Salesforce, Inc.
CRMQ3 2023(CRM Q2 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$1.1B
AI Revenue (Q)
$137.0M
Total Revenue (Q)
$9.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2024 (three months ended July 31, 2023): Total revenue $8,603M. Sub&Support $8,006M. Platform and Other $1,638M (19.0% of total). Einstein GPT still in limited availability. No separate AI revenue disclosed. Same conservative methodology as Q1 — bundled Einstein predictive features represent a small fraction of subscription value. MATH: $8,603M × 1.5% = ~$129M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $8,603M for three months ended July 31, 2023
10-Q Q2 FY2024 Income Statement
Subscription and support $8,006M
10-Q Q2 FY2024 Income Statement
AI Products Identified (Ring 1)
Einstein AI (predictive analytics)Einstein GPT (limited availability)
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
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix