We recently published 12 Stocks on Jim Cramer’s Radar.  Salesforce Inc (NYSE:CRM) is one of the stocks on Jim Cramer's radar. SaaS firm Salesforce Inc (NYSE:CRM) is a stock that’s been constantly on Jim Cramer’s radar in today’s AI era. Enterprise software firms have come under investor scrutiny due to AI’s ability to enable companies to develop software without extensively relying on experienced software engineers. Most of Cramer’s comments about Salesforce Inc (NYSE:CRM) have focused on the split in the ...

消息面上，Salesforce公布截至1月底止第四财季业绩，营收同比增长12%至112亿美元，略高于市场预期 的111.8亿美元；净利润同比增长13%至19.4亿美元，经调整每股盈利3.81美元，高于市场预期的3.04美 元。Agentforce年度经常性收入同比激增169%至8亿美元。此外，公司宣布500亿美元股票回购计划并上 调季度股息，管理层将此定性为"绝佳买入机会"。(格隆汇) 客户服务软件商Salesforce(CRM.US)涨3.3%，报198.08美元。 ...

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The U.S. stock market opened with a divided front on Thursday, February 26th, 2026, as investors grappled with a high-stakes earnings season and fresh economic data. While the blue-chip heavy Dow Jones Industrial Average (DJI) showed resilience, the tech-heavy Nasdaq Composite (IXIC) and the broader S&P 500 (SPX) faced downward pressure. This divergence comes as the market processes a "sell the news" reaction to blockbuster results from the world’s leading artificial intelligence chipmaker and disappointing ...

Salesforce, Inc. (NYSE:CRM) is one of the stocks that was on Jim Cramer’s radar recently. Cramer highlighted it as “formerly the king of the enterprise software stocks,” as he stated: The problem is that most stocks in the service economy and the tech economy trade at relatively high multiples, and people simply aren’t willing to pay as much for them with these AI apocalypse fears floating around. The multiples are too high. We see it in Salesforce, reports this week. This company, formerly the king of th ...

Core Insights - Salesforce reported a non-GAAP EPS of $3.81, exceeding estimates by 25%, with Agentforce ARR reaching $800 million [1] - The company closed 29,000 Agentforce deals in Q4, marking a 50% increase quarter-over-quarter [1] - FY27 revenue guidance is set at $45.8 billion to $46.2 billion, indicating organic growth acceleration expected only in the second half of the fiscal year [1] Q4 FY26 Earnings Performance - **Revenue Performance**: Revenue of $11.20 billion grew 12.1% year-over-year, slightly beating expectations; subscription and support revenue, which constitutes 95% of total revenue, rose 13% year-over-year to $10.68 billion [1] - **Earnings Beat**: Non-GAAP EPS of $3.81 surpassed estimates by $0.76, reflecting a 37% increase from $2.78 in Q4 FY25, marking the largest earnings surprise in recent quarters [1] - **Forward Guidance**: FY27 revenue is projected to grow by 10-11%, with Informatica contributing approximately 3 percentage points to this growth [1] - **Profit Margins**: Non-GAAP operating margin expanded by 110 basis points year-over-year to 34.2%; GAAP operating margin decreased to 16.7% due to costs associated with Informatica [1] - **Cash Generation**: Free cash flow increased by 39.5% year-over-year to $5.32 billion for the quarter, with full-year free cash flow reaching $14.4 billion, a nearly 16% increase [1] - **Management Tone**: CEO Marc Benioff emphasized the success of Agentforce, noting 29,000 deals closed, a 50% increase quarter-over-quarter, and reaffirmed a raised FY30 revenue target of $63 billion [1] Bottom Line - The significant EPS beat and the momentum in AI monetization through Agentforce, which saw ARR grow by 169% year-over-year, are key highlights [1] - Current RPO stands at $35.1 billion, reflecting a 16% increase, indicating strong near-term revenue visibility [1] - A new $50 billion share repurchase authorization and a 5.8% increase in quarterly dividends to $0.44 reinforce the company's capital discipline [1] - Caution is advised as FY27 guidance suggests modest organic growth until the second half, and there are execution risks associated with the Informatica integration [1]

The major U.S. index futures are currently pointing to a roughly flat open on Thursday, with stocks likely to show a lack of direction after moving notably higher over the two previous sessions.A mixed reaction to earnings news from Dow components Nvidia (NVDA) and Salesforce (CRM) may lead to choppy trading on Wall Street.Shares of Nvidia are jumping by 1.0 percent in pre-market trading after the AI leader reported better than expected fiscal fourth quarter results and provided upbeat guidance."Despite al ...

智通财经APP获悉，赛富时(CRM.US)召开 FY26Q4 财报电话会。公司料Q1 营收为 110.3 亿至 110.8 亿 美元 ，预计名义增长率约为 12% 至 13% 。同时，预计 Q1 的 CRPO 名义同比增长约为 14% 。FY27 全 年 营收预期 458 亿-462 亿美元(增速约 10%-11%)。基于 Q4 的强劲表现以及对 Informatica 整合的信 心，公司将 2030 财年的收入目标上调至 630 亿美元。公司宣布将股票回购授权额度增加至 500 亿美 元，管理层认为当前股价被低估，是极佳的买入机会。 公司管理层强调 AI 不再只是辅助，而是重新定义工作流。AgentForce 在发布后的前 15 个月内完成了 2.9 万笔订单，季度环比增长 50%。包含 Informatica 在内的 AgentForce 和 Data 360 业务 ARR 已超过 29 亿美元，同比大幅增长 200%。Q4 前 100 大单中，超过 75% 的订单包含了 AgentForce 和 Data360。 公 司引入 "智能体工作单元" 来衡量 AI 产生的实际价值。目前平台已交付 24 亿个 ...

赛富时（CRM）周四盘前下跌0.8%。该公司第四季度业绩超出预期，并公布了500亿美元的股票回购计 划，但由于2027财年营收指引喜忧参半，股价下跌。首席执行官马克·贝尼奥夫认为，人工智能智能体 将增强而非取代企业软件。 来源：环球市场播报 ...

Key Takeaways Salesforce's Q4 earnings beat expectations, and revenues rose 12% year over year.CRM saw broad strength across renamed Agentforce segments, led by 37% growth in the 360 Platform.CRM initiates FY27 guidance, projecting up to $46.2B in revenues and higher non-GAAP EPS and cash flow.Salesforce, Inc. (CRM) reported better-than-expected results for the fourth quarter of fiscal 2026. Fourth-quarter non-GAAP earnings were $3.81 per share, which beat the Zacks Consensus Estimate by 25.69%. The bottom ...