Salesforce expects AI agent push to yield ‘modest’ returns this year

▤ Summary

• Salesforce is expecting “Agentforce,” a new high-priority artificial intelligence product, to supply a “modest contribution” to the enterprise software company’s revenue this year, departing CFO Amy Weaver said Wednesday. • The new product is still in the early phase of getting adopted among Salesforce customers, Weaver said during her final earnings call as the software provider’s finance chief. The news comes as Salesforce and other major tech companies continue to spend heavily on AI amid growing questions about the strength of its return-on-investment potential. On Wednesday, Salesforce posted weaker-than-expected total revenues of $10 billion for its fiscal 2025 fourth quarter ending Jan. 31, up 8% over the year-earlier period. Morningstar analysts said in a Thursday client’s note that Agentforce “represents a good long-term opportunity to transition from a mostly human agent labor force to a mostly virtual agent pool over time.” “While profitability remains a source of strength, we see a path for continued margin expansion even as the firm invests in artificial intelligence innovation,” they said.

▦ Linked Companies

Salesforce

$1B+