Salesforce (NYSE:CRM) Delivers Record Quarter as Agentforce ARR Surpasses One Point Five Billion

Aditi Sarkar

11 November 2026 03:14 PM AEDT

Salesforce (NYSE:CRM) Delivers Record Quarter as Agentforce ARR Surpasses One Point Five Billion

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Highlights

Q2 FY2027 total Revenue reached eleven point three four five billion dollars, up eleven percent year-over-year, with subscription and support revenue growing twelve percent to ten point eight two billion dollars.
Agentforce annual Recurring Revenue exceeded one point five billion dollars, growing over two hundred and forty percent year-over-year, as AI agents became central to Salesforce's product portfolio.
Non-GAAP diluted EPS grew one hundred and three percent year-over-year to five dollars and ninety cents, reflecting strong Operating Leverage and Investment gains.
Full-year FY2027 revenue guidance was raised to forty-six point one to forty-six point four billion dollars, with Agentforce and Data 360 combined ARR approaching four billion dollars.

Salesforce (NYSE:CRM) highlighted the growing contribution of AI to its enterprise software business. CEO Marc Benioff highlighted the results as among the best in the company's history, attributing the performance to AI delivering value across every layer of the Salesforce platform. Agentforce, the company's agentic AI platform, surpassed one point five billion dollars in annual recurring revenue.

Agentforce and AI Monetisation

Agentforce annual recurring revenue exceeded one point five billion dollars in Q2 FY2027, up over two hundred and forty percent year-over-year. The product enables Salesforce customers to deploy autonomous AI agents that can handle Customer Service enquiries, generate sales proposals, and automate complex Business workflows with minimal human intervention. As of Q2 FY2027, Salesforce had delivered seven billion Agentic Work Units across Agentforce and Slack, with three point two billion delivered in Q2 alone, representing ninety-seven percent quarter-over-quarter growth.

Data Platform and Informatica Integration

Data 360, Salesforce's data platform that complements Agentforce, ingested one hundred and four trillion records in Q2 FY2027, up three hundred and fifty-five percent year-over-year, as customers connected and activated data from across their enterprise technology stacks. The integration of Informatica, which Salesforce acquired, contributed four hundred and fifty-six million dollars of revenue in Q2 FY2027 and is expanding the company's data management and ETL capabilities. Together, Agentforce and Data 360 represent the foundation of Salesforce's strategy to become the enterprise AI operating system.

Slack Growth and Platform Expansion

Slack, Salesforce's enterprise messaging platform, delivered its fastest quarterly Net New Annual Order Value growth since Acquisition in Q2 FY2027. The growth was driven by Slackbot, an AI-powered assistant that enables employees to interact with Salesforce data and workflows directly within the messaging interface. Slackbot users grew over one hundred and fifty percent quarter-over-quarter, reflecting rapid enterprise adoption. Salesforce also announced the acquisition of Contentful and Fin during the quarter, which are expected to close in Q3 FY2027 and broaden the platform's content management and AI customer support capabilities.

Guidance and Capital Returns

Salesforce raised full-year FY2027 revenue guidance to forty-six point one to forty-six point four billion dollars, up eleven to twelve percent year-over-year including approximately three percentage points of Informatica contribution. GAAP Operating Margin was guided to twenty point one percent for the full year.

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