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Salesforce opened fiscal 2026 with $9.8 billion of first-quarter revenue, up 8%, and raised the top of its full-year forecast by $400 million, a day after agreeing to buy Informatica.

Salesforce lined up $6 billion of unsecured term loans, a $4 billion 364-day facility and a $2 billion three-year facility with JPMorgan as agent, to pay part of the cash for its $8 billion Informatica purchase.

Salesforce's fiscal second-quarter revenue rose 10% to $10.2 billion and it added $20 billion to its buyback, but a soft third-quarter outlook sent the stock down 4% after hours.

At its Investor Day during Dreamforce, Salesforce set a target of more than $60 billion of revenue by fiscal 2030, excluding Informatica, implying 10%-plus organic growth a year, and its shares rose after hours.

Salesforce's third fiscal quarter brought $10.3 billion of revenue, up 9%, a backlog of $59.5 billion and Agentforce ARR above $500 million, and it lifted its full-year outlook after closing Informatica.

Salesforce closed fiscal 2026 with $41.5 billion of revenue, up 10%, authorised a new $50 billion buyback, lifted its dividend 5.8% to $0.44 and raised its FY2030 target to $63 billion.

Salesforce sold $25 billion of senior notes in eight tranches maturing from 2028 to 2066, to pay for a $25 billion accelerated share repurchase agreed the same evening.

Salesforce prepaid $25 billion to five banks and took delivery of about 103 million of its own shares, roughly 80% of the total, in what it called the largest accelerated share repurchase in history.

Salesforce's fiscal 2027 opened with $11.1 billion of revenue, up 13%, non-GAAP EPS up 50% to $3.88 as its $25 billion buyback cut the share count, and Agentforce ARR above $1 billion.

Salesforce's fiscal second quarter brought $11.3 billion of revenue, up 11%, GAAP EPS of $4.29 lifted by a $2.6 billion gain on its Anthropic stake, a higher full-year outlook and the stock's second-best day ever.

At its Investor Day during Dreamforce 2026, Salesforce held to more than $63 billion of revenue by fiscal 2030, above analysts' $59.2 billion, and said it had returned 190% of this year's free cash flow through its record buyback.