Salesforce.com Inc (CRM) — the earnings record

As of the 2026-08-26 card — updated after each print. An investment research diary, not advice.

The record at a glance

10/11EPS beats

8/11revenue beats

5 · 2 · 4up · flat · down (+3d, ±3%)

2026-12-02next print

Reactions across the covered prints span -12.9% to +25.3% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est revenue ~$11.46B into the next print.

Print by print

Print	Date	EPS	Revenue
Aug 26	2026-08-26	✓ beat	✓ beat
May 26	2026-05-27	✓ beat	✓ beat
Feb 26	2026-02-25	✓ beat	✓ beat
Dec 25	2025-12-03	✓ beat	✗ miss
Sep 25	2025-09-03	✓ beat	✓ beat
May 25	2025-05-28	✓ beat	✓ beat
Feb 25	2025-02-26	✓ beat	✗ miss
Dec 24	2024-12-03	✗ miss	✓ beat
Aug 24	2024-08-28	✓ beat	✓ beat
May 24	2024-05-29	✓ beat	✗ miss
Feb 24	2024-02-28	✓ beat	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full CRM print-record card — free registration.

FAQ · from the current data · as of 2026-08-26

Quick answers

How often does Salesforce.com Inc beat earnings estimates?

Across the last 11 covered prints (as of the 2026-08-26 card), Salesforce.com Inc beat EPS estimates 10 of 11 times and revenue estimates 8 of 11 times, with 7 double beats.

How does CRM stock react to earnings?

Measured close-of-print-day to the close three sessions later: 5 of the last 11 prints resolved up (beyond +3%), 2 flat, 4 down — reactions spanning -12.9% to +25.3%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was CRM's biggest earnings reaction?

+25.3% over the three sessions after the Aug 26 print (2026-08-26).

When does Salesforce.com Inc report earnings next?

2026-12-02 (Window closed 31 August: +25.3% — the record’s largest reaction, back to back with May’s +18.1%. Next print 2 December — est EPS $3.43 · est revenue ~$11.46B). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelooknet

Where CRM appears in the diary — 43 pieces, newest first. Every link is our own writing.

Go deeper

Long reads

Earnings — Post-Earnings Announcement DriftDossier · $29 · 27 Apr 2026(8) Worked Example Three — Salesforce (CRM), May 2024 The Large-Cap Narrative-Shift Bear Drift The third case is the one that distinguishes PEAD from a long-only earnings strategy.
The Agentic Winners 25Dossier · $49 · 31 Mar 2026Salesforce's CRM dataset — the record of every customer interaction — is the training ground for sales and service agents.
Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026Destination platforms own data or relationships that users — and now agents — return to regardless of the interface: Salesforce's CRM data (customer relationships, pipeline history, interaction logs), Palantir's ontology (connected…
Agentic Infrastructure Software: The Orchestration LayerDossier · $39 · 24 Feb 2026MCP is the "USB-C of AI" — a universal adapter that standardizes how agents read and write to ERP, CRM, SQL, Slack, and every other enterprise system without custom code for each tool.
AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026
Enterprise Software — The Agent Is Not the Product. The Orchestrator Is.Strategy · 24 Jul 2026It may need to identify the customer and the contractual commitments in the CRM; check the order and inventory position in the ERP; review supplier and logistics data; calculate the financial consequences; obtain approval for an…
Forward-Deployed Engineers: The Human Infrastructure Layer of Agentic AIReport · 9 Jul 2026An agent must touch systems of record, workflow engines, data layers, identity systems, ticketing, ERP, CRM, code repositories, document stores and governance controls.
Forward-Deployed Engineers: The Human Infrastructure Layer of Agentic AIStrategy · 30 Jun 2026An agent must touch systems of record, workflow engines, data layers, identity systems, ERP, CRM, code repositories and governance controls.

101 and glossary

ABR — Agent Beneficiary Ratio: Scoring AI Disruption Impact101Key Companies NVDA NVIDIA Natural Position — infrastructure provider CRM Salesforce Cannibalize or Die — Agentforce pivot SNOW Snowflake Natural Position — data infrastructure for agents ZEN Zendesk Terminal — agents replace tier-1 support
Agentic Accounting: When AI Moves from R&D to Cost of Goods Sold101Key Companies DDOG Datadog Observability for AI inference costs — FinOps beneficiary CRM Salesforce Agentforce compute costs → COGS migration candidate NOW ServiceNow Agent workflow compute → COGS classification pressure ANET Arista…
Agentic AI Adoption Curve: Where We Are and What Comes Next101Key Companies CRM Salesforce Agentforce adoption as leading indicator MSFT Microsoft Copilot/agent platform — largest distribution ANTH Anthropic Agent framework + tool use (private) SNOW Snowflake Data infrastructure for agent workloads
Agentic AI: Who Eats Whose Lunch — A Concrete Winner/Loser Map101Key vulnerable categories: Tier-1 customer support: Zendesk, Intercom — agents handle routine tickets better and cheaper Basic CRM: Low-end Salesforce use cases — agents manage contacts and follow-ups natively Project management…
Agentic Winners 40: Who Captures AI's Value101The enterprise operating layer: ERP, CRM, HCM, workflow, orchestration.
SaaSpocalypse: Why Agentic AI Destroys the SaaS Pricing Moat101A customer paying $150/seat/month for a CRM doesn't need a CRM if an agent handles the entire sales workflow.
Work-as-a-Service: The Post-SaaS Business Model101Key Companies CRM Salesforce Agentforce — success credit model pioneer PLTR Palantir AIP — outcome-based pricing for enterprise AI NOW ServiceNow Agent-based workflow completion pricing SNOW Snowflake Consumption-based model template

Dailies

AI comeback — Accenture +18%, Synopsys +8%, optics +9% while all three US indices slipMidday 10 · 1 Oct 2026
Markets — Nasdaq +1.5% before the open even as TLT breaks 78; Tokyo +3.3% on Micron's record quarterMorning 10 · 1 Oct 2026
Bonds — the long end breaks: 30-year at 5.56%, gold -3.9%; MongoDB sinks 18% as Meta moves inMorning 10 · 29 Sept 2026
Nvidia — up 2.7% in a red market; MongoDB sinks 18% as Meta hires its CEO, gold slides 3.8%Midday 10 · 28 Sept 2026
AI Credit — Oracle invokes force majeure on a New Mexico data center; the 30-year hits 5.45%Midday 10 · 24 Sept 2026
Rates — the 10-year closes at 5.11% and the 5-year hits 5%; Tokyo reopens higher, chip-equipment makers leadMorning 10 · 24 Sept 2026
Nasdaq - a second record close as memory jumps 5-7% and banks, card networks and software are soldMorning 10 · 23 Sept 2026
Yields — the 10-year is back above 5% on a hot PMI and a hawkish Fed; chips fall, software is boughtMidday 10 · 23 Sept 2026

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same Closelooknet index seat first, then Software - Application. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.