Salesforce Reports Strong Q4 Earnings, Highlights Agentforce and Data 360 Growth

Company sees revenue growth, margin expansion, and accelerating adoption of key products

Mar. 2, 2026 at 7:39pm by Ben Kaplan

Got story updates? Submit your updates here. ›

Salesforce (NYSE:CRM) executives emphasized revenue growth, margin expansion, and accelerating adoption of its Agentforce and Data 360 offerings during the company's fiscal 2026 fourth-quarter and full-year earnings call. The company reported $41.5 billion in revenue for the full year, up 10% year over year, and $11.2 billion in Q4 revenue, up 12% year over year. Agentforce and Data 360 annual recurring revenue (ARR), inclusive of Informatica Cloud ARR, reached $2.9 billion, up over 200% year over year.

Why it matters

Salesforce's strong performance, particularly in its Agentforce and Data 360 product lines, highlights the company's ability to drive growth and innovation in the enterprise software market. The company's focus on AI-powered automation and data analytics tools positions it well to meet the evolving needs of its customer base.

The details

Salesforce reported subscription and support revenue growth of slightly above 10% year over year in both nominal and constant currency. The company said Agentforce and Data 360 bookings saw significant growth, with new bookings for the most premium SKUs nearly tripling quarter-over-quarter. More than 60% of Agentforce and Data 360 bookings came from existing customers expanding their commitments. Salesforce also introduced a new metric, Agentic Work Units (AWUs), to provide more visibility into AI usage on its platform.

  • Salesforce reported its fiscal 2026 fourth-quarter and full-year earnings on March 2, 2026.

The players

Salesforce

A global provider of cloud-based software focused on customer relationship management (CRM) and enterprise applications, founded in 1999 and headquartered in San Francisco.

Marc Benioff

Chair and CEO of Salesforce.

Robin Washington

Chief Operating and Finance Officer of Salesforce.

Patrick Stokes

Chief Marketing Officer of Salesforce.

SharkNinja

A customer of Salesforce that used the company's Agentforce product to stand up a guided shopping agent in eight weeks.

Wyndham

A customer of Salesforce that deployed more than 5,000 Agentforce agents across more than 8,300 hotels, using MuleSoft and Data 360 to unify data and improve customer experience.

Jason Lemkin

Founder of SaaStr, a customer of Salesforce that used Agentforce to transition from 15 human agents to 2.5 and 20 AI agents.

Got photos? Submit your photos here. ›

What they’re saying

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

— Robert Jenkins, San Francisco resident

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

— Gordon Edgar, grocery employee

What’s next

Salesforce plans to reevaluate its revenue-by-cloud disclosures in fiscal 2027 to better reflect its agentic enterprise strategy.

The takeaway

Salesforce's strong performance, particularly in its Agentforce and Data 360 product lines, highlights the company's ability to drive growth and innovation in the enterprise software market. The company's focus on AI-powered automation and data analytics tools positions it well to meet the evolving needs of its customer base.