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Salesforce Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary11 Dec, 2025
Financial performance and growth outlook
Achieved the strongest Q3 in company history, with fastest booking growth in 3.5 years and significant Net New AOV acceleration over ARR growth.
Net New AOV growth is expected to drive core revenue acceleration within 11–17 months, with increasing confidence based on current momentum.
Provided guidance to reach $60 billion in revenue by fiscal year 2030, citing unprecedented demand and robust pipelines.
Cash flow guidance increased to about $15 billion, with expectations for continued growth over the next five years.
Terminal value seen as substantial, with most customers expected to adopt the Agentic platform, multiplying business value.
Product innovation and customer adoption
Agentforce ARR reached $550 million, growing 4.5x year-over-year, with 1,900 transactions and 18,000 customers, half of whom are paying.
Over 50% of Agentforce bookings in Q3 came from existing customers increasing usage, with 362 customers refilling their consumption.
Notable customer use cases include Pandora's Gemma and Williams-Sonoma's Olive, both handling high volumes of customer actions.
Agentforce is amplifying all Salesforce clouds, driving multi-cloud transformational deals and becoming integral to sales, service, and commerce processes.
Innovation continues with launches like Voice, Life Sciences Cloud, ITSM, and agent orchestration, supporting further pipeline growth.
Competitive positioning and market strategy
Salesforce's advantage in AI is attributed to its trusted data context, deterministic execution, human-in-the-loop workflows, and governance/compliance capabilities.
The platform is positioned as the essential hub for Agentic execution in the enterprise, with AI utility dependent on Salesforce's infrastructure.
Customers adopting Agentic processes see 3–4x business value compared to traditional SaaS CRM usage.
Vendor consolidation and higher-end SKUs are driving up average sales prices and productivity.
Significant market share gains in life sciences, with major wins from competitors and a growing customer base.
How does Agentforce refill rate impact ARR?
Sustaining sales productivity with increased capacity
Explain Salesforce's 'last mile' AI advantage
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Next Salesforce earnings date
Q4 202625 Feb, 2026
Next Salesforce earnings date
Q4 202625 Feb, 2026
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Frequently asked questions
One of the leaders in the CRM space
Salesforce is a leading customer relationship management (CRM) platform that offers a wide range of cloud-based software solutions to businesses of all sizes. Founded in 1999 and headquartered in San Francisco, Salesforce has become renowned for its customer-centric approach and innovative technology. The company's flagship product, Salesforce CRM, enables organizations to manage and streamline their sales, marketing, customer service, and other business processes on a single, integrated platform. Other notable providers of CRM-solutions include Oracle, HubSpot, and Pegasystems.
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Salesforce has expanded its offerings through acquisitions and internal development to include additional solutions such as marketing automation, e-commerce, analytics, and artificial intelligence. With a focus on cloud computing, flexibility, and scalability, Salesforce has established itself as a key player in the CRM market, helping businesses drive growth, improve customer relationships, and enhance overall operational efficiency.
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