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Agentforce ARR up 240% YoY — Salesforce's AI pivot is actually working

$CRM Q2 FY27: $11.35B revenue, +11% YoY, above the high end of cc guidance. Agentforce annualized revenue topped $1.5B, up 240% YoY, with 3.2B Agentforce Work Units processed (+97% QoQ). AI and data ARR is nearing $4B. Net income of $3.53B (+87% YoY) got a boost from a $2.6B gain on the Anthropic stake, and Salesforce raised FY27 revenue guidance to $46.1-46.4B. The 'Claudeforce' partnership with Anthropic is the bigger long-term story here — this is Salesforce trying to own the agent layer, not just the CRM layer.
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  • u/compute_cole
    The Anthropic stake gain propping up net income is a one-timer, worth separating from the operating story
    8
  • u/capex_carla
    240% growth off Agentforce is real but it's still small relative to the $46B total — core CRM growth is what actually moves this stock
    6

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