Salesforce (CRM) Q3 FY26 earnings call

Earnings call· Oct 2025 (Q3 FY26)· Information Technology· Dec 3, 2025

Source: earnings call transcript

Salesforce delivered strong Q3 FY26 results, driven by accelerating Agentforce adoption and robust bookings, signaling a strong pipeline for future revenue. The company is leveraging its data foundation, including the early acquisition of Informatica, to power its agentic enterprise vision. Strategic investments in sales capacity and product innovation are positioning Salesforce for continued profitable and durable growth.

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CRM operating KPIs by quarter

CRM operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Jan 2025 Q4 FY25	Apr 2025 Q1 FY26	This call Oct 2025 Q3 FY26	Jan 2026 Q4 FY26	Apr 2026 Q1 FY27	Jul 2026 Q2 FY27	Change vs prior quarter
Remaining performance obligation (RPO)	—	$60.9B We have $60.9 billion in RPO, up 13% year-over-year, and we had exceptional performance with cRPO growing 11% year-over-year in constant currency. Source: earnings call transcript	<$60B Miguel is going to talk about this great quarter we had -- the best quarter, I think we've had actually in 3 years and 11% in constant currency and RPO is nearly $60 billion, growing 12% year-over-year. Source: earnings call transcript	$72B We had $11.2 billion in revenue for the fourth quarter, up 12% year-over-year, 10% in constant currency rose to $35.1 billion, up 16% year-over-year and 13% in constant currency, and we passed an incredible milestone with $72 billion in total RPO, which is up 14% year-over-year. Source: earnings call transcript	—	—	—
Remaining performance obligation (RPO) Current	$30.2B Current RPO, or cRPO, ended at $30.2 billion, an increase of 9% year-over-year in nominal currency. Source: earnings call transcript	$29.6B Current remaining performance obligation, or cRPO, ended Q1 at $29.6 billion, up 12% year-on-year in nominal and 11% in constant currency, which is better than expected, driven by strong renewal performance. Source: earnings call transcript	—	$35.1B Our current remaining performance obligation, or CRPO, ended Q4 at $35.1 billion, which was up approximately 16% year-over-year in nominal and 13% in constant currency, driven by strong net new AOV, especially in agent force, Data 360, Slack and sales. Source: earnings call transcript	$33.6B cRPO $33.6 billion, up approximately 14% nominal and 13% in constant currency. Source: earnings call transcript	$33.5B CRPO accelerated quarter-over-quarter, with $33.5 billion, up 14% in constant currency, that's 1 point ahead of our guide, driven by strength in Slack, Agentforce and Data 360. Source: earnings call transcript	-0.3%
Customers Agentforce	3,000 And that's why just 90 days after it went live, we've already had 3,000 paying Agentforce customers who are experiencing unprecedented levels of productivity, efficiency and cost and cost savings. Source: earnings call transcript	4,000 I think we've got 4,000 paid Agentforce customers, is $100 million in Agentforce ARR, $1 billion and more than Data Cloud and Agentforce ARR. Source: earnings call transcript	—	—	—	—	+33.3%
Annual recurring revenue (ARR) Agentforce	—	$100M I think we've got 4,000 paid Agentforce customers, is $100 million in Agentforce ARR, $1 billion and more than Data Cloud and Agentforce ARR. Source: earnings call transcript	~$540M Agentforce and Data reached nearly $1.4 billion in ARR in the quarter, up 114% year-over-year, including Agentforce ARR of about $540 million, 330% year-over-year. Source: earnings call transcript	~$800M This includes Informatica Cloud ARR of $1.1 billion an agent force ARR of approximately $800 million, which is up 169% year-over-year. Source: earnings call transcript	—	$1.5B Agentforce ARR, it hit $1.5 billion. Source: earnings call transcript	—
Employees Account Executives	—	13K Today, we have 13,000 AEs. Source: earnings call transcript	~15K And I think all of our account executives, [indiscernible] I think we've got about 15,000, I don't know what the exact numbers out there are all selling this now. Source: earnings call transcript	15K We've never sold or had so much ACV in our history in the fourth quarter because not only does he have 15,000 account executives. Source: earnings call transcript	—	15K Our ARR for AI and data is about to cross $4 billion, really helps, I guess, that we have 15,000 peer account executives, Miguel. Source: earnings call transcript	—

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.