CRM

Salesforce

SoftwareAI exposure: Partial

CRM software with Agentforce AI agents.

Next earnings: Salesforce has not announced its next earnings date. Its last earnings release was filed with the SEC on August 26, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR

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.

Why CRM is rated partial

Partial. Agentforce and Data 360 ARR was nearly $3.9 billion, up over 210%, against total revenue of $11.3 billion for the quarter ended July 31, 2026 and FY27 guidance of $46.1-46.4 billion. AI is under a tenth of Salesforce's revenue and the fastest-growing part of it.

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 TradingView

03What 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

The Investor Day at Dreamforce 2026 presentation filed September 17, 2026 (8-K item 7.01): the targets it sets for Agentforce and how they compare with the FY27 guidance of $46.1-46.4 billion revenue source
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 7.01,9.012026-10-20document folder
8-KCurrent report · items 7.01,9.012026-09-17document folder
S-8Employee stock plan registration2026-09-11document folder
8-KCurrent report · items 5.022026-09-04document folder
S-8Employee stock plan registration2026-09-01document folder
10-QQuarterly report2026-08-27document folder
8-KEarnings release · items 2.02,9.012026-08-26document folder
8-KCurrent report · items 5.022026-08-05document folder
8-KCurrent report · items 5.022026-06-02document folder
S-8Employee stock plan registration2026-06-01document folder
8-KCurrent report · items 5.02,9.012026-06-01document folder
10-QQuarterly report2026-05-28document folder

Insider trades

Form 4, last 6 filings

Insider	Transaction	Shares	Avg price	Filed
Harris Parker Director, Co-Founder	Option exercise · acquired	1,785	—	2026-10-23
Harris Parker Director, Co-Founder	Tax withholding · disposed	886	$250.29	2026-10-23
Harris Parker Director, Co-Founder	Option exercise · acquired	2,541	—	2026-09-23
Harris Parker Director, Co-Founder	Tax withholding · disposed	1,261	$233.28	2026-09-23
Washington Robin L Director, President and COFO	Option exercise · acquired	1,831	—	2026-09-23
Washington Robin L Director, President and COFO	Tax withholding · disposed	908	$233.28	2026-09-23
Milano Miguel President and COO	Option exercise · acquired	2,541	—	2026-09-23
Milano Miguel President and COO	Tax withholding · disposed	1,001	$233.28	2026-09-23
Niles Sabastian President and CLO	Option exercise · acquired	2,032	—	2026-09-23
Niles Sabastian President and CLO	Tax withholding · disposed	1,125	$233.28	2026-09-23
Kirk David Blair Director	Open-market purchase · acquired	4,176	$239.33	2026-09-21

News

CRM in plain answers

The questions readers ask about Salesforce, answered from the company's own filings and this site's research. Each answer names its source.

What does Salesforce (CRM) supply to AI?+

Customer-relationship-management software and related clouds (Slack, Tableau, MuleSoft). Embedding AI agents (Agentforce) into its sales, service and marketing products.

How much does AI matter to Salesforce's business?+

AI exposure is rated partial on this site: One line of business, or an indirect beneficiary. 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. 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%.

Company filing or release

When is Salesforce's next earnings date?+

Salesforce has not announced its next earnings date. Its last earnings release was filed with the SEC on August 26, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.

Last earnings release on EDGAR

Are Salesforce insiders buying or selling CRM stock?+

In the latest Form 4 filings for CRM there are 1 open-market purchase, 10 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 23, 2026 by Harris Parker. Every transaction links to the filing on SEC EDGAR below.

Most recent Form 4

What should investors watch for CRM?+

The Investor Day at Dreamforce 2026 presentation filed September 17, 2026 (8-K item 7.01): the targets it sets for Agentforce and how they compare with the FY27 guidance of $46.1-46.4 billion revenue 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 Progress toward the Investor Day target of $63B+ revenue in FY2030, an 11%+ FY26-FY30 CAGR

Source

What are the main risks for Salesforce?+

Social, ethical and regulatory issues around the development, deployment and capabilities of AI in its offerings (including Agentforce) create uncertainty and potential harm Markets are intensely competitive, with AI-native startups and established vendors rapidly adding generative AI, and failure to compete effectively could hurt results If customers do not renew or reduce subscriptions at renewal, including uncertain uptake of consumption-based AI offerings, revenue and cRPO could decline

Annual report, Item 1A

Which AI category is CRM in?+

Salesforce is listed under Software. CRM software with Agentforce AI agents.

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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.