GoKawiilSalesforce Q2 profit surges on Anthropic stake gain, beats revenue forecast
Salesforce's fiscal second-quarter results topped Wall Street estimates, with revenue up 11% to $11.35 billion and net income jumping 87% to $3.53 billion, partly fueled by a $2.6 billion gain on its investment in Anthropic. The company also raised its full-year revenue outlook to $46.1-$46.4 billion and unveiled Claudeforce, a Claude-powered plugin that automates sales tasks like email drafting and record updates.
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The results show how paper gains from AI startup investments are increasingly boosting the bottom lines of major tech companies, following similar disclosures from Microsoft and Alphabet. Salesforce's push into agentic AI tools like Claudeforce also signals intensifying competition to embed generative AI directly into enterprise workflows.
- Salesforce shares jumped as much as 14% after strong earnings and guidance.
- A $2.6 billion Anthropic investment gain significantly boosted net income.
- Salesforce launched Claudeforce, integrating Anthropic's Claude into its sales tools.
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Published there as: “Salesforce stock jumps 14% on AI growth and Anthropic investment gain”
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