Salesforce, Inc.
CRMQ2 2025(CRM Q1 FY2026)Estimated3.5% AI
AI Revenue %
3.5%
AI Fair Value
$3.0B
AI Revenue (Q)
$319.7M
Total Revenue (Q)
$9.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q1 FY2026 (three months ended April 30, 2025): Total revenue $9,829M. Sub&Support $9,297M. No sub-segment breakdown available in this 10-Q (no segment note). Agentforce has been in market for two full quarters. The filing continues to prominently feature Agentforce in the business description. Subscription & support revenue grew 8.3% YoY vs 9.1% total revenue growth, suggesting some acceleration potentially from AI products. Without sub-segment data, I use the trend from prior quarters. Increasing to 3.5% reflecting continued Agentforce adoption ramp and broader AI feature embedding. Still no AI-specific revenue disclosed. MATH: $9,829M × 3.5% = ~$344M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $9,829M for three months ended April 30, 2025
10-Q Q1 FY2026 Income Statement
Subscription and support $9,297M
10-Q Q1 FY2026 Income Statement
During the third quarter of fiscal 2025, the Company introduced Agentforce, a new layer of the trusted Salesforce Platform
10-Q Q1 FY2026 Note 1 Description of Business
AI Products Identified (Ring 1)
Agentforce (agentic AI agents)Einstein CopilotEinstein AI (predictive)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 (not separately disclosed this quarter)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix