Salesforce, Inc.
CRMQ2 2023(CRM Q1 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$1.0B
AI Revenue (Q)
$137.0M
Total Revenue (Q)
$9.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Salesforce operates as a single segment and does not disclose AI-specific revenue. In Q1 FY2024 (three months ended July 31, 2023), total revenue was $8,247M. Einstein AI predictive features have been bundled into CRM clouds since 2016 but generate no separately identifiable revenue stream. Einstein GPT was announced in March 2023 but was in early access during this quarter with no meaningful monetization. The 'Platform and Other' sub-segment ($1,567M, 19.0% of total) includes Einstein but also Heroku, Lightning Platform, AppExchange, and other non-AI products. Conservative estimate: ~1.5% of total revenue attributable to AI-driven value (portion of Platform & Other upgrade pricing driven by Einstein predictive features). MATH: $8,247M × 1.5% = ~$124M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $8,247M for three months ended April 30, 2023
10-Q Q1 FY2024 Income Statement
Platform and Other subscription revenue: $1,567M
10-Q Q1 FY2024 Revenue Disaggregation (from Q2 FY2025 10-Q comparatives)
AI Products Identified (Ring 1)
Einstein AI (predictive analytics, recommendations)Einstein GPT (early access, minimal monetization)
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Platform and Other subscription revenueData Cloud
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix