Salesforce reported third-quarter results for fiscal 2026 on Wednesday. The high-level numbers looked good. Revenue for the quarter was $10.3 billion, up 9% year over year. The company raised its full-year 2026 revenue guidance to $41.55 billion from $41.45 billion, representing a 9% to 10% increase year over year.
But it was the performance of Data 360 (formerly Data Cloud) and Agentforce that really stood out.
“Our Agentforce and Data 360 products are driving the momentum, with ARR of nearly $1.4 billion – an explosive 114% year-over-year gain,” said Marc Benioff, chairman and CEO of Salesforce, during the earnings call. “We have now processed more than 9,500 paid Agentforce deals and 3.2 trillion tokens, underscoring our leadership in building the Agentic Enterprise and driving real results.”
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What a difference 10 months makes
It was less than a year ago, during the February 2025 earnings call, that Salesforce executives said meaningful accretion to Agentforce’s bottom line would be more than a year away.
“We’re incredibly excited about the customer momentum we’re seeing, but the adoption cycle is still in its early stages as we focus on customer deployment,” said Amy Weaver, who was president and CFO of Salesforce at the time. “As a result, we expect a modest contribution to revenue in FY ’26. We expect momentum to increase throughout the year, delivering a more meaningful contribution in FY ’27.”
But even in February, momentum was growing for Data Cloud (now Data 360). At the time, Salesforce reported that nearly half of the Fortune 100 were both AI and Data Cloud customers, and that all of Salesforce’s top 10 wins in the fourth quarter included both Data and AI.
That was important to note because before companies can deploy agents to their customers and employees, they need to get their data in order. Data 360, with uniform data and guardrails, does just that.
On Wednesday, Salesforce named Data 360, Agentforce and other infrastructure tools like the recently acquired Informatica as the backbone of its “data foundation,” on which AI agents will be built. And there were figures showing that the foundation is in good condition.
- Agentforce’s annual recurring revenue (ARR) alone was approximately $540 million, representing a 330% increase year over year.
- Data 360 ingested 32 trillion records in the third quarter, an increase of 119% year over year.
- 50% of new Agentforce bookings and 50% of Data 360 bookings came from existing customers expanding their investments.
We’ll see what gets built on that foundation in fiscal year 2027.
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