Marc Benioff, CEO of Salesforce Inc., speaks at the 2025 Dreamforce conference on Tuesday, October 14, 2025 in San Francisco, California, USA.
Michael Short | Bloomberg | Getty Images
sales force Shares rose as much as 5% in after-hours trading Wednesday after the software vendor announced new financial targets for the coming years.
The company said it now expects 2030 sales to exceed $60 billion, beating the $58.37 billion consensus of analysts surveyed by LSEG.
This guidance excludes the impact of the pending acquisition of data management company Informatica. The $8 billion deal, announced in May, is expected to close in the fourth quarter of fiscal year or the first quarter of fiscal 2027.
“We’ve had sub-stage growth for a while,” Robin Washington, Salesforce’s chief operating financial officer, said during an investor briefing at the annual DreamForce conference in San Francisco. “It’s re-accelerating.”
Her company sought underlying year-over-year revenue growth of at least 10% from 2026 to 2030. Since mid-2024, the growth rate has been less than 10%.
Investors are also concerned about the rise of “vibecoding” tools that automatically generate software based on a few words entered by a human. Industry observers predict that artificial intelligence services could threaten long-standing software providers. microsoft CEO Satya Nadella said in April that up to 30% of the company’s new code is generated by AI.
“There’s a certain amount of nonsense out there,” Salesforce CEO Marc Benioff said Wednesday. “Like, these products are writing all the software, but that’s not what’s actually happening.”
As of Wednesday’s close, Salesforce stock was down 29% since the beginning of the year, while the Nasdaq was up 17%.
Washington, who also serves on Salesforce’s board, said Salesforce is looking to its Agentforce software, which automates customer service and other business processes, to increase revenue. The company introduced Agentforce last year as a way for brands to add chat-based customer service agents that connect language models at scale to internal data.
“Investors continue to question why Agentforce adoption has been slower than expected,” RBC Capital Markets analysts wrote in a client note earlier this month.
Salesforce executives hope the product enhancements will attract more business.
The company on Monday released Agentforce Voice, which allows agents to answer customer service calls. Salesforce on Tuesday announced a larger partnership with AI model developers Anthropic and OpenAI to bring their latest models to Agentforce.
At Dreamforce, Salesforce pointed to the introduction of Agentforce. fedexPandora, pepsicoWilliams-Sonoma, etc.
WATCH: CEO Marc Benioff says people don’t understand Agentforce is part of Salesforce
