Stock Market Live June 4, 2026: S&P 500 (SPY) Fall as Broadcom Sinks
Q4 26 EPS
$3.81
BEAT +24.92%
Est. $3.05
Q4 26 Revenue
$11.20B
vs S&P Since Q4 26
-6.2%
TRAILING MARKET
CRM +3.8% vs S&P +9.9%
Full Year 2026 Results
FY 26 EPS
$12.52
BEAT +6.36%
Est. $11.77
FY 26 Revenue
$41.53B
BEAT +0.08%
Est. $41.49B
Market Reaction
Did CRM Beat Earnings? Q4 2026 Results
Salesforce closed out fiscal 2026 with a record fourth quarter that validated its pivot toward what the company calls the "Agentic Enterprise," delivering earnings per share of $3.81 against a consensus estimate of $3.05, a beat of 24.92%, while reve… Read more Salesforce closed out fiscal 2026 with a record fourth quarter that validated its pivot toward what the company calls the "Agentic Enterprise," delivering earnings per share of $3.81 against a consensus estimate of $3.05, a beat of 24.92%, while revenue of $11.20 billion grew 12.1% year over year and edged past the $11.17 billion Wall Street had expected. The standout driver behind the earnings strength was the explosive early traction of Agentforce, which reached $800 million in ARR, up 169% year over year, with over 29,000 deals closed since launch, a 50% increase from the prior quarter. Agentforce and Data Cloud together hit $2.90 billion in combined ARR, up more than 200% year over year, signaling that the company's AI platform is gaining real commercial footing. Total remaining performance obligations surpassed $72.40 billion, up 14% year over year, providing substantial forward revenue visibility. For those watching for a post-earnings move, management guided FY27 revenue of $45.80 billion to $46.20 billion, representing 10-11% growth, with non-GAAP diluted EPS expected between $13.11 and $13.19.
Key Takeaways
- • Agentforce and Data 360 ARR exceeds $2.9 billion, up over 200% Y/Y
- • Agentforce ARR reached $800 million, up 169% Y/Y
- • 29,000 Agentforce deals closed since launch, up 50% Q/Q
- • More than 60% of Agentforce and Data 360 Q4 bookings from existing customer expansion
- • NNAOV acceleration in H2 FY26
- • Industry businesses finished FY26 at $6.6 billion ARR, up nearly 20% Y/Y
- • Current RPO up 16% Y/Y to $35.1 billion
- • Informatica acquisition contributed $399 million to Q4 revenue
CRM YoY Financials
Q4 2026 vs Q4 2025, source: SEC Filings
CRM Revenue by Segment
With YoY comparisons, source: SEC Filings
CRM Revenue by Geography
With YoY comparisons, source: SEC Filings
“We delivered a phenomenal quarter to close out a record fiscal 2026, delivering $41.5 billion in revenue, up 10% year-over-year and we passed an incredible milestone, with $72 billion in total RPO, up 14% year-over-year.”
— Marc Benioff, Q4 2026 Earnings Press Release
CRM Earnings Trends
CRM vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
CRM EPS Trend
Earnings per share: estimate vs actual
CRM Revenue Trend
Quarterly revenue: estimate vs actual
CRM Quarterly Results
7 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 27 | — | $3.88 | — | $11.13B | +0.70% |
| Q4 26 BEAT FY | $3.05 | $3.81 | +24.92% | $11.20B | — |
| FY Full Year | $11.77 | $12.52 | +6.36% | $41.53B | +0.08% |
| Q3 26 BEAT | $2.86 | $3.25 | +13.57% | $10.26B | -0.13% |
| Q2 26 BEAT | $2.78 | $2.91 | +4.71% | $10.24B | +0.97% |
| Q1 26 BEAT | $2.55 | $2.58 | +1.29% | $9.83B | +0.81% |
| Q4 25 BEAT FY | $2.61 | $2.78 | +6.43% | $9.99B | -0.42% |
| FY Full Year | — | $10.20 | — | $37.90B | — |
| Q3 25 MISS | $2.45 | $2.41 | -1.47% | $9.44B | +1.04% |