Dive Brief:
- Salesforce saw rising enterprise adoption of its AI offerings, company executives said Wednesday during an earnings call for the final quarter of its 2025 fiscal year, which ended Jan. 31.
- "This was the quarter of Agentforce," said CEO Marc Benioff, referring to the company's agentic AI offering and its 3,000 paying customers. Equinox, OpenTable and Jacuzzi are among the organizations leveraging Agentforce.
- The company ended the year with $900 million in annual recurring revenue for its Data Cloud and AI segment, up nearly 120% year over year, said President and CFO Amy Weaver. The company reported $37.9 billion in earnings during the fiscal year.
Dive Insight:
Salesforce went all in on agentic AI last year, introducing a collection of agents in August to automate customer service tasks. Other IT vendors have also rolled out autonomous AI applications, including Microsoft, Google and ServiceNow.
Since late October, the company signed 5,000 customers to use its Agentforce platform, with 3,000 of those paying customers.
"In Q4, we closed 25 transactions over $1 million, including three that were more than 10 million," said President and CFO Brian Millham during the Wednesday earnings call. "We're starting off FY '26 in an incredible position with a highly accomplished and technical leadership team ready to guide us through this pivotal moment in AI and agents."
In December, the company announced plans to hire up to 2,000 sales workers to support AI tools, including Agentforce.
Agentforce adoption is also driving expanded use of the rest of the Salesforce suite, according to Millham, a longtime executive who is set to retire in May.
"We are seeing this halo effect with our core technology," said Millham. "It is making every single one of our core apps better as they deliver intelligence underpinning these applications."
Despite early agentic AI wins across the provider landscape, enterprise leaders are grappling with governance and data readiness concerns before adopting agentic AI.
