Here's Why Salesforce.com (CRM) Fell More Than Broader Market

By Zacks Equity Research | February 11, 2026, 5:45 PM

Salesforce.com (CRM) closed at $185.00 in the latest trading session, marking a -4.37% move from the prior day. The stock's change was less than the S&P 500's daily loss of 0.01%. On the other hand, the Dow registered a loss of 0.13%, and the technology-centric Nasdaq decreased by 0.16%.

The stock of customer-management software developer has fallen by 19.75% in the past month, lagging the Computer and Technology sector's loss of 1.54% and the S&P 500's loss of 0.28%.

The investment community will be closely monitoring the performance of Salesforce.com in its forthcoming earnings report. The company is scheduled to release its earnings on February 25, 2026. The company's earnings per share (EPS) are projected to be $3.03, reflecting a 8.99% increase from the same quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $11.17 billion, reflecting a 11.73% rise from the equivalent quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $11.76 per share and a revenue of $41.5 billion, indicating changes of +15.29% and +9.5%, respectively, from the former year.

Investors might also notice recent changes to analyst estimates for Salesforcecom. Such recent modifications usually signify the changing landscape of near-term business trends. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.01% higher. Currently, Salesforce.com is carrying a Zacks Rank of #2 (Buy).

In terms of valuation, Salesforce.com is currently trading at a Forward P/E ratio of 14.9. This valuation marks a discount compared to its industry average Forward P/E of 18.72.

It is also worth noting that CRM currently has a PEG ratio of 0.99. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. CRM's industry had an average PEG ratio of 1.53 as of yesterday's close.

The Computer - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 87, finds itself in the top 36% echelons of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.

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This article originally published on Zacks Investment Research (zacks.com).

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