Salesforce forecasts revenue above estimates on AI demand

Salesforce forecasts first-quarter revenue up to $11.08 billion, beating estimates. Growth is driven by enterprise software and its new AI agentic platform.

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Salesforce, Inc.[Symbol:{ "assets":{ "symbol":"CRM" } }] has issued a first-quarter revenue forecast that surpasses Wall Street expectations, signaling strong demand for its enterprise software and the successful monetization of its artificial intelligence agentic platform. The company projects revenue to reach between $11.03 billion and $11.08 billion, exceeding the $10.99 billion average estimate compiled by LSEG.

Signage for Salesforce is displayed at the National Retail Federation's 2026 Retail's Big Show in New York City. REUTERS/Kylie Cooper/File Photo

The optimistic guidance is driven by the company's strategic focus on AI-powered business solutions. By integrating autonomous AI agents into its existing software ecosystem, Salesforce is providing enterprise clients with tools to automate workflows and improve operational efficiency. This shift toward "agentic" AI is proving to be a significant growth driver as businesses prioritize digital transformation.

Salesforce forecast first-quarter revenue above Wall Street expectations on Wednesday, betting on strong demand for its enterprise business software as it ramps up monetization for its artificial intelligence agentic platform.

The company's ability to outperform estimates highlights the resilient nature of the enterprise tech sector. As Salesforce continues to scale its AI offerings, it remains well-positioned to capitalize on the evolving needs of global businesses seeking advanced, automated software solutions.

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