AI vendors and platforms · computed from bank profiles; nothing on this page is written by a model. All ranked answers: /banks/leaders
On the public record as of Oct 28, 2026, 12 of the 141 large banks profiled have a dated, sourced profile entry naming Salesforce (a use case, a timeline move, a platform note or a vendor-page customer record). Ranked by entries naming Salesforce, the top 5 are Fulton (5 entries), BofA (3 entries), First Horizon (3 entries), Banc of California (3 entries) and Arvest (3 entries). Fulton's strongest evidence: Salesforce Agentforce agents for employees (use case, in production, Sep 24, 2026).
141 banks profiled (120 US, 21 non-US) · 12 with matching evidence · ranked answer, not a comparison
Which of the large banks use Salesforce?
| # | Bank | Entries naming Salesforce | Strongest entry | Status | Date | On this site | Sources |
|---|---|---|---|---|---|---|---|
| 1 | Fulton | 5 | Salesforce Agentforce agents for employees (use case, in production, Sep 24, 2026) | In production | Sep 24, 2026 | Fulton profile → | Salesforce ↗ |
| 2 | BofA | 3 | AI-Powered Meeting Journey — Meeting preparation, consented AI note-taking and follow-up tasks for Merrill and Private Bank advisers, built on… (use case, in production, Mar 27, 2026) | In production | Mar 27, 2026 | BofA profile → | Bank of America (PR Newswire) ↗ · Banking Dive ↗ |
| 3 | First Horizon | 3 | Salesforce agentic next-best-action marketing (use case, in production, Mar 3, 2026) | In production | Mar 3, 2026 | First Horizon profile → | Investing.com ↗ · Investing.com ↗ |
| 4 | Banc of California | 3 | Workflow and data modernisation under the AI tools — Wolff named Salesforce and ServiceNow among workflow platforms, a data project for employee self-service reporting and… (use case, rolling out, Jan 22, 2026) | Rolling out | Jan 22, 2026 | Banc of California profile → | Yahoo Finance (Motley Fool transcript) ↗ |
| 5 | Arvest | 3 | me@Arvest reskilling programme — Job-based learning journeys in cloud and data for technologists, expanding to every associate by 2026, with Coursera… (use case, rolling out, Oct 2, 2024) | Rolling out | Oct 2, 2024 | Arvest profile → | Arvest Bank ↗ · CIO Dive ↗ |
| 6 | OceanFirst | 2 | Five9 Agent Assist and AI call summaries — Calls are transcribed in real time with recommended actions, and AI summaries are stored in customer records in… (use case, in production, Mar 26, 2026) | In production | Mar 26, 2026 | OceanFirst profile → | OceanFirst Bank (BizTech Magazine reprint) ↗ |
| 7 | ServisFirst Bank | 2 | Covecta — Agentic-AI vendor (Salesforce Ventures-backed) (section, Sep 15, 2026) | Platform | Sep 15, 2026 | ServisFirst Bank profile → | ServisFirst Bank ↗ · FinTech Futures ↗ |
| 8 | Eastern Bank | 2 | Proxy: AI embedded in key systems, broad employee usage — The 2026 DEF 14A lists among 2025 achievements 'Embedded AI into key systems and processes and enabled broad employee… (move, Mar 26, 2026) | Mentioned | Mar 26, 2026 | Eastern Bank profile → | Eastern Bankshares (SEC filings) ↗ |
| 9 | First United Bank | 2 | Officer roster names a director of AI program strategy and execution — Alongside an analytics team (director, data scientist, data engineer) and a data-engineering and Salesforce platform… (move, Mar 20, 2026) | Mentioned | Mar 20, 2026 | First United Bank profile → | First United Bank ↗ |
| 10 | Atlantic Union | 2 | Investor-day deck names the technology vendor stack — Lists Socure, Salesforce, nCino, Blend, Q2 and MuleSoft, plans an AI-enhanced chatbot and AI call-centre quality… (move, Dec 10, 2025) | Mentioned | Dec 10, 2025 | Atlantic Union profile → | Atlantic Union Bankshares (SEC filings) ↗ |
| 11 | Busey Bank | 1 | Agent Assist and Manager AI tools — Glia names Agent Assist (documents surfaced to advisors in real time), more Agent AI and Manager AI tools and a… (use case, announced, Sep 24, 2026) | Announced | Sep 24, 2026 | Busey Bank profile → | Glia (case study) ↗ · Glia (Business Wire) ↗ |
| 12 | Huntington | 1 | Salesforce (section, Sep 11, 2025) | Mentioned | Sep 11, 2025 | Huntington profile → | American Banker ↗ |
Each row quotes one record from bank profiles; the “On this site” link opens the bank's own page or sub-page with every source. Banks absent from the table have nothing matching on the record this site holds.
How is this ranked?
Data: the 141 bank profiles on this site (lib/banks), every entry dated and sourced.
Rule: A bank is listed when at least one use case, timeline move, platform note, section row, number, quote or leader entry on its profile matches the pattern Salesforce|Agentforce|Einstein. Score = number of matching entries. Order: entries, then banks with a matching use case in production, then the newest entry. An entry that only restricts or blocks the vendor's tool is kept, marked "Restricted" and sorted last.
Counts: 12 of 141 profiled banks qualify; 17 distinct sources cited in the table. Data checked 2026-10-28; ranking template updated 2026-10-30.
What are the caveats?
Naming Salesforce on the public record is evidence of a relationship, a pilot or a policy, not of contract size or exclusivity; many banks use several providers and do not name them all.
Banks absent from the table have nothing matching on the record this site holds, which is not evidence that they do nothing. Each row links the bank's own page, where every entry carries its sources.
Which bank ranks first?
Fulton Financial Corporation leads with 5 entries: Salesforce Agentforce agents for employees (use case, in production, Sep 24, 2026). BofA is second with 3.
How many large banks name Salesforce in sourced AI records?
12 of the 141 profiled banks (120 US, 21 non-US groups). Among those listed, 12 are US banks and 0 non-US groups.
What counts, and what does not?
A bank is listed when at least one use case, timeline move, platform note, section row, number, quote or leader entry on its profile matches the pattern Salesforce|Agentforce|Einstein. Score = number of matching entries. Order: entries, then banks with a matching use case in production, then the newest entry. An entry that only restricts or blocks the vendor's tool is kept, marked "Restricted" and sorted last. Source: the 141 bank profiles on this site (lib/banks), every entry dated and sourced.
Is this a measure of capability?
No. Every row is a sourced fact on the public record: what the bank, a regulator, a filing or an independent outlet has put on the record. The page does not rate how well anything works.
When was this checked, and how often does it update?
The data behind the table was last checked on 2026-10-28 (bank profiles). The page recomputes whenever that dataset changes and is republished with the site; it is never edited by hand.
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