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Can Salesforce’s AI Push Really Deliver $60bn Growth by 2030?

Graham Turner

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Salesforce AI growth
The company is betting big on its AI-powered Agentforce platform as investors demand clearer returns amid sluggish corporate spending.

Salesforce has projected that its annual revenue will surpass $60 billion by the fiscal year ending in January 2030, marking an acceleration to double-digit growth that could ease investor concerns following some choppy waters amid sluggish corporate spending and uncertain macroeconomic factors not really helping anyone.

Interestingly, the figure excludes any contribution from Salesforce’s planned acquisition of Informatica, which is expected to be completed by the first half of 2026.

The company said it expects fiscal 2026 revenue of $41.3 billion. Its shares rose 3.5% to $244.83 following the announcement, though the stock remains down around 28.5% so far in 2025 (at time of writing).

Salesforce’s major growth bet is Agentforce – an AI-powered platform that enables businesses to automate tasks such as customer service and early-stage sales. Around 12,000 customers are currently using the tool, and Salesforce said deploying it internally has saved the company roughly $100 million a year. Agentforce 360, the latest version, will be rolled out globally across Salesforce’s suite of cloud-based tools.

The company’s $60 billion forecast came during its annual Dreamforce conference, where it emphasised the accelerating integration of AI across its cloud services. Analysts, on average, expect Salesforce to report annual revenue of about $58.37 billion in 2030, according to data compiled by LSEG.

Salesforce’s projections exclude the impact of its pending Informatica acquisition. Valued at around $8 billion, that deal will aim to strengthen Salesforce’s AI capabilities by incorporating Informatica’s data management, integration, and governance tools into its platform.

The company is facing growing investor pressure to demonstrate returns on the billions of dollars it has poured into AI initiatives over the past three years. Despite extensive promotion of its AI agent platform, Salesforce’s monetisation efforts have lagged amid sluggish corporate spending and broader macroeconomic uncertainty.


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In September, Salesforce forecast third-quarter revenue below Wall Street estimates, citing slower client spending and delayed AI-related deals.

Alongside its growth outlook, Salesforce also announced plans to repurchase around $7 billion worth of shares over the next six months — part of its wider effort to reassure investors as it doubles down on artificial intelligence as the artificer of long-term expansion.

Graham Turner

Sub Editor

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