Salesforce (NYSE:CRM) closed fiscal 2026 with what leadership described as one of the strongest performances in its history.
The company reported $41.5 billion in full-year revenue, up 10% year-over-year (9% constant currency), including $11.2 billion in Q4 revenue, up 12% year-over-year. Current Remaining Performance Obligation (CRPO) increased to $35.1 billion, up 16% year-over-year, while total RPO reached $72 billion, up 14%.
Agentforce and Data 360 ARR, inclusive of Informatica Cloud ARR, climbed to $2.9 billion, up more than 200% year-over-year, with Agentforce at approximately $800 million in ARR, up 169%.
Salesforce also increased its share repurchase authorization to $50 billion and introduced fiscal 2027 revenue guidance of $45.8 billion to $46.2 billion.
The earnings call focused heavily on Salesforce’s integration of AI agents into its application and data stack.
CEO Marc Benioff outlined an architecture that brings together large language models, Data 360, Salesforce applications, Agentforce tooling, and Slack orchestration. The company also described Agentforce as an extension of its existing software portfolio, embedding agentic capabilities across its applications and collaboration tools.
Why It Matters: Enterprise technology leaders are under pressure to demonstrate measurable returns from AI investments. Salesforce is attempting to quantify AI output through metrics tied to transactions and workflow activity. Robin Washington, COO and CFO, stated that Salesforce has “rebuilt our platform to convert the raw intelligence of LLMs into real work that drives revenue, as we just heard about, reduces costs, and scales reliably without limits.”
- Agentforce Adoption Expands Across Subscriber Base: Agentforce closed 29,000 deals in its first 15 months, with customer production deployments increasing nearly 50% in Q4. More than 75% of Salesforce’s top 100 wins in Q4 included Agentforce and Data 360. Every top 10 deal in the quarter included Agentforce along with data, sales, service, platform, and analytics products. The company reported that 60% of Agentforce and Data 360 bookings came from existing customers expanding commitments.
- Introduction of Agentic Work Units as an AI Productivity Metric: Salesforce disclosed that it has processed over 19 trillion tokens and introduced a new metric called Agentic Work Units (AWUs). Benioff explained, “An AWU represents one unit of AI work… a record updated, workflow triggered, decision made.” To date, AI agents on the Salesforce platform have delivered 2.4 billion AWUs, including $771 million in Q4. The metric is designed to measure enterprise outcomes rather than model usage.
- Slack Serves as the System of Engagement for Agents and Employees: Slack hosts approximately 1 billion messages per day and functions as the orchestration layer for human and agent collaboration. Slackbot can access enterprise databases and external systems to generate contextual responses and trigger workflows. Benioff described Slackbot as an employee agent that can look through enterprise databases to provide business context. Salesforce noted that more than 350 AI apps and agents are available within Slack’s ecosystem.
- Data 360 and Informatica Support Unified Enterprise Data: Data 360 ARR, including Informatica Cloud ARR, reached $2.9 billion, up more than 200% year-over-year. Six of the company’s top 10 Q4 deals included Informatica. As a use case, Wyndham’s CEO Jeff Ballotti described building a unified guest data foundation using MuleSoft and Data 360 to connect reservation and CRM systems into a platform called Wyndham Guest360, which enables AI-driven personalization and system optimization in thousands of hotels.
- Three AI Monetization Paths Driving Bookings Growth: Salesforce identified three primary monetization approaches in upgrading customers to premium AI-enabled SKUs, expanding seat counts due to increased return on investment, and selling Flex Credits for customer-facing agent use cases. President and Chief Revenue Officer Miguel Milano stated, “We have found the formula to monetize AI.” In Q4, 50% of Agentforce bookings came from Flex Credits and 50% from higher-tier SKUs. Salesforce also sold more than 120 enterprise license agreements in the quarter, many of which included these three offerings.
Go Deeper -> Salesforce’s Earnings Report – MarketBeat
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