Salesforce projects revenue above $60B by 2030, powered by AI (Agentforce, Data Cloud) and excluding any impact from the pending Informatica deal. Shares jumped after the outlook and a new $7B buyback signaled confidence.

Quick take

Salesforce’s long-term target implies double-digit organic growth through FY26–FY30, leaning on AI-driven upsell across its cloud stack and deeper data integration. That flywheel tends to lift ecosystem suppliers while pressuring point-solution rivals.

Winners

Data and AI platforms tied to enterprise CRM modernization

Reason: Salesforce’s roadmap centers on Data Cloud and agentic AI, which increases demand for external data warehousing and vector-ready databases used alongside CRM workloads.

Names: Snowflake ($SNOW), MongoDB ($MDB)

Implementation ...