Software maker Salesforce on Wednesday disclosed that fiscal 2025 annual recurring revenue from its "Data Cloud" and artificial intelligence products reached $900 million. Salesforce stock has retreated about 24% in 2025.
Salesforce disclosed the $900 million figure in a blog post. It didn't provide a year-over-year comparison for ARR growth from its Data Cloud and artificial intelligence products.
"We continue to see strong Data + AI momentum, closing the year with $900 million in Data Cloud and AI annual recurring revenue and outsized usage and consumption at the end of fiscal year 2025 and 3,000 net-new paid Agentforce deals in Q4," said Rahul Auradkar, executive vice president, unified data services and Einstein, in the blog post.
In fiscal 2026, which starts with the current April quarter, some analysts have estimated a 1% revenue lift from artificial intelligence products. Overall, Salesforce revenue is projected to grow about 8%.
Shift To AI Agents
In late 2024, Salesforce and other software makers began shifting their marketing strategy away from generative AI "copilots" to autonomous, goal-driven AI "agents."
Copilots — basically conversational chatbot interfaces — aim to improve worker productivity but rely on human prompts. Agents execute multistep tasks on behalf of users by solving problems and taking action.
Salesforce introduced Agentforce at its Dreamforce customer conference in September 2024. In December, Salesforce announced an upgraded version, Agentforce 2.0, along with its "Digital Labor Platform."
Amid the emergence of new generative-AI training models, software firms aim to help companies utilize their own proprietary data to build custom applications. In the blog post, Salesforce said its Data Cloud works with data management software from Snowflake and privately held Databricks as well as cloud computing companies.
Salesforce Stock: Technical Ratings
"Data Cloud is the leading data activation layer on the market because of its ability to unify data and metadata from any location and harmonize it to power every agent action, automation, and insight," said Auradkar.
Further, Salesforce is incorporating AI agent technology into its broad array of customer management, customer service and marketing automation products. Salesforce rolled out its Einstein-branded AI products in 2016 but has not disclosed AI revenue from them.
Salesforce sells software under a subscription model. Its software helps businesses organize and handle sales operations and customer relationships. The company has expanded into marketing, e-commerce and data analytics.
On the stock market today, Salesforce fell more than 1% to 250.42.
CRM stock holds a stellar IBD Composite Rating of 98 out of a best-possible 99, according to IBD Stock Checkup. The score combines five separate proprietary ratings into one rating. The best growth stocks have a Composite Rating of 90 or better.
Further, Salesforce is among AI stocks to watch.
Follow Reinhardt Krause on X, formerly Twitter, @reinhardtk_tech for updates on artificial intelligence, cybersecurity and cloud computing.
