On December 3, 2025, Salesforce (CRM) reported strong third‑quarter fiscal 2026 results about $10.3 billion in total revenue, marking a 9% increase year‑on‑year.
Subscription and support revenue, a key indicator of recurring strength, climbed to $9.7 billion, up roughly 10% Y/Y.
Alongside the solid earnings, Salesforce raised its full‑year guidance; it now expects $41.45–$41.55 billion in revenue, up from prior estimates of $41.1–$41.3 billion.
AI‑Driven Growth: Agentforce & Data 360 Steal the Show
What really energized markets was how much of the growth came from Salesforce’s AI and data offerings. The combined annual recurring revenue (ARR) of Agentforce and Data 360 has jumped to nearly $1.4 billion, a staggering 114% increase year‑over‑year.
In Q3 alone, Agentforce broke past $500 million ARR, a 330% Y/Y rise, while processing more than 3.2 trillion tokens underscoring real, growing usage of AI agents by businesses.
Salesforce says roughly half of Q3’s AI/data deals were expansions from existing customers indicating not only adoption but deeper integration and trust.
Financial Strength Beyond AI
The company’s core numbers also reflect healthy fundamentals:
- Non‑GAAP operating margin hit 35.5%.
- Free cash flow rose 22% Y/Y.
- Salesforce returned $4.2 billion to shareholders via buybacks and dividends a strong sign of financial discipline and shareholder focus.
- Meanwhile, its “remaining performance obligations (RPO)” a forward‑looking revenue indicator jumped to nearly $59.5 billion, up 12% Y/Y.
Together, these metrics suggest Salesforce isn’t simply riding hype it’s turning investments into cash, margin, and meaningful commitments.
What Salesforce’s AI Growth Means for Investors and the Future
The combination of solid revenue growth, raised guidance, and surging AI‑agent adoption has helped renew investor confidence. Many now see Salesforce’s pivot to “agentic” AI where AI agents handle tasks like customer service, data management, and internal automation as more than a long-term bet. It’s quickly becoming a meaningful driver of recurring revenue.
Moreover, with a backlog of long-term contracts and rising RPO, Salesforce looks well-positioned to absorb economic fluctuations while scaling AI services.
That said, some caution remains; much depends on continued AI adoption across varied industries and whether Salesforce can sustain its momentum without hurting margins or over-relying on acquisitions.
Final Thoughts
Salesforce’s latest figures deliver more than just a temporary boost, they reflect a deeper shift. By turning its AI vision into real revenue growth through Agentforce and Data 360, Salesforce has provided hard proof that AI can power enterprise growth, not just headlines. For investors and industry watchers, this could mark a turning point where hype converges with results.
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