Dave Vellante, chief analyst at theCUBE Research, noted that Salesforce is buying Informatica at a lower price than it was originally willing to pay. “Informatica did a good job when they went private in improving its margin profile — so Salesforce will be able to make this acquisition accretive in the near future,” he said.

Salesforce exec Patrick Stokes told BI that a desire to move up the ranks isn't enough of a reason to go into management.

Salesforce (NYSE:CRM) raised its fiscal 2026 revenue and earnings forecast, fueled by strong enterprise cloud investments and accelerating adoption of its AI agent platform, Agentforce. The company now expects

Salesforce has acquired cloud data management firm Informatica in an $8 billion equity deal, marking a major move in its push to strengthen its AI and data infrastructure capabilities.

The cloud software giant’s boss Marc Benioff tussled with rabble-rousing shareholders in part over costly acquisitions like Slack. A new $8 bln deal for Informatica looks more reasonable, befitting the company’s slow-and-steady shift since - even if it doesn’t promise revolution.

Salesforce has established itself as the clear leader in software for all aspects of the customer relationship journey. As the company has matured and growth slowed, profitability has improved and the capital allocation strategy has evolved. We think the ...

Salesforce co-founder and CEO Marc Benioff apparently missed that need to be conservative on the guide memo. The company beat on earnings after the close on Wednesday, and hiked its full year sales and profit outlooks. Benioff tells me the business is strong enough as to support a guidance raise despite the economic headwinds.

(Bloomberg) -- Salesforce Inc. said the use of artificial intelligence tools internally has allowed it to hire fewer workers, another example of a company changing its hiring plans due to the emerging technology. “We have reduced some of our hiring needs ...