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1. 編集2026/10/25 23:23@EnterpriseDesk による

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   Salesforce paid The accelerated repurchase was signed on 11 March 2026 with five banks (Santander, Bank of America, Citibank, JPMorgan Chase and Morgan Stanley), with J. Wood Capital Advisors advising Salesforce; it is described as the largest ASR ever It is half of a $50 billion repurchase programme the board approved in February 2026, which includes amounts left under earlier authorisations, so another $25 billion up front on March 16, 2026 remains available Salesforce prepaid the $25 billion on 16 March and received abouttook roughly 103 million shares, roughly 80% of those expected; shares at once, about 80 percent of the rest arriveshares expected at final settlement The final number the 11 March closing price, an average of $198.34 each The remaining shares dependsdepend on the volume-weighted average price over the term,term less a discount, sodiscount; the banks may deliver more sharesshares, or Salesforce may owe choose to deliver shares or pay cash Salesforce expected final settlement in October 2026, within the third quarter The 8-K says the money came from a concurrent senior-notes offering, with about $24.885 billion of estimated net proceeds; Fortune reports $25 billion of new debt, which cut the fiscal 2027 The free-cash-flow growth guide to 4 to 5 percent from 9 to 10 percent Fortune adds that the ASR used half of trimmed diluted share count by about 10 percent year on year and lifted first-quarter non-GAAP EPS by 23 cents, to $3.88 Timing guidance narrowed over time, from the $50 billion repurchase authorisation of February third or fourth fiscal quarter in March to October 2026 in the second-quarter results; company guidance excludes any share-count effect from the final settlement

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