Salesforce, Inc. (CRM) Q2 FY2027: Management positioned the platform as a stable system of record for multiple AI models, signaling durable efficiency gains and expanded capacity rather than seat cannibalization

Salesforce reported revenue slightly below estimates yet delivered record free cash flow of $7.65 billion and sustained gross margins at 76.7 percent for the fifteenth straight quarter, driving a 25 percent stock surge. Agentforce is generating incremental consumption through new AI capabilities, as seen with Xero achieving a 62 percent customer-service deflection rate across 200,000 interactions and Legora scaling headcount from 220 to 900 while enabling employees to build agents. Management positioned the platform as a stable system of record for multiple AI models, signaling durable efficiency gains and expanded capacity rather than seat cannibalization.

Company: Salesforce, Inc. (CRM) — Q2 FY2027

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