Salesforce posted stronger-than-expected first-quarter results, with profit rising 37% to $2.11 billion and revenue climbing 13% to $11.13 billion. The enterprise software provider surpassed analyst expectations on both adjusted earnings of $3.88 per share and total revenue, signaling momentum in its core business segments.

The company's recent acquisition of data management firm Informatica contributed $444 million in revenue during the quarter. Salesforce completed the deal in November 2025, adding data integration capabilities to its platform as it competes with Microsoft and Oracle in the enterprise software market.

Salesforce is positioning its Agentforce AI tools as a primary growth driver for enterprise customers. The artificial intelligence suite represents the company's push to embed generative AI across sales, service, and marketing applications as businesses seek automation solutions.

These results suggest Salesforce's multi-year transformation under CEO Marc Benioff is gaining traction. The combination of steady subscription growth and strategic acquisitions provides a foundation for sustained double-digit revenue expansion in the competitive cloud software sector.