By Jordan Grim
Salesforce’s CRM stock jumped in extended trading Wednesday following the company’s release of ambitious financial targets. The cloud software giant now expects revenue exceeding $60 billion by 2030, surpassing the $58.37 billion analysts had forecasted.
The projections exclude the $8 billion Informatica acquisition, which is expected to close in Salesforce’s fiscal Q4 or Q1 2027. (Salesforce press release, Oct 2025)
Despite the optimism, Salesforce’s stock is down 29% year-to-date, contrasting with the Nasdaq’s 17% gain. Investor concerns include competition from “vibe-coding” tools and automated software generation, though CEO Marc Benioff stressed that AI isn’t replacing human developers entirely.
“Some of the hype around AI writing all software is overblown,” Benioff said at Dreamforce in San Francisco.
With strong product pipelines, AI integration, and projected revenue growth, Salesforce’s CRM stock is gaining renewed attention. Analysts note that while adoption of Agentforce has been slower than expected, enhancements like Agentforce Voice and AI partnerships may accelerate uptake.
For investors focused on CRM stocks in the U.S. market, Salesforce’s outlook suggests a long-term growth story backed by innovation in AI-driven customer engagement.