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Salesforce CEO Says Agentforce ARR Soared 330% YoY, Deals Jump 50%: 'Fastest-Growing Product Ever'

BenzingaDecember 04, 2025 at 3:46 PMFull Content
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Detected Companies & Sentiment

Salesforce, Inc.
"exceptionally strong growth"
10

Gist

Salesforce's Agentforce AI product is surging with 330% YoY ARR growth and 50% quarter-over-quarter deal increases, hailed as the company's fastest-growing product ever and a key driver of enterprise AI adoption.

LLM Summary

Salesforce CEO Marc Benioff announced that Agentforce achieved $540 million in ARR with a 330% year-over-year increase and 50% growth in paid deals, marking it as the company's fastest-growing product. The platform saw a 70% rise in customers in production and is driving broader AI adoption across industries, with nearly 90% of Forbes' Top 50 AI companies using Salesforce. This momentum underscores Salesforce’s shift from selling AI tools to enabling enterprise-wide AI transformation.

Full Article Content

Salesforce Inc (NYSE: CRM) lit up Wall Street after the third quarter earnings, but the real headline wasn't the beat-and-raise—it was the velocity of Agentforce adoption. CEO Marc Benioff opened the call by calling Agentforce the company's breakout engine, declaring it the "fastest-growing product ever" as usage and customer expansion surged at a pace rarely seen in enterprise software.

Agentforce ARR has now reached about $540 million, soaring 330% year-over-year. And the commercial momentum is accelerating just as fast: "In just a year since we introduced Agentforce, we've closed over 18,500 Agentforce deals, 9,500 of them are paid transactions, up 50% quarter-over-quarter."

The scale highlight: customers in production with Agentforce jumped 70% quarter-over-quarter, and more than half of new bookings came from existing customers increasing deployments.

Agentforce ARR Growth Surge

The numbers underpin Benioff's confidence that Salesforce has moved beyond proof-of-concept AI into real-world enterprise transformation. Agentforce and Data together reached nearly $1.4 billion in ARR in the quarter, up 114% year-over-year, fueled by rapid adoption in industries ranging from retail and telecom to financial services and government.

And the usage signal is massive: Agentforce has already processed more than 3.2 trillion tokens and logged 1.2 billion LLM calls, evidence Benioff emphasized as a competitive separator. As he put it: "This is not your kind of a good AI demo. This is real enterprise adoption of agentic AI and capability at scale globally."

Salesforce AI Platform Momentum

The third quarter performance marked what Benioff called "the best quarter we've had actually in 3 years," with RPO nearing $60 billion and operating cash flow up 17% year-over-year. And Salesforce's positioning within the broader AI ecosystem continues to tighten, supported by a striking adoption statistic: "Nearly 90% now of all of the Forbes Top 50 AI companies are using Salesforce."

That alignment with the most influential AI builders signals a strengthening flywheel: AI-driven expansion, consumption-based revenue growth, and rapidly scaling agentic workloads across global enterprises.

Salesforce isn't just selling AI tools—it's selling operational transformation. And Agentforce just became its primary growth engine.

Metadata

Author:
Surbhi Jain
Image URL:
https://cdn.benzinga.com/files/imagecache/250x187xUP/images/story/2025/12/04/Salesforce-AI-Partnership_0.jpeg
Tickers:
CRM
Updated At:
December 04, 2025 at 11:46 AM
Benzinga Channels:
Earnings, Earnings Beats, Long Ideas, News, Tech, Trading Ideas
Benzinga Tags:
Agentforce, Expert Ideas, Marc Benioff, Stories That Matter
Teaser:
Salesforce (CRM) Q3 earnings exceeded expectations, with Agentforce adoption skyrocketing, reaching $540M ARR and 50% paid transactions.
Benzinga Stocks:
CRM (NYSE)
Benzinga Article ID:
49211406