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.

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
| Products | 2QFY26 | 2QFY27 | Change, % |
|---|---|---|---|
| Core Applications | $6,572 | $6,818 | 3.7% |
| Agentforce | $110 | $375 | 240.3% |
| Platform | $2,804 | $2,578 | -8.1% |
| Data 360 | $204 | $600 | 194.0% |
| Professional Services | $546 | $509 | -6.8% |
| Informatica Platform | $440 | Change, % | |
| Informatica Professional Services | $16 | ||
| Hedging gains | $9 | ||
| Total | $10,236 | $11,345 | 10.8% |
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
| Products | 3QFY25 | 4QFY25 | 1QFY25 | 2QFY26 | 3QFY26 | 4QFY26 | 1QFY27 | 2QFY27 |
|---|---|---|---|---|---|---|---|---|
| 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
Source: ARTW Buyer Insight Vendor Database, August 2026

