Salesforce Investor Day: $63B+ FY30 Revenue Target, $25B ASR, and 190% FCF Return
CRM sits 72% above its 52-week low of $146.32.
Summary
Salesforce's Investor Day presentation sets a $63B+ FY30 revenue target, announces a $25B accelerated share repurchase, and commits to returning 190% of FY27 free cash flow to shareholders.
Key Events · Earnings and Guidance · CRM
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FY30 Revenue Target of $63B+
Salesforce set a FY30 revenue target of $63B+, implying an 11%+ CAGR from FY26 to FY30 including Informatica. FY27 revenue guidance high-end is $46.4B.
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$25B Accelerated Share Repurchase
Announced a $25B ASR — the largest ever — with an expected average share price of $182 and over 40% return on investment. Expected share count reduction of ≥14%.
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190% of FCF Returned in FY27
Salesforce forecasts returning 190% of FY27 free cash flow to shareholders through buybacks and dividends, building on $60B+ cumulative shareholder returns to date.
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AI Opportunity Quantified
AI software, AI platform, and business AI agents projected to reach 56% of total software spend by 2030, representing $1.1T of incremental AI spend from 2025 to 2030.
Analysis · CRM · Technology
Investors now have concrete multi-year targets and capital-return commitments to anchor valuation, thanks to Salesforce's Investor Day. The company laid out an aggressive long-term framework: $63B+ in FY30 revenue (11%+ CAGR), a $25B accelerated share repurchase — the largest ASR ever — and a commitment to return 190% of FY27 free cash flow to shareholders. The presentation also quantifies the AI opportunity, projecting AI software spend to reach 56% of total software spend by 2030, and shows early traction with 9 of the top 10 AI companies building on Salesforce. The ASR, in particular, signals management's confidence in the stock at current levels.
How filings like this one have moved
In the 30 days to Oct 31, 2026, 31.5% of the 1750 measured filings Wiseek scored 7 moved their stock by 5% or more by the next session's close. The median move was 0.00%. These are measured outcomes after filings of this importance, not a forecast for this one.
Measured one observation per ticker per day, after exclusions. Current figures: Filing Impact Tracker · open dataset
At the time of this filing, CRM was trading at $251.15 on NYSE in the Technology sector, with a market capitalization of approximately $206.2B. The 52-week trading range was $146.32 to $269.11. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.