Salesforce reported second quarter fiscal 2027 results on August 26, and the headline is not the revenue line. Total revenue reached $11.3 billion, up 11% year over year, and current remaining performance obligation, the forward booked-revenue metric RevOps teams watch most closely, accelerated to 14% year over year growth. The company raised its full year revenue guidance by $200 million. What stands out inside those numbers is where the growth is concentrated: Agentforce and Data 360 annual recurring revenue hit nearly $3.9 billion, up more than 210% year over year, with Agentforce ARR alone topping $1.5 billion, up over 240%.
“We just delivered one of our best quarters ever, outperforming across every key metric,” said Marc Benioff, Chair and CEO of Salesforce. “AI is delivering value across every layer of our platform. We’re seeing incredible demand for our AI and data products, with ARR about to cross $4 billion.” Robin Washington, President and Chief Financial and Operating Officer, added: “AI is amplifying the power, reach, and value of our platform. NNAOV growth is the strongest it’s been in four years, keeping us on track for second-half organic revenue reacceleration.”
The result lands the same week Salesforce announced Claudeforce, its partnership with Anthropic that moves deal review and pipeline updates into Claude itself, and the earnings detail explains why the timing was not an accident. Bookings from Agentforce One Edition and Agentforce for Apps, the premium SKUs that anchor agentic capability in Sales and Service, more than doubled quarter over quarter. Data 360 ingested 104 trillion records in the quarter, up 355% year over year. For a RevOps leader tracking vendor spend, the signal is that Salesforce’s own growth engine has shifted from seat expansion to a separate, faster growing agentic tier, which is where the next round of pricing pressure is likely to land. The company’s CRM rankings are already being scored on AI depth by buyers, and a quarter this strong gives Salesforce more room to push that tier aggressively into renewal conversations over the next two quarters.
Source: Salesforce
