Salesforce Details AI Integration and Revenue Growth at Morgan Stanley Conference

Salesforce (CRM) participated in Morgan Stanley’s annual technology conference on March 11, 2026, providing investors with an update on its artificial intelligence strategy and financial performance. The company highlighted the rollout of Einstein GPT across its CRM suite, with 62% of enterprise customers adopting the AI layer in Q4. This marks a 28% increase in adoption since the prior quarter, underscoring momentum in AI-driven customer engagement tools. The presentation included financial highlights from the fourth quarter, with total revenue reaching $8.4 billion, a 14% increase compared to the same period in 2025. Subscription revenue accounted for $7.6 billion, representing 90% of total revenue, reflecting continued strength in its cloud-based model. Adjusted non-GAAP earnings per share for the quarter were $1.34, slightly above the company’s internal forecast. Looking ahead, Salesforce reiterated its full-year 2026 guidance, projecting adjusted EPS between $5.25 and $5.35, with revenue expected to grow 12% to 14% year-over-year. The company also announced a $1.5 billion share repurchase authorization, effective in Q2 2026, signaling confidence in its long-term cash flow generation. Market reaction was muted, with CRM stock rising 0.7% in after-hours trading. Analysts noted that while the update lacked major surprises, the consistent execution on AI integration and revenue targets supports a neutral-to-positive outlook. Competitors such as Meta (META) and NVIDIA (NVDA), which also presented at the same event, saw stronger investor interest due to broader AI infrastructure themes.