Salesforce, Inc. (CRM) Q2 2027 Earnings Call Transcript
Agentforce ARR crossed $1.5 billion and free cash flow rose 81%, while a $25 billion buyback cut diluted shares to 821 million.
7 Articles
7 Articles
Value Growth Investors Should Do This With Salesforce
Salesforce just staged one of its biggest single-session rallies in years, but the real question is whether that move already priced in everything the AI story has to offer or left something on the table for investors willing to be strategic about timing.
Salesforce posts record quarter, expands AI ambitions with Anthropic partnership
Salesforce (NYSE:CRM) eported record Q2 FY2027 revenue of US$11.3 billion, up 11 per cent, while Agentforce and Data 360 annual recurring revenue surged more than 210 per cent to nearly US$3.9 billion Salesforce raised its full-year revenue forecast to US$46.1 billion to US$46.4 billion, citing strong AI demand and expected contributions from pending acquisitions of Contentful and Fin Salesforce and Anthropic launched “Claudeforce,” integrating …
Salesforce's Anthropic Windfall Complicates the Earnings Story Investors Want to Believe
The market’s reaction to Salesforce’s latest quarterly report was unmistakable — a 23 percent surge that ranked as the second-best trading day in the company’s public-market history. But peel back the layers of that rally, and the picture becomes considerably more nuanced than the headline number suggests. The Book Gain at the Heart of the […] The post Salesforce’s Anthropic Windfall Complicates the Earnings Story Investors Want to Believe appea…
Salesforce Shares Jump 22.6% with AI and Data ARR Approaching $3.9 Billion
SAN FRANCISCO, August 28, 2026, 04:10 (EDT) Salesforce finished trading at $252.05, rising 22.6%, with 55.5 million shares changing hands. Revenue for the quarter increased by 11%, reaching $11.35 billion. Annual recurring revenue for Agentforce and Data 360 neared $3.9 billion, increasing more than 210%. The closing price is just 5.9% under the average target…
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