Salesforce Investor Day Unveils AIforce, Claudeforce and $63B FY2030 Revenue Target

Salesforce is positioning AIforce and Claudeforce as core parts of an "agentic enterprise" strategy, allowing users and AI agents to interact with CRM data and applications through natural-language prompts. The company also introduced Guardian and Agent Fabric for security, governance and monitoring across enterprise AI agents.

Management reported strong AI and core-software momentum, citing record pipeline levels, 14% current remaining performance obligation growth and substantial customer adoption. Salesforce highlighted Adecco's 2.7 million agent conversations year to date and a 40% reduction in candidate-presentation time.

Salesforce reaffirmed its $63 billion FY2030 revenue target , while reporting a 34.1% second-quarter operating margin and approximately $15 billion in current-year free cash flow. Its accelerated share repurchase program is expected to return more than $40 billion and reduce the share count by over 14%.

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Salesforce (NYSE:CRM) used its investor day to outline an "agentic enterprise" strategy centered on AI-powered interfaces, enterprise data management, agent governance and expanded monetization models. Executives said the company is seeing renewed demand for its core software alongside growing adoption of AI tools, while maintaining its long-term financial framework.

Mark Murphy, Salesforce's EVP of Global Investor Relations, said the company planned a more demo-driven analyst event to show how AI is changing customer workflows. The company highlighted customers including Siemens, Adecco Group and Anthropic, while executives also noted that forward-looking statements were subject to risks described in Salesforce's SEC filings.

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Patrick Stokes, President of Applications and Marketing, described what he called an interface revolution, in which agents sit between users and enterprise software. Rather than requiring employees to navigate separate applications, he said users can express their intent to an AI agent that can access connected tools and return answers, dashboards or applications.

Stokes demonstrated "Claudeforce," which connects Salesforce capabilities to Anthropic's Claude through MCP servers and related tools. In the demonstration, Claude retrieved pipeline and activity information from Salesforce, produced interactive displays in chat, and created scheduled daily briefings. Stokes said users can also build customized dashboards and applications from prompts without viewing code.