Salesforce’s AI products are now a meaningful part of its revenue. In fiscal second-quarter results reported Aug. 26, the company said Agentforce annual recurring revenue topped $1.5 billion, up more than 240% from a year earlier. Combined Agentforce and Data 360 ARR reached nearly $3.9 billion, up 210%, Salesforce Ben reported.
Overall results were steadier. Revenue rose 11% to $11.3 billion, and subscription and support revenue grew 12% to $10.8 billion. Current remaining performance obligation growth accelerated to 14%, and Salesforce raised its full-year revenue guidance by $200 million. Earnings beat expectations, helped by a $2.6 billion gain on its stake in Anthropic.
Salesforce measures AI usage in “Agentic Work Units.” It said it has delivered 7 billion of them across Agentforce and Slack so far, including 3.2 billion in the quarter, up 97% from the previous quarter. Bookings for its premium Agentforce One Edition and Agentforce for Apps SKUs more than doubled quarter over quarter.
“We’re seeing incredible demand for our AI and data products, with ARR about to cross $4B,” CEO Marc Benioff said. “And with AIforce, our trusted enterprise harness, we’re unlocking the data, workflows, business logic, actions, and governance inside Salesforce and making it available to every agent, model, and interface.”
Claudeforce
Alongside the results, Salesforce introduced Claudeforce, which brings Salesforce into Anthropic’s Claude. It’s a plugin with 37 prebuilt sales skills, including meeting prep, deal health review and pipeline review. It connects to business data and workflows through AIforce, Salesforce’s harness of MCP servers, APIs and CLI tools. Salesforce in Claude is available to select pilot customers now, with an open beta expected in September. The companies plan more integrations across Claude, Salesforce and Slack.
Shares jumped 14% in after-hours trading. Salesforce Ben noted the stock was still down nearly 18% over the past year, a decline driven by fears that AI agents will replace seat-based SaaS.
What it means for sales teams
For revenue and sales-ops leaders, the bigger shift is where the work happens. Salesforce is now making its CRM data and actions available to whatever agent or chat tool a rep already uses, Claude included, rather than requiring every task to go through its own interface. That raises practical questions about governance and cost. Buyers will want to know which agent surfaces their team uses, how usage is metered and billed, and who controls the permissions on actions those agents take in the CRM.
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