Shares of Salesforce CRM jumped over 20% in the trading session following the release of strong second-quarter fiscal 2027 results. The enterprise cloud giant delivered a massive beat on Wall Street’s bottom-line estimates, while also edging past top-line projections with revenues growing 11% year over year to $11.35 billion.
A major catalyst behind its massive profit beat was a $2.6 billion mark-to-market gain on Salesforce’s strategic investment stake in AI startup Anthropic. Beyond the valuation boost from its Anthropic holding, the company’s aggressive investments in artificial intelligence (AI) bore operational fruit, highlighted by its Agentforce platform reaching more than $1.5 billion in annual recurring revenue (ARR). Free cash flow also surged 81% year over year to $1.1 billion.
All these factors, along with management raising full-year fiscal 2027 revenue guidance to $46.1-$46.4 billion, significantly boosted investor sentiment and drove CRM’s post-earnings rally. This marked a sharp reversal from the stock’s prior choppiness surrounding enterprise software spending.
While the latest share rally might encourage investors to view Salesforce as a compelling momentum opportunity, some may remain cautious about buying at local highs. Broader macroeconomic uncertainties, shifting enterprise valuations and the extent to which non-operating investment gains boosted the bottom line could keep investors on the sidelines.
The company’s strengthening enterprise subscription base, along with its expanding partnership with Anthropic and significant gains from its Data 360 platforms, should continue to fuel its revenue growth over the long term.
Against this backdrop, investors who believe in Salesforce’s long-term growth prospects but want to avoid the risk and volatility of holding a single stock may find a middle ground in exchange-traded funds (ETFs). By selecting funds that feature Salesforce as a top-10 holding, investors can capture the upside of its growth while mitigating company-specific risks across a broader portfolio.
To determine if this post-earnings surge is a sustainable breakout or a temporary jump, it is essential to look beyond the headline figures. Thus, before exploring the best ETFs for gaining exposure to Salesforce, let us examine the company’s fiscal second-quarter performance across other key operational metrics.
A Brief Analysis of CRM’s Q2 Results
CRM’s fiscal second-quarter earnings of $5.90 per share beat the Zacks Consensus Estimate by 80.4%, while revenues outpaced the consensus mark by 0.3%.
Salesforce's help agent surpassed 5 million customer conversations with 64% resolved autonomously. Its Slackbot drove 8.1 million hours of annualized productivity gains for employees.
As of July 2026, CRM had delivered 7 billion Agentic Work Units (“AWUs”) across its Agentforce and Slack platforms. Of this total, 3.2 billion AWUs were delivered in the fiscal second quarter, marking a 97% sequential increase.
Looking ahead, the company’s $300 million upward revision in revenue guidance reflects $100 million in organic outperformance driven by strong momentum across Agentforce, Data 360, and Slack. It also reflects a $200 million expected contribution from the impending closings of the Contentful and Fin acquisitions, with full-year revenue absorbing an updated $100 million foreign-exchange headwind.
For the fiscal third quarter, Salesforce expects current remaining performance obligation (cRPO) growth of approximately 14% year over year in constant currency, notably excluding any pending contributions from Contentful and Fin before the deals close.
With respect to shareholder activity, CRM aims to repurchase at least 14% of shares outstanding at an average price of $176 per share.
CRM-Heavy ETFs to Buy
iShares Expanded Tech-Software Sector ETF IGV
This fund, with net assets worth $15.43 billion, offers exposure to 106 software, cloud and digital media companies. Palantir Technologies PLTR holds the first spot in this fund, with 10.35% weight, while CRM holds the fifth spot with 6.61% weight.
IGV has risen 3.7% year to date and charges 38 basis points (bps) as fees.
First Trust Dow Jones Internet ETF FDN
This fund, with net assets worth $5.45 billion, offers exposure to 41 U.S. companies in the Internet industry. Amazon AMZN holds the first spot in this fund, with 10.02% weight, while Salesforce holds the fourth spot with 6.04% weight.
FDN has rallied 9.4% year to date and charges 49 bps as fees.
FT Vest Dow Jones Internet & Target Income ETF FDND
This fund, with net assets worth $10.35 million, offers exposure to 42 securities, seeking to provide investors with current income with a secondary objective of providing capital appreciation. Amazon holds the first spot in this fund, with 10.01% weight, while Salesforce holds the fourth spot with 6.03% weight.
FDND has risen 2.2% year to date and charges 75 bps as fees.
Themes Cloud Computing ETF CLOD
This fund offers exposure to 52 companies that have business operations in the field of cloud computing. Salesforce holds the first spot in this fund, with 6.05% weight.
CLOD has soared 10.4% year to date and charges 35 bps as fees.
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Salesforce, Inc. (CRM): Free Stock Analysis Report
First Trust Dow Jones Internet ETF (FDN): ETF Research Reports
iShares Expanded Tech-Software Sector ETF (IGV): ETF Research Reports
Themes Cloud Computing ETF (CLOD): ETF Research Reports
Amazon.com, Inc. (AMZN): Free Stock Analysis Report
Palantir Technologies Inc. (PLTR): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).