Salesforce, Inc.
CRMQ3 2024(CRM Q2 FY2025)Estimated2% AI
AI Revenue %
2%
AI Fair Value
$1.6B
AI Revenue (Q)
$196.6M
Total Revenue (Q)
$9.8B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Q2 FY2025 (three months ended July 31, 2024): Total revenue $9,325M. Platform and Other $1,786M (19.1% of total). Einstein Copilot and Data Cloud AI features continuing to ramp. No separate AI revenue disclosure. Agentforce not yet launched (comes in Q3). Maintaining 2.0% estimate reflecting gradual AI feature adoption but no step-change event. MATH: $9,325M × 2.0% = ~$187M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $9,325M for three months ended July 31, 2024
10-Q Q2 FY2025 Income Statement
Platform and Other subscription revenue: $1,786M
10-Q Q2 FY2025 Revenue Disaggregation Note 2
AI Products Identified (Ring 1)
Einstein AI (predictive analytics)Einstein CopilotData 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 ($1,786M quarterly)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix