Salesforce, Inc.
CRMQ2 2024(CRM Q1 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.5B
AI Revenue (Q)
$199.9M
Total Revenue (Q)
$10.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2025 (three months ended April 30, 2024): Total revenue $9,133M. Platform and Other $1,718M (18.8% of total). Einstein Copilot entered beta/limited GA during this period. Data Cloud is growing but the company still does not disclose AI-specific revenue. Slight increase from 1.5% to 2.0% reflecting: (1) Einstein Copilot beginning to drive some upgrade activity, (2) Data Cloud AI features gaining traction, (3) increasing AI premium in Platform pricing. Still no separately priced AI product at scale. MATH: $9,133M × 2.0% = ~$183M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $9,133M for three months ended April 30, 2024
10-Q Q1 FY2025 Income Statement
Platform and Other subscription revenue: $1,718M
10-Q Q1 FY2025 Revenue Disaggregation Note 2
The Company is a global leader in customer relationship management technology that brings companies and customers together. With the Customer 360 platform, the Company delivers a single source of truth, connecting customer data with integrated artificial intelligence across systems, apps and devices
10-Q Q1 FY2025 Note 1 Description of Business
AI Products Identified (Ring 1)
Einstein AI (predictive analytics)Einstein Copilot (beta/limited GA)Data Cloud AI features
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 revenue ($1,718M quarterly)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix