Salesforce has announced an ambitious new long-term revenue target of $60 billion or more by fiscal year 2030, excluding Informatica. The target represents a 10%+ organic CAGR between FY26 and FY30, underscoring the company’s confidence in sustained double-digit growth powered by its expanding AI and data portfolio.
As part of its Investor Day at Dreamforce 2025, Salesforce also introduced its “50 by FY30” Profitable Growth Framework — a strategic goal where the sum of the company’s subscription and support constant currency growth rate and non-GAAP operating margin will total 50 by FY30.
Driving Growth Through AI and Data
Salesforce highlighted surging demand for its Data and AI offerings, which reached $1.2 billion in Q2 FY25, marking 120% year-over-year growth. The company also revealed that, when combined with Agentforce, its total agentic AI annual recurring revenue (ARR) stood at approximately $440 million in Q2.
With over 12,000 customers across industries now adopting Agentforce, Salesforce projects a potential 3x–4x ARR uplift as enterprises expand agentic AI across their organizations.
The Era of the Agentic Enterprise
“We’re leading the next great transformation in business — the era of the Agentic Enterprise — where AI elevates human potential and accelerates growth,” said Marc Benioff, Chair and CEO, Salesforce. “Agentforce is at the center of this shift — our fastest-growing organic product ever — driving success for Dell, FedEx, Pandora, PepsiCo, Williams-Sonoma, and thousands more. Together with our customers, we’re redefining enterprise software — with humans and agents working together to achieve unprecedented productivity and innovation.”
Innovation and Operating Discipline
Robin Washington, Chief Financial and Operating Officer, emphasized the strength of Salesforce’s model and long-term vision:
“We have the right strategy, products, and operating model to deliver exceptional growth, customer success, and shareholder returns. Our platform was built for this moment — the result of over $10 billion in organic R&D investment since FY24. Seeing this innovation translate into real customer success fuels our confidence in sustaining double-digit growth and achieving our profitability goals.”
Scaling for the Next Phase
Salesforce said it will continue refining its go-to-market strategy, scaling sales capacity efficiently, and reimagining its customer success motion to drive greater consumption and new annual contract value (AOV). The company’s continued focus on integrating AI, data, and trust across its platform is expected to accelerate enterprise adoption and strengthen recurring revenue streams through FY30 and beyond.
