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Salesforce

FY30 targets and 50 by FY30, October 2025 to FY30

We’ve rebuilt Salesforce to become the operating system for the Agentic Enterprise, bringing humans and agents together on one trusted platform
Marc Benioff, Chair and CEO

50 by FY30

Salesforce sells customer relationship software and has rebuilt it around AI agents, sold as Agentforce. In October 2025 it set a revenue target for fiscal 2030 and a single rule for growth and profit together, which it calls 50 by FY30.

The rule: subscription and support growth in constant currency plus the non-GAAP operating margin should add up to 50 by the end of FY30.

0%5%10%15%20%25%30%35%40%45%Subscription and support growthNon-GAAP operating marginGrowth + margin = 50Q1 FY27: 46.8Q2 FY27: 45.1

35%

margin needed to make 50

  • Q1 FY27: 12% growth and a 34.8% margin.
  • Q2 FY27: 11% growth and a 34.1% margin.

Revenue to FY30

  • Reach $60 billion or more of revenue in FY30, excluding Informatica, with organic growth of about 10% a year from FY26 to FY30.
  • Revenue was $41.5 billion in FY26, up 10%, including $399 million from Informatica.
  • In February 2026 Marc Benioff said Salesforce was well on its way to $63 billion in FY30.

50 by FY30

  • Make subscription and support growth in constant currency plus the non-GAAP operating margin add up to 50 by the end of FY30.
  • In the second quarter of FY27 subscription and support grew 11% in constant currency, with a non-GAAP operating margin of 34.1%.

The Agentic Enterprise

  • Bring humans and AI agents together on one platform, with agents in every Customer 360 application.,
  • Agentforce and Data 360 annual recurring revenue reached nearly $3.9 billion in the second quarter of FY27, up more than 210%.
  • Data 360 took in 104 trillion records in the quarter, 82 trillion of them through Zero Copy.

Agentforce and Data 360 recurring revenue rose to nearly $3.9 billion

Salesforce counts the tasks its AI agents complete as Agentic Work Units, alongside the revenue Agentforce brings in.

Agentforce annual recurring revenue

$800mup 169%

$1.2bnup 205%

>$1.5bnup 240%

Q4 FY26Q1 FY27Q2 FY27

From Q2 FY27, Agentforce ARR includes Slackbot and Headless 360.

Agentic Work Units delivered to date

7bn

A square for every 100 million.

$60 billion or more of revenue in FY30

In October 2025 Salesforce set a target of $60 billion or more for FY30 without Informatica, a company it has since bought. In February 2026 Marc Benioff put FY30 at $63 billion.,

FY26

FY27Guidance

FY28

FY29

FY30Target

The target set in October 2025: $60 billion or more, excluding Informatica

  1. One rule instead of two targets.

    50 by FY30 adds the growth rate to the margin, so the company can trade one for the other and still hit the target. We recommend a combined rule like this when two goals pull against each other, so teams are not forced to pick one.

  2. A new unit for new work.

    Salesforce introduced Agentic Work Units to count the tasks its AI agents complete, because revenue alone would lag the change. We recommend a leading measure for a new line of business, reported alongside the money it earns.

  3. Changes to a measure are said out loud.

    From the second quarter of FY27, Agentforce ARR includes Slackbot and Headless 360, and the release says so. We recommend stating every change to what a figure counts in the same place as the figure.

Sources

  1. 1. Salesforce, Inc. (2025). Salesforce Announces New FY30 Revenue Target of $60B+, 10% Organic FY26-FY30 CAGR. Investor news, 15 October 2025. investor.salesforce.com
  2. 2. Salesforce, Inc. (2026). Salesforce Delivers Record Fourth Quarter Fiscal 2026 Results. Press release, 25 February 2026. salesforce.com
  3. 3. Salesforce, Inc. (2026). Salesforce Delivers Record First Quarter Fiscal 2027 Results. Press release, 27 May 2026. salesforce.com
  4. 4. Salesforce, Inc. (2026). Salesforce Delivers Record Second Quarter Fiscal 2027 Results. Press release, 26 August 2026. salesforce.com

Headwater is not connected with Salesforce, Inc. Salesforce, Agentforce, Data 360, Slack, and Informatica are trade marks of their owners. Updated 28 September 2026.

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