Dive Brief:
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Agentforce is gaining steam among enterprise customers, fueled by adoption among existing Salesforce customers, said CEO Marc Benioff, speaking Wednesday during a Q2 2026 earnings call, for the period ending July 31. The agentic AI platform reached 6,000 paying customers, up from 3,000 six months ago.
- “Forty percent of our Agentforce new bookings this quarter came from existing customers extending their investment with Salesforce,” said Benioff after markets closed Wednesday. “It's demonstrating the value that they're getting and how the flywheel is really working.”
- The company reported $10.25 billion in revenue during the quarter, up 10% year over year. In addition to the revenue gains, the company reported a 60% quarter-over-quarter increase in the number of customers moving from pilot to production with Agentforce.
Dive Insight:
Salesforce, best known for its customer relationship management tools, has bet on Agentforce to secure its portion of soaring enterprise AI spending. For most businesses, agentic AI efforts have stalled in the pilot stage.
The company credits the growth in scaled deployments of Agentforce to the addition of “a series of tactical, practical features with a very closed-loop with our customers and hardening, deep integration with our data cloud platform,” according to Srinivas Tallapragada, president, chief engineering and customer success officer at Salesforce.
Existing use of the company's data cloud product also helps accelerate adoption, said Miguel Milano, president and chief revenue officer. Satellite video distributor DirecTV and retailer Falabella moved Agentforce from pilot to production in two months with support from data cloud use.
Amid the AI blitz, Salesforce hiked up its prices earlier this year. Costs for several enterprise products, including Slack, enterprise editions for Sales Cloud and Service Cloud, went up an average of 6%, the company said in June.
Despite customer and revenue growth, Salesforce's stock price dipped 5% Wednesday amid lower than expected revenue growth guidance for the rest of the year.
“Nothing lasts forever,” Benioff said in response to a question about the disruption AI represents for traditional SaaS products. “But I just look at how I'm running my own business, and the business of our customers, I don't understand what the replacement is.”
