On February 25, 2026, Salesforce, the leading AI CRM provider, revealed impressive results for its fourth quarter and full fiscal year that concluded on January 31. The company's performance reflects not only strong financial metrics but also a strategic shift towards enhancing its platform capabilities.
"We delivered a phenomenal quarter to close out a record fiscal 2026, delivering $41.5 billion in revenue, up 10% year-over-year, and we passed an incredible milestone, with $72 billion in total RPO, up 14% year-over-year," said Marc Benioff, Chair and CEO of Salesforce. This significant achievement highlights Salesforce's commitment to evolving as the operating system for the Agentic Enterprise, where human and AI agents collaborate seamlessly.
Much of Salesforce's growth can be attributed to the implementation of its Agentforce model, which has seen substantial traction. "Agentforce ARR reached $800 million, up 169% year-over-year, and we’ve closed 29,000 deals, up 50% quarter-over-quarter," Benioff added, emphasizing the acceleration of business driven by AI capabilities.
Robin Washington, President and Chief Financial and Operating Officer, noted, "Salesforce delivered a record Q4 as our customers' shift to the Agentic Enterprise surges, fueling NNAOV acceleration in H2 FY26." Her assessment reflects growing consumer demand for the platform's innovative solutions, which are expected to further enhance organic revenue growth heading into the next fiscal year. Washington explained the importance of their product ecosystems: "By driving adoption of Agentforce and Data 360 across our platform, we are building a powerful engine that converts raw intelligence into enterprise work."
Financial milestones for the quarter included a record operating cash flow of $15 billion, marking a 15% increase year-over-year and solidifying Salesforce’s strong foothold in the market. The company has also authorized a substantial $50 billion share repurchase program and increased its quarterly dividend by 5.8% to $0.44 per share, further demonstrating its dedication to returning value to shareholders. "Our performance makes us even more confident in our path to reaccelerate organic revenue growth in H2 FY27," Washington stated.
Among noteworthy figures, Salesforce's revenue for the fourth quarter reached $11.2 billion, which represents a 12% year-on-year growth. This figure includes $399 million derived from Informatic contributions, emphasizing the company's strategy to expand and enhance its offerings across sectors. With a current remaining performance obligation of $35.1 billion, an increase of 16% year-over-year, Salesforce is well-positioned for continued growth.
A deeper dive into Salesforce's innovative initiatives reveals that in fiscal year 2026, Data 360 ingested a staggering 112 trillion records—up 114% year-over-year—and processed 18 terabytes of unstructured data. "More than 60% of Agentforce and Data 360 Q4 bookings came from existing customer expansion," Benioff highlighted, showcasing the company's ability to forge long-lasting relationships with its clientele.
The fourth quarter's achievements also spotlight an increase in Agentforce accounts, which grew nearly 50% quarter-over-quarter, culminating in substantial annual recurring revenue (ARR) of over $2.9 billion across both Agentforce and Data 360, an increase of more than 200% year-over-year. Benioff remarked, "Agentic AI is a tailwind for our business, and we’re well on our way to $63 billion in revenue in FY30." This assertion illustrates Salesforce's optimistic outlook as it continues to harness AI for operational excellence.
Looking ahead, Salesforce has revised its revenue target for FY30 to $63 billion. Furthermore, the company is initiating guidance for FY27, anticipating approximately 9% to 10% growth in operating cash flow year-over-year. As Salesforce continues its momentum with these transformative initiatives, stakeholders and analysts alike remain eager to observe how the company will navigate the evolving landscape of fintech and enterprise solutions.
The recent quarterly results and strategic initiatives signal a bright future for Salesforce, and their increasing focus on integrating AI into everyday operations suggests that they've set a strong foundation for sustained growth and value creation in the coming years.