Alerts for CRM
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Customer-relationship-management software and related clouds (Slack, Tableau, MuleSoft).
Its role in AI
Embedding AI agents (Agentforce) into its sales, service and marketing products.
02How much does AI matter to its business?
Partial. One line of business, or an indirect beneficiary.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Agentforce and Data 360 ARR nearly $3.9 billion, up over 210% year over year; Agentforce ARR exceeded $1.5 billion, up over 240% year over year.Source · Q2 FY2027, quarter ended July 31, 2026
- Total revenue $11.3 billion, up 11% year over year; subscription and support revenue $10.8 billion, up 12%; cRPO $33.5 billion, up 14%; total RPO $66.3 billion, up 11%.Source · Q2 FY2027, quarter ended July 31, 2026
- Agentic Work Units: 7.0 billion delivered to date, 3.2 billion in Q2, growing 97% quarter over quarter.Source · Q2 FY2027, quarter ended July 31, 2026
Estimates
No third-party or editorial estimates are listed for CRM. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Next earnings
No announced date on file. Check the investor relations page.
Last earnings release: 2026-08-26 (8-K)
Watch list
- Q3 FY2027 revenue versus the guided $11.42-$11.5 billion (11%-12% Y/Y in CC) and full-year FY2027 revenue versus $46.1-$46.4 billion source
- Progress toward the Investor Day target of $63B+ revenue in FY2030, an 11%+ FY26-FY30 CAGR source
- Continued growth of Agentforce ARR (over $1.5 billion) and Agentic Work Units (3.2 billion in Q2) source
Growth drivers
- CEO Marc Benioff: AI is delivering value across every layer of the platform, anchored by AIforce, the company's trusted enterprise harness source
- COO/CFO Robin Washington: new net annual order value (NNAOV) growth is the strongest it has been in four years source
- Investor Day: multi-cloud adoption (~5 clouds per customer), Agentforce and premium upgrades, Data 360 and flex credits, and M&A including Informatica cited as growth levers source
Risks
- Social, ethical and regulatory issues around the development, deployment and capabilities of AI in its offerings (including Agentforce) create uncertainty and potential harm source
- Markets are intensely competitive, with AI-native startups and established vendors rapidly adding generative AI, and failure to compete effectively could hurt results source
- If customers do not renew or reduce subscriptions at renewal, including uncertain uptake of consumption-based AI offerings, revenue and cRPO could decline source
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 7.01,9.012026-09-17documentfolder
- S-8Employee stock plan registration2026-09-11documentfolder
- 8-KCurrent report · items 5.022026-09-04documentfolder
- S-8Employee stock plan registration2026-09-01documentfolder
- 10-QQuarterly report2026-08-27documentfolder
- 8-KEarnings release · items 2.02,9.012026-08-26documentfolder
- 8-KCurrent report · items 5.022026-08-05documentfolder
- 8-KCurrent report · items 5.022026-06-02documentfolder
- S-8Employee stock plan registration2026-06-01documentfolder
- 8-KCurrent report · items 5.02,9.012026-06-01documentfolder
- 10-QQuarterly report2026-05-28documentfolder
- 8-KEarnings release · items 2.02,9.012026-05-27documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Niles Sabastian President and CLO | Tax withholding · disposed | 8,873 | $255.65 | 2026-09-16 |
Milano Miguel President and COO | Tax withholding · disposed | 6,535 | $255.65 | 2026-09-16 |
Conway Craig Director | Open-market sale · disposed | 4,500 | $260.61 | 2026-09-04 |
Harris Parker Director, Co-Founder and CTO, Slack | Gift · disposed | 16,000 | — | 2026-08-28 |
Niles Sabastian President and CLO | Option exercise · acquired | 1,662 | — | 2026-08-24 |
Niles Sabastian President and CLO | Tax withholding · disposed | 920 | $209.17 | 2026-08-24 |
Milano Miguel President and COO | Option exercise · acquired | 1,662 | — | 2026-08-24 |
Milano Miguel President and COO | Tax withholding · disposed | 678 | $209.17 | 2026-08-24 |
News
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Compare all →Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001108524)
- TradingView symbol page — full chart and data
Research note — Fiscal year ends January 31; Q2 FY2027 ended July 31, 2026. Investor Day materials were filed as an 8-K exhibit on 2026-09-17. IR events page loads dynamically; no Q3 FY2027 earnings date could be verified.