4 minutes

Co-founder and CEO Marc Benioff said Salesforce has worked Agentforce — its agentic artificial intelligence (AI) technology suite — into all its apps. Salesforce's Agentforce and data products have reached an annual run rate of about $1.4 billion in the quarter, according to Benioff, more than doubling year over year.

Salesforce revenue continued to climb in its fiscal Q3 2026 which ended Oct. 31, 2025 — as the ecommerce software provider kept adding to its artificial intelligence (AI) technology suite.

Specifically, co-founder and CEO Marc Benioff credited “incredible results” from Agentforce, its platform that enables its customers to develop AI agents.

“Everyone knows that they want to get to the next level in their business to bring AI in, become more productive, become more efficient, become elevated,” Benioff told investors on the company’s quarterly earnings call.

Now, they also have to become agentic enterprises, he said. Benioff added that Salesforce has worked Agentforce into all its apps. Salesforce’s Agentforce and data products reached an annual run rate of about $1.4 billion in the quarter, according to Benioff. It more than doubled year over year (114% growth).

He cited examples of Williams-Sonoma and SharkNinja using Agentforce to upgrade their ecommerce suites.

Moreover, six of Salesforce’s top 10 contracts in the quarter were from companies that “want to transform with Agentforce,” Benioff said.

Additionally, Agentforce accounts increased 70% compared to Q2, according to chief operating and financial officer Robin Washington.

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 revenue in Q3

In its fiscal Q3 2026, Salesforce revenue reached about $10.26 billion. That’s an 8.6% increase from $9.44 billion in Q3 2025.

Although Salesforce revenue grew by about $800 million year over year in Q3 2026, it was nearly flat compared with its fiscal Q2.

The vast majority of Salesforce revenue in Q3 2026 — nearly $9.73 billion — came from subscriptions and support. That’s up from $8.88 billion in the prior-year Q3, or about 10% growth. The remaining revenue falls under what Salesforce calls “professional services and other,” generating $533 million in Q3. That segment’s revenue decreased year over year from $565 million.

“For the first time since fiscal year 2022, net new AOV [average order value] growth outpaced AOV growth,” Washington said. “From a geographic perspective, we saw strong business growth in North America and EMEA [Europe, the Middle East and Africa], led by France and the U.K., while Asia-Pacific was more constrained, particularly in Australia and India. From a segment perspective, we continue to see strong performance in our small and mid-market business and enterprise growth accelerated this past quarter.”

Salesforce anticipates revenue for its full fiscal 2026 to be in the range of $41.15 billion and $41.25 billion, Washington said. That would be about 9% year-over-year growth.

Salesforce’s focus on the rise of agentic AI for enterprises

Miguel Milano, chief revenue officer, said that in speaking to 400 Salesforce clients during Q3, he found high demand for companies to become agentic enterprises. He also called the agentic enterprise “a new paradigm.”

Companies want agentic AI to be conversational, empowering employees by giving “extra information that is able to execute autonomously, but also probabilistically on one side when AI wants to execute, deterministically when you want the current workflows to be executed.”

Those companies want to increase growth, reduce costs and improve customer satisfaction, he said. And in experimenting with generative AI for two years, they’ve gone through frustrating periods. Yet large language models (LLMs) can’t provide all the solutions alone, according to Milano.

“For enterprise AI to be successful and accurate in the enterprise, you need the context, you need the data, you need the metadata, you need deterministic workflows,” Milano said. “You don’t want the agents to be essentially executing based on what they found in an LLM. You want the agents to execute in a deterministic way.”

Benioff referred to the notion that Salesforce’s core is in jeopardy because of LLMs and “a false narrative.” He said that whereas LLMs are “very important” and will expand in functionality, Salesforce differentiates itself through having the ability to extend its core applications and provide another level of value through them.

Chief engineering and customer success officer Srinivas Tallapragada added that agents need context and tools. Companies need their agents to use data from across their enterprise. They also need a catalog with mastered metadata.

“It’s just not the structured data,” Tallapragada said. “It’s all your documents, all your knowledge articles, all your user manuals.”

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.

Do you rank in our databases? 

Submit your data and we’ll see where you fit in our next ranking update.

Sign up

Stay on top of the latest developments in the online retail industry. Sign up for a complimentary subscription to Digital Commerce 360 Retail NewsFollow us on LinkedInX (formerly Twitter)Facebook and YouTube. Be the first to know when Digital Commerce 360 publishes news content.

Favorite