Salesforce Sees Boost from AI-Powered Agentforce Platform

Salesforce's second-quarter fiscal 2027 earnings are set to be released on August 26, and investors will be closely watching for signs that the company's focus on artificial intelligence (AI) is paying off.

The economic backdrop remains uncertain, but demand for cloud software and productivity tools remains relatively healthy. Salesforce is well-positioned to benefit from this trend due to its leadership in customer relationship management software and growing portfolio of AI-powered products.

Agentforce, Salesforce's AI platform, has been gaining momentum with 205% year-over-year growth in annual recurring revenues (ARR) reaching $1.2 billion in the first quarter of fiscal 2027. The company processed 28.6 trillion AI tokens, up 152% sequentially, and Agentic Work Units rose 111% to 3.8 billion.

This AI-led strategy is helping Salesforce rebuild momentum in its core subscription and support business, with revenue growth remaining in the double digits for each of the past four quarters.