Salesforce Shares Rise 23% on Agentforce Growth

Salesforce shares saw a 22.6% jump after its fiscal second-quarter report, but investors shouldn't confuse an Anthropic investment gain with proof that the software business doubled.

The stronger signal is Agentforce crossing $1.5 billion in annual recurring revenue.

Agentforce figures are harder to wave away, with Salesforce delivering 7.0 billion Agentic Work Units across Agentforce and Slack to date, including 3.2 billion in the second quarter alone, up 97% from the prior quarter.

Data 360 ingested 104 trillion records in the quarter, up 355% year over year, including 82 trillion through Zero Copy.