CRM · 10-Q · 2026Q3 · Full report

AI Cloud Capacity Investment

Salesforce, Inc. · 2026-08-27 · Importance 27 · Surprise 32

Salesforce is increasing investment in enterprise cloud computing services to scale capacity with customer growth and evolve its security measures. Cost of subscription and support revenue rose partly because of higher hosting-services spending and generative AI technology costs. The company expects additional resources to be directed toward AI, agentic, and cloud services. Salesforce indicated that it may adjust or slow infrastructure-provider investment depending on its strategy and capacity requirements.

Key facts

• We intend to continue to invest additional resources in our AI, agentic and cloud services to allow us to scale with our customers and continue to evolve our security measures. source
• Cost of revenues increased in absolute dollars, and by one percent as a percentage of total revenues, for the three and six months ended July 31, 2026 compared to the same period a year ago, primarily as a result of an increase in service delivery expenses, including spend on hosting services and generative AI technologies, as well as amortization of intangible assets acquired through business combinations. source
• Data 360, Headless Platform, and Other subscription and support revenue for the six months ended July 31, 2026 was $7,299 million. source
• Data 360, Headless Platform, and Other subscription and support revenue for the three months ended July 31, 2026 was $3,618 million. source
• Data 360, Headless Platform, and Other is comprised of Data 360, Data 360 and Platform Flex Credits, Headless Platform, Informatica, Agentforce Mulesoft, Agentforce Tableau and Other. source