Agentforce
Agentforce ARR above $1.5 billion at the end of Q2 FY2027, up more than 240%, and now includes Slackbot and Headless 360.
The numbers
What it is
Agentforce is Salesforce's family of AI agents that act on customer records and workflows inside its apps. The 10-K describes Agentforce and Data 360 as consumption-based offerings, so revenue can grow with usage as well as seats. The company reports Agentforce ARR (annualised recurring revenue) as its headline AI number.
Why it matters to the stock. This is the main growth bet. Traders watch whether AI ARR keeps growing faster than the core subscription base, which grew 12% in the quarter ended July 31, 2026.
News
Dreamforce 2026 recap: Agentforce Coworker generally available, AIforce and Claudeforce roll out
Salesforce's Dreamforce 2026 recap, published September 28, lists the availability of its AI platform.
Salesforce expands Missionforce with OpenAI partnership and a Policy Engine for government
Salesforce expanded Missionforce National Security with a new partnership with OpenAI, bringing OpenAI's models into its public-sector platform through Amazon Bedrock.
Salesforce and NVIDIA unveil Koa, a CRM reasoning model built on Nemotron
Salesforce and NVIDIA announced Koa, Salesforce's first CRM reasoning model for Agentforce, built by post-training NVIDIA Nemotron 3 Super on synthetic CRM scenarios.
Salesforce unveils AIforce, a live interface layer that puts its platform inside any AI assistant
At Dreamforce, Salesforce introduced AIforce, which extends its data, workflows and permissions to any AI interface so people and agents can work in Salesforce from where they already are.
Salesforce and Anthropic announce Claudeforce; first product is Salesforce in Claude, a plugin with 37 sales skills
Salesforce and Anthropic announced an expanded partnership that lets Claude read and act on Salesforce data and workflows while keeping existing permissions.
Salesforce beats on Agentforce growth and raises FY27 revenue guidance, lifting software peers
Salesforce reported second-quarter fiscal 2027 revenue of $11.3 billion, up 11%, and non-GAAP EPS of $5.90.
Salesforce makes Agentforce 360 available on Missionforce, citing Impact Level 5 authorization
Salesforce launched IL5-authorized AI agents and apps on its Missionforce National Security platform, hosted on AWS GovCloud.
Morgan Stanley downgrades Salesforce to Equal Weight and cuts target to $185 from $287
Morgan Stanley analyst Adam Wood cut Salesforce to Equal Weight from Overweight on July 21, 2026, and lowered the price target to $185 from $287.
U.S. Air Force squadron moves its $13.5 billion vehicle fleet onto Salesforce Missionforce
Salesforce said the Air Force's 441st Vehicle Support Chain Operations Squadron now runs fleet sustainment on Missionforce National Security, replacing a legacy system being retired.
Salesforce signs deal to buy Fin, formerly Intercom, for about $3.6 billion
Salesforce agreed on June 15, 2026 to acquire Fin, the AI customer-service agent formerly known as Intercom, for about $3.6 billion, subject to purchase price adjustments.
Salesforce agrees to acquire Contentful to add a content layer to Headless 360
Salesforce announced on June 1, 2026 a definitive agreement to acquire Contentful, a composable content platform that stores and delivers web and app content through APIs.
Agentforce ARR reaches $1.2 billion in Salesforce's first quarter of fiscal 2027
Salesforce said Agentforce ARR was $1.2 billion in its first quarter of fiscal 2027, up 205% from a year earlier.
Department of the Air Force signs $72 million Salesforce enterprise license under Army contract
The Department of the Air Force, which covers the Air Force and Space Force, signed a $72 million enterprise license agreement for Missionforce National Security.
Salesforce makes Agentforce Operations generally available for back-office automation
Salesforce made Agentforce Operations generally available on April 29, 2026.
Salesforce launches Headless 360 with more than 60 MCP tools for coding agents
Salesforce introduced Headless 360 on April 15, 2026, exposing its platform data, workflows and governance controls as APIs, MCP tools and CLI commands so that outside agents can work without a browser.
Salesforce launches Agent Fabric, a control plane for managing agents from multiple vendors
Salesforce introduced Agent Fabric, a governance layer meant to discover, orchestrate and monitor AI agents across vendors and platforms.
Salesforce says Agentforce annual recurring revenue reached $800 million, up 169%
In its fiscal fourth-quarter 2026 report, Salesforce disclosed that Agentforce ARR reached $800 million, up 169% from a year earlier, and that it closed 29,000 Agentforce deals in the quarter.
U.S. Army awards Salesforce a $5.6 billion, 10-year IDIQ contract for Missionforce National Security
Salesforce said the U.S.
Slackbot becomes generally available to Business+ and Enterprise+ customers
Salesforce made its new Slackbot generally available on January 13, 2026, for Business+ and Enterprise+ plans, with a phased rollout through January and February.