Salesforce raises full-year revenue guidance as ‘Agentforce’ ARR hits $1.2 billion

Blockspace Staff

Thu, May 28, 2026 astatine 10:02 AM CDT 3 min read

Salesforce (NYSE: CRM) reported first-quarter fiscal 2027 gross of $11.1 cardinal connected May 27, up 13% twelvemonth implicit year, and raised its full-year FY27 gross guidance to $45.9 cardinal to $46.2 billion. The institution said Agentforce yearly recurring gross reached $1.2 billion, up 205% twelvemonth implicit year, arsenic it frames agentic AI arsenic a cardinal operator of growth.

Non-GAAP diluted net per stock came successful astatine $3.88, up 50% twelvemonth implicit year. GAAP diluted EPS was $2.42, up 52%. Non-GAAP operating borderline was 34.8%, and existent remaining show work reached $33.6 billion. Free currency travel was $6.6 billion, up 4% twelvemonth implicit year.

The Q1 gross fig included a $444 cardinal publication from Informatica, which Salesforce acquired successful November 2025 (fiscal 2026). That acquisition besides accounts for $1.1 cardinal of the $3.4 cardinal successful combined Agentforce and Data 360 ARR that Salesforce reported. Stripping retired Informatica Cloud ARR, the Agentforce-specific $1.2 cardinal fig is simply a much nonstop measurement of internally built AI merchandise traction. In the anterior quarter, FY26 Q4, Agentforce ARR stood astatine $800 cardinal and combined Agentforce and Data 360 ARR was supra $2.9 billion, per Salesforce’s fourth-quarter release.

“Agentic AI is the biggest maturation accidental for our customers, and for Salesforce,” CEO Marc Benioff said successful the net release.

Salesforce cited company-defined usage metrics. It said 3.8 cardinal Agentic Work Units had been delivered to day crossed Agentforce and Slack, up 111% 4th implicit quarter, and that it had processed much than 28.6 trillion tokens, up 152% 4th implicit quarter. The institution besides said Slack’s Model Context Protocol diagnostic surpassed 1 cardinal progressive users wrong six weeks of launch.

Second-quarter gross guidance of $11.27 cardinal to $11.35 cardinal fell somewhat beneath the Wall Street statement estimation of $11.36 billion, according to INDmoney’s analysis. Shares dropped astir 3% successful aboriginal post-market trading contempt the net beat. Robin Washington, president and main fiscal and operating officer, said connected the net telephone that the institution “remain[s] assured successful delivering integrated gross acceleration successful the 2nd fractional of FY27.”

On superior allocation, Salesforce said it returned $27.5 cardinal to shareholders successful Q1, including $27.1 cardinal successful stock repurchases and $365 cardinal successful dividends. It entered a $25 cardinal accelerated stock repurchase programme with upfront transportation of 103 cardinal shares, representing astir 80% of expected repurchases. Final colony is expected successful Q3 FY27. The institution updated full-year currency travel maturation guidance to astir 4% to 5% twelvemonth implicit year, reflecting indebtedness issuance tied to the ASR.