Salesforce announced a new long-term revenue target of $60B+ by fiscal 2030, excluding Informatica, which the company said implies a 10%+ organic compounded annual growth rate from FY26 to FY30.

8-KRegulation FD DisclosureFiled Oct 16, 2025Period of report Oct 15, 2025Summary published (UTC) Oct 12, 2026

Key points

AI summary

Salesforce announced a new long-term revenue target of $60B+ by fiscal 2030, excluding Informatica, which the company said implies a 10%+ organic compounded annual growth rate from FY26 to FY30.
The company announced a new long-term Profitable Growth Framework, 50 by FY30, through which the sum of subscription and support constant currency growth rate and non-GAAP operating margin will total 50 by the end of FY30.
Salesforce disclosed for the first time that its Data and AI offering reached $1.2 billion in Q2, growing 120% year-over-year, and that its total agentic AI annual recurring revenue combined with Agentforce was approximately $440 million in Q2.
The company said more than 12,000 customers are adopting Agentforce. Its Chief Financial and Operating Officer explained that Salesforce has spent over $10 billion on focused, organic research and development since the start of FY24.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

FY30 Revenue Target of $60B+ (Excluding Informatica)

Salesforce announced a new long-term revenue target of $60B+ by fiscal 2030, excluding Informatica, which the company said implies a 10%+ organic compounded annual growth rate from FY26 to FY30.

Source · Based on the filing body and exhibits

Profitable Growth Framework, 50 by FY30

The company announced a new long-term Profitable Growth Framework, 50 by FY30, through which the sum of subscription and support constant currency growth rate and non-GAAP operating margin will total 50 by the end of FY30.

Source · Based on the filing body and exhibits

Data and AI and Agentic AI ARR

Salesforce disclosed for the first time that its Data and AI offering reached $1.2 billion in Q2, growing 120% year-over-year, and that its total agentic AI annual recurring revenue combined with Agentforce was approximately $440 million in Q2.

Source · Based on the filing body and exhibits

Agentforce Customer Adoption and R&D Spending

The company said more than 12,000 customers are adopting Agentforce. Its Chief Financial and Operating Officer explained that Salesforce has spent over $10 billion on focused, organic research and development since the start of FY24.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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