Salesforce Surges 21% on Earnings Beat and Claudeforce Launch

NEW YORK

Salesforce Inc. (NYSE: CRM) shares jumped 20.88 percent to $248.55 on Thursday, the stock's second-best day on record, after the enterprise software giant posted a fiscal second-quarter beat and raised full-year guidance.

Revenue climbed 11 percent year-over-year to $11.35 billion, edging past the $11.32 billion consensus. Adjusted earnings per share hit $5.90, crushing the $3.27 consensus estimate.

A $2.6 billion gain on Salesforce's Anthropic stake accounted for much of the profit beat. The company raised fiscal 2027 full-year revenue guidance to $46.1 billion to $46.4 billion from $45.9 billion to $46.2 billion. Adjusted EPS guidance jumped to $16.67-$16.71 from $14.06-$14.12.

Chief Financial Officer Robin Washington attributed the improved outlook to strength in Agentforce, Data 360, and Slack, as well as a reduced share count.

The rally accelerated after Salesforce and Anthropic announced an expanded partnership centered on Claudeforce, a new offering that integrates Claude's AI directly into Salesforce's ecosystem. Sales staff can now pull Salesforce data and execute tasks within Claude's chatbot interface. The tool launches with 37 pre-built skills covering email generation, record updates, and other functions.

Claudeforce marks the first time Salesforce has licensed its "force" suffix to another company's product. Broader access is limited to pilot customers, with a wider preview expected next month.

Anthropicco-founder Dario Amodei said the company invested "a huge amount of effort" into managing data permissions for the integration, adding that the two firms are building "Enterprise Frontier Safeguards" to keep customer information private and prevent models from operating outside their intended scope.

The partnership directly challenges the "SaaSpocalypse" thesis that dominated sentiment earlier this year—the fear that AI agents would render traditional SaaS platforms obsolete. Salesforce's earnings and this direct Claude integration demonstrate that AI enhances rather than cannibalizes established software businesses.

NEW YORK

Revenue climbed 11 percent year-over-year to $11.35 billion, edging past the $11.32 billion consensus. Adjusted earnings per share hit $5.90, crushing the $3.27 consensus estimate.

Chief Financial Officer Robin Washington attributed the improved outlook to strength in Agentforce, Data 360, and Slack, as well as a reduced share count.

Claudeforce marks the first time Salesforce has licensed its "force" suffix to another company's product. Broader access is limited to pilot customers, with a wider preview expected next month.