Enterprise Software

Salesforce

High92% confidenceProfile verified Jul 28, 2026

Salesforce is the world's leading customer relationship management (CRM) platform, expanding into autonomous AI business agents through its Agentforce platform. Salesforce delivered $41.5 billion in total fiscal 2026 revenue (up 10% year-over-year) with remaining performance obligation reaching $72.4 billion, while Agentforce annual recurring revenue hit $800 million (up 169% year-over-year, 29,000 closed deals); combined Agentforce and Data 360 ARR surpassed $2.9 billion as the platform processed nearly 20 trillion tokens.

Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Earnings-call mentions

Mentioned by DocuSign

Docusign integrates with core applications like Coupa, Microsoft Copilot, Salesforce, SAP, and Slack so agreement workflows happen seamlessly across systems teams use every day, from triggering actions to surfacing completed agreements and the insights they contain.

SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026

Mentioned by UiPath

UiPath launched UiPath CX Companion and UiPath Maestro Connector on AgentExchange, Salesforce s marketplace for the agentic era that brings together the rich ecosystem of AppExchange, Slack, and Agentforce into one experience.

SEC 8-K exhibit (0001734722-26-000037) · May 28, 2026

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

3 sources · 1 government/SEC filing · 88% avg. source confidence

Insider Filing Activity

20Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

Correlated Activity

Both Salesforce and ServiceNow which it depends on — are showing accelerating Activity at the same time (1 recorded change for ServiceNow in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Salesforce and Marc Benioff which depends on it — are showing accelerating Activity at the same time (1 recorded change for Marc Benioff in the last 90 days).

Timing correlation only — not evidence of a causal link

Dependency Map

What Salesforce depends on below, and who depends on Salesforce above — click any node to make it the new center, 5 levels deep.

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

The Story So Far (last 6 months)

Feb 2026: Salesforce posts $41.5B FY2026 revenue as Agentforce accounts with production usage grow…Mar 2026: Salesforce Agentforce ARR reaches $800M, up 169% YoY, in fiscal 2026Mar 2026: Salesforce, Inc. FY2026 Annual Report (Form 10-K), filed with the SECMay 2026: Reportedly in advanced talks to acquire Informatica (unconfirmed)Jul 2026: Agentforce ARR reaches $1.2B in Q1 FY27, agrees to acquire Fin

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

Reportedly in advanced talks to acquire Informatica

40% confidence

Salesforce is reportedly in advanced discussions to acquire Informatica, a provider of enterprise cloud data management and integration software.

Reported by financial press citing sourcing on the discussions; neither Salesforce nor Informatica has officially confirmed the talks.

Nasdaq (wire report) · May 1, 2026

Salesforce's Timeline

A sourced, dated history of Salesforce's key moments — founding to present.

  1. Jan 1999 · Founded

    Salesforce was founded as the pioneer of cloud-based CRM software, later expanding into autonomous AI agents via Agentforce.

  2. Jan 2026 · Agentforce ARR hits $800M

    Salesforce's Agentforce annual recurring revenue hit $800 million in fiscal 2026, up 169% year-over-year, across 29,000 closed deals.

  3. Jul 2026 · Agentforce ARR reaches $1.2B in Q1 FY27, agrees to acquire Fin

    Agentforce ARR hit $1.2 billion in Q1 FY27 (up 205% year-over-year), with combined Agentforce plus Data 360 ARR reaching roughly $3.4 billion (up over 200% year-over-year); Salesforce stock surged 5.2% on July 13, 2026 on accelerating monetization, and the company agreed to acquire AI customer service platform Fin (formerly Intercom) for about $3.6 billion to fold into Agentforce.