Salesforce Inc. (NYSE: CRM), the leading customer relationship management platform emphasizing artificial intelligence (AI) integration, reported its first-quarter fiscal 2026 results on May 28, 2025. The company continues to show strong performance, indicating a stable condition following an 8% revenue increase year-over-year to $9.83 billion.

Subscriptions and support revenues grew to $9.3 billion, marking a 9% rise in constant currency. Current remaining performance obligation (cRPO) reached $29.6 billion, a 12% increase year-over-year and 11% in constant currency. Non-GAAP operating margin stood at 32.3%, with a GAAP operating margin of 19.8%. Operating cash flow grew to $6.5 billion, also a 4% increase on a year-over-year basis.

Salesforce is raising its full-year revenue guidance for fiscal 2026 by $400 million to a new range of $41 billion to $41.3 billion, signaling robust confidence in demand amid currency tailwinds. The company expects that subscription and support revenue will also reflect approximately 9% growth year-over-year in constant currency.

The company also reported strong bookings growth particularly in the small and mid-market business segments, indicating strong double-digit growth in these areas. Salesforce’s innovative data cloud solutions and the newly launched Agentforce, a digital labor solution, are contributing to its positive performance. In its most recent quarter, Data Cloud surpassed 22 trillion records and experienced 175% year-over-year growth.

Salesforce’s strategic acquisition of Informatica for approximately $8 billion is expected to enhance its data management capabilities and ensure data quality across its AI and cloud solutions. This acquisition aligns with the company’s goal of maintaining a strong foundation for its AI-driven growth trajectory.

In terms of cash returns, Salesforce returned more than $3 billion to shareholders in the first quarter, including share repurchases totaling $2.7 billion and dividend payments of $402 million. The company maintains a robust balance sheet with significant cash reserves and plans to finance the Informatica acquisition through cash and debt without impacting its share buyback program.

Looking forward, the company has set revenue guidance for the second quarter of fiscal 2026 at a range of $10.11 billion to $10.16 billion, which represents an 8% to 9% growth year-over-year. With these results, Salesforce is positioned to continue capitalizing on its market-leading AI and data management solutions while supporting further operational optimizations across its service offerings.