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Salesforce Delivers Record Third Quarter Fiscal 2026 Results Driven by Agentforce & Data 360 - Salesforce

cRPO up 11% Y/Y; RPO climbs 12% to nearly $60B; Agentforce surpasses 3.2 trillion tokens

SAN FRANCISCO, Calif. – December 3, 2025 – Salesforce (NYSE: CRM), the world’s #1 AI CRM, today announced results for its third quarter fiscal 2026 ended October 31, 2025.

Financial Highlights

Current remaining performance obligation of $29.4 billion, up 11% year-over-year (“Y/Y”) and in constant currency (“CC”)
Remaining performance obligation of $59.5 billion, up 12% Y/Y
Third quarter subscription & support revenue of $9.7 billion, up 10% Y/Y and 9% in CC
Third quarter revenue of $10.3 billion, up 9% Y/Y and 8% in CC
Third quarter GAAP operating margin of 21.3% and non-GAAP operating margin of 35.5%
Third quarter operating cash flow of $2.3 billion, up 17% Y/Y, and free cash flow of $2.2 billion, up 22% Y/Y
Returned $4.2 billion to shareholders, including $3.8 billion in share repurchases and $395 million in dividends
Raises full year FY26 revenue guidance to $41.45 billion to $41.55 billion, up 9% – 10% Y/Y and approximately 9% in CC, including approximately 80bps Informatica contribution
Updates full year FY26 GAAP operating margin guidance to 20.3%, and maintains non-GAAP operating margin guidance of 34.1%
Raises full year FY26 operating cash flow growth guidance to approximately 13% to 14% Y/Y

“We are raising fiscal year 2026 revenue guidance to $41.45 billion to $41.55 billion, and Q3 cRPO was exceptional, up 11% year-over-year at $29.4 billion, signaling a powerful pipeline of future revenue,” said Marc Benioff, Chair and CEO, Salesforce. Our Agentforce and Data 360 products are the momentum drivers, hitting nearly $1.4 billion in ARRan explosive 114% year-over-year gain. We now have over 9,500 paid Agentforce deals and 3.2 trillion tokens processed, underscoring our leadership in building the Agentic Enterprise and driving real outcomes.”

Our Q3 momentum and continued Agentforce adoption further reinforces our path to achieve our $60 billion plus organic revenue target and our Profitable Growth Framework target of 50 by FY30, said Robin Washington, President and Chief Financial and Operating Officer, Salesforce.

Salesforce Company Highlights

Agentforce and Data 360 annual recurring revenue (“ARR”) reached nearly $1.4 billion, up 114% Y/Y
Agentforce ARR surpassed half a billion in Q3, up 330% Y/Y
Agentforce accounts in production increased 70% quarter-over-quarter
50% of Agentforce and Data 360 Q3 bookings came from existing customer expansion
Salesforce has closed over 18,500 Agentforce deals since launch; over 9,500 paid deals, up 50% quarter-over-quarter
Agentforce has processed more than 3.2 trillion tokens through our LLM gateway
In Q3 Data 360 ingested 32 trillion records, up 119% Y/Y, including 15 trillion via Zero Copy, up 341% Y/Y, and 390% Y/Y growth in unstructured data processed
Nearly 90% of Forbes’ Top 50 AI companies run on Salesforce, with an average of 4 clouds
Completed Informatica acquisition, bringing Informaticas rich data catalog, integration, governance, quality and privacy, metadata management, and Master Data Management services to the Salesforce platform

Guidance

Salesforce’s guidance includes GAAP and non-GAAP financial measures. The following tables summarize Salesforce’s guidance for the fourth quarter fiscal 2026 and full-year fiscal 2026:

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The following is a reconciliation of GAAP operating margin guidance to non-GAAP operating margin guidance for the full year:

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For additional information regarding non-GAAP financial measures see the reconciliation of results and related explanations below.

Management will provide further commentary around these guidance assumptions on its earnings call.

Product Releases and Enhancements

Salesforce releases major updates for our core platform and apps three times a year, with additional updates happening regularly across our portfolio. These releases are a result of significant research and development investments made over multiple years, and are designed to help customers drive cost savings, boost efficiency, and build trust.

Salesforce leaders will participate in a Q3 FY26 Customer Momentum & Customer Success Update webinar on Thursday, December 4, 2025, at 11:00 AM PT / 2:00 PM ET. A live webcast and replay details of the event will be available on the Salesforce Investor Relations website at www.salesforce.com/investor.

To learn more about our newest innovations and product release highlights, including our latest Winter 2026 Product Release, see FY26 Q3 Product Releases and Announcements at https://www.salesforce.com/news/stories/fy26-q3-highlights/ and see our latest major release at www.salesforce.com/releases.

To learn more about our latest initiatives and priorities, review our Stakeholder Impact Report at https://salesforce.com/stakeholder-impact-report.

Quarterly Conference Call

Salesforce plans to host a conference call at 2:00 p.m. (PT) / 5:00 p.m. (ET) to discuss its financial results with the investment community. A live webcast and replay details of the event will be available on the Salesforce Investor Relations website at www.salesforce.com/investor.

About Salesforce

Salesforce helps organizations of any size become agentic enterprises - integrating humans, agents, apps, and data on a trusted, unified platform to unlock unprecedented growth and innovation.

Visitwww.salesforce.comfor more information.