Salesforce reported fiscal second-quarter revenue of $11.345 billion, up about 11% year over year, with net income of $4.844 billion, per the company. Agentforce reached roughly $1.5 billion in annualized recurring revenue, up about 240%, with 3.2 billion agentic workflow actions in the quarter and the Slack bot passing one million active users. Guidance rose $300 million in constant currency to $46.1 billion to $46.4 billion. Shares rose more than 12% after hours, per CNBC.
Agentforce's $1.5 billion is about 3% of a $46 billion revenue base. It is also the first agent-specific ARR figure at scale from a company that has to defend the number to auditors. Actions grew 97% sequentially to 3.2 billion. Usage is harder to fake than bookings. Total revenue grew about 11%, steady with no reacceleration. The $300 million guidance raise splits into $100 million of organic strength and $200 million tied to the pending Contentful and Fin acquisitions. Two-thirds of the raise is bought.
Money in this cycle keeps landing in applications that do defined work inside a business process, the same pattern as OpenAI's enterprise revenue passing consumer and legal AI startups repricing on ARR growth. Salesforce also announced Claudeforce with Anthropic, which embeds customer data and workflows into Claude for sales teams. The competitive line now runs between agents inside the system of record and general assistants reaching into it.
Bottom Line
Agentforce is the first credible nine-figure-plus revenue number for enterprise AI agents, at about 3% of the company. Watch whether it keeps compounding once the easy install base converts, because that is when an add-on becomes a business.