Salesforce Earnings Report on Deck Amid AI-Fueled Growth

Salesforce's upcoming second-quarter earnings report has investors watching closely as shares of the software company have rallied to their highest level since February, up 43% from its 2026 low.

The company reported revenue of $10.6 billion in the first quarter, a 13% increase that included $428 million from the Informatica acquisition.

Salesforce highlighted significant expansion in its AI-focused segments, with annual recurring revenue (ARR) for Agentforce and Data 360 jumping 200% to $3.4 billion, partially driven by the integration of the Informatica business.

The company has also indicated that a strengthening US dollar during the second quarter has reduced currency tailwinds relative to prior guidance.