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Salesforce, Inc. reported a 10% year-over-year revenue increase, with non-GAAP earnings per share up 13.7% for Q2 of fiscal 2026. A significant driver of this growth has been the adoption of its AI platform, Agentforce, which has generated over 6,000 paid deals since its launch three quarters ago. Additionally, 40% of new Agentforce bookings in the second quarter came from existing Salesforce customers.
Salesforce’s customer base scaling Agentforce usage increased by 60% quarter-over-quarter. The introduction of a consumption-based model with flexible payment options is further fueling demand. The company’s AI and Data Cloud annualized recurring revenues have reached $1.2 billion, with growth estimates for fiscal 2026 and 2027 set at 10.8% and 8.8%, respectively, according to the Zacks Consensus Estimate.
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