- Q2 bookings exceeded expectations, supporting Salesforce’s outlook for H2 organic-growth reacceleration and longer-term FY28 targets.
- Salesforce is expanding its AI monetization strategy through the Anthropic partnership Claudeforce and integrations spanning Slack, Data Cloud, MuleSoft, Tableau and Informatica.
- Slack posted strong double-digit growth, while Agentforce customers increasingly moved from pilots to production and replenished usage credits, lifting contract values.
- Analysts cited rapid Agentforce ARR growth, premium-tier upgrades, pricing changes, stronger net-new annual order value and higher Slackbot usage as signs of improving AI monetization, while retaining execution and subscription-growth risks.
Quotes
“second-quarter bookings exceeded the company's expectations”
“customers increasingly want flexibility in how they work with AI”
“Slack contributed significantly to record net-new AOV during the second quarter”