Salesforce (CRM) stock has fallen 3.8% over the past twelve months, while the S&P 500 returned 17.3%. On the August 26, 2026 fiscal Q2 2027 earnings call, management said only 5% of users of its sales and service software have upgraded to premium editions, though customers using AI agents spend about twice as much per year. Agentforce reached $1.5 billion of annual recurring revenue, a small fraction of the $43.9 billion generated over the last twelve months. The company targets more than $63 billion of revenue for fiscal 2030, versus $41.5 billion in fiscal 2026, while the shares, up 40% over three months, remain 11.5% below their 52-week high. Salesforce has not disclosed how much Agentforce revenue comes from customers past the trial stage, instead citing 2,000 paying customers added to production and a 70% rise in accounts with agents in production.
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