Salesforce FY2030 Growth Vision Fueled by Enterprise AI

Introduction: Salesforce FY2030 Growth Vision

Salesforce has unveiled a bold vision for fiscal year 2030, targeting over $60 billion in annual revenue, powered primarily by advancements in enterprise AI. This ambitious roadmap, announced at Dreamforce 2025 and Investor Day, emphasizes agentic AI innovations like Agentforce to drive double-digit growth while maintaining profitability.

Ambitious Revenue Target and Growth Framework

Salesforce aims to exceed $60 billion in revenue by FY2030, excluding contributions from its pending Informatica acquisition, marking a significant jump from $37.9 billion in FY2025. The plan projects at least 10% organic compound annual growth rate (CAGR) from FY2026 through FY2030, fueled by expanding AI and data offerings. Complementing this is the “50 by FY30” Profitable Growth Framework, where the sum of subscription and support constant currency growth rate and non-GAAP operating margin will reach 50, balancing rapid expansion with financial discipline.

Agentforce: The Core of Agentic AI Strategy

At the heart of Salesforce’s vision is Agentforce, an evolution of Einstein Copilot into a platform for building, deploying, and managing autonomous AI agents across sales, service, marketing, and commerce. These agents handle complex, multi-step workflows independently, collaborating with humans to boost productivity. Early adopters report 3-4x increases in annual recurring revenue (ARR) upon scaling. Agentforce’s ARR hit $440 million in Q2 FY2025, with over 12,000 customers (8% of Salesforce’s base) adopting it, signaling strong initial traction despite the need for broader rollout.

Data 360 and AI Foundations

Supporting Agentforce is Data 360, a reimagined Data Cloud serving as the intelligence layer for all AI operations, enabling unified data handling for agentic enterprises. Salesforce’s Data and AI business surged to $1.2 billion in Q2 FY2025, up 120% year-over-year, highlighting demand for integrated AI-data solutions. Partnerships with OpenAI and Anthropic integrate cutting-edge models, enhancing capabilities like Agentforce Voice for real-time decision-making.

Strategic Acquisitions and Investments

The $8 billion Informatica acquisition, set to close by early FY2027, bolsters data governance and integration, critical for scaling enterprise AI across complex datasets. Salesforce also announced a $7 billion stock buyback over six months, underscoring financial confidence amid a year where shares dropped nearly 30%. Internationally, a $6 billion investment in the UK through 2030 deepens AI innovation commitments.

Go-to-Market and Operational Scaling

To achieve FY2030 goals, Salesforce is refining its go-to-market strategy, scaling sales teams efficiently, and reimagining customer success to boost consumption and net new annualized order value. Over $10 billion in organic R&D since FY2024 powers product innovation, positioning the platform for enterprise-wide AI adoption. CEO Marc Benioff describes this as the “Agentic Enterprise” era, where AI elevates human potential for unprecedented productivity.​

Challenges and Competitive Landscape

While optimistic, the path involves overcoming hurdles like proving ROI beyond early adopters and expanding from 12,000 to its full 150,000-customer base. Competition from Microsoft, Oracle, and AI startups demands tight integration and customer education. Governance of autonomous agents at scale remains complex, but Salesforce’s trust-focused AI approach aims to address this.

Industry Impact and Customer Success

Agentforce is already transforming operations for clients like Dell, FedEx, PepsiCo, and Williams-Sonoma through automated workflows and hyper-personalization. This shift redefines CRM from tools to strategic assets, with Salesforce holding 21.8% cloud CRM market share in 2025. Analysts praise the foresight in agentic AI, predicting new business models despite energy and implementation challenges.

Path to Sustainable Profitability

CFO Robin Washington highlights the model’s strength for growth and shareholder returns, with a focus on recurring revenue and margin expansion. Post-announcement, shares rose over 6%, easing investor concerns after sub-10% growth periods. By FY2030, integrated AI, data, and optimized operations position Salesforce for CRM supremacy and long-term value creation.