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. Including Data 360, Agentforce and Data 360 ARR passed $2.9 billion, up more than 200%. These are the first AI-specific ARR figures the company gave in this run of reports, and they are the core of the bull case on the stock.

• Agentforce ARR: $800 million, up 169% year over year
• Agentforce deals closed in the quarter: 29,000, up 50% quarter over quarter
• Agentforce plus Data 360 ARR: more than $2.9 billion, up over 200% year over year
• Q4 fiscal 2026 revenue: $11.2 billion, up 12%, including a $399 million Informatica contribution

SEC filing 8-K · accession 0001108524-26-000056 · sec.gov ↗