Salesforce Eyes Faster Growth as AI, Slack and Agentforce Gain Momentum

Salesforce reported stronger momentum , with second-quarter bookings exceeding expectations and supporting its goal of returning to faster organic growth in the second half of the fiscal year.

The company is expanding its AI strategy through the Anthropic partnership “Claudeforce,” while integrating data assets including Informatica, Data Cloud, MuleSoft and Tableau to support enterprise AI deployments.

Slack and Agentforce are gaining traction: Slack delivered strong double-digit growth, while Agentforce customers are increasingly moving from pilots to production and replenishing usage credits, driving higher contract values.

Salesforce Deputy CFO and Head of Finance Mike Spencer said the company’s second-quarter performance and updated outlook reflected several quarters of execution against its strategy, including its goal of returning to faster organic growth in the second half of the fiscal year.

Speaking at Deutsche Bank’s technology conference, Spencer said current remaining performance obligations and net-new annual contract value, or AOV, bookings were key indicators of momentum. He said second-quarter bookings exceeded the company’s expectations and supported the outlook for second-half reacceleration and longer-term fiscal 2028 goals.

Spencer highlighted Salesforce’s expanded commercial partnership with Anthropic, branded “Claudeforce,” which is intended to provide Salesforce users with integrations and prebuilt skills connecting Claude with Salesforce products including Slack and the company’s core CRM tools. He said Salesforce’s investment relationship with Anthropic is separate from its commercial partnership. The companies have worked together through Slackbot, which is powered by Anthropic, and Salesforce has also used Claude internally in research and development during the past six months.

According to Spencer, customer feedback through advisory boards helped shape the Claudeforce offering. He said customers increasingly want flexibility in how they work with AI, with some preferring interfaces such as Claude and others continuing to use traditional applications.

Spencer also described Salesforce’s AI strategy as dependent on a broad data and infrastructure layer. He said the company’s “data foundations” include Informatica, Data Cloud, Data 360, MuleSoft and Tableau, alongside external AI model providers. Informatica, acquired about a year earlier, has helped customers advance their AI strategies, he said.

Spencer said recent leadership and organizational changes were intentional and aligned with business priorities. He highlighted Alexa Vignone’s appointment as chief revenue officer, reporting to Miguel, and said Vignone is a highly regarded sales leader. Miguel has also taken on responsibility for professional services, customer support and Salesforce’s builder motion, which Spencer compared with forward-deployed engineering, or FDE, teams.

The company plans to place greater emphasis during the next 12 to 18 months on customer adoption and consumption of its products. On the product side, Spencer said Steve Fisher retired and Salesforce hired Rohan Kumar from Microsoft to lead its platform business. Patrick Stokes moved into a role focused on the application side of the company’s product organization.

Spencer said customers need support as they navigate a rapidly evolving AI market. Salesforce currently has several t...