Agentic artificial intelligence (AI) has helped Salesforce extend its revenue growth streak in Q2.

Salesforce revenue has surpassed $9 billion for each of the last seven quarters. However, its fiscal Q2 2026, which ended July 31, 2025, marked the first time Salesforce revenue topped $10 billion. Co-founder and CEO Marc Benioff told investors on the software provider’s Q2 earnings call that the results “aren’t just financial milestones,” crediting Salesforce’s growth to Agentforce and Data Cloud, two of its product offerings.

Agentforce refers to Salesforce’s agentic AI product. Agentic AI uses large language models (LLMs) to independently plan and act on goals, going beyond simple task execution. In the retail world, that can manifest as agentic commerce, in which an AI “agent” can make purchases on a consumer’s behalf. Data Cloud refers to Salesforce’s platform that unifies a client’s data into a dashboard that enables automation through data-triggered workflows, advanced analytics and AI-powered applications, according to the software company.

Benioff said “agentic enterprise” is “the real manifestation of what AI was meant to be.” He added that “agentic enterprise has arrived.”

In the three quarters since Salesforce launched Agentforce, the company has closed more than 6,000 paid deals, Benioff said, and more than 12,500 overall. In Q2, more than 40% of new Agentforce bookings came from existing clients expanding on their investment with Salesforce, he added.

“I’ve never been more excited about anything in my entire career,” Benioff told investors.

In North America, 76 of the Top 2000 online retailers use Salesforce as their ecommerce platform, according to Digital Commerce 360 data. In 2024, those 76 online retailers combined for more than $182.46 billion in web sales. The Top 2000 is Digital Commerce 360’s database ranking North America’s largest online retailers by their annual ecommerce sales.

Salesforce focuses on growing agentic AI

So far, Agentforce has handled more than 1.4 million requests on help.salesforce.com.

“One thing is extremely clear to me: Every single one of our customers is becoming an agentic enterprise,” Benioff told investors.

Among Salesforce’s Agentforce clients, Benioff named:

• DirecTV
• Pandora
• Under Armour
• Williams-Sonoma

“Now these are all examples, including Salesforce, of an agentic enterprise in action,” Benioff said. “But it’s really about how each company is transforming to become an agentic enterprise. And none of this is possible without Data Cloud. Data Cloud is the heart and soul of the success of these agents because it is providing the data and the metadata that you need and the context to get the accuracy.”

Among Salesforce’s clients using Data Cloud is FedEx, Benioff said. He noted that FedEx is saving in “numbers I’ve never heard in terms of what the amount that can be saved by technology.” Benioff noted that FedEx chief operating officer Richard Smith will be a keynote speaker at the software provider’s Dreamforce event in San Francisco this October, where he will share more.

In August, Salesforce announced flexible payment options for Agentforce that include “pay as you go.” It intends “to lower the barrier to adoption and encourage experimentation,” said Robin Washington, chief operating and financial officer.”

Additionally, Salesforce reached an agreement in May to acquire Informatica, a data management provider, to help strengthen its AI foundation. Washington said Salesforce now expects that deal to close in Q4 of its fiscal 2026 or in early fiscal 2027.

Salesforce Q2 revenue

In Q2 2025, Salesforce revenue grew to $10.24 billion. That’s 10% year-over-year growth from $9.33 billion.

The bulk of that came from its subscription and support segment. Subscriptions generated $9.69 billion in revenue for Salesforce in Q2. That’s 11% growth over $8.76 billion in Q2 2024.

Data Cloud and AI have achieved an annual recurring revenue rate of more than $1.2 billion, which is 120% (more than double) year-over-year growth. In Q2, Salesforce closed 60 deals each greater than $1 million that include both Data Cloud and AI.

Salesforce has also increased its revenue guidance for its fiscal Q3 2026, to a range of $10.24 billion to $10.29 billion. That would reflect an 8% to 9% year-over-year increase.

Additionally, it has increased the low end of its full-year fiscal 2026 revenue guidance to $41.1 billion to $41.3 billion. That would be up 8.5% to 9% year over year.

Percentage changes may not align exactly with dollar figures due to rounding. Check back for more earnings reports. Here’s our last quarterly update on Salesforce revenue.

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