Salesforce Posts Earnings That Top Expectations, Boosts Full-Year Forecast

Salesforce (CRM) lifted its full-year outlook as its quarterly earnings exceeded analysts’ expectations.

The cloud software giant raised its revenue forecast for fiscal 2026 to between $41 billion and $41.3 billion, up from $40.5 billion to $40.9 billion, and its adjusted earnings per share estimate to $11.27 to $11.33, compared to $11.09 to $11.17 previously. Wall Street analysts had called for $40.79 billion in revenue and adjusted EPS of $11.15.

Salesforce shares gained close to 2% in after-hours trading. The stock was down about 17% for 2025 through Wednesday’s close.

Salesforce reported first-quarter revenue of $9.83 billion, up 8% year-over-year and above the analyst consensus from Visible Alpha. Adjusted net income of $2.5 billion, or $2.58 per share, rose from $2.41 billion, or $2.44 per share, in the year-ago quarter, beating estimates. 

“I’m pleased by our momentum as we capitalize on the exciting agentic AI opportunity,” Salesforce Chief Operating and Financial Officer Robin Washington said in a release.

The results come a day after Salesforce announced it would acquire Informatica (INFA), an AI-powered data management software provider, for $8 billion. The deal is expected to close early in Salesforce’s 2027 fiscal year, which begins in February 2026.

“With our agreement to acquire Informatica, we will bring together the industry’s leading AI CRM and AI-powered MDM and ETL platform to create the most complete, intelligent AI and data platform for the enterprise,” CEO Marc Benioff said.

This article has been updated since it was first published to include additional information and reflect more recent share price values.