# Agentforce’s Unified Platform Drives Record Growth and Customer Success

Agentforce showcases a groundbreaking platform with three key layers. What sets it apart in today’s market is its deeply unified structure. This means it operates as a single piece of code, allowing for seamless integration. Such design contributes significantly to the success our customers experience.

Customers benefit from a platform that is not just a collection of disjointed tools requiring manual assembly. Instead, they have a unified system that simplifies security and operational processes. This distinctive structure leads to the remarkable accuracy we observe with Agentforce.

At Salesforce, the outcomes have been equally impressive. Just 90 days post-launch, Agentforce has reached 3,000 paying customers who report unprecedented productivity, efficiency, and cost savings. No other company matches our capabilities in this space. Customers frequently express that we are significantly ahead of the competition; their overwhelmingly positive feedback validates this claim. It’s exciting to see Agentforce facilitating labor for major companies like Equinox, OpenTable, and Jacuzzi, as detailed in their online presences.

While many vendors discuss agent capabilities, few can demonstrate large-scale implementation. Following this trend, Brian will shed light on our experience as the initial user, or Customer Zero, for Agentforce. Our digital labor force now handles tens of thousands of customer service inquiries, allowing our human team to concentrate on more complex issues and nurturing customer relationships. As we drive our vision forward, we aim for every customer to become an Agentforce user.

Moving to financial highlights, we closed fiscal year ’25 with a remarkable $10 billion in revenue, marking our first $10 billion quarter. This represents an 8% year-over-year increase, with a 9% rise in constant currency. Although we faced a couple of hundred million dollars in forex losses, Q4 was outstanding with over 400 deals exceeding $1 million. It’s noteworthy that all our top ten wins included data and AI.

Additionally, we witnessed tremendous growth with Data Cloud, the core of Agentforce. This platform crossed 50 trillion records, doubling year-over-year as customers increased their use of our data solutions. This is crucial since having the right data is necessary to realize the full potential of AI within Agentforce. Impressively, nearly a quarter of those records came from external sources through our Zero Copy Partner Network.

As the adoption of AI expands, we anticipate increased investments to enhance our agentic capabilities. We are leveraging the expansive infrastructure investments made by Amazon and Alibaba, with Google also contributing greatly. This allows us to deploy our services at a low cost, which in turn reduces costs for our customers.

Overall, we reported $37.9 billion in revenue for the full year, reflecting a 9% year-over-year growth, with operating cash flow of $13.1 billion, up 28% from last year. This performance compares favorably to other software companies. Our non-GAAP operating margin increased to 33%, a 250 basis point rise compared to fiscal year ’25, which is notably higher than our previous guidance.

We also reached a milestone of over $60 billion in Remaining Performance Obligations (RPO), an indicator of customer trust and ongoing investment in our vision for digital labor. Our projection for fiscal year ’26 anticipates a 9% year-over-year growth in subscription and support revenue in constant currency.

Our commitment to profitable growth remains steadfast, with an expected non-GAAP operating margin of 34% for fiscal year ’26, which indicates an additional 100 basis points of expansion following two years of over 1,000 basis points in growth. The combination of change, productivity emphasis, profitability strategy, and rapid innovation positions us well for success across various sectors.

Taking a closer look at our collaborations, Lennar, the largest home builder in the U.S. and a valued customer for about eight years, serves as an exemplary case. After attending Dreamforce, Lennar’s co-CEOs, Stuart Miller and Jon Jaffe, engaged with us regarding the potential of Agentforce. After an internal hackathon yielded five promising use cases, they initiated plans for deployment with our support.

Lennar’s innovative vision encompasses 24/7 digital support and leads through various channels, significantly enhancing their service offerings, including mortgages and insurance. Their comprehensive use of our suite—including sales, service, marketing, MuleSoft, Slack, and Tableau—exemplifies the power of integrated solutions.

By activating Agentforce, Lennar is poised to unlock substantial operational and revenue improvements.

Agentforce’s Transformational Impact on Industry Leaders Like Pfizer and Pandora

Today, I want to share a story not only about Lennar’s transformation as a home builder but also about the remarkable evolution at companies like Pandora and Pfizer.

If you’ve visited a shopping center lately, you might have noticed the Pandora store filled with stunning jewelry and stylish charm bracelets. Their products are impressive, and under the impressive leadership of CEO Alex, who is based in the Netherlands, the company is making waves. Recently, Time gave Pandora an award for being one of the most sustainable companies in the world.

This global brand operates in 100 countries and employs 37,000 people. Alex’s forward-thinking vision includes enhancing employee capabilities through digital labor. Pandora’s integration of Agentforce technology will allow their teams to optimize performance, whether online or in-store. Currently, they utilize Commerce Cloud, which is fully integrated with Service Cloud and Data Cloud, creating one unified platform. Soon, they expect to handle 30% to 60% of their service cases with Agentforce.

Equally exciting is Pfizer, led by the exceptional CEO Albert. Pfizer has been a loyal customer but is now fully embracing our Life Sciences Cloud. Last week, I attended a meeting with various CEOs in Washington, D.C., and many leaders in the life sciences sector are opting to utilize our Life Sciences Cloud. This upgrade not only enhances existing operations, but it also stands out in the market, helping pharmaceutical and medtech firms streamline various functions, including clinical operations and direct-to-consumer initiatives. With 20,000 customer-facing employees, the introduction of Agentforce represents a significant enhancement for Pfizer.

Let’s not overlook Singapore Airlines, helmed by their visionary CEO Goh. Singapore Air already excels in customer service, and their partnership with us will further enhance the travel experience through agents across service, sales, marketing, and commerce.

For those eager to see this technology firsthand and interact with these innovative customers, I encourage you to visit help.salesforce.com. Brian will soon share the remarkable numbers from our recent quarter that you won’t want to miss. Many ask how we differentiate ourselves from other agent companies. A crucial sign is to check their websites—do they rely on outdated technology? In contrast, you are familiar with our cutting-edge capabilities delivered at help.salesforce.com by customers like Equinox and Remarkable.

Be cautious of misleading agents—some companies may use the term without genuine offerings. We have established real agents, setting us apart from competitors. Exciting AI innovations are on the horizon, and I can’t wait for you to experience them at our upcoming TrailheadDX event in San Francisco on March 5th and 6th.

During the event, make sure you check out our latest product, Tableau Next. Many of you likely use Tableau regularly, and I assure you, the new Tableau, powered by Agentforce on the Data Cloud, will impress. You’ll witness enhanced integrations across our product line including Slack, Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud, as well as our remarkable new field service product.

A sneak peek of the upcoming ITSM product might also be available, but the highlight remains Tableau Next, set for a large-scale customer release that will undoubtedly astonish users.

Before I conclude, I must take a moment to recognize Brian and Amy. This is indeed a poignant time as Brian leaves after 25 years, wearing one of the many watches I’ve presented him in recognition of his exceptional service. Amy, who has contributed for 11 years, is equally valued. As we transition our management team from fiscal year ’25 to ’26, we express our deepest gratitude—they have been integral to our success.

To Brian and Amy, mahalo for your unwavering dedication. You are always welcome back, whether you find yourself yearning for the hustle of the office or to share new endeavors, like Amy’s forthcoming plans in the NGO space. Thank you both for everything you’ve contributed over the years.

Salesforce Reports Major Advancements and Growth in Agentforce Deployment

Brian Millham — President and Chief Operating Officer

Thank you, Marc.

Marc Russell Benioff — Co-Founder, Chairman, and Chief Executive Officer

Welcome back, Brian.

Brian Millham — President and Chief Operating Officer

It has truly been a privilege to work here for over 25 years. Few have the opportunity to contribute to a company that has scaled from zero revenue to $38 billion. This year has certainly been a crowning achievement.

Agentforce’s Rapid Deployment Across Brands

As Mark mentioned, in just one quarter, Agentforce has been adopted by thousands of brands globally, serving as a powerful mechanism for productivity, growth, and efficiency. Its rapid integration with our Customer 360 apps, Data Cloud, and Agentforce marks a significant leap in the digital labor transformation. Companies of all sizes are experiencing immediate and substantial benefits from Agentforce.

For instance, OpenTable has seen Agentforce manage 73% of all restaurant web queries in just three weeks, an impressive 50% improvement over their previous system. This is not a unique case.

Substantial ROI and Industry Impact

The Futurum Group found that Agentforce can deliver ROI five times faster than traditional DIY methods while reducing costs by 20%. Valoir, a technology analysis firm, noted that Agentforce provides autonomous AI agents 16 times more quickly than DIY approaches, with a 75% increase in accuracy. We are witnessing a significant uptick in large multi-cloud transactions as businesses aim to enhance efficiency and growth. Notably, Goodyear has partnered with us to employ Agentforce in automating their sales efforts.

Agentforce for field service will allow Goodyear to minimize repair times by assisting technicians with vehicle inquiries and automatically scheduling field tech appointments. Within our organization, we are implementing Agentforce extensively. It is currently operational across service, sales, business technology, customer support, and more, yielding remarkable results.

Since launching on our Salesforce help portal in October, Agentforce has autonomously resolved 380,000 service requests, achieving an impressive 84% resolution rate, with only 2% needing human escalation. Our quoting process has improved dramatically, with cycles accelerated by over 75%. In Q4, we increased account executive capacity while boosting productivity by 7% year over year.

Transforming Outbound Prospecting and Customer Engagement

Agentforce is changing our approach to outbound prospecting, engaging over 50 leads daily through personalized outreach and timely follow-ups. This allows our teams to concentrate on higher-value conversations. Our reps are involved in thousands of sales coaching sessions monthly. Data Cloud supports this growth, fostering a network effect where increased usage enhances the platform’s intelligence and value.

Consequently, firms worldwide, such as Maserati, Bell Canada, and Dolce Gabbana, are investing in Data Cloud, laying the groundwork for scaling agent implementation. CaixaBank, Spain’s premier bank, leverages Data Cloud to create a robust data infrastructure for its agent-driven transformation, leading to faster and more consistent customer experiences. The real power of AI lies within the data; nearly half of the Fortune 100 are both AI and Data Cloud customers.

Strong Performance and Growth Across Platforms

In Q4, all of our top 10 wins involved both Data Cloud and AI. Agentforce continues to enhance customer operations by embedding AI-powered insights into workflows across Customer 360 applications. This is stimulating robust growth across our portfolio, with double-digit growth reported again for both Sales Cloud and Service Cloud this quarter.

Slack has shown impressive momentum with clients like ZoomInfo and Remarkable utilizing Agentforce for productivity enhancement. In fact, Slack played a role in over a third of our deals exceeding $1 million, with its contribution to overall deal sizes increasing significantly year over year. With nearly 5 billion weekly messages, Slack is becoming central to modern work, allowing every company to utilize digital labor effectively to enhance collaboration.

Critical Role of Tableau and MuleSoft

Tableau and MuleSoft are essential to our clients, each appearing in nearly half of our significant deals. Tableau, now integrated with Data Cloud and Agentforce on the Salesforce core platform, empowers customers like EchoStar and Keller Williams Realty to act on data insights. Clients can extract actionable insights from conversational analytics, manage data with AI support, and create analytical agents within seamless workflows. Meanwhile, MuleSoft is transforming how leaders like Banco Bradesco and Sony Honda Mobility approach enterprise integration.

Agent-driven integration paired with out-of-the-box connectors for major systems allows customers to articulate their needs in natural language, prompting our AI to create effective solutions. In Q4, nearly half of our top 100 wins were on an international scale, with significant wins including companies like One New Zealand and LG Electronics. Our industry business, along with the public sector and non-profit organizations, closed the year at a remarkable $5.7 billion in annual recurring revenue (ARR), marking a 20% year-on-year growth.

Increasing Demand and Partner Ecosystem Engagement

All top 10 deals and nearly 75% of our leading 100 deals included industry cloud offerings. In response to high demand, we’ve developed over 170 specialized Agentforce industry skills and have assembled a support team of 400 specialists focusing on transformations across various sectors. Our partner ecosystem, consisting of 19 million trailblazers, is key in unlocking customer spending while driving Agentforce adoption.

Additionally, partners contributed to 50% of our Agentforce wins and 70% of activations in Q4. We’re actively encouraging our partners to adopt Agentforce as well. For example, Accenture employs Agentforce Sales Coach for providing tailored coaching to sales teams, aiming to boost win rates, while Deloitte anticipates significant productivity enhancements as they roll out Agentforce in the coming years.

Training initiatives have reached over 127,000 integrated employees, with more than a thousand partners building and selling agents. Our Agentforce Partner Network enables customers to deploy prebuilt agents and utilize actions from partners like AWS, Google, and IBM. Earlier this week, we expanded our partnership with Google to allow customers to leverage Agentforce with Gemini, their multimodal model, and deploy Salesforce on Google Cloud. AWS has become a significant growth vector for us, supporting numerous large deal closures.

In Q4 alone, we secured 25 transactions exceeding $1 million, including three greater than $10 million. As we initiate FY ’26, we are optimistic about future growth.

Salesforce Reports Financial Success Amidst AI Innovations and Leadership Changes

It’s an exciting time for Salesforce as the company navigates a pivotal shift in artificial intelligence and digital agents, leading with a strong technical leadership team. I am sincerely grateful for this opportunity and thankful to all the leaders who have guided us here, particularly Marc and Amy. Working alongside both has truly been an honor.

Thank you to our employees, customers, partners, and shareholders. I take immense pride in our accomplishments and look forward to what lies ahead for Salesforce. Now, I will pass it over to you, Amy.

Amy E. Weaver — President and Chief Financial Officer

Thank you, Brian. I too want to express my appreciation to Marc and Brian for their longstanding partnership and friendship. This journey has been remarkable, and I am grateful for this opportunity.

I am also excited to welcome Robin to our team as the new Chief Operating and Financial Officer. The fiscal year 2025 brought significant change, with innovations surpassing our expectations from just a year ago. This required both persistence and urgency in execution, which is highlighted in our Q4 results. Let’s begin with the revenue figures.

For the full fiscal year, our revenue reached $37.9 billion, reflecting a 9% increase year-over-year in both nominal and constant currency. Subscription and support revenue rose just over 10% in constant currency. In Q4, revenue totaled $10 billion, an 8% increase year-over-year in nominal terms. This includes an estimated $75 million in additional foreign exchange headwinds since our last guidance, resulting in a 9% growth year-over-year when measured in constant currency.

The growth in subscription and support revenue was 9% year-over-year in constant currency. This was supported by stable performance in sales, service, and platform, albeit slightly tempered by challenges faced by MuleSoft and Tableau due to tough comparisons from the previous year. Geographically, revenue from the Americas grew 8% in both nominal and constant currency, while EMEA increased by 6%, or 7% in constant currency. APAC saw the most significant growth of 10%, or 14% in constant currency.

We also experienced strong new business growth in Latin America, Japan, and Canada, despite some constraints remaining in parts of EMEA. Notably, the U.S. market showed signs of stabilization during the quarter. From an industry perspective, health and life sciences, as well as communications and media sectors performed robustly, while tech, manufacturing, automotive, and energy industries were slower to grow. As noted by Brian, our multi-cloud strategy is gaining traction as more customers engage with our unified platform.

The evidence lies in the top 100 deals of the quarter, which averaged six cloud solutions each. All of our top 10 wins featured AI, Data Cloud, service solutions, platform advancements, and industry-specific clouds. Our focus on data and AI is paying off as these technologies become integral to everyday business workflows. We ended the fiscal year with $900 million in Data Cloud and AI annual recurring revenue, marking a growth of nearly 120% year-over-year. Additionally, we closed over 3,000 paid Agentforce deals in Q4, demonstrating that customers are recognizing the value of AI embedded in our unified platform, averaging nearly four cloud solutions across various industries, particularly in technology, manufacturing, financial services, and health services.

Q4 revenue attrition concluded slightly above 8%, consistent with previous quarters. Our Q4 non-GAAP operating margin reached 33.1%, which is up 170 basis points year-over-year, driven by strong revenue growth and disciplined expense management. The GAAP operating margin for Q4 stood at 18.2%, increasing by 70 basis points year-over-year. For the entirety of the fiscal year, our non-GAAP operating margin improved to 33%, up 250 basis points from the previous year.

The GAAP operating margin was 19%, reflecting a rise of 460 basis points year-over-year, even with restructuring charges incurred in Q4. Q4 operating cash flow was nearly $4 billion, a 17% increase from the previous year, while Q4 free cash flow totaled $3.8 billion, which also represents a 17% year-over-year rise. For the full fiscal year, we reported record operating cash flow of $13.1 billion, an increase of 28% year-over-year, along with a predicted 10-point cash tax headwind. Our emphasis on generating strong free cash flow is a key aspect of our profitable growth strategy, with fiscal year 2025 free cash flow at $12.4 billion, an increase of 31% year-over-year.

Turning our attention to remaining performance obligations (RPO), which includes all future revenue under contract, we surpassed $60 billion for the first time in company history. Q4 finished at an impressive $63.4 billion, an 11% year-over-year increase, showcasing our customers’ long-term commitment to Salesforce and the resilience of our business model. Current RPO (CRPO) ended at $30.2 billion, a 9% year-over-year increase, which factors in a $300 million foreign exchange headwind, equating to 11% year-over-year growth in constant currency, driven by the continued success of our Data Cloud, AI, and Slack services. The substantial early renewals in Q4 also boosted CRPO results.

In terms of bookings this quarter, we noted continued stabilization in our transactional businesses such as Create and Close and small-to-medium business segments. On the capital return front, we executed $7.8 billion in share repurchases and issued $1.5 billion in dividends during fiscal year 2025. Our capital return initiative has allowed us to offset dilution from stock-based compensation entirely. Since the inception of our capital return program, we’ve returned over $21 billion to our shareholders.

Now, moving on to guidance for the upcoming fiscal year 2026. We anticipate revenue to be between $40.5 billion and $40.9 billion, representing approximately 7% to 8% year-over-year growth in both nominal and constant currency. For subscription and support revenue, we expect approximately 9% year-over-year growth in constant currency. However, I want to highlight some critical points regarding this guidance.

First, the recent strengthening of the U.S. dollar has impacted our projections. Since our last earnings call, this shift has created an additional $200 million headwind for fiscal year 2026 revenue, resulting in a roughly 0.5 point year-over-year impact on our revenue guidance.

Secondly, similar to fiscal year 2025, we foresee our professional services segment acting as a headwind to growth, which we have integrated into our overall revenue guidance. As we strategize on implementation, we will place greater reliance on our partner ecosystem. As mentioned by Brian, partners contributed to 50% of our Agentforce wins and 70% of Agentforce activations in Q4.

Thirdly, we expect subscription and support revenue to benefit from momentum in the Data Cloud and some contributions from Agentforce, although we also anticipate challenges in the marketing and commerce sectors, along with slower growth within our exploration base for fiscal year 2026.

Finally, regarding Agentforce, we are enthusiastic about the customer traction we are witnessing. However, the adoption cycle is in its early stages as we concentrate on customer deployments. Consequently, we are projecting a modest contribution to revenue for fiscal year 2026, with expectations for more significant momentum building throughout the year and leading to a more considerable impact in fiscal year 2027.

As for attrition, we anticipate it will remain consistent and slightly above 8% across the upcoming fiscal year. Now, let’s shift to profitability and cash flow. I want to reaffirm the company’s commitment to ongoing margin expansion. We are well-positioned to continue our growth trajectory.

Salesforce Forecasts Continued Margin Growth and Strong Financial Performance

Salesforce has laid a solid foundation for ongoing margin improvement and efficiency in its financial outlook. For fiscal year 2026, the company anticipates a non-GAAP operating margin of 34%, marking a year-over-year expansion of 100 basis points. This growth includes planned investments in high-growth areas, particularly in Agentforce and Data Cloud. Notably, Salesforce expects margins to increase throughout the fiscal year, with stock-based compensation likely remaining stable as a percentage of revenue.

The expected GAAP operating margin for the same period is projected at 21.6%, reflecting an enhancement of over 250 basis points compared to the previous year. Salesforce also forecasts GAAP diluted earnings per share (EPS) in the range of $6.95 to $7.03, while non-GAAP diluted EPS is estimated between $11.09 and $11.17. The company remains committed to fostering robust cash flow growth, as highlighted in their recent discussions.

Operating cash flow is expected to grow by approximately 10% to 11% in fiscal year 2026, without significant headwinds from cash taxes. Additionally, capital expenditures are projected to be roughly 2% of revenue, yielding free cash flow growth of approximately 9% to 10% for the fiscal year. This sets the stage for their guidance for the first quarter.

Q1 Revenue Outlook and EPS Estimates

Salesforce projects first-quarter revenue between $9.71 billion and $9.76 billion, reflecting an increase of 6% to 7% year-over-year in nominal terms, and 7% in constant currency. The company is also accounting for a one-point leap year advantage from the prior Q1, alongside the timing of license revenue. For the first quarter, the company anticipates CRPO growth of approximately 10% year-over-year in nominal terms, adjusted for a $100 million foreign exchange headwind, which translates to a growth rate of slightly over 10% in constant currency.

Salesforce expects GAAP EPS of $1.49 to $1.51 in Q1, with non-GAAP EPS estimates ranging from $2.53 to $2.55. This reflects a confident outlook after a strong finish to the previous fiscal year.

In conclusion, the leadership at Salesforce expresses satisfaction with the results achieved and the groundwork for future success laid through the year. They also acknowledged the hard work and dedication of their employees, as well as the continued support from shareholders and the investment community. Following these updates, questions from investors were welcomed.

Q&A Session Begins

Operator

Thank you, sir. We are now ready to take questions. Please limit yourself to one question, and we will begin with our first inquiry.

Keith Weiss — Analyst, Morgan Stanley

Thank you for the strong quarter and results, and I appreciate the opportunity to ask about Agentforce’s advancements. The number of signed deals and revenue momentum appears impressive.

Many investors are curious about the evolving pricing model—from a seat-based model to a more consumptive approach. Can you elaborate on how this shift impacts contract sizes and overall revenue growth? Are there any challenges we should be aware of as we transition?

Marc Russell Benioff — Co-Founder, Chairman, and Chief Executive Officer

Thank you for your question, Keith. The transition to a consumption-based pricing model reflects our long-standing experience with user-centric pricing while incorporating new dynamics with our products. This approach integrates both human-centered and consumption-based offerings within our portfolio.

For instance, a recent transaction with a large telecommunications client included our core cloud offerings alongside Agentforce. Overall, this multifaceted approach allows for tailored solutions that capture the value based on scalable customer demand. For this particular transaction, the Agentforce segment contributed approximately $7 million amidst a broader $20 million deal. This reflects the balance between traditional products and consumption-based offerings.

During the last quarter, we executed approximately 380,000 transactions through Agentforce, showcasing our ability to effectively manage diverse customer needs.

Brian Millham — President and Chief Operating Officer

Indeed, it’s important to note the blend of services enhancing customer experiences and streamlining operations with platforms like Service Cloud alongside innovative solutions like Agentforce.

Salesforce Integrates Agentforce for Enhanced Service Delivery and Growth

Our Service Cloud is closely linked with Sales Cloud and our other products, representing a versatile mix. This combination is truly exciting. No company relies solely on agents; they all benefit from automation for their teams. Additionally, a consistent data repository is essential for agents to access the intelligence they need. Furthermore, an agent layer is crucial. The synergetic integration of applications, data, and agents will likely be the key to success. Brian, would you like to elaborate?

Brian Millham — President and Chief Operating Officer

Absolutely. As you mentioned, Marc, this integration of CRM, data, and agents is what our customers increasingly seek. Our goal is to enhance customer success by providing the resources they need to drive their business forward in terms of productivity and efficiency. Pricing models will evolve over time.

We have observed that our customers are well aware of the return on investment (ROI) associated with digital labor. Our agents are accelerating transaction speeds. In the fourth quarter, for instance, we processed 3,000 transactions, showcasing our ROI model’s effectiveness in delivering substantial benefits.

Looking ahead, we anticipate shifting from specific pricing for initial deals to a universal credit system. This change will grant our customers increased flexibility in their transactions. We view this as a significant opportunity to enhance our pricing models in the future, a sentiment reinforced by our initial engagements with customers.

Marc Russell Benioff — Co-Founder, Chairman, and Chief Executive Officer

To illustrate, consider a scenario where a customer is keen on developing an agent-based layer for their organization. Would that involve integrating other human-based clouds as well?

Brian Millham — President and Chief Operating Officer

Definitely. We’ve seen solid growth in our CRM core technology. In the last quarter, both Sales and Service Cloud experienced over 10% growth. Customers are leveraging our core technology and pricing models effectively alongside our core applications and agents to achieve the efficiencies they desire.

Marc Russell Benioff — Co-Founder, Chairman, and Chief Executive Officer

Absolutely. During TrailheaDX, you’ll notice a new version of Tableau—formerly designed solely for human users, it will now be deeply integrated with Data Cloud, enriched by an agency layer. You’ll be able to explore these products firsthand and engage with customers. It’s an exciting time for our company.

Michael Spencer — Executive Vice President, Investor Relations

Thank you, Keith. Operator, please proceed with the next question.

Operator

Thank you. Our next question comes from Kirk Materne of Evercore ISI.

Kirk Materne — Analyst

Hello, and thank you for taking my question. Brian and Marc, you touched on this topic briefly, but could you expound on whether Agentforce is influencing the performance of your other products? Since not every company may be ready to adopt an agentic approach immediately, is there a noticeable increase in activity or usage of your other solutions stemming from this initiative?

Brian Millham — President and Chief Operating Officer

You are correct. We’ve seen our customers become more innovative in how they utilize our technology—introducing new workflows and engagement strategies. For example, Lennar has improved its lead responsiveness, allowing for quicker interaction with potential clients.

This improvement positively impacts Salesforce’s automation system, resulting in a halo effect that enhances all of our core products. Our customers appreciate this harmonious integration of applications, data, and agents—creating a highly attractive proposition.

Kirk Materne — Analyst

Thank you.

Michael Spencer — Executive Vice President, Investor Relations

Thanks, Kirk. Operator, please continue with the next question.

Operator

The next question is from Raimo Lenschow at Barclays.

Raimo Lenschow — Analyst

Hello, and congratulations to the team. Marc, with the departures of Amy and Brian, you’ve merged their roles. What prompted this decision, and how do you envision this arrangement evolving moving forward?

Marc Russell Benioff — Co-Founder, Chairman, and Chief Executive Officer

I’m thrilled to welcome Robin as our new Chief Operating and Financial Officer. Robin’s unique experience in both roles offers significant advantages. During our search, we encountered top candidates, yet Robin stood out effectively in her dual capacity—the combination of the COO and CFO roles presents a powerful partnership. I had initially considered an external candidate but felt fortunate to have convinced Robin to take on this challenge. Robin, would you like to say a few words about joining the management team?

Robin Washington — Board Member and Incoming Chief Operating and Financial Officer

Absolutely, Marc. As you’ve heard, this is an exciting time for us with Agentforce. Joining the operating team presents a remarkable opportunity, especially in light of our unified platform. I believe we’re well-equipped to support our customers’ growth and productivity during this transformative era, paving the way for sustainable revenue growth at Salesforce.

Marc Russell Benioff — Co-Founder, Chairman, and Chief Executive Officer

Indeed.

Salesforce Leadership Changes Set for Fiscal Year 2026

In a recent update, Marc Russell Benioff, Co-Founder and CEO of Salesforce, expressed his enthusiasm for the company’s revamped management team as they prepare for fiscal year 2026. He highlighted the return of Miguel Milano as chief revenue officer, who rejoined the firm about a year ago. Benioff credited Milano’s reintegration to some persuasive discussions and emphasized his role in leading the worldwide sales organization.

Benioff extended his gratitude to Srini, the newly appointed chief engineering and services officer, who is now managing customer service and support. This restructuring has optimized Salesforce’s management lineup, making room for new executives, including Robin Washington, who recently joined the team as the chief operating and financial officer.

Washington’s addition is particularly important to Benioff, who had spent over a decade trying to recruit her. He remarked on her pivotal role and expressed pride in the management team that has evolved. Alongside Washington, Parker and Srini are expected to make significant contributions, with Steve Fisher promoted to chief technology officer, focusing on product development, and David Schmaier, now the chief product and impact officer, taking on expanded responsibilities.

The CEO also acknowledged the contributions of Kendall, his chief of staff, and Sabastian Niles, the chief legal officer, praising the overall competence of the latest management group. He acknowledged that while it has been challenging to replace former leaders Amy and Brian, the current team holds great promise for the future.

As the company gears up for a new fiscal year, Benioff expressed optimism about leveraging this enhanced leadership group to drive substantial growth. He posed a rhetorical inquiry to Washington regarding her thoughts, which she opted to defer for the next discussion.

Marc Russell Benioff reiterated his relationship with the U.S. government while addressing a question from Brent Thill of Jefferies about the impact of DOGE and federal policy on Salesforce. He emphasized his non-involvement in direct lobbying while affirming the company’s readiness to support government initiatives. Salesforce has established collaborations with various agencies, including the Veterans Administration, reinforcing their commitment to contributing positively to national endeavors.

Moving to a query from Mark Murphy at JPMorgan, Benioff discussed the emergence of labor arbitrage. He speculated on the potential for companies, including federal agencies, to integrate technology like Agentforce bots to enhance efficiency within their workforce.

As the CEO of a 75,000-employee organization, Benioff noted that Salesforce currently employs around 9,000 support agents. He highlighted the effectiveness of their customer service platform, suggesting a possible shift of resources towards sales and marketing as productivity leaps forward. He remarked on a 30% increase in efficiencies within the engineering department, crediting high-performance tools that eliminate the need for new engineer hires this year.

Looking ahead, Benioff shared his optimism regarding sales growth, with plans for an ambitious 10% to 20% increase driven by high demand from clients. His overarching vision signifies a transformative approach to leadership where CEOs will increasingly manage human agents alongside artificial intelligence-driven tools.

Benioff concluded that this paradigm shift in workforce management is becoming inevitable for future CEOs, emphasizing his proactive engagement in this new landscape.

The Rise of Digital Labor: Insights from Industry Leaders

I recently attended a major CEO conference where the topic of digital labor came up consistently. Leaders from various sectors—life sciences, financial services, and manufacturing—were discussing the potential of agents to enhance their workforce. There is a clear acknowledgment across industries that productivity can increase without additional human labor. Given the stagnation of the global workforce, embracing digital labor could be crucial for boosting productivity and GDP growth, serving as a catalyst for economic expansion.

In my discussions with a prominent economist last week, it became clear that there is a collective belief in the potential for significant change. Unlike companies that build massive data centers costing billions, we focus on enhancing our existing product lines through artificial intelligence. Our strategy leverages the substantial investments others have made in infrastructure, as we aim to lead the digital labor revolution. Our primary aspiration is to become the world’s top provider of digital labor. We’re already the No. 1 AI CRM, and that positions us well for leading this revolution.

Fiscal Year 2026: The Year of Digital Labor

As we look ahead to fiscal year 2026, we are gearing up for what we anticipate to be the transformative year for digital labor. This will be the time when innovators within companies evolve into active agents of change.

Michael Spencer — Executive Vice President, Investor Relations

Thanks. Operator, we’ll take our last question now, please.

Operator

Our last question comes from Kash Rangan at Goldman Sachs.

Kash Rangan — Analyst

Thank you. We will miss you, Brian and Amy. Congratulations, Robin. Marc, I have a question for you. There’s been substantial discussion about transitioning from model building to the inference layer. In that context, what are your thoughts on the space of SaaS technology as we move towards agentic technology? Is there a risk that SaaS could reduce to just a CRUD database?

Marc Russell Benioff — Co-Founder, Chairman, and Chief Executive Officer

Thanks for your question, Kash. I’ve heard similar narratives, particularly relating to Microsoft. It’s an interesting perspective. I see a ‘holy trinity’ for AI CRM comprising apps, data, and agents. These three elements must collaborate effectively. Our approach has been practical, as evidenced by the 380,000 conversations we’ve managed over the past 90 days, achieving a resolution rate of 84%.

Microsoft has been promoting Copilot for over two years, yet I question where they are delivering agents and how they are integrating humans with technology to ensure customer success. It’s critical for any agentic layer to operate alongside robust data management. Our Data Cloud federates essential information across various sources, maintaining the necessary human element.

I just want to clarify, I am indeed here speaking directly. I’m actively using our platforms like Tableau, Sales Cloud, and Service Cloud. The integration of these components is currently delivering real value to our primary client, Salesforce, which raises a legitimate question about others in the industry. Are other vendors genuinely delivering on these promises? It requires significant engineering effort to successfully support large enterprises, and we’ve accomplished that.

Embracing the Digital Labor Revolution

Salesforce is recognized as the No. 1 AI CRM, and we are at the forefront of the digital labor revolution, as indicated by our over 3,000 paid customers and the vast transactions occurring within our Data Cloud.

Thank you for a successful fiscal year 2025, and a special welcome to Robin on board. Congratulations to our newly promoted executives as we prepare for an exciting fiscal year 2026—this will truly be the year of Agentforce.

Michael Spencer — Executive Vice President, Investor Relations

Thanks, Marc. Thanks, Kash. We appreciate everyone participating today, and we look forward to reconnecting soon.

Operator

This concludes today’s conference. Thank you for joining us. [Operator signoff]

Call Participants:

• Michael Spencer — Executive Vice President, Investor Relations
• Marc Russell Benioff — Co-Founder, Chairman, and Chief Executive Officer
• Brian Millham — President and Chief Operating Officer
• Amy E. Weaver — President and Chief Financial Officer
• Robin Washington — Board Member and Incoming Chief Operating and Financial Officer

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