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Salesforce lifts outlook, deepens Anthropic AI tie

NEWS

August 26, 2026 at 22:21 UTC

2 min read
Enterprise cloud software dashboard on laptop illustrating upbeat AI integration news for CRM and AI stocks

Key Points

  • 01Salesforce (CRM) posts 11% year-over-year Q2 revenue growth
  • 02Company raises fiscal 2027 revenue and EPS forecasts
  • 03Expanded partnership brings Anthropic’s Claude into Claudeforce
  • 04Shares climb about 12% in extended trading after updates

Stronger results and upgraded long-term outlook

Salesforce (CRM) reported revenue of $11.35 billion for the second quarter ended July 31, an 11% increase from the same period a year earlier. The performance highlights continued demand for the company’s software and services across its enterprise customer base.

Alongside the quarterly results, Salesforce (CRM) raised its fiscal 2027 revenue forecast to a range of $46.1 billion to $46.4 billion. This represented an increase from its prior outlook of $45.9 billion to $46.2 billion, signaling greater confidence in its growth trajectory over the next several years.

The company also lifted its annual adjusted earnings-per-share guidance to a range of $16.67 to $16.71, up from a previous outlook of $14.06 to $14.12. The new EPS target reflects expectations for improved profitability as revenue expands and efficiency initiatives take effect.

Expanded AI partnership with Anthropic

In conjunction with the guidance raise, Salesforce announced an expanded partnership with Anthropic PBC, a developer of large language models. The collaboration is designed to deepen the integration of Anthropic’s Claude AI models within Salesforce’s enterprise platform.

As part of the expanded relationship, the companies unveiled a branded integration called Claudeforce. Claudeforce will integrate Claude models with Salesforce data and tools to support AI agents across workplace applications, positioning AI capabilities more centrally within Salesforce’s product suite.

The focus on AI agents reflects Salesforce’s effort to embed generative AI into core workflows such as customer service, sales, and productivity. By aligning more closely with Anthropic, Salesforce aims to enhance the range and sophistication of AI-powered features available to customers.

Market reaction to results and AI strategy

The combination of stronger long-term guidance and the expanded AI partnership drew a positive response from investors. Following the announcements, Salesforce shares rose about 12% in extended trading.

The market move underscored investor attention to both Salesforce’s financial outlook and its positioning in enterprise AI. The higher revenue and earnings forecasts, together with the Claudeforce integration, highlighted management’s expectations that AI initiatives will contribute meaningfully to future performance.

Key Takeaways

  • 01Salesforce’s upgraded fiscal 2027 revenue and EPS guidance indicates increased confidence in long-term growth and margin expansion.
  • 02The expanded Anthropic partnership and launch of Claudeforce place AI agents and Claude models at the center of Salesforce’s product roadmap.
  • 03Investor reaction, with shares up about 12% after the news, shows that financial upgrades tied to concrete AI product moves are a key focus for the market.

References

  1. https://lufkindailynews.com/news_reuters/business/salesforce-raises-annual-revenue-forecasts-on-ai-product-momentum/article_ffd5766c-e541-508c-b579-bd13fae1b4c6.html
  2. https://www.theglobeandmail.com/business/article-salesforce-lifts-revenue-outlook-on-growing-demand-for-ai-tools/
  3. https://theglobeandmail.com/business/article-salesforce-lifts-revenue-outlook-on-growing-demand-for-ai-tools
  4. https://www.bloomberg.com/news/articles/2026-08-26/salesforce-projects-strong-growth-in-sales-and-bookings
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