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Salesforce projects over $60 billion in revenue by 2030 as AI rollout accelerates

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Salesforce has raised its long-term outlook, forecasting revenue of more than $60 billion by 2030, surpassing Wall Street’s expectations of $58.37 billion. The projection, revealed during the company’s Dreamforce event, underscores confidence in its aggressive push to integrate artificial intelligence across all cloud services.

The forecast excludes the impact of Salesforce’s pending $8 billion acquisition of Informatica, a deal aimed at strengthening the company’s AI and data management capabilities. Informatica’s software helps businesses handle complex data integration and governance — key to powering AI-driven decision-making across Salesforce’s platform.

The company’s new Agentforce AI platform, which automates tasks and enhances operational efficiency, is expected to play a major role in future growth. Salesforce said Agentforce 360 will soon be available globally across its cloud suite, offering businesses new tools to improve productivity and cut costs.

Despite economic uncertainty and cautious corporate spending, Salesforce remains optimistic. Its shares jumped nearly 4% in after-hours trading following the announcement, even as the stock is still down 29% this year.

In addition to its growth forecast, Salesforce unveiled a $7 billion share buyback program to be completed over the next six months — a signal of confidence in its long-term profitability and cash flow strength.

Salesforce expands AI partnerships with OpenAI and Anthropic for Agentforce 360

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Salesforce has announced expanded partnerships with OpenAI and Anthropic to integrate their most advanced AI models into the company’s new Agentforce 360 platform, deepening its commitment to delivering enterprise-grade AI tools for businesses and regulated industries.

Under the agreements unveiled on Tuesday, OpenAI’s GPT-5 and Anthropic’s Claude models will be embedded directly into Salesforce’s ecosystem. This integration allows employees and consumers to access customer data, analytics, and automation tools seamlessly within ChatGPT, Slack, and Salesforce applications.

The partnerships position Agentforce 360, launched globally this week, as a central hub for AI agents, enabling companies to create, deploy, and manage AI workflows across their entire organizations. Salesforce said the initiative reflects a growing demand for secure, compliant generative AI in sectors such as finance, healthcare, and cybersecurity.

The collaboration with OpenAI will allow users to work with Salesforce data and build Tableau visualizations directly within ChatGPT, while a new Agentforce Commerce feature will let merchants sell products through ChatGPT’s Instant Checkout, maintaining full control of data and fulfillment.

Meanwhile, Anthropic’s Claude family of models will power AI solutions tailored for regulated industries and will be integrated more deeply into Slack and Salesforce’s own cloud infrastructure to ensure security and compliance.

Confluent explores potential sale amid rising AI data demand

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Confluent, a leading data streaming software company, is exploring a potential sale after attracting acquisition interest from private equity firms and technology companies, sources told Reuters. The discussions are still in early stages, with no guarantee a deal will materialize.

Shares of Confluent (CFLT.O) jumped 11% on Wednesday following the report, lifting its market value to about $7.9 billion. The move comes after the company’s stock fell 26% this year, making it a more appealing target for potential buyers, particularly after it lost a major customer in July.

Based in Mountain View, California, Confluent provides enterprise software that manages real-time data streams — a critical function for training and scaling artificial intelligence models. The firm was founded by the creators of Apache Kafka, an open-source system widely used for handling large volumes of live data such as financial transactions and web analytics.

The growing interest underscores the surge in demand for data infrastructure tools amid the AI boom. In May, Salesforce agreed to buy Informatica for about $8 billion to enhance its AI data management capabilities, signaling broader consolidation in the sector.

Confluent has not commented publicly on the talks. Industry analysts say any acquisition could mark a major shift in the AI software landscape as companies race to strengthen their data processing capabilities.