In today's Cloud Wars Minute, I analyze how Marc Benioff is using Agentforce to drive larger deals, stronger customer spending, and new AI metrics.

Highlights

00:02 — We see Salesforce is off to a good start here in its fiscal '27. For Q1 ended, let's see, April 30, it reported that overall revenue was up by 13% to $11.1 billion. I want to look into some of the big numbers within the Q1 presentation, and also the earnings call. It, I think, revealed just how heavily AI, and in particular Agentforce, have become the growth engines here inside Salesforce.

00:31 — Salesforce, after wandering for a few years trying to get its margins right to please institutional investors, is now riding the AI Revolution. So, I've got 10 numbers that I pulled out from that presentation and the earnings call. Agentforce was involved in, and Benioff said drove, almost half of the company's 100 largest Q1 deals. It had 98 that were $1 million or more.

01:15 — Agentforce was in about half of those. The most active AI users that Salesforce has, the ones doing what it calls agentic work units, detailing specific tasks that agents have completed, it said the most active AI users now have increased their spending with Salesforce by 1.5x from the previous year. So clearly customers are seeing the value in this now.

01:46 — Benioff said that over the years Salesforce has generated many, many millions of leads, more than its human salespeople could follow up on over that time. It put Agentforce on it, and autonomously it contacted 220,000 of these customers interested in Salesforce but who never got a call back, generating $42 million in pipeline from that.

02:45 — One other interesting point I'll note here is that Salesforce began to list Now tokens processed in the quarter, and it said it was 28.3 trillion tokens processed in Q1 through Salesforce as agents and applications. Now that's a number that it says it's going to be revealing every quarter here, and I think it's a great idea. It carries some risks.

03:13 — It's a great idea because it shows not just what people are spending on AI, but the work that is getting done in what they call these AWUs, or Agentic Work Units. Salesforce said that relative to Q1, the average work units undertaken by Salesforce customers was up 152%. That's sequential, quarter-to-quarter.

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