Salesforce today announced record financial results for its second quarter fiscal 2026, which ended July 31, 2025.
The company exceeded its guidance across all financial metrics, driven by strong growth in its subscription services and a focus on AI innovation.
Second quarter revenue reached $10.2 billion, marking a 10% increase year-over-year. Subscription and support revenue grew by 11% to $9.7 billion.
The company also reported a strong non-GAAP operating margin of 34.3% and returned $2.6 billion to shareholders, including a significant $20 billion increase to its share repurchase program.
“We delivered an outstanding quarter to close out the first half of the year, with strong performance across revenue, margin, cash flow, and cRPO,” said Marc Benioff, Chair and CEO, Salesforce.
“These results reflect the success of our customers who are transforming into agentic enterprises, where humans and AI agents work side by side to reimagine workflows, accelerate productivity, and deliver customer success.”
The company highlighted significant growth in its AI-powered solutions, with Data Cloud and AI annual recurring revenue now exceeding $1.2 billion, an increase of 120% year-over-year.
Salesforce has closed over 12,500 deals since launching its new Agentforce product, demonstrating strong market adoption.
“Our second quarter results highlight our ability to drive profitable growth while helping our customers and ourselves become agentic enterprises,” said Robin Washington, President and Chief Operating and Financial Officer, Salesforce.
“We exceeded all our financial targets while achieving our tenth consecutive quarter of operating margin expansion, delivering strong returns and maximizing value for our customers and shareholders.”
Based on its strong performance, Salesforce is raising its full-year fiscal 2026 revenue guidance to between $41.1 billion and $41.3 billion and expects operating cash flow growth of approximately 12% to 13% year-over-year.
Don’t miss important articles during the week. Subscribe to techbuild weekly digest for updates
