Salesforce reiterates $63 billion fiscal 2030 revenue target
The figure tops Wall Street's $61.4 billion estimate but matches guidance the company first gave in February 2026.
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Salesforce said it expects $63 billion in revenue for fiscal 2030, above the $61.4 billion analysts had forecast.
The figure is not new. Salesforce first raised its long-term target to $63 billion, which includes the Informatica acquisition, when it reported fourth-quarter fiscal 2026 results in February 2026, according to the company's earnings release. That superseded an original target of more than $60 billion set out at its Investor Day in October 2025, which excluded Informatica and implied annual revenue growth above 10% through fiscal 2030, according to Salesforce investor relations.
Chief Executive Marc Benioff has tied the target to Agentforce and Data 360, saying in the February earnings release that "agentic AI is a tailwind for our business, and we're well on our way to $63 billion in revenue in FY30." Agentforce and Data 360 combined annual recurring revenue topped $2.9 billion in the fourth quarter, more than double the year-earlier figure, with Agentforce alone contributing $800 million, up 169%. Salesforce's most recent quarterly revenue was $11.2 billion, up 12% from a year earlier, and full fiscal 2026 revenue reached $41.5 billion, up 10%.
The target sits 1.6% above the $61.4 billion consensus, a gap that points to confidence in the durability of Salesforce's AI revenue rather than a single strong quarter. The company has recently pointed to wins including Claudeforce, continued strength in Agentforce and expanded partnerships with Anthropic and other AI providers as evidence that enterprise demand for its AI tools is turning into steady growth rather than a one-quarter beat.