Salesforce is a dynamic company that’s been a game-changer in the world of customer relationship management (CRM). Founded in 1999 by Marc Benioff, Salesforce revolutionized the industry with its cloud-based solutions, making it easier for businesses to connect with customers, partners, and employees. Known for its innovation in AI and automation, Salesforce continues to lead with products like Agentforce, transforming how businesses operate.
More than just a tech giant, Salesforce is also committed to social responsibility, often highlighting its philanthropic and sustainability efforts. With its headquarters in San Francisco, Salesforce’s impact is felt worldwide, constantly pushing the envelope in both business and technology.
Salesforce Fiscal Q3 2026
Salesforce (CRM) delivered strong Q3 results with revenue of $10.3 billion, up 9% year-over-year, and subscription and support revenue of $9.7 billion, up 10%.
Also, profitability improved with a GAAP operating margin of 21.3% and a non-GAAP margin of 35.5%. Operating cash flow grew 17% to $2.3 billion, and free cash flow rose 22% to $2.2 billion.
Meanwhile, the company returned $4.2 billion to shareholders, and revenue came broadly in line with expectations
Key Highlight:
- Agentforce and Data 360 ARR reached nearly $1.4 billion, up 114% year-over-year.
- Agentforce ARR surpassed $500 million in Q3, growing an explosive 330% year-over-year.
- Salesforce has closed 18,500+ Agentforce deals, including 9,500 paid deals, up 50% quarter-over-quarter.
- Data 360 ingested 32 trillion records in Q3, up 119% year-over-year, with massive growth in Zero Copy and unstructured data.
- Salesforce completed the Informatica acquisition, strengthening its platform with advanced data integration, governance, and master data management.
Guidance:
Salesforce expects Q4 FY26 revenue with growth of 11% to 12%. Diluted net income per share is projected at $1.47 to $1.49 (GAAP) and $3.02 to $3.04 (non-GAAP). Also, the company anticipates strong performance growth, supported by contributions from Informatica.
For the full fiscal year 2026, Salesforce forecasts revenue between $41.45 and $41.55 billion, growing 9% to 10%. In addition, subscription and support revenue is expected to grow slightly above 10%.
Board Statements
Marc Benioff, Chair and CEO of Salesforce, announced that it is raising its fiscal year 2026 revenue guidance of $41.45 billion to $41.55 billion. Benioff highlighted the company’s strong third-quarter performance, noting that cRPO rose 11% year-over-year to $29.4 billion, signaling a robust pipeline of future revenue.
Also, he emphasized that Agentforce and Data 360 are driving momentum, with nearly $1.4 billion in ARR, representing a 114% year-over-year increase. Salesforce now counts more than 9,500 paid Agentforce deals and has processed 3.2 trillion tokens, underscoring its leadership in building the Agentic Enterprise and delivering tangible outcomes.
President and Chief Financial and Operating Officer Robin Washington added that Salesforce’s third-quarter momentum and continued Agentforce adoption reinforce the company’s trajectory toward achieving its $60 billion-plus organic revenue target. She also reaffirmed Salesforce’s commitment to its Profitable Growth Framework, aiming for a target of 50 by fiscal year 2030.
Impact on the Stock Market
The company reported revenue of $10.3 billion, which came broadly in line with expectations, while earnings per share exceeded forecasts.
Investors were encouraged by strong growth in subscription and support revenue, improved margins, and robust cash flow generation. Salesforce also raised its full-year FY26 revenue guidance to $41.45–$41.55 billion and lifted its cash flow outlook, signaling confidence in future performance.
These results, combined with momentum from Agentforce and Data 360, helped boost investor sentiment, leading CRM shares to rise in pre-market trading.
