San Francisco: Salesforce has set a target of generating $63 billion in revenue in the fiscal year ending January 2030, raising its long-term outlook as the cloud software company looks to accelerate growth through artificial intelligence and enterprise technology.

The target was outlined by Salesforce Chief Operating and Financial Officer Robin Washington during the company’s annual conference. The revised outlook includes revenue from Informatica, the data management software company Salesforce acquired in November 2025.

The latest target comes as Salesforce seeks to demonstrate that its business can continue expanding amid the rapid development of AI products and growing competition in enterprise software.

Salesforce raises long-term revenue target

Salesforce expects to generate $63 billion in sales during the fiscal year ending January 2030. The figure is higher than the $61.4 billion average estimate among analysts tracked by Bloomberg, according to the NDTV Profit report.

The company had previously set a target of more than $60 billion in fiscal 2030 revenue, excluding Informatica. Salesforce later incorporated the acquisition into its long-term financial framework and raised the target to $63 billion.

The updated target represents an approximately 11% compound annual growth rate from fiscal 2026 through fiscal 2030, according to Salesforce’s financial disclosures.

Informatica acquisition adds to revenue outlook

A key factor behind the revised target is Salesforce’s acquisition of Informatica.

Salesforce completed the acquisition in November 2025. The transaction expanded Salesforce’s capabilities in data management and is now incorporated into its long-term revenue expectations.

The company has increasingly positioned data management and artificial intelligence as central components of its enterprise software strategy. The combination of data and AI is expected to support adoption of Salesforce’s products among businesses seeking to deploy AI applications at scale.

By including Informatica’s revenue in its fiscal 2030 target, Salesforce has provided investors with a broader view of the expected size of its business over the next several years.

AI remains central to Salesforce strategy

Salesforce’s latest financial outlook comes as the company faces a rapidly changing technology environment driven by generative and agentic AI.

At its recent conference, Salesforce highlighted its AI strategy and its partnership with Anthropic, an artificial intelligence company. The company has been promoting Agentforce, its platform for AI agents designed to perform tasks and work alongside employees.

Salesforce said earlier that Agentforce annual recurring revenue had reached $800 million in fiscal 2026, representing 169% year-on-year growth. The company had also closed 29,000 Agentforce deals.

Salesforce has described agentic AI as a growth opportunity for its business, with AI systems increasingly capable of carrying out enterprise tasks rather than simply generating information.

Salesforce reported $41.5 billion revenue in fiscal 2026

The $63 billion fiscal 2030 target builds on Salesforce’s recent financial performance.

The company reported full-year revenue of $41.5 billion for fiscal 2026. It also guided for fiscal 2027 revenue of between $45.8 billion and $46.2 billion, representing growth of 10% to 11% year-on-year.

Salesforce has also said it expects organic revenue growth to reaccelerate during the second half of fiscal 2027.

The company is therefore targeting continued growth while simultaneously expanding its AI and data-related offerings.

Salesforce shares remain under pressure this year

Salesforce’s updated revenue outlook came against a mixed backdrop for its stock.

According to the NDTV Profit report, Salesforce shares closed at $250.54 in New York before remaining little changed in extended trading. The stock had gained 67% from its June 22 low but was still down 5.4% for the year at the time of the report.

The market response reflects investor focus on whether Salesforce can translate its investments in AI into sustained revenue growth.

The company has faced questions about how traditional enterprise software providers will adapt as businesses increasingly adopt AI-powered tools and new competitors enter the market.

AI competition remains a key focus

Salesforce’s long-term target also comes as the company works to address concerns about competition from AI companies.

The company has highlighted its partnership with Anthropic during its annual conference. According to the NDTV Profit report, the partnership has helped ease some investor concerns about direct competition from AI companies.

Citigroup analyst Tyler Radke said conversations with Salesforce customers and partners at the conference were more constructive than a year earlier, with greater confidence in the company’s AI product strategy and execution.

Salesforce’s challenge will be to convert that confidence and growing AI adoption into sustained commercial growth over the remainder of the decade.

Company targets growth through Agentforce and data

Salesforce’s financial strategy increasingly centres on the combination of customer relationship management software, data and artificial intelligence.

The company has said that greater adoption of Agentforce and Data 360 can help drive demand across its platform. Its fiscal 2026 results showed Agentforce annual recurring revenue reaching $800 million, while the company said it had processed nearly 20 trillion tokens and converted them into more than 2.4 billion agentic work units.

The $63 billion fiscal 2030 revenue target will therefore depend on continued adoption of these products, the contribution from Informatica and Salesforce’s ability to maintain growth as the enterprise AI market develops.

For now, the company has raised its long-term revenue target while placing AI and data at the centre of its strategy for the next phase of expansion.