Software & data
Salesforce
Business, financial evidence and documented connections to the AI buildout.
Business and AI exposure
Salesforce sells customer-management software and Agentforce subscriptions and usage. AI work performed within the platform can generate recurring contract value, but customer activity, bookings, annual recurring revenue and recognized revenue are different measures.
Earnings and disclosures
Latest verified results: Q2 fiscal 2027 · Released 2026-08-26
Next results: No next results date listed in the official event listings checked 2026-10-18.
Checked 2026-10-18 · Financial context and sources ↓
Financial context
For fiscal Q2 2027, Salesforce reported $11.3 billion of revenue, $1.3 billion of operating cash flow, $1.1 billion of free cash flow and a 20.5% GAAP operating margin. Agentforce ARR exceeded $1.5 billion; combined Agentforce and Data 360 ARR was about $3.9 billion.
Delivery and commitments
Quarterly Agentic Work Units reached 3.2 billion, up 97% sequentially, while premium Agentforce bookings more than doubled. Agentforce ARR now includes Slackbot and Headless360, so reported growth does not represent a constant-product-scope comparison.
Costs, funding and dependencies
Paid consumption, renewals, product integration and inference costs determine financial conversion. Acquisitions and currency also affect the company outlook; the entire revenue-guidance increase cannot be assigned to AI.
What to watch next
Watch consistent-definition ARR, paid usage and organic growth. Dreamforce’s long-horizon agents had a November 2026 general-availability target; pilots and different product release windows should not be treated as one completed launch.
Documented project connections
Each connection below has a specific, cited role. A supplier, lender, customer or proposed acquirer has different economics from the project owner.
No named tracked-project role has been established by the evidence used for this profile. This does not mean the company has no AI exposure.
Evidence boundaries
Company totals, segment sales, bookings, backlog, spending, capacity and usage describe different things. They do not establish project-level revenue, earnings or an exact AI-only revenue share unless the cited disclosure explicitly says so.
This is a dated research snapshot. Forecasts are attributed expectations, and undisclosed amounts remain unknown. Source review does not certify every project or future outcome.