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VEN-2026-006VendorHolding

Salesforce closed 29,000 Agentforce deals in Q4 FY2026 (up 50% quarter-over-quarter), with Agentforce ARR reaching $800M and 48% quarter-over-quarter growth. CEO Benioff raised FY26 revenue guidance to $41.45-$41.55 billion.

Source
Salesforce · archived
Vendor published
Logged
Cadence
30 days
Next review
2026-06-29
Why this was logged

Salesforce Q4 FY26 earnings made Agentforce the most-cited vendor agent-adoption datapoint of Q1 2026. 29k deals + $800M ARR sets the benchmark against which OpenAI/Anthropic enterprise numbers get compared.

Three claims: deal count (29k), ARR ($800M), growth rate (48% QoQ). Each is quantitative and testable against the next earnings call. 30-day cadence because these numbers move fast.

Review history

  1. HoldingPeter-led deep reviewRead memo →
  2. HoldingPeter-led deep reviewRead memo →

Change history

Every change to this record is logged publicly. Nothing is silently updated.

  1. fieldstatus
    oldpending-reviewnewholding
    First scheduled review (cadence 30d); all three sub-claims re-verified against Salesforce IR Q4 FY26 release and corporate press release. Memo at review-2026-04-24.
  2. fieldreview_history
    old[]new[{date: 2026-04-24, verdict: holding, oversight: peter-led-deep-review, memo_slug: review-2026-04-24}]
    Logged first review entry for this claim. See memo at content/claims/VEN-2026-006/review-2026-04-24.mdx for full evidence chain.
  3. fieldreview_history
    old[1 entry: 2026-04-24 holding]new[2 entries: + 2026-05-30 holding]
    Second scheduled review (cadence 30d). All three Q4 FY26 sub-claims reconfirmed unrestated; Q1 FY27 (27 May 2026) reported Agentforce ARR $1.2B (+205% YoY), accelerating from the $800M base — logged as reinforcing context. Verdict Holding: claim is a point-in-time Q4 FY26 fact, accurate and unchanged. Memo at content/claims/VEN-2026-006/review-2026-05-30.mdx.

This record tracks what the source stated, with evidence for the current verdict. Verdicts describe what the evidence shows, not vendor intent. See methodology for the full counter-evidence + review discipline.

Vigil · 35 reviewed