The numbers he cited were hard to ignore, and his tone made it clear he believes the industry is at a turning point.<\/p>\n
Benioff<\/a> said:<\/p>\n “Salesforce has never been more essential to our customers. We are the number one agentic CRM, transforming every company into an agentic enterprise.”<\/p>\n For investors and enterprise technology buyers, the details behind that claim are worth close attention.<\/p>\n Salesforce AI agent adoption has gained traction<\/p>\n Salesforce<\/a> reported first-quarter revenue of $11.13 billion, up 13% year over year (YoY). But it was the artificial intelligence metrics that were under the radar.\u00a0<\/p>\n The company<\/a> processed 28.6 trillion tokens in the quarter, an increase of 152% from the prior quarter.\u00a0<\/p>\n Those tokens<\/a> translated into 3.8 billion, what Salesforce calls “agentic work units,” a measure of real tasks completed by AI<\/a> agents on behalf of customers. That metric was up<\/a> 111% quarter over quarter.<\/p>\n To put that in plain terms: Salesforce agents doubled their output in roughly 90 days.<\/p>\n Benioff pointed to the company’s own help desk as proof that the technology works at scale.<\/p>\n Related: Michael Burry plans to buy Salesforce stock for crucial reason<\/a><\/p>\n Since deploying Agentforce on its support site 15 months ago, the system has autonomously handled<\/a> four million customer inquiries.<\/p>\n Agents are now handling twice the volume of human reps on that same channel.<\/p>\n Other customer examples were equally striking.\u00a0<\/p>\n PenFed Credit Union<\/a>, a financial institution serving the national security community, now runs 76 AI agents across operations, mortgages, IT, and HR. Its “Agent Wingman” tool cut call handle time by 10% and after-call work time by 50%.\u00a0<\/p>\n The credit union<\/a> estimates it will save nearly $1.6 million this year from that single agent alone.<\/p>\n UCLA Health<\/a> stood up its first customer-facing Agentforce deployment in eight months.\u00a0<\/p>\n The agent handles patient inquiries about provider searches, clinical trials, and general navigation, turning what used to be phone calls or emails into instant answers.<\/p>\n Salesforce CEO is expanding its AI Agentic moatBloomberg/Getty Images<\/p>\n Agentforce business crossed $1B in ARR<\/p>\n Agentforce<\/a> annual recurring revenue (ARR<\/a>) surpassed $1 billion this quarter.<\/p>\n When combined with the company’s Data 360 and Informatica Cloud products, Salesforce<\/a> now reports $3.4 billion in total artificial intelligence and data ARR.<\/p>\n More than<\/a> 50% of Agentforce and Data 360 bookings came from existing customers expanding their spending. It suggests that customers already inside the platform are doubling down.<\/p>\n Related: AI CEO just made a wild prediction about AI agents<\/a><\/p>\n Chief Revenue Officer Miguel Milano<\/a> noted that the top 10 customers by AI agent usage increased their total Salesforce spend by 1.5 times over the past year.\u00a0<\/p>\n The company<\/a> also secured 98 deals with over $1 million in new annual contract value during the quarter, which Benioff called a first-quarter record.<\/p>\n Salesforce<\/a> raised its full-year fiscal 2027 revenue guidance to a range of $45.9 billion to $46.2 billion.<\/p>\n Salesforce’s ‘Headless’ strategy changes the competitive picture<\/p>\n Perhaps the most forward-looking development Benioff discussed was a strategy the company calls “Headless 360.”\u00a0<\/p>\n The idea is simple: make all of Salesforce’s data and AI capabilities accessible from any tool or platform, not just from within Salesforce’s own applications.<\/p>\n That means a developer can build an AI agent using Claude or ChatGPT and still pull in Salesforce’s customer data through a connection layer called the Model Context Protocol (MCP).\u00a0<\/p>\n Since launching in April, the company<\/a> has already processed 4.5 million MCP calls.<\/p>\n More AI:<\/p>\n Benioff’s message to competitors and skeptics was direct. Salesforce has always been built on open application programming interfaces (APIs), he argued.\u00a0<\/p>\n The company processes nearly one trillion API calls per quarter.\u00a0<\/p>\n Slack was also cited as a growing gateway for this approach. Slack’s AI work units grew<\/a> 350% quarter over quarter.<\/p>\n Benioff predicted that within two years, more AI agents will be using Slack than people.<\/p>\n The numbers Benioff put on the table this quarter make one thing clear.<\/p>\n The shift from selling software seats to selling AI-powered outcomes is no longer theoretical at Salesforce. It is already showing up in the revenue line.<\/p>\n Related: BofA resets Salesforce stock price target with sobering AI verdict<\/a><\/p>\n This story was originally published by TheStreet<\/a> on May 28, 2026, where it first appeared in the Investing<\/a> section. Add TheStreet as a Preferred Source by clicking here.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Artificial intelligence agents are no longer a pilot project for Salesforce, but a key driver for the software…\n","protected":false},"author":2,"featured_media":54758,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[405,25,7537,532,2940,2942],"class_list":["post-54757","post","type-post","status-publish","format-standard","has-post-thumbnail","category-agentic-ai","tag-ai-agents","tag-artificial-intelligence","tag-artificial-intelligence-agents","tag-company","tag-marc-benioff","tag-salesforce"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/54757","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=54757"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/54757\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/54758"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=54757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=54757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=54757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"\"](\"https:\/\/www.europesays.com\/ai\/wp-content\/uploads\/2026\/05\/https:\/\/media.zenfs.com\/en\/aol_thestreet_articles_772\/95eef6a78fa26d65c3bd5f89e5ad54f8.jpeg\"\/)
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