Salesforce Inc. published the transcript of its fiscal 2026 fourth quarter and full year earnings conference call held on February 25, 2026. The call was hosted by executive vice president of finance and investor relations Mike Spencer and featured chair and CEO Marc Benioff and chief operating and finance officer Robin Washington, with president and chief revenue officer Miguel Milano and president and chief marketing officer Patrick Stokes joining for Q&A. Customers from SharkNinja, Wyndham, and SaaStr also appeared. Management highlighted fiscal 2026 revenue of $41.5 billion, fourth-quarter revenue of $11.2 billion, CRPO of $35.1 billion, and total RPO of $72 billion. Benioff said, “We have delivered phenomenal performance across revenue, across margin expansion, across cash flow and CRPO and RPO.” The company raised its fiscal 2030 revenue target to $63 billion, citing momentum including Informatica and demand for Agentforce and Data 360. Salesforce emphasized rapid growth in its AI and data offerings, reporting Agentforce and Data 360 ARR (including Informatica Cloud ARR) above $2.9 billion, with Agentforce ARR around $800 million. Benioff said Agentforce “just became an $800 million business,” and introduced a new activity metric, stating, “AI agents on the Salesforce platform delivered 2.4 billion Agentic Work Units… and in Q4 alone, we delivered about 771 million of them.” Capital allocation was another focus, including a dividend increase and a larger buyback authorization. Washington said the board approved “a 5.8% increase in our quarterly dividend to 44 cents per share” and that Salesforce is “updating our share repurchase authorization to $50 billion,” while Benioff called current levels “some low prices.” Guidance for fiscal 2027 revenue was set at $45.8 billion to $46.2 billion, and Washington said Salesforce is making “targeted investments” to support adoption and trust while still guiding to a 34.3% non-GAAP operating margin. The full transcript can be accessed through the link below.

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