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The cloud software company posted second-quarter revenue of $11.35B, surpassing analyst estimates of $11.32B. Adjusted earnings per share reached $5.90, a 103% increase from the prior year, and Agentforce and Data 360 annual recurring revenue hit $3.9B. Salesforce raised its full-year revenue forecast to a range of $46.1B to $46.4B from the previous $45.9B to $46.2B.
The results were accompanied by the launch of Claudeforce, an expanded strategic partnership with Anthropic. The integration allows sales teams to access Salesforce data and workflows directly inside Claude via a plugin featuring 37 prebuilt skills, with broader previews and further Slack integrations scheduled for later this year.
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Key sources
- SOURCE@benioff“Customer attrition near all-time low”x.com
- SUPPORT@reuters“expands AI partnership with Anthropic”x.com
- SUPPORT@financialjuice“Adjusted operating margin 34.1%, est. 33.6%”x.com
- SUPPORT@alphasenseinc“a Plugin with 37 prebuilt sales skills that enable sellers and agents to reason over live revenue context”x.com
- SUPPORT@cnbc“Salesforce stock jumps 12% on AI growth and Anthropic investment gain”x.com
- SOURCE@salesforce“Today we announced $CRM Q2 FY27 financial results and updated guidance”x.com
- SUPPORT@wallstengine“NNAOV growth is the strongest it's been in four years”x.com
- SUPPORT@kobeissiletter“surges over +8% after reporting stronger than expected earnings”x.com