TLDR
- Salesforce stock pops as new $60B target and AI momentum drive pre-market surge
- $60B revenue target and AI growth lift Salesforce shares after prior session dip
- Salesforce reveals FY30 roadmap and sees massive AI adoption boost
- Agentforce growth and bold targets spark Salesforce (CRM) stock rebound
- Salesforce outlines path to $60B revenue with AI gains and efficiency push
CRM surged in pre-market trading after setting a bold new long-term revenue target of over $60 billion by fiscal 2030. Salesforce Inc. (CRM) stock surged 6.64% to $252.31 as of 9:31 AM EDT, showing a strong upward trend in early trading following a steady climb from premarket hours.. This renewed momentum reflected growing confidence in Salesforce’s ability to scale its AI-driven business and achieve sustained growth.
The updated projection excludes Informatica and represents a 10% compounded annual growth rate between fiscal 2026 and 2030. Salesforce outlined its plan during its Investor Day at Dreamforce, emphasizing consistent revenue expansion and strong operational efficiency. The announcement reinforced its leadership in the CRM market, supported by its advanced data and AI ecosystem.
Salesforce introduced its “Profitable Growth Framework, 50 by FY30,” combining double-digit constant currency growth and a non-GAAP operating margin target. This strategy aims to balance aggressive expansion with disciplined profitability. The plan positions Salesforce to strengthen its financial performance while maintaining innovation leadership across its global operations.
AI Momentum and Product Innovation Drive Expansion
Salesforce highlighted rapid growth in its AI segment, which reached $1.2 billion in the second quarter, marking a 120% year-over-year increase. This acceleration underscores the company’s focus on integrating AI into every product line and customer interaction. Its AI capabilities now extend across data analytics, automation, and customer engagement, fueling wider adoption among global enterprises.
The firm disclosed that its agentic AI portfolio, including Agentforce, contributed about $440 million in annual recurring revenue during the same period. Over 12,000 organizations across industries have deployed Agentforce to enhance productivity and streamline workflows. Salesforce expects a potential three to fourfold increase in ARR as customers expand AI usage across operations.
The company continues to invest heavily in AI and data platforms, with over $10 billion in organic research and development since FY24. This sustained investment aims to deepen integration, boost customer outcomes, and improve scalability. Through continuous product evolution, Salesforce positions itself to capitalize on the accelerating demand for intelligent enterprise solutions.
Operational Framework Strengthens Long-Term Growth Outlook
Salesforce’s roadmap emphasizes disciplined execution and scalable sales strategies to maintain profitable growth through the decade. The company is enhancing its go-to-market model, optimizing its sales capacity, and transforming its customer success operations. These adjustments aim to expand reach, drive adoption, and sustain double-digit revenue growth.
Management reaffirmed confidence in its operational foundation and long-term profitability objectives. Salesforce’s balanced focus on innovation, efficiency, and execution underpins its growth strategy and market leadership. By aligning its resources with strategic priorities, the firm seeks to deliver consistent financial returns and expand market share.
With its FY2030 targets and robust AI portfolio, CRM has reinforced its position as a frontrunner in enterprise transformation. The company’s renewed strategy, strong market traction, and technological edge highlight its readiness for the next growth phase. As global demand for AI-driven CRM solutions accelerates, Salesforce continues shaping the future of enterprise software with precision and scale.
