Salesforce (NYSE: CRM) reported first-quarter fiscal 2027 income of $11.1 billion on Might 27, up 13% yr over yr, and raised its full-year FY27 income steerage to $45.9 billion to $46.2 billion. The corporate mentioned Agentforce annual recurring income reached $1.2 billion, up 205% yr over yr, because it frames agentic AI as a key driver of progress.
Non-GAAP diluted earnings per share got here in at $3.88, up 50% yr over yr. GAAP diluted EPS was $2.42, up 52%. Non-GAAP working margin was 34.8%, and present remaining efficiency obligation reached $33.6 billion. Free money circulate was $6.6 billion, up 4% yr over yr.
The Q1 income determine included a $444 million contribution from Informatica, which Salesforce acquired in November 2025 (fiscal 2026). That acquisition additionally accounts for $1.1 billion of the $3.4 billion in mixed Agentforce and Information 360 ARR that Salesforce reported. Stripping out Informatica Cloud ARR, the Agentforce-specific $1.2 billion determine is a extra direct measure of internally constructed AI product traction. Within the prior quarter, FY26 This fall, Agentforce ARR stood at $800 million and mixed Agentforce and Information 360 ARR was above $2.9 billion, per Salesforce’s fourth-quarter launch.
“Agentic AI is the most important progress alternative for our clients, and for Salesforce,” CEO Marc Benioff mentioned within the earnings launch.
Salesforce cited company-defined utilization metrics. It mentioned 3.8 billion Agentic Work Items had been delivered thus far throughout Agentforce and Slack, up 111% quarter over quarter, and that it had processed greater than 28.6 trillion tokens, up 152% quarter over quarter. The corporate additionally mentioned Slack’s Mannequin Context Protocol characteristic surpassed 1 million energetic customers inside six weeks of launch.
Second-quarter income steerage of $11.27 billion to $11.35 billion fell barely beneath the Wall Road consensus estimate of $11.36 billion, in keeping with INDmoney’s evaluation. Shares dropped roughly 3% in early post-market buying and selling regardless of the earnings beat. Robin Washington, president and chief monetary and working officer, mentioned on the earnings name that the corporate “stay[s] assured in delivering natural income acceleration within the second half of FY27.”
On capital allocation, Salesforce mentioned it returned $27.5 billion to shareholders in Q1, together with $27.1 billion in share repurchases and $365 million in dividends. It entered a $25 billion accelerated share repurchase program with upfront supply of 103 million shares, representing about 80% of anticipated repurchases. Ultimate settlement is predicted in Q3 FY27. The corporate up to date full-year money circulate progress steerage to roughly 4% to five% yr over yr, reflecting debt issuance tied to the ASR.
