Salesforce 1Q Sales, Profit Rise Amid Agentforce Efforts

By Katherine Hamilton

Salesforce recorded higher profit and sales in the first quarter as it pushes its artificial intelligence tools as a growth accelerator.

The enterprise software company on Wednesday posted a profit of $2.11 billion, or $2.42 a share, in the quarter ended April 30, compared with $1.54 billion, or $1.59 a share, a year earlier.

Stripping out certain one-time items, adjusted per-share earnings were $3.88, ahead of the $3.13 anticipated by analysts, according to FactSet.

Revenue rose 13% to $11.13 billion. Analysts surveyed by FactSet forecast revenue of $11.05 billion. Sales included a $444 million contribution from Informatica, which Salesforce acquired in November 2025.

Salesforce, which also owns Slack, has been aiming to grow its AI business to maintain its relevance in a rapidly changing software world. Chief Executive Marc Benioff has shaken off investor concerns that AI will replace software as a service, while the company's stock has lost a third of its value this year.

Agentforce and Data 360, which encompass Salesforce's AI products, reached nearly $3.4 billion in annual recurring revenue. That includes $1.1 billion from Informatica and $1.2 billion from Agentforce.

More than half of Agentforce and Data 360 bookings came from existing customers in the first quarter.

Salesforce expects revenue in the current second quarter to be $11.27 billion to $11.35 billion, compared with the $11.35 billion analysts are projecting. The company anticipates adjusted earnings per share will be $3.25 to $3.27, compared with Wall Street's estimate of $3.25.

The company also raised the lower end of its estimate for full-year revenue to $45.9 billion from $45.8 billion. It continues to expect $46.2 billion as the high-end of the annual revenue range.

It reduced its outlook for cash flow growth to a range of 4% to 5%--down from 9% to 10%--due to a $25 billion debt issuance for an accelerated share buyback program it announced in March.

Write to Katherine Hamilton at katherine.hamilton@wsj.com

Corrections & Amplifications

This article was corrected at 5:19 p.m. ET to reflect that Salesforce had a $25 billion debt issuance for its accelerated share-buyback program. The original version incorrectly said the debt issuance was $25 million.

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May 27, 2026 16:18 ET (20:18 GMT)