Salesforce
Enterprise software (CRM) · United States
Salesforce rents customer-relationship software such as sales, service and marketing tools by subscription, and now adds data and AI agents on the same platform.
What makes it different
AI and data products already bring in $3.9B a year.
$3.9BAgentforce and Data 360 ARRQ2 FY2027
That recurring revenue is how Salesforce shows its AI push is paying off.
How big it is
How big is Salesforce?
$41.5BTotal revenueFY2026
$39.4BSubscription revenueFY2026
$72.4BContracted backlog2026
How it makes money FY2026
Service and Sales lead; AI sits across all.
- Service24%$9.8B
- Platform, Slack and other21%$8.9B
- Integration and analytics15%$6.2B
- Marketing and commerce13%$5.4B
- Professional services5%$2.1B
How the business works
Rent the CRM. Add AI agents.
- 1Per-user CRM subscriptions
- 2Customer data and Slack
- 3AI agents on top
Every new product is sold into accounts that already renew, so each layer lifts what the same customers pay.
Who owns it
- The Vanguard Group10.2%
- BlackRock, Inc.8.9%
- State Street Corporation6%
CEO: Marc Benioff
Who it competes with
Key moments
- 1999Salesforce is founded
- 2004Salesforce goes public
- 2018Salesforce buys MuleSoft
- 2019Salesforce buys Tableau
- 2021Salesforce acquires Slack
Sources
Every number on this page comes from Salesforce's own reports.
Full profile
The rest of the story is in the app.
What Salesforce tracks22 metrics
R&D ratio
Agentic Work Units delivered to date
Customers adopting Agentforce
Results, quarter by quarterwith a chart
Revenue
Profit
Margin
Where the money comes from3 regions
Americas
Europe
Asia Pacific
The full timeline17 moments
2022
2025
2026
Salesforce vs Microsoftside by side
Revenue
Profit
People
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