Salesforce reported fiscal year 2026 revenue of $41.5 billion, representing a 10% year-over-year increase. The company attributed this growth to its Agentforce platform for building and deploying AI agents. Agentforce reached an annual revenue run rate of approximately $800 million by the end of the fiscal year. The technology featured in over 75% of the company's largest deals during the final quarter.
Salesforce also integrated AI into its Salesforce Suites for small businesses to automate tasks and provide insights. This development follows a broader sell-off across the SaaS sector. Analysts note that Salesforce's stock performance reflects these market trends rather than company-specific issues.
The analyst consensus remains a Moderate Buy. Experts point to early AI product monetization as a primary reason for the company's resilience against sector-wide pressure.