CRM’s Q2 Earnings Coming Up: Rising Agentforce Adoption to Aid Sales
Salesforce, Inc. CRM is set to release its second-quarter fiscal 2027 earnings on Aug. 26. Investors will be watching closely to see whether the company’s heavy focus on artificial intelligence (AI) is starting to deliver a meaningful boost to its financial performance.
The economic backdrop remains uncertain, and many enterprises continue to be careful with their technology budgets. Still, demand for cloud software and productivity tools remains fairly healthy. Salesforce is well positioned to benefit from this trend due to its leadership in customer relationship management software and growing portfolio of AI-powered products.
Click here to know how Salesforce’s overall fiscal second-quarter results are likely to be.
Salesforce, Inc. Price and EPS Surprise
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Agentforce Likely to Have Driven CRM’s Subscription Growth
AI has become a key part of Salesforce’s long-term growth strategy. Management expects AI agents that can handle tasks with limited human involvement to become an important part of everyday business operations. Salesforce is moving quickly to capitalize on this opportunity through its Agentforce platform.
Agentforce enables businesses to automate tasks across customer service, marketing and sales using AI-powered agents. By integrating these capabilities into its broader cloud platform, Salesforce is giving customers more reasons to expand their spending within its ecosystem rather than turn to competing software providers.
Salesforce’s Agentforce platform is gaining solid momentum. Agentforce’s annual recurring revenues (ARR) reached $1.2 billion in the first quarter of fiscal 2027, representing a massive 205% year-over-year surge. During the first quarter, the company processed 28.6 trillion AI tokens, up 152% sequentially, while Agentic Work Units rose 111% to 3.8 billion. These figures indicate rising customer engagement with the platform.
Salesforce’s broader AI ecosystem is also expanding rapidly. Combined AI and data ARR, including Agentforce, Data 360 and Informatica Cloud, reached $3.4 billion, reflecting a 200% year-over-year surge. In the last reported quarter, the company noted that half of Agentforce and Data 360 bookings came from existing customers who expanded their spending, demonstrating strong cross-selling opportunities.
This AI-led strategy is also helping Salesforce rebuild momentum in its core subscription and support business. Revenue growth in this segment has remained in the double digits for each of the past four quarters, marking a notable improvement from the single-digit growth rates seen previously.
