Salesforce raises annual forecast and expands Anthropic partnership with Claudeforce integration

Aug 26, 2026

Salesforce Inc. has raised its fiscal 2027 revenue forecast to between $46.1 billion and $46.4 billion and expanded its partnership with Anthropic PBC by launching "Claudeforce." The new plugin integrates Salesforce capabilities directly into Anthropic's Claude chatbot, allowing salespeople to access critical data and automate tasks. The announcements sent Salesforce shares up over 12% in extended trading, helping ease investor concerns about AI disruption that had previously dragged the stock down 22% in 2026.

Claudeforce integration launch

▪Claudeforce is currently available to a select group of pilot customers, with a preview capacity launch scheduled for September 2026 and additional pre-built skills arriving later in 2026
▪Salesforce Inc. and Anthropic PBC launched "Claudeforce," a plugin integrating Salesforce capabilities with Anthropic's Claude AI models to allow salespeople to access critical data directly from the chatbot
▪The Claudeforce plugin is launching with 37 pre-built sales skills that enable Claude users to compose emails, update records, and perform other relevant actions

Salesforce-Anthropic partnership expansion

▪Salesforce Inc. and Anthropic PBC expanded their strategic partnership, which was first established in June, and plan to introduce more integrations across Claude, Salesforce, and Slack
▪Anthropic PBC, which is backed by Salesforce Inc. as an investor, reached an annualized revenue run rate of $65 billion at the end of July 2026, representing a sevenfold increase from the prior year

Salesforce fiscal Q2 results

▪Salesforce Inc. reported revenue of $11.35 billion for the fiscal second quarter ended July 31, 2026, representing an 11% growth rate
▪Salesforce Inc. forecasts fiscal third-quarter sales of approximately $11.5 billion, with current remaining performance obligations expected to increase by about 14%
▪Salesforce Inc. recorded a $2.53-per-share adjusted gain from its strategic investments in the second quarter of fiscal 2027, helping double its adjusted earnings to $5.90 per share

Raised annual revenue guidance

▪Salesforce Inc. raised its annual adjusted earnings per share forecast to be between $16.67 and $16.71, up from its previous outlook of $14.06 to $14.12
▪Salesforce Inc. raised its fiscal 2027 annual revenue forecast to a range between $46.1 billion and $46.4 billion, up from its prior outlook of $45.9 billion to $46.2 billion

AI disruption concerns

▪Salesforce Inc. shares rose between 12% and 14% in extended trading on August 26, 2026, following the partnership expansion and the release of its fiscal second-quarter results
▪Salesforce Inc. shares had fallen approximately 22% in 2026 prior to the announcement, following a 20% drop in 2025, amid investor concerns that AI tools would disrupt software stocks

Enterprise data security permissions

▪Anthropic PBC CEO Dario Amodei stated that the two companies are building "Enterprise Frontier Safeguards" to ensure Salesforce customer data remains private
▪Anthropic PBC CEO Dario Amodei stated that Anthropic put significant effort into managing permissions for Claudeforce to ensure its AI models do not run out of control