Salesforce 3QFY26: AI Revenue Is Exploding — Is CRM Entering Its Next Supercycle?
Salesforce just posted one of its strongest AI-driven quarters yet.
🔥 AI ARR jumped 114% YoY (Agentforce + Data 360)
🔥 Agentforce ARR surged 330% YoY, with over 3.2 trillion tokens processed
🔥 The company closed 9,500 Agentforce deals — up 50% QoQ
Meanwhile, operating margin improved and cRPO growth outpaced expectations.
Management now believes AI will be a multi-year growth engine, with FY30 revenue still tracking toward US$60B.
But here’s the key question:
Is Salesforce becoming the leading enterprise AI agent platform,
or is the market already pricing in perfection?
What’s your take on CRM right now?
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