near term.
- Funds were net buyers of
$CRM during the previous reporting quarter.
- Funds with large holdings in
$CRM include:
- Alyeska Investments, MV:
$590MM. Fund Rank: 85%
- Canada Pension , MV:
$487MM. Fund Rank: 83%
- Baillie Gifford & Co Ltd, MV:
$266MM. Fund Rank: 92%
www.bailliegifford.com
- Adage Capital P, MV:
$259MM. Fund Rank: 88%
www.adagecapital.com
- AKO Capital LLP, MV:
$77MM. Fund Rank: 74%
www.akocapital.com
- Last 10 days performance: -4%
- Last 30 days performance: -10%
- Last 90 days performance: -11%
Some of the latest news articles:
- Title: North America Customer Relationship Management Markets 2025-2033 by Platform Type, Deployment Type, Enterprise Size, End Use, Countries and Company Analysis
Publication Date: 11/27/2025 3:41:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/north-america-customer-relationship-management-154100321.html?.tsrc=rss
- Title: Salesforce.com (CRM) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Publication Date: 11/27/2025 2:15:03 PM, Source: yahoo
URL: https://finance.yahoo.com/news/salesforce-com-crm-q3-earnings-141503424.html?.tsrc=rss
- Title: Aviation Cloud Market is Poised to Reach
$12.9 Billion by 2029: Key Insights & Market Outlook
Publication Date: 11/27/2025 1:30:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/aviation-cloud-market-poised-reach-133000273.html?.tsrc=rss
- Title: How Should You Play Salesforce Stock Ahead of Q3 Earnings Release?
Publication Date: 11/27/2025 1:12:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/play-salesforce-stock-ahead-q3-131200304.html?.tsrc=rss
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