Salesforce Highlights Revenue Growth, Margin Expansion in Q4 Earnings Call

Executives emphasize accelerating adoption of Agentforce and Data 360, outline expanded shareholder return program

Feb. 28, 2026 at 3:08am by Ben Kaplan

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Salesforce (NYSE:CRM) executives used the company's fiscal 2026 fourth-quarter and full-year earnings call to highlight revenue growth, margin expansion, and accelerating adoption of its Agentforce and Data 360 offerings. They also outlined an expanded shareholder return program and updated long-term targets following a 'fast start' with Informatica.

Why it matters

Salesforce's strong financial performance and growing adoption of its AI-powered Agentforce and Data 360 products demonstrate the company's ability to drive innovation and meet evolving customer needs in the enterprise software market. The expanded shareholder return program also signals confidence in Salesforce's long-term growth prospects.

The details

For the full year, Salesforce reported $41.5 billion in revenue, up 10% year over year. Fourth-quarter revenue was $11.2 billion, up 12% year over year. Remaining performance obligations, a key metric, rose to $35.1 billion, up 16% year over year. Executives highlighted the rapid scaling of Agentforce, which they said 'just became an $800 million business,' and Data 360, with the combined ARR of the two products reaching $2.9 billion, up over 200% year over year. Salesforce also introduced a new metric, Agentic Work Units, to provide more visibility into AI usage on its platform.

  • Salesforce reported its fiscal 2026 fourth-quarter and full-year results on February 28, 2026.

The players

Marc Benioff

Chair and CEO of Salesforce.

Robin Washington

Chief Operating and Finance Officer of Salesforce.

Patrick Stokes

Chief Marketing Officer of Salesforce.

Jason Lemkin

Founder of SaaStr, a Salesforce customer.

SharkNinja

A Salesforce customer in the retail industry.

Wyndham

A Salesforce customer in the hospitality industry.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, Grocery employee (Instagram)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.