Salesforce Q2 2027: AI portfolio ARR tops $3.9 billion, up 210%
As seen on the 24/7 Wall St. homepage on August 26, 2026.
Agentforce and Data 360 ARR is now near $3.9 billion, up over 210% year over year, while $2.61 billion of the EPS beat came from gains on strategic investments. Full-year revenue guidance rose $200 million to $46.1 billion to $46.4 billion.
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Salesforce posted adjusted non-GAAP diluted EPS of $5.90 for its fiscal second quarter of 2027, beating expectations for a sixth straight quarter. A large share of that came from gains on strategic investments rather than operations.
The more durable story is in the AI business: Agentforce and Data 360 combined ARR reached nearly $3.9 billion, up over 210% year over year on rapid enterprise adoption of agentic AI tools. That growth rate is what investors are likely to anchor on when sizing up where Salesforce's revenue mix is heading.
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Revenue of $11.35 billion grew 10.8% year over year, beating expectations. Management lifted full-year revenue guidance, citing organic momentum and the pending acquisitions of Contentful and Fin, expected to close in Q3.
Current remaining performance obligations grew 14% year over year, a forward-looking metric for contracted future revenue that accelerated from Q1. That acceleration is the cleaner signal to follow into the next quarter, separate from one-time investment gains.
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