While everyone talks about an AI bubble, Salesforce quietly added 6,000 enterprise customers in 3 months

While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% increase that executives say demonstrates a widening gap between speculative AI hype and deployed enterprise solutions generating measurable returns.

Agentforce, the company's autonomous AI agent platform, now serves 18,500 enterprise customers, up from 12,500 the prior quarter. Those customers collectively run more than three billion automated workflows monthly and have pushed Salesforce's agentic product revenue past $540 million in annual recurring revenue, according to figures the company shared with VentureBeat. The platform has processed over three trillion tokens — the fundamental units that large language models use to understand and generate text — positioning Salesforce as one of the largest consumers of AI compute in the enterprise software market.

"This has been a year of momentum," Madhav Thattai, Salesforce ...