CLAIM #17384 · Salesforce.com Inc (CRM) · 2026Q2 earnings call · Sep 3, 2025 · due Jan 31, 2026
“I see the pipeline into H2. Pipeline is growing in the high teens. And for big deals, it's actually approaching 20% growth”
Miguel Milano · President and Chief Revenue Officer
Where this number comes from
Verbatim from a later earnings call (Dec 3, 2025).
Why this grade
Management moved the pipeline growth characterization from high-teens/approaching-20% to a more general 'double digit' growth description before the commitment came due, which is a lower and less specific bar than previously communicated.
How to check this claim
Look at: Total pipeline growth rate (year-over-year) and big-deal pipeline growth rate, as disclosed in management commentary
It came true if: Management-reported total pipeline growth in high-teens percent (17-19%) and big-deal pipeline growth approaching 20% (18-20%)
Where: Management commentary on Q3/Q4 FY earnings calls (CRM)
In context
“need a trusted partner where they bring the data they bring the AI, embedding the applications, and they're buying faster than anything we've seen. We also made some organizational changes. We brought the old Salesforce model back We brought people to hubs. We hire faster. We enable faster. The second reason that it's growing a lot is because AI is creating more small, medium companies. So that opportunity is huge, that's why we're investing significantly We're investing significantly more in the mid and low end of the market that we're investing in the high end of the market. We're also growing double digit in capacity in the high end of the market. But by the way, there are many other areas where we are investing and that we are seeing are having already impact in accelerating bookings I see the pipeline into H2. Pipeline is growing in the high teens. And for big deals, it's actually approaching 20% growth That's a really good sign. We haven't seen that kind of pipeline in a long time. The agentic enterprise is really the next incredible investment cycle, and I think we are we dis we've discussed here, we have the right sovereign infrastructure to monetize this massive opportunity. Our innovation keeps giving us. So thank you, Srini. Thank you, Steve. I mean, this is an embarrassment of riches. When you look at the products that we're gonna release in Q3, Agent Force, Voice, Tableau Next, Marketing Cloud Next just released recently. We just, we just certified AgentForce and Data Cloud for government. That's gonna be a monster opportunity for us Life Science Cloud, we are killing Viva in many other, in the turf. ITSM, Mark alluded to it, Mule Agent Fabric, Partner Cloud, all that is more mor”
Verify independently
SEC filings for CRM ↗ · Claim quote is verbatim from the 2026Q2 earnings call.