Developing
The AI figure is a company-defined metric that now includes more products than before.
In 60 seconds
- Salesforce reported Q2 fiscal 2027 revenue of $11.3 billion, up 11%, and current remaining performance obligation of $33.5 billion, up 14% in constant currency.
- Agentforce ARR exceeded $1.5 billion, up more than 240%; with Data 360 the combined figure was nearly $3.9 billion.
- It raised full-year revenue guidance to $46.1 billion to $46.4 billion.
- The Contentful and Fin acquisitions were pending in the report.
Impact Layer
- What changed
- Salesforce put a first large number on Agentforce, and raised its outlook.
- Why it matters
- It is the clearest public measure of whether a CRM vendor can turn agents into revenue, although the metric is defined by the company.
- Who is affected
- Salesforce customers and investors, and competitors whose agent products are compared with Agentforce.
- Martech stack area
- CRM, AI
- Stack impact
- Agent pricing and packaging at Salesforce is shifting; review renewals for what is bundled in the new editions.
- Business impact
- Moderate Agentforce ARR now includes AI offerings, Slackbot and Headless 360 from Q2 FY27, per coverage of the filing, so it is not directly comparable with earlier quarters.
- Related vendors
- What to watch
- Q3 results, the effect of the Contentful and Fin deals, and whether agent revenue growth holds as the base grows.
On August 26, 2026, Salesforce reported results for its fiscal 2027 second quarter, which ended July 31, 2026.
The figures
- Revenue was $11.3 billion, up 11% year over year. Current remaining performance obligation was $33.5 billion, up 14% in constant currency.
- Agentforce annual recurring revenue exceeded $1.5 billion, up more than 240%. Agentforce and Data 360 together were nearly $3.9 billion. Salesforce says Data 360 processed 104 trillion records in the quarter.
- GAAP operating margin was 20.5% and non-GAAP operating margin 34.1%. It returned $364 million in dividends and continued a $25 billion accelerated share repurchase.
- Full-year fiscal 2027 revenue guidance was raised to $46.1 billion to $46.4 billion; Q3 guidance is $11.42 billion to $11.5 billion.
- Pending acquisitions of Contentful and Fin were expected to close in the third quarter. (Our separate article reports that Contentful closed on September 1.)
How to read the AI number
These are Salesforce’s own figures. Coverage of the filing notes that, from this quarter, Agentforce ARR includes AI offerings, Slackbot and Headless 360, so the new total covers more than the older figure. A growth rate over 240% partly reflects that wider scope and a small starting base.
Our read
The result shows agents turning into a line of business at the largest CRM vendor, and it gives rivals a number to answer. For buyers the useful questions are practical: what is included in the new editions, how usage is metered, and whether the agents are used in production. The ARR figure does not answer those.
Sources
- Salesforce: Salesforce delivers record second quarter fiscal 2027 results (opens in a new tab)
Source of revenue, cRPO, margins, Agentforce and Data 360 figures, guidance and the pending acquisitions.
- Yahoo Finance: Agentforce ARR hits $1.5B (opens in a new tab)
Context on the change to how Agentforce ARR is defined. The page was not read; the point comes from the search summary.