Salesforce Lifts FY27 Revenue Outlook to $46.1B-$46.4B After Blowout Quarter
CRM sits 38% above its 52-week low of $146.32.
Summary
Salesforce reported record Q2 FY27 results with revenue of $11.3B and non-GAAP EPS of $5.90, raised full-year revenue guidance by $200M, and confirmed the $25B ASR will settle in October 2026.
Updates
· Dow Jones Newswires — Salesforce expanded its Anthropic partnership with Claudeforce, integrating Claude into its platform; a plugin enters open beta next month. AI product ARR nearly tripled to $3.9B. Shares jumped 13% after hours to $231.93.
Key Events · Earnings and Guidance · CRM
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Record Q2 FY27 Results
Revenue of $11.3B (up 11% Y/Y), non-GAAP EPS of $5.90 (up 103% Y/Y), and cRPO growth of 14% in constant currency.
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FY27 Guidance Raised by $200M
Full-year revenue guidance raised to $46.1B-$46.4B (11%-12% Y/Y), including $100M organic growth, $200M from pending Contentful and Fin acquisitions, and $100M FX headwind.
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Q3 FY27 Guidance Initiated
Q3 revenue guidance of $11.42B-$11.5B (11%-12% Y/Y) and non-GAAP EPS of $3.42-$3.44.
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AI Momentum Accelerating
Agentforce ARR exceeded $1.5B (up over 240% Y/Y) and Data 360 ARR reached nearly $3.9B (up over 210% Y/Y).
Analysis · CRM · Technology
Salesforce delivered one of its best quarters ever, with revenue of $11.3B (up 11% Y/Y), non-GAAP EPS of $5.90 (up 103%), and cRPO growth accelerating to 14% in constant currency. Management raised full-year revenue guidance by $200M to $46.1B-$46.4B, driven by $100M of organic growth and $200M from the pending Contentful and Fin acquisitions, partially offset by a $100M FX headwind. The company also initiated Q3 revenue guidance of $11.42B-$11.5B and full-year non-GAAP EPS guidance of $16.67-$16.71. The $25B accelerated share repurchase is expected to settle in October 2026, which will further reduce share count. This is a strong quarter that confirms AI-driven momentum, with Agentforce ARR exceeding $1.5B (up over 240% Y/Y) and Data 360 ARR nearly $3.9B (up over 210% Y/Y).
How filings like this one have moved
In the 30 days to Oct 18, 2026, 37.6% of the 940 measured filings Wiseek scored 8 moved their stock by 5% or more by the next session's close. The median move was -0.76%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, CRM was trading at $201.88 on NYSE in the Technology sector, with a market capitalization of approximately $168.5B. The 52-week trading range was $146.32 to $269.11. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.