Salesforce, Inc. (CRM) Announced Q4 2026 Earnings on February 25, 2026, Reporting "$11.2 billion in revenue for the fourth quarter".

Salesforce reported "$41.5 billion in revenue up 10% year-over-year" for the full year and "$11.2 billion in revenue for the fourth quarter". The current remaining performance obligation ended the fourth quarter at "$35.1 billion," up approximately 16% year-over-year in nominal currency. The company delivered "60 basis points of expansion" in operating margin for the fiscal year.

Management focused on the transition to an "Agentic enterprise," highlighting that "Agent force and Data 360 ARR inclusive of Informatica Cloud ARR reached $2.9 billion". The company introduced the Agentic work unit to measure AI value, noting that "AI agents on the Salesforce platform delivered 2.4 billion agentic work units" to date. The company is also "updating our share repurchase authorization to $50 billion".

For the first quarter of fiscal year 2027, the company expects revenue of "$11.03 billion to $11.08 billion". For the full fiscal year 2027, Salesforce initiated revenue guidance of "$45.8 billion to $46.2 billion". The company updated its fiscal year 2030 revenue target to "$63 billion".

Salesforce highlighted a 10-year contract with the U.S. Army with a ceiling of "$5.6 billion". The company noted its partnership with Anthropic, sharing that it invested another "$100 million" to bring its total investment to about "$330 million". Management stated that Anthropic runs its global operation on Salesforce and Slack.