Salesforce AI Growth: $1.2B Agentforce ARR, 205% Up

Salesforce's Agentforce annual recurring revenue is up 205% to $1.2 billion. This signals a deep undervaluation relative to its AI growth. What's interesting is that Agentforce and Data 360 combined annual recurring revenue reached approximately $3.40 billion, up 200%. Customers delivered 3.8 billion Agentic Work Units, an increase of 111% quarter over quarter. More than half of Agentforce and Data 360 bookings came from existing customers. The company also reduced its share count from 970 million to 871 million in one year. This was backed by a new $50 billion buyback authorization. The bottom line is that these numbers show Salesforce is becoming essential for enterprise agentic AI.