Agentforce ARR is murky: Slack bot revenue folded in this quarter
Krokodil_V · x · 2026-08-27
Investor @KrokodilV likes that Salesforce is selling AI and measuring outcomes, calling the early growth clip a positive signal. But @mattslotnick cautions that Agentforce ARR is hard to read into: starting this quarter, Slack bot and headless 360 revenue were added to that line. Reading it as "they're finding ways to monetize AI" is fine, but as the specific Agentforce offering, be careful.
Related event: Salesforce Earnings Spark Debate: Can AI Save SaaS Valuations(5 posts)→
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