Salesforce, Inc. (CRM) Earnings Call Transcripts

Salesforce, Inc.'s Latest Earnings Call - June 9, 2026

In the Q1 2026 earnings call, Salesforce, Inc. (CRM:US) reported strong growth driven by its Agentforce platform, which generated $1.2 billion in revenue, up from $800 million year-over-year. The company highlighted a significant increase in active work units (AWUs) and expressed optimism about accelerating revenue in the second half of the fiscal year. Management maintained guidance for continued growth, signaling confidence in their AI-driven initiatives and the integration of new technologies like Headless 360. Overall, the results exceeded market expectations, positioning Salesforce favorably for future performance.

Reported metrics

Guidance from management

Management expressed confidence in accelerating revenue growth in the second half of the fiscal year, although specific financial guidance was not provided.

What management said

Sure. Happy to. Well, I'm exactly who you all want to talk to. I'm the Chief Marketing Officer at Salesforce. I've had a bit of an interesting journey. So I've been at the company for about 15 years, longer than most, not quite as long as some. Most of my career has been on the engineering and product side. I started as an engineer, moved into product kind of 10 years in product at Salesforce [indiscernible] platform...

Yes. I mean, I think we're in pretty good shape. If you had asked me 3 months ago, I would say we probably have work to do. But I think at the moment, we're now running Salesforce our 1-800 number on Agentforce voice. You can call it now and you'll talk to Agentforce. And we have other customers doing the same. I think over -- we'll probably be sitting here with our Q2 earnings after talking about the big kind of sca...

What analysts pressed on

Analysts raised concerns about the complexity of pricing models and the potential for confusion in the market. There were also questions regarding the scalability of Agentforce and the timeline for broader enterprise adoption.

Main topics on the call

• Agentforce Revenue Growth — Salesforce reported Agentforce revenue of $1.2 billion, a substantial increase from $800 million, indicating strong customer adoption and scaling. Patrick Stokes noted, "We're very, very excited about that," highlighting...
• Active Work Units (AWUs) Growth — Management emphasized the growth in active work units, which reflects increased token consumption and customer engagement with Agentforce. Stokes stated, "We're certainly seeing our own token consumption from agentic wor...
• Headless 360 Launch — The Headless 360 initiative aims to enhance Salesforce's integration with external AI models and reduce friction for developers. Stokes characterized it as a "very, very hot kind of space right now," suggesting strong ma...
• CIO Trust and Adoption — Management observed increasing openness from CIOs towards adopting Salesforce solutions, with Stokes noting, "We're definitely starting to see a lot more kind of openness to the platform from CIOs than maybe we were 6, 1...

Read the full Salesforce, Inc. transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 291 Salesforce, Inc. earnings call transcripts on record, spanning January 8, 2020 to June 9, 2026. Based on this history, Salesforce, Inc. reports quarterly. The most recent call on file is dated June 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CRM

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Software

Calls on record

291

First call

January 8, 2020

Most recent

June 9, 2026

Reporting cadence

quarterly