More from CRM Q2 2027

Salesforce, Inc.

CRM2027 Q2Technology

Claudeforce launch: Anthropic Claude interface atop Salesforce data and apps

Benioff described Claudeforce as combining Claude’s intelligence with Salesforce’s trusted data, applications, workflows, business rules, and governance.
Management positioned the product as a dynamic, deeply personalized interface that can “think, reasons, and acts” for knowledge workers.
They stated that executives and operating unit leaders used Claudeforce inside Salesforce during the quarter, enabling faster customer demos.
The Q&A emphasized rolling out Claudeforce to the whole enterprise and making it available to GA in September to coincide with Dreamforce.
Miguel said Claudeforce will be accessible across multiple surfaces and requires customers to upgrade to premium editions to buy it.

Salesforce, Inc.

CRM2027 Q2Technology

Financial Performance Summary

Agentforce ARR reached $1.5 billion; AI and data ARR was “about to cross $4 billion.”
CRPO was $33.5 billion, up 14% in constant currency (one point ahead of guide), driven by strength in Slack, Agentforce, and Data 360.
Free cash flow was $1.1 billion, up 81% year-over-year.
Q2 non-GAAP operating margin was 34.1% and GAAP operating margin was 20.5%.
Q2 revenue was $11.35 billion, up 11% year-over-year and above the high end of guidance in constant currency.
Slack performance included Slack net new AOV as the fastest quarterly growth since acquisition and consumption flywheel metrics of 3.2 billion AWUs in Q2 (+97% quarter-over-quarter) and Slackbot users up over 150% quarter-over-quarter.
Subscription and support revenue was $10.82 billion, up 12% year-over-year in nominal and 11% in constant currency.

Salesforce, Inc.

CRM2027 Q2Technology

strongest in four years

Net new AOV re-acceleration marked strongest in four years

Management cited skepticism that seats would decline and that net new AOV growth would slow, but said net new AOV growth was the strongest in four years and re-accelerated alongside exceptional bookings and low attrition.

More from CRM Q2 2027

Salesforce, Inc.

CRM2027 Q2Technology

Claudeforce launch: Anthropic Claude interface atop Salesforce data and apps

Benioff described Claudeforce as combining Claude’s intelligence with Salesforce’s trusted data, applications, workflows, business rules, and governance.
Management positioned the product as a dynamic, deeply personalized interface that can “think, reasons, and acts” for knowledge workers.
They stated that executives and operating unit leaders used Claudeforce inside Salesforce during the quarter, enabling faster customer demos.
The Q&A emphasized rolling out Claudeforce to the whole enterprise and making it available to GA in September to coincide with Dreamforce.
Miguel said Claudeforce will be accessible across multiple surfaces and requires customers to upgrade to premium editions to buy it.

Salesforce, Inc.

CRM2027 Q2Technology

Financial Performance Summary

Agentforce ARR reached $1.5 billion; AI and data ARR was “about to cross $4 billion.”
CRPO was $33.5 billion, up 14% in constant currency (one point ahead of guide), driven by strength in Slack, Agentforce, and Data 360.
Free cash flow was $1.1 billion, up 81% year-over-year.
Q2 non-GAAP operating margin was 34.1% and GAAP operating margin was 20.5%.
Q2 revenue was $11.35 billion, up 11% year-over-year and above the high end of guidance in constant currency.
Slack performance included Slack net new AOV as the fastest quarterly growth since acquisition and consumption flywheel metrics of 3.2 billion AWUs in Q2 (+97% quarter-over-quarter) and Slackbot users up over 150% quarter-over-quarter.
Subscription and support revenue was $10.82 billion, up 12% year-over-year in nominal and 11% in constant currency.

Salesforce, Inc.

CRM2027 Q2Technology

strongest in four years

Net new AOV re-acceleration marked strongest in four years

Salesforce, Inc. Earnings Quote from Marc Benioff

More from CRM Q2 2027

Salesforce, Inc. 2027 Q2: Claudeforce launch: Anthropic Claude interface atop Salesforce data and apps

Salesforce, Inc. 2027 Q2: Financial Performance summary

More from CRM Q2 2027

More from CRM Q2 2027

Salesforce, Inc. 2027 Q2: Claudeforce launch: Anthropic Claude interface atop Salesforce data and apps

Salesforce, Inc. 2027 Q2: Financial Performance summary