Salesforce (CRM)
Connects customer operations, enterprise data, and AI agents through subscription cloud software.
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Salesforce sells the software companies use to find customers, close sales and look after buyers once they arrive. Those renewable subscriptions still pay nearly all the bills. The next act is turning the information already stored across that software into useful AI helpers, while the older sales and service tools remain the foundation.
Item facts: FY2026 · year ended Jan 31, 2026, from filings, earnings calls and company pages.
Judgment weights, not filed revenue
The band summarizes business focus and direction. ~ marks estimates.
7 in detail · 18 more below
Agentforce Service
Software for customer help desks and field-service teams produced $9.82B in FY2026. It is the largest product line; watch whether AI-resolved requests add paid use without weakening the employee subscriptions underneath.
Competes with Dynamics 365 Customer Service (Microsoft) · Customer Service Management (ServiceNow)
In plain English
When a customer calls, messages or reports a broken product, this is the system that keeps the request from getting lost. It sends work to the right person, stores the history and helps field crews manage visits; newer AI helpers can summarize a case or handle a routine answer.
Companies pay renewable fees for each employee or team using it, plus support and higher-priced features. They keep paying because years of customer records and working routines live inside it. The Veterans Affairs department is one named customer using these support tools.
Agentforce Sales
The shared system for leads, deals and forecasts produced $9.03B in FY2026. Its steady quarterly climb matters; the test is whether AI prospecting and note-taking make existing sales teams pay for more capability.
Competes with Dynamics 365 Sales (Microsoft) · Sales Hub (HubSpot)
In plain English
Picture a shared notebook for an entire sales team. It remembers who might buy, every call and email, which deals are close, and what the team expects to sell next. Managers see the same facts instead of piecing together private spreadsheets.
Businesses usually pay a renewable monthly fee for every salesperson, with pricier editions adding more tools. Once a company has built its sales process and history around the system, moving is disruptive, which helps renewals. Extra apps and consultants also extend it, while clean activity records determine whether its forecasts and AI helpers are useful.
Agentforce Marketing and Agentforce Commerce
Campaign, loyalty and online-store tools produced $5.43B in FY2026. This was the slowest-moving subscription line, so watch for a durable pickup rather than reading too much into one better quarter.
Competes with Marketing Hub (HubSpot) · Adobe Experience Platform and Commerce (Adobe) · Shopify Plus (Shopify)
In plain English
Before and after a shopper clicks “buy,” these tools help a business decide what message to send, remember loyalty activity, run the online storefront and move an order toward delivery. The aim is one continuous customer history rather than separate mailing and store systems.
Brands pay annual organization fees for marketing tools, while store fees can also rise with the amount sold. Agencies and software consultants often build the campaigns and storefronts. Customers stay when their audiences, product lists and routines are deeply set up, but privacy rules, reliable message delivery and consumer spending all shape usage.
Agentforce 360 Platform, Slack and Other
The broad home for app-building, shared data, Slack and acquisitions produced $8.88B in FY2026. Salesforce had $72.4B of future work under contract across all products; watch how much of that base adopts this faster-growing layer.
Competes with Power Platform (Microsoft) · Now Platform (ServiceNow) · Microsoft Teams (Microsoft) · Google Chat (Google)
In plain English
This broad group combines tools for building simple work apps, gathering customer information and messaging coworkers. Slack is where employees, software and AI helpers can work together; Informatica and Heroku also sit in the group.
Money comes from renewable access, data processing and fees for each Slack user. Developers and outside software makers add more uses, giving customers reasons to keep the whole setup. This line grew faster late in the year, helped by the newly acquired Informatica business, but Salesforce does not reveal the separate sales of Slack, Data 360 or Heroku.
Agentforce
Task-doing AI software reached a $1.5B yearly subscription pace by August 2026, up from about $800M six months earlier. The small, fast-growing base must turn experiments into repeated paid actions.
Competes with Copilot Studio (Microsoft) · AI Agents (ServiceNow) · Agent SDK (Sierra)
In plain English
A software helper that can answer a customer, research a sales lead or move a routine task forward on its own. It works from information a company has already put into Salesforce and can reach other systems through MuleSoft’s software connections.
Customers pay through higher-priced editions, prepaid credits, conversations or agreed outcomes. That adds a pay-for-use layer on top of familiar employee subscriptions: more completed work can mean more revenue. The catch is practical—business data must be clean, permissions must be safe and customers must refill their credits after the first projects move into everyday use.
Agentforce Integration and Agentforce Analytics
MuleSoft connections and Tableau analysis produced $6.23B in FY2026. Quarterly sales bounced around partly with license timing; watch whether AI creates lasting demand for cleaner connections and easier answers from company data.
Competes with Boomi Enterprise Platform (Boomi) · Workato (Workato) · Power BI (Microsoft) · Qlik Cloud Analytics (Qlik)
In plain English
Most big companies keep information in many programs that do not naturally talk to one another. MuleSoft carries it between those programs; Tableau turns the combined information into pictures and answers people can use. Together they make scattered systems understandable to employees and AI helpers.
Enterprises pay for the connection and analysis software, sometimes with licenses counted when a contract begins rather than evenly over time. Consultants build the links and views. More applications create more potential connections, but customers only get value when the source programs allow access and the underlying information is reliable.
Professional Services and Other
Implementation, advice and training produced $2.14B in FY2026, down from $2.33B three years earlier. Its job is to make subscriptions stick, even when delivering the work costs more than the fees it brings in.
Competes with Salesforce implementation services (Accenture) · Salesforce implementation services (Deloitte)
In plain English
The unglamorous human work of getting complicated software running. Salesforce staff advise customers, move information, set up processes, train teams and help launch new products such as Agentforce. Outside consulting firms often do the same work and can substitute for Salesforce’s own team.
Customers pay project or service fees, but this is not the main profit engine. Some jobs cost Salesforce more to deliver than they earn directly. Their value is helping a much larger software subscription go live, stay useful and renew—rather like installation included to make sure an expensive machine does not sit unopened.
Agentforce ServiceSoftware for customer help desks and field-service teams produced $9.82B in FY2026. It is the largest product line; watch whether AI-resolved requests add paid use without weakening the employee subscriptions underneath.Software for customer help desks and field-service teams produced $9.82B in FY2026. It is the largest product line; watch whether AI-resolved requests add paid use without weakening the employee subscriptions underneath.
In plain English
When a customer calls, messages or reports a broken product, this is the system that keeps the request from getting lost. It sends work to the right person, stores the history and helps field crews manage visits; newer AI helpers can summarize a case or handle a routine answer.
Companies pay renewable fees for each employee or team using it, plus support and higher-priced features. They keep paying because years of customer records and working routines live inside it. The Veterans Affairs department is one named customer using these support tools.
Competes with Dynamics 365 Customer Service (Microsoft) · Customer Service Management (ServiceNow)
Agentforce SalesThe shared system for leads, deals and forecasts produced $9.03B in FY2026. Its steady quarterly climb matters; the test is whether AI prospecting and note-taking make existing sales teams pay for more capability.The shared system for leads, deals and forecasts produced $9.03B in FY2026. Its steady quarterly climb matters; the test is whether AI prospecting and note-taking make existing sales teams pay for more capability.
In plain English
Picture a shared notebook for an entire sales team. It remembers who might buy, every call and email, which deals are close, and what the team expects to sell next. Managers see the same facts instead of piecing together private spreadsheets.
Businesses usually pay a renewable monthly fee for every salesperson, with pricier editions adding more tools. Once a company has built its sales process and history around the system, moving is disruptive, which helps renewals. Extra apps and consultants also extend it, while clean activity records determine whether its forecasts and AI helpers are useful.
Competes with Dynamics 365 Sales (Microsoft) · Sales Hub (HubSpot)
Agentforce Marketing and Agentforce CommerceCampaign, loyalty and online-store tools produced $5.43B in FY2026. This was the slowest-moving subscription line, so watch for a durable pickup rather than reading too much into one better quarter.Campaign, loyalty and online-store tools produced $5.43B in FY2026. This was the slowest-moving subscription line, so watch for a durable pickup rather than reading too much into one better quarter.
In plain English
Before and after a shopper clicks “buy,” these tools help a business decide what message to send, remember loyalty activity, run the online storefront and move an order toward delivery. The aim is one continuous customer history rather than separate mailing and store systems.
Brands pay annual organization fees for marketing tools, while store fees can also rise with the amount sold. Agencies and software consultants often build the campaigns and storefronts. Customers stay when their audiences, product lists and routines are deeply set up, but privacy rules, reliable message delivery and consumer spending all shape usage.
Competes with Marketing Hub (HubSpot) · Adobe Experience Platform and Commerce (Adobe) · Shopify Plus (Shopify)
Agentforce 360 Platform, Slack and OtherThe broad home for app-building, shared data, Slack and acquisitions produced $8.88B in FY2026. Salesforce had $72.4B of future work under contract across all products; watch how much of that base adopts this faster-growing layer.The broad home for app-building, shared data, Slack and acquisitions produced $8.88B in FY2026. Salesforce had $72.4B of future work under contract across all products; watch how much of that base adopts this faster-growing layer.
In plain English
This broad group combines tools for building simple work apps, gathering customer information and messaging coworkers. Slack is where employees, software and AI helpers can work together; Informatica and Heroku also sit in the group.
Money comes from renewable access, data processing and fees for each Slack user. Developers and outside software makers add more uses, giving customers reasons to keep the whole setup. This line grew faster late in the year, helped by the newly acquired Informatica business, but Salesforce does not reveal the separate sales of Slack, Data 360 or Heroku.
Competes with Power Platform (Microsoft) · Now Platform (ServiceNow) · Microsoft Teams (Microsoft) · Google Chat (Google)
AgentforceTask-doing AI software reached a $1.5B yearly subscription pace by August 2026, up from about $800M six months earlier. The small, fast-growing base must turn experiments into repeated paid actions.Task-doing AI software reached a $1.5B yearly subscription pace by August 2026, up from about $800M six months earlier. The small, fast-growing base must turn experiments into repeated paid actions.
In plain English
A software helper that can answer a customer, research a sales lead or move a routine task forward on its own. It works from information a company has already put into Salesforce and can reach other systems through MuleSoft’s software connections.
Customers pay through higher-priced editions, prepaid credits, conversations or agreed outcomes. That adds a pay-for-use layer on top of familiar employee subscriptions: more completed work can mean more revenue. The catch is practical—business data must be clean, permissions must be safe and customers must refill their credits after the first projects move into everyday use.
Competes with Copilot Studio (Microsoft) · AI Agents (ServiceNow) · Agent SDK (Sierra)
Agentforce Integration and Agentforce AnalyticsMuleSoft connections and Tableau analysis produced $6.23B in FY2026. Quarterly sales bounced around partly with license timing; watch whether AI creates lasting demand for cleaner connections and easier answers from company data.MuleSoft connections and Tableau analysis produced $6.23B in FY2026. Quarterly sales bounced around partly with license timing; watch whether AI creates lasting demand for cleaner connections and easier answers from company data.
In plain English
Most big companies keep information in many programs that do not naturally talk to one another. MuleSoft carries it between those programs; Tableau turns the combined information into pictures and answers people can use. Together they make scattered systems understandable to employees and AI helpers.
Enterprises pay for the connection and analysis software, sometimes with licenses counted when a contract begins rather than evenly over time. Consultants build the links and views. More applications create more potential connections, but customers only get value when the source programs allow access and the underlying information is reliable.
Competes with Boomi Enterprise Platform (Boomi) · Workato (Workato) · Power BI (Microsoft) · Qlik Cloud Analytics (Qlik)
Professional Services and OtherImplementation, advice and training produced $2.14B in FY2026, down from $2.33B three years earlier. Its job is to make subscriptions stick, even when delivering the work costs more than the fees it brings in.Implementation, advice and training produced $2.14B in FY2026, down from $2.33B three years earlier. Its job is to make subscriptions stick, even when delivering the work costs more than the fees it brings in.
In plain English
The unglamorous human work of getting complicated software running. Salesforce staff advise customers, move information, set up processes, train teams and help launch new products such as Agentforce. Outside consulting firms often do the same work and can substitute for Salesforce’s own team.
Customers pay project or service fees, but this is not the main profit engine. Some jobs cost Salesforce more to deliver than they earn directly. Their value is helping a much larger software subscription go live, stay useful and renew—rather like installation included to make sure an expensive machine does not sit unopened.
Competes with Salesforce implementation services (Accenture) · Salesforce implementation services (Deloitte)
Named in filings, launches and programs
- Data 360PlatformBrings tidy database records and loose documents together so applications and AI helpers can use reliable customer information.
- InformaticaBrandAcquired software that connects, cleans, controls and catalogs data; closed in November 2025 and now strengthens Salesforce’s data tools.
- SlackProductWorkplace messaging that doubles as a shared room for employees, applications and AI helpers.
- MuleSoftPlatformConnects separate applications and automates the movement of work and information between them.
- TableauPlatformTurns business information into visual explanations and now adds AI-assisted analysis.
- HerokuPlatformA hosted place where developers build and run applications without managing the underlying computers themselves.
- AgentExchangeEcosystemMarketplace where partners distribute ready-made actions and templates for Agentforce helpers.
- Agentforce IndustriesProduct linePackages specialized information structures, work steps and controls for regulated or industry-specific customers.
- Starter SuiteProduct lineEntry package for small businesses combining basic sales, service, marketing and online-store tools.
- Success PlansServiceTiered support and adoption help, sold separately or included with newer high-priced editions.
- U.S. Army Missionforce IDIQCustomer programA long-term purchasing route for Army software and services; its large ceiling is permission to buy, not a guaranteed order.
- VA Agentic Enterprise License AgreementCustomer programVeterans Affairs agreement covering Salesforce support, integration and reporting tools, with one base year and two options.
- ContentfulPlatform · AnnouncedPending acquisition intended to add systems for creating and delivering digital content; not yet owned at the latest filing.
- FinPlatform · AnnouncedPending purchase of Intercom’s AI customer-service helper; not yet owned at the latest filing.
- QualifiedBrandAcquired in April 2026 to add AI software that finds and develops potential sales leads.
- OwnBrandAcquired business for protecting and managing customer data inside the wider data strategy.
- Agentforce OperationsProduct lineOperations and workflow tools built around the acquired Regrello business.
- ClaudeforceProduct · AnnouncedAnthropic collaboration announced in August 2026; availability and separate revenue were not disclosed.
Data 360Platform
Brings tidy database records and loose documents together so applications and AI helpers can use reliable customer information.
InformaticaBrand
Acquired software that connects, cleans, controls and catalogs data; closed in November 2025 and now strengthens Salesforce’s data tools.
SlackProduct
Workplace messaging that doubles as a shared room for employees, applications and AI helpers.
MuleSoftPlatform
Connects separate applications and automates the movement of work and information between them.
TableauPlatform
Turns business information into visual explanations and now adds AI-assisted analysis.
HerokuPlatform
A hosted place where developers build and run applications without managing the underlying computers themselves.
AgentExchangeEcosystem
Marketplace where partners distribute ready-made actions and templates for Agentforce helpers.
Agentforce IndustriesProduct line
Packages specialized information structures, work steps and controls for regulated or industry-specific customers.
Starter SuiteProduct line
Entry package for small businesses combining basic sales, service, marketing and online-store tools.
Success PlansService
Tiered support and adoption help, sold separately or included with newer high-priced editions.
U.S. Army Missionforce IDIQCustomer program
A long-term purchasing route for Army software and services; its large ceiling is permission to buy, not a guaranteed order.
VA Agentic Enterprise License AgreementCustomer program
Veterans Affairs agreement covering Salesforce support, integration and reporting tools, with one base year and two options.
ContentfulPlatform · Announced
Pending acquisition intended to add systems for creating and delivering digital content; not yet owned at the latest filing.
FinPlatform · Announced
Pending purchase of Intercom’s AI customer-service helper; not yet owned at the latest filing.
QualifiedBrand
Acquired in April 2026 to add AI software that finds and develops potential sales leads.
OwnBrand
Acquired business for protecting and managing customer data inside the wider data strategy.
Agentforce OperationsProduct line
Operations and workflow tools built around the acquired Regrello business.
ClaudeforceProduct · Announced
Anthropic collaboration announced in August 2026; availability and separate revenue were not disclosed.