Salesforce, Inc.
CRMQ1 2025(CRM Q4 FY2025)Estimated3% AI
AI Revenue %
3%
AI Fair Value
$2.8B
AI Revenue (Q)
$307.8M
Total Revenue (Q)
$10.3B
Source: SEC EDGAR 10-K Filing
View 10-K on SEC.govAnalysis
Q4 FY2025 (three months ended January 31, 2025): Total revenue implied $9,993M (FY2025 total $37,895M minus 9-month $27,902M). Platform and Other $1,918M (implied: FY2025 $7,247M minus 9-month $5,329M). The 10-K FY2025 significantly upgrades AI language: 'With Agentforce, the agentic layer of the Salesforce Platform, our customers can build and augment their teams with an always-on digital labor force, deploying autonomous AI agents across business functions.' Agentforce has had a full quarter to ramp following its Q3 launch. Platform and Other grew to $1,918M quarterly. Increased to 3.0% reflecting: (1) first full quarter of Agentforce revenue, (2) Agentforce for Sales and Agentforce for Service specifically mentioned as products, (3) continued Data Cloud and Einstein AI growth. Still no specific AI revenue figures disclosed. MATH: $9,993M × 3.0% = ~$300M estimated AI revenue.
Analyzed by claude-opus-4-6
Quoted Figures
Total revenues for fiscal 2025: $37,895M
10-K FY2025 Income Statement
Platform and Other subscription revenue for fiscal 2025: $7,247M
10-K FY2025 Revenue Disaggregation Note 2
With Agentforce, the agentic layer of the Salesforce Platform, our customers can build and augment their teams with an always-on digital labor force, deploying autonomous AI agents across business functions that aim to increase productivity, lower costs and drive operational efficiencies.
10-K FY2025 Item 1 Business Description
Agentforce for Sales, customers can build a sales team augmented by a digital labor force and empower every seller with their own AI agent to help accelerate productivity and drive growth
10-K FY2025 Item 1 Service Offerings - Sales
Agentforce for Service, customers can tap the power of digital labor to handle low-touch interactions and help their teams with high-touch tasks
10-K FY2025 Item 1 Service Offerings - Service
AI Products Identified (Ring 1)
Agentforce (per-conversation pricing, first full quarter)Agentforce for SalesAgentforce for ServiceEinstein 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 ($7,247M annual, ~$1,918M Q4)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix