Salesforce 3QFY26: AI Revenue Is Exploding — Is CRM Entering Its Next Supercycle?
$赛富时(CRM)$ Salesforce just posted one of its strongest AI-driven quarters yet. 🔥 AI ARR jumped 114% YoY (Agentforce + Data 360) 🔥 Agentforce ARR surged 330% YoY, with over 3.2 trillion tokens processed 🔥 The company closed 9,500 Agentforce deals — up 50% QoQ Meanwhile, operating margin improved and cRPO growth outpaced expectations. Management now believes AI will be a multi-year growth engine, with FY30 revenue still tracking toward US$60B. But here’s the key question: Is Salesforce becoming the leading enterprise AI agent platform, or is the market already pricing in perfection? What’s your take on CRM right now?
Salesforce 3QFY26: AI Revenue Is Exploding — Is CRM Entering Its Next Supercycle?
$赛富时(CRM)$ Salesforce just posted one of its strongest AI-driven quarters yet. 🔥 AI ARR jumped 114% YoY (Agentforce + Data 360) 🔥 Agentforce ARR surged 330% YoY, with over 3.2 trillion tokens processed 🔥 The company closed 9,500 Agentforce deals — up 50% QoQ Meanwhile, operating margin improved and cRPO growth outpaced expectations. Management now believes AI will be a multi-year growth engine, with FY30 revenue still tracking toward US$60B. But here’s the key question: Is Salesforce becoming the leading enterprise AI agent platform, or is the market already pricing in perfection? What’s your take on CRM right now?