CRM · 10-Q · 2026Q3 · Full report

Market Demand Trends

Salesforce, Inc. · 2026-08-27 · Importance 47 · Surprise 22

Subscription and support revenue growth was primarily volume-driven, reflecting new customers, upgrades, and additional subscriptions from existing customers. Pricing was not a significant driver of revenue growth in either the three- or six-month periods. Total revenue increased 12 percent year-over-year to $22.5 billion for the first six months of fiscal 2027, and total remaining performance obligation increased 11 percent year-over-year to approximately $66.3 billion. Salesforce attributed growth to continued execution of its business strategy, broader geographic reach, and expanded go-to-market capabilities.

Key facts

• The increase in subscription and support revenues for the three and six months ended July 31, 2026 was primarily caused by volume-driven increases from new business, which includes new customers, upgrades, and additional subscriptions from existing customers; pricing was not a significant driver. source
• There is a disproportionate weighting toward annual billings in the fourth quarter; our fourth quarter has historically been our strongest quarter for new business and renewals. source
• Salesforce, Inc. has published an annual Stakeholder Impact Report for over ten years. source
• Salesforce, Inc.'s disclosures in sustainability, impact and equality areas are informed by topics identified through relevancy assessments and third-party ESG reporting organizations, frameworks and standards. source
• Salesforce, Inc. provided the URL https://salesforce.com/stakeholder-impact-report for stakeholders to view its Stakeholder Impact Report. source
• Salesforce, Inc. stated that website references throughout this document are provided for convenience only and that the content on the referenced websites is not incorporated by reference into this report. source