Salesforce, Inc.
CRMQ1 2024(CRM Q4 FY2024)Estimated1.5% AI
AI Revenue %
1.5%
AI Fair Value
$1.1B
AI Revenue (Q)
$141.7M
Total Revenue (Q)
$9.4B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2024 (three months ended January 31, 2024): Total revenue implied at $9,287M ($34,857M full year minus $25,570M for 9 months). Full year FY2024 subscription breakdown: Sales $7,580M, Service $8,245M, Platform and Other $6,611M, Marketing and Commerce $4,912M, Integration and Analytics $5,189M. Platform and Other was $6,611M for the full year (19.0% of total revenue). No AI-specific revenue line. Einstein Copilot still not GA. No Agentforce yet. MATH: $9,287M × 1.5% = ~$139M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues for fiscal 2024: $34,857M
10-K FY2024 Income Statement
Platform and Other subscription revenue for fiscal 2024: $6,611M
10-K FY2024 Revenue Disaggregation Note 2
uncertainties regarding artificial intelligence (AI) technology and its integration into our product offerings
10-K FY2024 Forward-Looking Statements
AI Products Identified (Ring 1)
Einstein AI (predictive analytics)Einstein Copilot (pre-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 ($6,611M annual)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix