5 Interesting Learnings from Salesforce at $45 Billion ARR: 14% cRPO Growth, 6% Organic Growth, and $2.53 of EPS From Its Anthropic Stake

Salesforce's Q2 FY27 earnings showed 14% cRPO growth and 11% revenue growth, but strip out Informatica acquisition and the organic business grew just 6.4%; the 103% EPS beat came almost entirely from $2.53/share in Anthropic investment gains and a $25B buyback, while core AI/Data revenue remains only 8.6% of the business with <5,000 production accounts penetrated.

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Topics: Enterprise Software

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