# Salesforce Stock Surges 12% on AI Growth and Anthropic Investment

Anthropic investment and AI growth drive Salesforce stock up by 12%.

- **Source:** [US Top News and Analysis](https://brifing.si/source/635540e9-943e-450d-ae52-ae0bfe3b67eb)
- **Published:** 2026-08-26
- **Topic:** [Finance](https://brifing.si/c/finance)
- **Original article:** <https://www.cnbc.com/2026/08/26/salesforce-crm-q2-earnings-report-2027.html>
- **On Brifing:** https://brifing.si/s/604530c3-dac4-46a6-b2a3-a2a5d3abc2ed

## Salesforce Stock Performance

Salesforce shares surged 12% in extended trading on Wednesday. The company reported results and issued guidance that surpassed Wall Street projections. Revenue for the second quarter increased 11% year-over-year to $24.7 billion. Net income jumped from $1.89 billion to $3.53 billion.

## Anthropic Investment

Salesforce recognized a $2.6 billion gain on strategic investments from its stake in AI startup Anthropic. In May, Anthropic announced equity funding that valued the company at $965 billion. Salesforce's free cash flow also spiked 81% to $1.10 billion.

## Third Quarter Forecasts

Salesforce expects adjusted earnings per share of $3.42 to $3.44 for the third quarter. Revenue is projected to be between $11.42 billion and $11.50 billion. Analysts had anticipated adjusted earnings per share of $3.38 on $11.41 billion in revenue.

## Annual Revenue Expectations

Salesforce revised its full-year revenue guidance to $46.1 billion to $46.4 billion, implying 11% growth at the midpoint. In May, the guidance called for revenue of $45.9 billion to $46.2 billion.

## Anthropic Integration

Salesforce announced a plugin for Anthropic's Claude, which can compose emails, provide information, and update records for sales teams. This integration supports Salesforce's growth in AI-driven products.

## Major Contracts and Acquisitions

Salesforce secured a $1.6 billion contract from the U.S. Department of Veterans Affairs. Additionally, the company revealed plans to acquire customer service startup Fin for $3.6 billion, with the deal expected to close in the third quarter.

## Agentforce AI Products

Annualized revenue from Salesforce's Agentforce AI products exceeded $1.5 billion, marking a 240% year-over-year increase. The growth rate was over 200% in the previous quarter. However, the company faced challenges in selling licenses for integration and analytics software.

## Future Expectations

Salesforce reported $33.5 billion in current remaining performance obligation, a measure of revenue expected to be recognized within the next year. Analysts had expected $33.22 billion. CEO Marc Benioff stated that AI models do not pose a threat to software companies.

## Sources covering this story

- https://www.cnbc.com/2026/08/26/salesforce-crm-q2-earnings-report-2027.html — 

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_Summary written by Brifing from the original reporting. Copyright in the original article belongs to its publisher; read the full piece at the link above._
