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Salesforce Profit, Revenue Rise, Expands Anthropic Partnership

Wall Street Journal US Business •
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Salesforce posted higher second-quarter profit and revenue on rising demand for its artificial-intelligence and data offerings, and also expanded its partnership with the AI company Anthropic. The results prompted the enterprise software company to bump up its full-year sales and profit forecasts, factoring in a boost in organic growth as well as acquisitions it expects to close this quarter.

The San Francisco company on Wednesday also disclosed an expanded partnership, dubbed Claudeforce, with Anthropic that combines its broad platform of business tools with the AI company’s Claude system. The partnership will launch with Salesforce in Claude, a plugin with more than three dozen prebuilt sales tools such as meeting prep, deal health review and pipeline review that were built jointly by the two companies. The offering is available now to select pilot customers and plans to launch in open beta mode next month. The companies said they plan to introduce more integrations across Claude, as well as Salesforce and its Slack business.

Salesforce’s second-quarter profit came in at $3.53 billion, or $4.29 a share, compared with $1.89 billion, or $1.96 a share, a year earlier. Adjusted earnings per share were $5.90, compared with analyst estimates of $3.27, according to Fact Set. Revenue rose 11% to $11.35 billion, compared with analyst estimates of $11.33 billion. Sales included a $456 million contribution from Informatica, which Salesforce acquired in November 2025.

Chief Executive Marc Benioff called the quarterly results one of the company’s best reports to date, and cited AI as a key factor. Annual recurring revenue for Agentforce and Data 360-Salesforce’s AI products-reached nearly $3.9 billion in the quarter, more than tripling year over year. For the full year, the company now expects revenue of $46.1 billion to $46.4 billion, and adjusted earnings per share of $16.67 to $16.71, up from prior guidance.