Salesforce (CRM) Company Report

Salesforce defines the “agentic enterprise” as a four-layer architecture—system of context, work, agency, and engagement—and positions its unified stack to drive productivity, revenue, and efficiency at scale beyond raw LLMs.
Agentforce has reached an $800 million run rate in 15 months, growing from 3,000 to 23,000 customers across 29,000 deals, with use cases spanning employee productivity and autonomous customer-facing agents.
Introduced the Agentic Work Unit metric to quantify real work (decisions, record updates, API calls) performed by agents, shifting focus from input consumption (tokens) to output value in production environments.
Emphasized an open, extensible architecture integrating Data 360 (with MuleSoft and Informatica), Tableau, and Slack to provide unified data context, orchestration, analytics, and multi-channel engagement.
Validated its approach in partnership with frontier model providers (OpenAI, Anthropic) and system integrators, ensuring enterprise-grade reliability, governance, and seamless integration of third-party agents.

6 hours ago

Transcript

Salesforce unveils agentic enterprise architecture and Agentforce growth

CRM

Product Launch

New Projects/Investments

Agentforce has reached an $800 million run rate with 23,000 customers across 29,000 deals, reflecting significant year-over-year expansion.
Introduced the Agentic Work Unit metric to capture actual production work by autonomous agents—replacing raw token counts with a measure of system actions and outcomes.
Detailed a unified four-system architecture—context (Data 360), work (Customer 360 apps), agency (Agentforce) and engagement (channels/Slack)—to deliver deterministic AI-driven enterprise workflows.
Outlined three monetization models—licensed seat uplifts (Agentforce for Sales/Service and One Edition), consumption-based credits and enterprise agreements—underpinned by a unified Flex Credits system.

7 hours ago

Transcript

Salesforce updates Agentforce progress and AI strategy

CRM

Product Launch

Revenue Acceleration/Inflection

Salesforce’s Agentforce reached a $800 million run rate, expanding from ~3,000 to over 23,000 customers across 29,000 deals in 15 months.
Introduced the Agentic Work Unit (AWU) metric to measure real production work—decisions, record updates, API calls—across Agentforce, MuleSoft, and Slack.
Outlined a four-layer AI stack—Data Cloud for context, system of work, Agentforce for agency, and engagement via Slack and omnichannel channels.
Defined three monetization models: licensed seat uplifts (Agentforce for Sales/Service/One Edition), consumption-based credits for autonomous agents, and enterprise-wide agreements.
Emphasized deep partnerships with OpenAI, Anthropic, and hyperscalers, integrating frontier models into its open, end-to-end enterprise architecture.

7 hours ago

Transcript

Salesforce launches Agentforce IT Service with 180 orgs onboard

CRM

Product Launch

180 organizations have replaced legacy ITSM tools with Agentforce IT Service within four months of general availability, demonstrating rapid market uptake.
Agentforce is the only complete agentic AI solution, delivering a unified, Slack-first and Microsoft Teams–ready platform for autonomous, 24/7 issue resolution.
Built natively on the Salesforce Platform, the solution features a dynamic, conversational Configuration Management Database (CMDB) and enables customers to go from purchase to production in weeks.
Early adopters—including CoolSys, Sunrun, and Cornerstone—are deploying Agentforce to boost IT productivity, reduce total cost of ownership, and replace legacy systems like ServiceNow.

1 day ago

Press Release

Salesforce announces Q4 FY2026 results

CRM

Earnings

Guidance Update

Share Buyback

Full-year revenue of $41.5 B (up 10% YoY) and Q4 revenue of $11.2 B (up 12% YoY)
Agentforce ARR of $800 M (up 169% YoY) and Data 360 ARR of $2.9 B (up 200% YoY) driving AI uptake
Fiscal 2027 revenue guidance of $45.8–46.2 B (growth ~10–11%) and updated FY 2030 target of $63 B (11% CAGR)
Capital allocation: increased $50 B share repurchase authorization and quarterly dividend up 5.8% to $0.44 per share

2 days ago

Transcript

Salesforce reports Q4 2026 results

CRM

Earnings

Guidance Update

Share Buyback

Q4 revenue of $11.2 billion (+12% yoy) and full-year FY26 revenue of $41.5 billion (+10% yoy); CRPO reached $35.1 billion (+16% yoy) and RPO was $72 billion (+14% yoy)
FY27 guidance: revenue of $45.8 billion–$46.2 billion (+10–11% yoy) with Subscription & Support growth of ~11%, and Q1 revenue of $11.03 billion–$11.08 billion (+12–13%)
Increased share repurchase authorization to $50 billion and raised quarterly dividend by 5.8% to $0.44 per share
Agentforce & Data 360 ARR reached $2.9 billion (up 200% yoy), including $800 million Agentforce ARR (+169% yoy), with all top-10 Q4 deals incorporating Agentforce

2 days ago

Transcript

Salesforce reports Q4 and FY26 results

CRM

Earnings

Guidance Update

Share Buyback

Salesforce delivered Q4 revenue of $11.2 billion, up 12% year-over-year (10% constant currency), and FY26 revenue of $41.5 billion, up 10% (9% constant currency); CRPO ended Q4 at $35.1 billion, rising 16% year-over-year (13% constant currency).
Agentforce and Data 360 ARR reached $2.9 billion, up over 200% year-over-year, including Agentforce ARR of approximately $800 million, up 169% year-over-year; 60% of Q4 bookings came from expansions of existing customers.
For FY27, Salesforce guides $45.8 billion–$46.2 billion in revenue (10%–11% growth) with non-GAAP operating margin of 34.3%, and updates its FY30 revenue target to $63 billion, implying an 11% CAGR from FY26–FY30.
The board approved a 5.8% dividend increase to $0.44 per share, and enhanced the share repurchase authorization to $50 billion; Salesforce returned 99% of free cash flow to shareholders in FY26 via buybacks and dividends .

2 days ago

Transcript

Salesforce delivers record Q4 FY26 results

CRM

Earnings

Guidance Update

Dividends

Salesforce reported Q4 FY26 total revenues of $11.20 billion, up approximately 12% Y/Y ($9.99 billion in Q4 FY25)
GAAP net income was $1.94 billion with diluted EPS of $2.07 for Q4 FY26
Initiates FY27 revenue guidance of $45.8 billion–$46.2 billion, representing 10%–11% Y/Y growth
Agentforce and Data 360 ARR topped $2.9 billion, up over 200% Y/Y, including $800 million Agentforce ARR, up 169% Y/Y
Declares quarterly dividend of $0.44 per share, a 5.8% Y/Y increase, payable April 23, 2026

2 days ago

8-K

Salesforce delivers record Q4 FY26 results

CRM

Earnings

Share Buyback

Dividends

Q4 revenue reached $11.2 B, up 12% Y/Y; subscription & support revenue was $10.7 B, up 13% Y/Y.
FY26 revenue was $41.5 B (up 10% Y/Y), with operating cash flow of $15.0 B (+15% Y/Y) and free cash flow of $14.4 B (+16% Y/Y).
Remaining performance obligation totaled $72.4 B (up 14% Y/Y), including current RPO of $35.1 B, up 16% Y/Y.
Returned $14.3 B to shareholders via $12.7 B in buybacks and $1.6 B in dividends; authorized a $50 B share repurchase program and raised the quarterly dividend to $0.44 per share.
Agentforce ARR jumped to $800 M (up 169% Y/Y), with 2.4 B agentic work units delivered and 19 T tokens processed to date, highlighting AI-driven momentum.

2 days ago

Press Release

Salesforce shares fall amid AI valuation debate

CRM

Salesforce shares down 25.36% over the past 30 days, trading near $194 with a market cap of $185 billion, despite reporting $40.3 billion in revenue and $7.2 billion in net income.
Simply Wall St’s model assigns a fair value of $223.99 versus a last close of $194.03, with a value score of 5 and a one-year total shareholder return decline of 40.31%.
Proponents highlight AI-driven revenue and margin upside by embedding AI in CRM, while skeptics caution that success hinges on cash-flow delivery and the need for explainable AI models.
Bullish catalysts include rising operating margins, share-count reductions and management’s “Rule of 50,” but substantial historical drawdowns underscore downside risk.