Salesforce Restructures Revenue Reporting to Focus on AI Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 01 2026
0mins
Should l Buy CRM?
Source: seekingalpha
- Revenue Reporting Restructure: Salesforce announced a change in its revenue reporting structure starting FY27 to better align with its AI-centric 'Agentic Enterprise' strategy, primarily splitting revenue into 'Agentforce Apps' and 'Data 360, Platform & Other.'
- Revenue Growth Metrics: Recast FY26 data showed 'Agentforce Apps' revenue grew by 7% to approximately $26.7 billion, while 'Data 360, Platform & Other' experienced a faster growth rate of 15%, reaching nearly $12.7 billion.
- Total Subscription and Support Revenue: The total subscription and support revenue rose by 10% to around $39.4 billion in FY26, reflecting the company's ongoing investment in AI and the increasing market demand for its services.
- Stock Price Reaction: Following the restructuring announcement, Salesforce shares jumped approximately 3.34% to around $182.42, indicating a positive market response to the company's new strategic direction.
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Analyst Views on CRM
Wall Street analysts forecast CRM stock price to rise
39 Analyst Rating
29 Buy
9 Hold
1 Sell
Moderate Buy
Current: 181.820
Low
223.00
Averages
326.40
High
405.00
Current: 181.820
Low
223.00
Averages
326.40
High
405.00
About CRM
Salesforce, Inc. is a customer relationship management (CRM) technology company. Its artificial intelligence (AI) powered Agentforce 360 Platform offers sales, service, marketing, commerce, collaboration, data management, integration, analytics, and information technology (IT) service solutions. It enables customers to build and deploy digital labor for employees and customers, leveraging autonomous AI agents across business functions. Its service offerings include Agentforce Sales, Agentforce Service, Agentforce 360 Platform, Slack and Others. The Agentforce Sales provides sales capabilities and tools built for organizations across prospecting, sales engagement, team collaboration, sales analytics and AI, sales programs, sales performance, partner management, and revenue and orders. The Agentforce Service provides field service solutions that enable companies to connect service agents, dispatchers and mobile employees through platform to schedule, dispatch and manage jobs.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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