Salesforce, Inc.
CRMQ4 2023(CRM Q3 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$1.1B
AI Revenue (Q)
$139.9M
Total Revenue (Q)
$9.3B
Source: SEC EDGAR 10-Q Filing
Browse 10-Q filings on SEC.govAnalysis
Q3 FY2024 (three months ended October 31, 2023): Total revenue $8,720M. Sub&Support $8,141M. Platform and Other $1,686M (19.3% of total). Einstein Copilot announced at Dreamforce September 2023 but still not generally available. No separately priced AI products. The company mentions AI extensively in risk factors and forward-looking statements but provides no AI revenue figures. MATH: $8,720M × 1.5% = ~$131M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues $8,720M for three months ended October 31, 2023
10-Q Q3 FY2024 Income Statement
Platform and Other subscription revenue: $1,686M
10-Q Q3 FY2024 Revenue Disaggregation (from Q3 FY2025 10-Q comparatives)
AI Products Identified (Ring 1)
Einstein AI (predictive analytics)Einstein Copilot (announced, not GA)
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