Salesforce laid off more employees in a new round of cuts, and a California WARN notice filed this week listed 86 job cuts tied to the action.
The filing named roles in sales, general administration and technology and product, and it specified that workers assigned to the company’s Agentforce AI product, its Mulesoft integration tool and its Marketing Cloud software were among those affected.
The number in the notice — 86 roles — comes on top of a year that already saw significant job reductions at the company: Salesforce eliminated fewer than 1,000 positions in January, and an SEC filing showed it had more than 80,000 employees at the end of that month. The company’s stock has fallen by more than 30% so far this year.
The new cuts land against a curious backdrop. Last month Salesforce reported that Agentforce had crossed $1 billion in annualized revenue, a milestone the company highlighted as evidence of commercial traction for its AI agent product. At the same time, a November report said actual use of Agentforce had been relatively low and that its capabilities were not meeting the company’s earlier demonstrations.
Those two facts create the central friction: the company is trimming head count on teams building Agentforce even as it touts the product’s $1 billion run rate. The WARN notice shows the reductions touched product and technology roles directly tied to those offerings, suggesting the company is reshaping who builds and supports them as it pursues revenue goals.
Context matters. Salesforce has been operating under pressure that AI models, tools and agents could reshape demand for traditional software, including its core customer-relationship management business, and it has been advancing its own AI products in response. The cuts to teams working on Agentforce, Mulesoft and Marketing Cloud come as the company navigates that industry-wide reckoning.
Several details remain unresolved. The WARN notice gives the specific count for California, but the company did not disclose how many total employees were affected in the latest round or whether more layoffs are planned. That gap leaves open whether the 86 roles represent the full scope of this round or a portion of a broader, multi-state action.
The immediate consequence is clear: engineers, product staff and sales and administrative employees tied to high-profile products were among those let go. The consequential question now is not whether Salesforce can report headline revenue for a flagship AI product, but whether that revenue reflects sustainable customer adoption and how the company will staff and prioritize development going forward. Salesforce has not provided further detail on either point; the missing answers will determine whether the latest cuts are a tactical pruning or a sign of deeper strategic change.
