Two years after its launch of Agentforce, Salesforce has racked up an estimated $1 billion in annual recurring revenue for the digital agent marking an important milestone as the CRM applications vendor pivots to everything AI.

As shown in the following Exhibit 1, Agentforce is the latest agent that has become a $1-billion-strong standalone product, following Microsoft’s recent disclosure that the three-year-old Copilot has secured 30 million paid seats, resulting in an estimated more than $4 billion in annual recurring revenue for its latest fiscal year.

Exhibit 1 – Estimated Agentforce Revenues, $M
Exhibit 1 – Estimated Agentforce Revenues, $M

The rise of Agentforce underscores the risks and rewards for enterprise software vendors like Salesforce and Microsoft as they reset their priorities in the age of AI. On August 26, Salesforce upped the ante by expanding its partnership with Anthropic, in which it holds a minority stake, to introduce Claudeforce, which encompasses new products that combines Salesforce apps and plugins into Claude modeling and reasoning engine. The pact will allow Claude users to access Salesforce’s data, workflows, business logic, actions, and governance through the AIforce enterprise harness.

While Salesforce is betting its success by embracing AI, or for that matter Anthropic, at the risk of relegating its other products and services to a lesser role, the amount of workloads being touched by Agentforce, or what it calls Agentic Work Units, has skyrocketed to 3.2 billion in the latest quarter, up from 14 million in the first quarter of FY25. Each unit covers a discrete task handled by the agent.

Whether that strategy is going to pan out remains far from clear, but for the time being Salesforce’s pivot to AI has resulted in sluggish growth of its long-standing products, not to mention the inconsistent performance of its professional services organization. With fewer engagements from Sales, Service and Marketing Cloud implementations that it was accustomed to, the Salesforce professional services organization has declined 12 quarters straight except for 4QFY25 when it was able to eke out a 0.6% growth.

As shown in Exhibit 2, after stripping Agentforce from its core CRM applications, the products that used to be known as Sales Cloud, Service Cloud and Marketing Cloud, posted a 3.7% organic growth in 2QFY27, the lowest over the past 10 years. Both Agentforce and Data 360 have enjoyed triple-digit growth since 4QFY25.

Exhibit 2 – Salesforce’s 2QFY27 Results, By Products, $M

Products2QFY262QFY27Change, %
Core Applications$6,572$6,8183.7%
Agentforce$110$375240.3%
Platform$2,804$2,578-8.1%
Data 360$204$600194.0%
Professional Services$546$509-6.8%
Informatica Platform$440Change, %
Informatica Professional Services$16
Hedging gains$9
Total$10,236$11,34510.8%

Based on its financial results over the past eight quarters, Agentforce has built a significant presence with annual recurring revenue topping $375 million in the just-ended quarter, up 240% from the same period last year. The digital agent was estimated to post under $30 million in revenue in the third quarter of fiscal 2025 after being rechristened as Agentforce in September 2024 from Einstein Copilot.

Exhibit 3 – Salesforce’s Quarterly Revenues, By Product, $M

Products3QFY254QFY251QFY252QFY263QFY264QFY261QFY272QFY27
Sales, Service, Marketing Cloud$5,712$5,744$6,247$6,572$6,028$6,042$6,610$6,818
Agentforce$29$74$98$110$125$200$300$375
Platform$3,004$3,466$2,767$2,804$3,348$3,521$2,705$2,578
Data 360$134$167$185$204$225$525$550$600
Professional Services$565$542$532$546$533$515$524$509
Informatica Platform$388$428$440
Informatica Professional Services$11$16$16
Hedging Gains$9
Total$9,444$9,993$9,829$10,236$10,259$11,202$11,133$11,345

In its latest quarter, Salesforce announced that Agentforce offerings have achieved a $1.5 billion run-rate. Because of that, it’s possible that Agentforce, which now includes Slack, would post accelerated growth in the coming quarters, outpacing the rest of its product portfolio such as Mulesoft, Tableau, etc. by a wide margin. Since the beginning of its fiscal 2027, Salesforce has been realigning its product lines by layering Agentforce across its Sales Force Automation, Customer Service and Support, Marketing Automation and eCommerce applications, all of which have been renamed Agentforce Applications.

The biggest question is whether Agentforce will sustain its triple-digit growth rate in the near term and if any of that will cast a halo effect on its core products, reviving their fortunes along the way.

List of Salesforce Agentforce customers

CustomerIndustryEmpl.RevenueCountryApplication
AaaAutomotive20000$8.0BUnited StatesSalesforce Agentforce
AAA WashingtonTransportation536$120MUnited StatesSalesforce Agentforce
Adecco GroupProfessional Services39000$24.0BSwitzerlandSalesforce Agentforce
ADPProfessional Services67000$21.8BUnited StatesSalesforce Agentforce
ADPProfessional Services67000$21.8BUnited StatesSalesforce Agentforce Service Agent
Air IndiaTransportation30000$9.3BIndiaSalesforce Agentforce
Alpine IntelInsurance700$220MUnited StatesSalesforce Agentforce
Aston MartinManufacturing3300$2.1BUnited KingdomSalesforce Agentforce
Aston MartinManufacturing3300$2.1BUnited KingdomSalesforce Agentforce Campaign Agent
Baptist HealthHealthcare27000$4.0BUnited StatesSalesforce Agentforce
BombardierAerospace and Defense17900$8.7BCanadaSalesforce Agentforce
Carnegie LearningProfessional Services700$150MUnited StatesSalesforce Agentforce
College Possible, an AmeriCorps CompanyNon Profit500$50MUnited StatesSalesforce Agentforce
Disneyland ResortLeisure and Hospitality32000$3.5BUnited StatesSalesforce Agentforce
Disneyland ResortLeisure and Hospitality32000$3.5BUnited StatesSalesforce Agentforce Service Agent
Enel EnergiaUtilities61192$84.6BItalySalesforce Agentforce
ENGIEUtilities96454$85.8BFranceSalesforce Agentforce
FedExTransportation50000$87.7BUnited StatesSalesforce Agentforce
Fisher & PaykelManufacturing4000$550MNew ZealandSalesforce Agentforce
Fisher & PaykelManufacturing4000$550MNew ZealandSalesforce Agentforce Service Agent
GoodyearManufacturing68000$18.9BUnited StatesSalesforce Agentforce
GucciRetail20711$9.9BItalySalesforce Agentforce
HaleonConsumer Packaged Goods24561$14.9BUnited KingdomSalesforce Agentforce Campaign Agent
HarmonyCaresHealthcare1800$350MUnited StatesSalesforce Agentforce
HeathrowTransportation90000$4.8BUnited KingdomSalesforce Agentforce
HeathrowTransportation90000$4.8BUnited KingdomSalesforce Agentforce Service Agent
Independence Pet GroupInsurance1500$1.0BUnited StatesSalesforce Agentforce
Jacuzzi United StatesManufacturing700$300MUnited StatesSalesforce Agentforce
Kaiser PermanenteNon Profit223883$100.1BUnited StatesSalesforce Agentforce
Kaiser PermanenteNon Profit223883$100.1BUnited StatesSalesforce Agentforce Service Agent
Kawasaki United StatesAutomotive3100$1.6BUnited StatesSalesforce Agentforce Service Agent
Kawasaki United StatesAutomotive3100$1.6BUnited StatesSalesforce Agentforce Sales Coach Agent
KPMG USProfessional Services29000$10.0BUnited StatesSalesforce Agentforce
LennarConstruction and Real Estate12012$33.7BUnited StatesSalesforce Agentforce
McLaren RacingAutomotive1312$713MUnited KingdomSalesforce Agentforce
McLaren RacingAutomotive1312$713MUnited KingdomSalesforce Agentforce Service Agent
Omega EngineeringManufacturing700$180MUnited StatesSalesforce Agentforce
OpenTableLeisure and Hospitality1500$600MUnited StatesSalesforce Agentforce
PandoraRetail34201$5.2BDenmarkSalesforce Agentforce
PenFedBanking and Financial Services2300$1.6BUnited StatesSalesforce Agentforce
Saks Fifth AvenueRetail13000$3.9BUnited StatesSalesforce Agentforce
Saks Fifth AvenueRetail13000$3.9BUnited StatesSalesforce Agentforce Service Agent
SiriusXMMedia5680$9.0BUnited StatesSalesforce Agentforce
TakedaLife Sciences47455$30.2BJapanSalesforce Agentforce
VivintProfessional Services11000$1.5BUnitedSalesforce Agentforce
WileyMedia6400$1.9BUnited StatesSalesforce Agentforce
Williams-SonomaRetail19600$7.7BUnited StatesSalesforce Agentforce
WonoloProfessional Services240$43MUnited StatesSalesforce Agentforce
Wyndham Hotels & ResortsLeisure and Hospitality2200$1.4BUnitedSalesforce Agentforce
Wyndham Hotels & ResortsLeisure and Hospitality2200$1.4BUnited StatesSalesforce Agentforce Service Agent

Source: ARTW Buyer Insight Vendor Database, August 2026