Salesforce Steps Up AI Commercialization With Partner Expansion, Pricing Framework and Enterprise Deals

Analysts mostly back the strategy, with targets diverging as investors gauge how quickly AI demand converts to revenue.

Overview

Salesforce announced its largest Agentforce partner expansion, enabling ISVs to embed full Agentforce 360 capabilities and adopt usage-based billing and Flex Credits.
DeVry University deployed Agentforce 360 and Data 360 across student services for more than 32,000 learners, signaling scaled, real-world adoption.
Cantor Fitzgerald says Salesforce has formalized pricing into seat-based SKUs, pay-as-you-go or pre-commit models, and newer options such as Flex Credits and AELAs.
Cantor reports 16 Agentic Enterprise License Agreements in production averaging over $1 million in incremental ARR each, with 10–20 new opportunities added weekly.
Salesforce’s fiscal Q3 revenue rose 9% to $10.3 billion as Agentforce and Data Cloud ARR grew about 114%, while roughly 80% of analysts are bullish with a $327.50 median target and price views spanning $250 to $392.