Overview

• Salesforce pledged $15 billion over five years to strengthen San Francisco as an AI hub through workforce initiatives, campus investments and local support announced during Dreamforce.
• The company projected revenue topping $60 billion in 2030, excluding the pending Informatica deal, lifting shares roughly 4%–6% in late and premarket trading even as the stock remains down about 29%–30% this year.
• Executives detailed a share repurchase plan of about $7 billion to be completed over the next six months.
• Agentforce 360 is now available globally and Agentforce Voice adds AI phone support, with expanded access to advanced models through larger partnerships with OpenAI and Anthropic and deployments cited at FedEx, Pandora, PepsiCo and Williams-Sonoma.
• Marc Benioff said many customers are still reworking architectures to adopt AI, noted support roles fell from about 9,000 to 5,000 due to automation, and pointed to the roughly $8 billion Informatica acquisition to bolster data governance as experts warn of a possible AI investment bubble.