225 Enterprise SaaS Incumbent AI Rollouts = Salesforce Agentforce – 9/24 Note: Agentforce was announced on 9/12/24 but became generally available on 10/29/24. We assume zero users in the launch month. Source: Salesforce announcements (10/24, 12/24, 2/25) Salesforce Agentforce – 12/24-2/25, per Salesforce We ended this year with $900MM in Data Cloud and AI ARR. It grew 120% year over year. We've never seen products grow at these levels, especially Agentforce… …Just 90 days after it went live, we've already had 3,000 paying Agentforce customers who are experiencing unprecedented levels of productivity, efficiency, and cost savings… …Data Cloud is the fuel that powers Agentforce and our customers are investing in it. And Data Cloud surpassed 50 trillion, that's trillion with a T, records, doubling year over year as customers increase their consumption and investment in our data platform. - Salesforce Co-Founder & CEO Mark Benioff, 2/25 Paid Agentforce Deals Number of Paid Agentforce Deals Signed Horizontal Enterprise Platform = SaaS Incumbents Or Large Language Model Challengers? 1,000 3,000 0 1,500 3,000 12/24 2/25