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CRM

Salesforce
SoftwareAI exposure: Partial

CRM software with Agentforce AI agents.

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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

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

  • 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

Insider trades

Form 4, last 6 filings
InsiderTransactionSharesAvg priceFiled
Niles Sabastian
President and CLO
Tax withholding · disposed8,873$255.652026-09-16
Milano Miguel
President and COO
Tax withholding · disposed6,535$255.652026-09-16
Conway Craig
Director
Open-market sale · disposed4,500$260.612026-09-04
Harris Parker
Director, Co-Founder and CTO, Slack
Gift · disposed16,0002026-08-28
Niles Sabastian
President and CLO
Option exercise · acquired1,6622026-08-24
Niles Sabastian
President and CLO
Tax withholding · disposed920$209.172026-08-24
Milano Miguel
President and COO
Option exercise · acquired1,6622026-08-24
Milano Miguel
President and COO
Tax withholding · disposed678$209.172026-08-24

Original sources

Research noteFiscal 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.