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12h ago

Salesforce Targets Over $60 Billion Revenue by 2030, Shares Climb on AI Push

The outlook excludes the pending $8 billion Informatica acquisition.

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At Dreamforce 2025, Marc Benioff outlined Agentforce’s expansion beyond CRM into new enterprise territory.

Overview

  • Salesforce guided to more than $60 billion in revenue in 2030 and projected organic revenue growth above 10% for fiscal years 2026 through 2030.
  • Shares rose as much as about 5% in extended trading following the long-term targets after a year-to-date stock decline.
  • The company said the Informatica deal is expected to close in fiscal Q4 or early fiscal 2027, and executives expect it to be accretive within a year of completion.
  • Marc Benioff underscored Agentforce as the core cross-cloud platform and dismissed any spin-off, while confirming a push into IT service management to compete with ServiceNow.
  • Product updates at Dreamforce included Agentforce Voice for handling customer service calls and expanded access to Anthropic and OpenAI models, alongside reported traction of $1.2 billion in Q2 Data Cloud and AI ARR and over 12,500 Agentforce-related deals, about 6,000 paid.