Salesforce Unveils New AI Strategies and Reaffirms FY2030 Revenue Target at Investor Day
At its investor day, Salesforce outlined a new 'agentic enterprise' strategy centered on integrating artificial intelligence into core business operations. The company introduced two key tools—AIforce and Claudeforce—which allow users to interact with CRM data through natural language prompts. These AI-powered interfaces aim to streamline workflows by enabling agents to access multiple applications without requiring manual navigation. Salesforce also announced new security solutions, Guardian and Agent Fabric, designed for governance and monitoring of enterprise AI usage. The company reported strong momentum in both its core software business and AI adoption, with record pipeline levels and a 14% growth in current remaining performance obligations. Notable customer examples include Siemens and Adecco Group. The firm reaffirmed its $63 billion FY2030 revenue target while reporting robust financials: a second-quarter operating margin of 34.1%, approximately $15 billion in free cash flow, and an accelerated share repurchase program expected to return over $40 billion.
Tickers: $CRM
Topics: AI enterprise_software investor_relations revenue_target