AI REVENUE WARS ● 2026-10-30

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Salesforce

public · CRM · SEC filings · CRM & go-to-marketCustomer support & contact centerCounted in the CRM panel only. Service Cloud revenue (support) is tracked separately until Salesforce stopped disclosing it by cloud.

Segments and product lines: Salesforce Service Cloud

Filed revenue and year-over-year growth

Grey bars: fourth quarters derived as fiscal-year revenue minus the first nine months (Q4 is rarely filed as a three-month figure). Growth is the company's own comparison inside each filing; gaps mean the filing did not print a comparable prior-year figure.

Disclosed ARR / run-rate / reported revenue (point-in-time)

Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.

All observations (32)

PeriodMetricValueYoYQualityHowSource
Q2 FY2027 · 2026-05-01→2026-07-31filed revenue$11.35B+10.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
as of 2026-07-31ARRAgentforce + Data 360 ARR$3.90B—reportedreported
“Agentforce and Data 360 annual recurring revenue ("ARR") reached nearly $3.9 billion, up over 210% Y/Y”
ARR, not recognized revenue. Data 360 includes about $1.1B of Informatica Cloud ARR from an acquisition.
Salesforce
as of 2026-07-31ARRAgentforce ARR$1.50B—reportedreported
“Agentforce ARR exceeded $1.5 billion, up over 240% Y/Y. Effective Q2 FY27, Agentforce ARR includes our AI offerings, Slackbot and Headless 360”
The definition widened this quarter (now includes Slackbot and Headless 360), so the growth rate includes that change.
Salesforce
Q1 FY2027 · 2026-02-01→2026-04-30filed revenue$11.13B+13.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2026 · 2025-02-01→2026-01-31filed revenue$41.52B+9.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2026 · 2025-11-01→2026-01-31filed revenue$11.20B+12.1%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2026-03-02) minus nine-month year-to-date revenue (10-Q filed 2025-12-04). Q4 is not filed as a three-month figure.
10-K
Q3 FY2026 · 2025-08-01→2025-10-31filed revenue$10.26B+8.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
as of 2025-10-31ARRAgentforce + Data 360 ARR$1.40B+114.0%reportedreported
“Agentforce and Data 360 ARR $1.4B, +114% YoY”
ARR for a product group. Not comparable with Salesforce's recognized revenue.
Salesforce Investor Relations
Q2 FY2026 · 2025-05-01→2025-07-31filed revenue$10.24B+9.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2026 · 2025-02-01→2025-04-30filed revenue$9.83B+7.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2025 · 2024-02-01→2025-01-31filed revenue$37.90B+8.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2025 · 2024-11-01→2025-01-31filed revenue$9.99B+7.6%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2025-03-05) minus nine-month year-to-date revenue (10-Q filed 2024-12-04). Q4 is not filed as a three-month figure.
10-K
Q3 FY2025 · 2024-08-01→2024-10-31filed revenue$9.44B+8.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2025 · 2024-05-01→2024-07-31filed revenue$9.32B+8.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2025 · 2024-02-01→2024-04-30filed revenue$9.13B+10.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2024 · 2023-02-01→2024-01-31filed revenue$34.86B+11.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2024 · 2023-11-01→2024-01-31filed revenue$9.29B+10.8%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2024-03-06) minus nine-month year-to-date revenue (10-Q filed 2023-11-30). Q4 is not filed as a three-month figure.
10-K
Q3 FY2024 · 2023-08-01→2023-10-31filed revenue$8.72B+11.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2024 · 2023-05-01→2023-07-31filed revenue$8.60B+11.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2024 · 2023-02-01→2023-04-30filed revenue$8.25B+11.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2023 · 2022-02-01→2023-01-31filed revenue$31.35B+18.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2023 · 2022-11-01→2023-01-31filed revenue$8.38B+14.4%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2023-03-08) minus nine-month year-to-date revenue (10-Q filed 2022-12-01). Q4 is not filed as a three-month figure.
10-K
Q3 FY2023 · 2022-08-01→2022-10-31filed revenue$7.84B+14.2%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2023 · 2022-05-01→2022-07-31filed revenue$7.72B+21.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2023 · 2022-02-01→2022-04-30filed revenue$7.41B+24.3%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2022 · 2021-02-01→2022-01-31filed revenue$26.49B+24.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2022 · 2021-11-01→2022-01-31filed revenue$7.33B+25.9%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2022-03-11) minus nine-month year-to-date revenue (10-Q filed 2021-12-02). Q4 is not filed as a three-month figure.
10-K
Q3 FY2022 · 2021-08-01→2021-10-31filed revenue$6.86B+26.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2022 · 2021-05-01→2021-07-31filed revenue$6.34B+23.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2022 · 2021-02-01→2021-04-30filed revenue$5.96B—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
FY2021 · 2020-02-01→2021-01-31filed revenue$21.25B—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2021 · 2020-11-01→2021-01-31filed revenue$5.82B—verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2021-03-17) minus nine-month year-to-date revenue (10-Q filed 2020-12-04). Q4 is not filed as a three-month figure.
10-K