Salesforce Inc Stock Moved Down by 3.19% on Feb 27: Key Drivers Unveiled

Salesforce (CRM) experienced a downward movement on February 27, 2026, largely stemming from investor reassessment following its fiscal fourth-quarter 2026 earnings report and forward-looking guidance. While the company announced strong quarterly results, beating analyst expectations for adjusted earnings per share and slightly exceeding revenue estimates, its fiscal year 2027 revenue outlook was perceived as cautious by the market.

The company reported that its revenue for the fourth quarter of fiscal 2026 grew by 12% year-over-year, and also unveiled a new $50 billion share repurchase program and an increase in its quarterly dividend. Additionally, Salesforce highlighted significant growth in its AI-driven Agentforce products. Despite these positive indicators, the full-year fiscal 2027 revenue guidance, which projected growth in the range of 10-11% (including a contribution from the Informatica acquisition), fell short of some analyst and investor expectations for a more significant acceleration driven by AI.

This perceived "softer" revenue guidance led several prominent financial analysts to lower their price targets for CRM, even while generally maintaining positive ratings. The market appears to be grappling with questions about the pace at which Salesforce's investments in AI, particularly its Agentforce platform, will translate into accelerated top-line growth. This sentiment shift, despite robust past performance and increased shareholder returns, contributed to the stock's decline as investors recalibrated their growth expectations for the coming fiscal year.

Technically, Salesforce Inc (CRM) shows a MACD (12,26,9) value of [-12.96], indicating a neutral signal. The RSI at 47.69 suggests neutral condition and the Williams %R at -5.91 suggests oversold condition. Please monitor closely.

Salesforce Inc (CRM) is in the Software & IT Services industry. Its latest annual revenue is 41.52B, ranking 13 in the industry. The net profit is 7.46B, ranking 15 in the industry. Company Profile

Over the past month, multiple analysts have rated the company as BUY, with an average price target of 276.50, a high of 475.00, and a low of 190.00.

Company Specific Risks:

• Salesforce's fiscal year 2027 revenue guidance, while within range, was perceived as lukewarm and slightly below consensus expectations, leading to investor concern regarding future growth momentum despite a Q4 earnings beat.
• Organic growth in current remaining performance obligations (CRPO) for the recent quarter was described by analysts as "disappointing" and only in line with guidance, indicating potentially softer near-term contracted revenue visibility.
• Recent price target reductions from prominent investment banks, including Morgan Stanley and BMO Capital Markets, signal a more cautious stance among analysts concerning Salesforce's growth trajectory and product adoption.
• Persistent investor and analyst skepticism surrounds the effectiveness and competitive positioning of Salesforce's AI strategy, particularly Agentforce, and its potential impact on the company's core CRM platform.