Salesforce's AI Bundles Drive Recurring Revenue Growth
Salesforce is expanding its AI bundles to make it easier for customers to adopt its growing suite of artificial intelligence tools. The company's bundled approach has already shown promising results, with bookings from Agentforce One Edition and Agentforce for Apps more than doubling sequentially in the second quarter of fiscal 2027.
The bundled approach combines new AI capabilities with existing applications, including Slack, Tableau Next, security, and support. This strategy is helping to lift recurring revenues, with Agentforce ARR (annual recurring revenue) topping $1.5 billion in the second quarter, a 240% year-over-year increase.
Agentforce ARR combined with Data 360 ARR reached nearly $3.9 billion, rising more than 210% year over year. Meanwhile, customers generated 3.2 billion Agentic Work Units in the quarter, up 97% sequentially, indicating stronger use of AI agents.