A TD Cowen survey of Salesforce implementation partners in the US, Europe and Asia found that none of them yet see Agentforce, the company's platform for building customer-facing AI agents, driving bookings, two years after launch. A third reported strong customer interest and early trials, while most said initiatives need more time to mature. Salesforce itself says Agentforce annual recurring revenue now exceeds $1 billion, and did not comment on the report.
What changed
Salesforce has presented Agentforce as a fast-growing driver of demand since its 2024 launch.
- 11% saw little immediate interest
- 56% expect interest, needs time
- 33% report strong interest
- Agentforce ARR above $1 billion
Sources