Salesforce Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.2%projected annual EPS growth
Analyst Coverage
54analysts covering
FY Revenue (est.)
$46.1Bnext fiscal year
FY EPS (est.)
$14.13next fiscal year
Monitoring Framework
Key Performance Indicators
Agentforce and Data 360 Annual Recurring Revenue (ARR) Quarterly3.4BTarget: Continued triple-digit growth to drive the FY30 profitable growth framework
Agentic Work Units (AWUs) Delivered Quarterly3.8BTarget: Scale usage-based monetization to offset potential seat-based contraction
Remaining Performance Obligation (RPO) Quarterly67.9BTarget: Maintain double-digit year-over-year expansion
Non-GAAP Operating Margin Quarterly34.8%Target: 34.3 for Full Year FY27%
Watch Items
- Seat-based subscription cannibalization vs. Agentic consumption-based monetizationTrigger: A deceleration in core Sales and Service Cloud subscription growth below 8% YoYAction: Re-evaluate the speed of the transition to consumption-based pricing models and adjust sales incentives.
- Enterprise IT budget reallocation toward hardware/GPU infrastructureTrigger: Further software sector multiple compression or downgrades by major research firms citing budget diversionAction: Accelerate marketing of Data Cloud and Agentforce to demonstrate immediate ROI and capture AI-allocated budgets.
Research as of 2 Sep 2026