Salesforce lifted its fiscal 2026 revenue and adjusted profit targets on Wednesday, banking on accelerating adoption of its Agentforce AI platform as large companies rush to integrate autonomous software into daily operations.
The updated outlook pushed the stock more than 2% higher in extended trading and signaled that the firm’s big push into AI is finally generating the kind of commercial traction investors have been waiting to see.
The company said mounting demand for AI agents—systems designed to act on their own and handle tasks that previously required human intervention—is now shaping its pipeline. The shift is widespread across corporate America, with firms looking for automation that cuts costs, speeds up workflows, and improves accuracy in recurring administrative processes. Big Tech players, including Oracle, have moved aggressively into this space, turning AI agents into a central battleground in enterprise software.
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For Salesforce, the momentum is showing up in numbers. CEO Marc Benioff said in a statement that the company’s Agentforce and Data 360 products have reached nearly $1.4 billion in annual recurring revenue, climbing 114% in a year. Within that, Agentforce ARR alone exceeded half a billion dollars in the third quarter, more than quadrupling over the same period last year.
Many see the new forecast as evidence that early trials are converting into larger commercial deals. Rebecca Wettemann, chief executive of Valoir, said the guidance boost reflects confidence in Salesforce’s ability to turn today’s small-scale evaluators into full buyers in the months ahead. Her view echoes a broader trend across the market: enterprises that once experimented cautiously with generative and autonomous AI are now accelerating deployments, particularly as early use-cases show measurable productivity gains.
The enthusiasm comes during a period of heightened scrutiny from investors. Salesforce has poured billions into AI infrastructure, model training, data integration tools, and new platform capabilities. Shareholders have repeatedly pushed the firm to prove that these investments can generate sustainable returns, especially as concerns grow that the broader tech economy may be overheating. The company tried to reassure markets earlier in the year when it projected revenue above $60 billion in 2030, topping analysts’ estimates. Wednesday’s revision adds more weight to that long-range target by showing that near-term demand is solid.
The company now expects fiscal 2026 revenue between $41.45 billion and $41.55 billion, up from the prior range of $41.1 billion to $41.3 billion. Adjusted earnings per share were raised to between $11.75 and $11.77, above the earlier range of $11.33 to $11.37.
Salesforce’s third-quarter revenue came in at $10.26 billion. While that was a touch below the $10.27 billion expected by LSEG data, the market largely looked past the narrow gap because the AI-driven segments are showing momentum that traditional subscription lines have lacked over the past year.
The broader industry environment helps explain why Salesforce’s effort is drawing such close attention. AI agents have become the next major competitive front in cloud software after years of model-building and infrastructure races dominated by Nvidia, Microsoft, Google, and Amazon. While those giants continue to shape the supply side through chip production, model development, and hyperscale cloud services, the demand side has shifted noticeably.
Enterprises are moving from experiments to full integration, driven by the need to handle growing workloads with leaner teams. This change is forcing companies to rethink corporate software strategies, and the winners will be those who can blend automation with reliable data governance and customer-facing applications.
Agentforce sits at the center of Salesforce’s attempt to deliver that blend. It connects generative AI, workflow automation, CRM data, and process logic in a single environment. That integration gives Salesforce a lever that certain rivals—especially smaller, standalone AI developers—cannot easily match.
But the market remains open and highly contested. Microsoft is pushing its own Copilot ecosystem deep into enterprise systems, while Oracle is embedding autonomous agents across finance, HR, and supply-chain suites. Google Cloud and Amazon Web Services are also attempting to position their AI agent platforms as central hubs for corporate automation.
The renewed momentum around Agentforce shows that Salesforce sees an opening before these platforms become interchangeable. The company also understands that it needs proof points quickly, because the AI agent landscape is still fluid and customers are testing multiple providers at once. Salesforce’s raised forecast reflects the first time the firm has been able to show that a surge in interest is genuinely translating into multi-year recurring revenue rather than small trials or promotional commitments.
The next stages will test whether this growth can endure as AI adoption becomes more normalized and as enterprises scrutinize vendor lock-in, data security, and long-term costs.