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The Logan Bartlett Show · 3 min · Aug 29, 2025
Salesforce's AI and data line passed $1 billion
Marc Benioff
Marc Benioff calls AI and data Salesforce's fastest-growing product line, above $1 billion and accelerating toward $2 billion.
In this episode
Full analysis- 2:19AI agents are filling Salesforce’s neglected sales pipeline3 min
- 12:56Benioff expects customer work to split evenly between agents and peoplePro pick 4 min
- 38:07Today’s LLMs are powerful but limited by finite data and algorithms3 min
- 19:35Customers are asking for enterprise-wide agent pricing3 min
- 25:44Salesforce is testing pre-sale engineering to win deployments3 min
- 17:10Salesforce's AI and data line passed $1 billion3 min
- 8:11Salesforce is entering ITSM with a Slack-first agent model4 min
- 5:14Enterprise agents still need specialized application interfaces3 min
“we're a billion dollars and we're fast tracking the two billion in revenue on that product”
Marc Benioffat 18:14 · The Logan Bartlett Show
Takeaways
- Benioff says AI and data is Salesforce's fastest-growing product line.
- The line is above $1 billion and moving toward $2 billion.
- He says unified customer data is necessary for AI accuracy.
About this segment
Marc Benioff calls AI and data Salesforce's fastest-growing product line, above $1 billion and accelerating toward $2 billion. He ties its growth to customers bringing their data together.
Marc Benioff is cofounder and CEO of Salesforce.
Founded Salesforce in 1999, pioneering cloud computing and building one of the world's leading enterprise software companies.
Logan Bartlett, Host · Software Investor, Redpoint Ventures
Backs enterprise software companies like Ramp, Cribl, Cyera and Legora.
From “Marc Benioff Predicts Half of Conversations Will be With AI Agents Next Year”, Aug 29, 2025. Watch the full episode
Thanks. We'll look at and fix what's off.
Transcript
From the transcript The Logan Bartlett Show publishes with the episode.
- 17:17
had down was 8,000 deals and generating over a hundred million in ARR for agent force I don't know if there's newer numbers out there if that's the latest well you'll you'll hear those when we do earnings next okay great okay so so earnings well wait and baited breath for that I assume they're higher than they were in the past what what was counterintuitive or as this has ramped up what's been unexpected in the response of actually seeing this out in the wild and in production well you can see that our AI and data product line is the fastest growing product line we've ever had it's you know the it's over a billion dollars now and all that is been a huge shock that we've been all the scale it is fast I mean we've seen the these great startup companies like Databricks and snowflake you know we've been investors in both of those companies we help bring
- 18:03
snowflake public or investors and Databricks as well and you know and then you know we look at other companies that are doing data foundations or data foundries and others it's like wow this is a big category these companies are all like three to four billion dollars in revenue and now all of a sudden well we're a billion dollars and we're fast tracking the two billion in revenue on that product so that's very exciting I think that that idea that the data foundation product line that data cloud the you could even say agent force at some level though I wouldn't put it at that stratification mule soft which also provides the integration capabilities as well as in Formatica which you know as we've announced we're going to acquire as part of our data foundation and getting all of that working to really get our customers to harmonize all their data because
- 18:55
if you don't have that data together you can't have the accuracy with the AI but this is really a huge category for customers and I think that this category will radically expand or it has been expanding will continue to expand for us and you guys not closed in Formatica yet these big regulators man it's uh it's crazy how long these deals take to close I guess you've never acquired a company for not at whatever your guys valuation is we've got quite a few acquisitions I think maybe more than 60 so I'll just tell you that you know we'll just let everyone work at their own pace yes yes I uh that's very diplomatic of you a lot of respect for everyone they're a lot of hard workers yes yes exactly I uh that's very diplomatic they talk about a place we could use of agents I guess um I guess one of the things we touched on last time that I'm very curious about