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Salesforce
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Updated Oct 20, 2026
Salesforce acquires Braze for $5.66B to strengthen real-time customer engagement and AI decisioning capabilities
Salesforce entered into a definitive agreement to acquire Braze for approximately $5.66 billion in enterprise value ($47.50 per share in cash), announced October 20, 2026. The acquisition adds real-time engagement, event-streaming architecture, and AI-powered optimization capabilities to Salesforce's Marketing Cloud and Customer 360 platform, positioning the combined company to deliver agentic, personalized B2C experiences at scale. The transaction is expected to close in fiscal 2028 and is non-dilutive to FY27 guidance, with no update to long-term targets.
Tone: bullishRevenue
$41.5B
CRM 10-K · FY 2026
Employees
83,334
Revenue FY2025
$37.9B
Founded
1999
Profile
CRM 10-K Item 1 · Mar 2, 2026Salesforce is a global leader in customer relationship management (CRM) software, delivering an AI-powered platform — Agentforce 360 — that unifies sales, service, marketing, commerce, analytics, data management, and integration on a single cloud infrastructure. The company sells primarily on a subscription basis to businesses of all sizes worldwide, with roughly 95 percent of revenue derived from subscriptions and support. Its November 2025 acquisition of Informatica materially expanded its enterprise data management capabilities.
Read filing description ↓ Collapse description ↑
Salesforce, Inc. is a global leader in customer relationship management ('CRM') technology, helping organizations of any size become agentic enterprises. Founded in 1999, we bring humans, agents, applications, and data together on a trusted, unified platform to unlock growth and innovation. Our artificial intelligence ('AI') powered Agentforce 360 Platform unites our offerings — spanning sales, service, marketing, commerce, collaboration, data management, integration, analytics, IT service, industry verticals and more — on a single, intelligent platform for trusted enterprise execution. We unify and harmonize across systems, applications and devices to create a complete view of customers. With this single source of customer truth powering agents, teams can be more responsive, productive and efficient and deliver AI-powered, personalized and automated experiences across every channel. With Agentforce, the agentic layer of the Agentforce 360 Platform, our customers can build and deploy always-on digital labor for employees and customers, leveraging autonomous AI agents across business functions that aim to increase productivity, lower costs and drive operational efficiencies. With Agentforce, AI is embedded in the flow of work — in the applications that our customers already use every day. Every Agentforce-embedded application now reasons, learns, and takes action alongside users. Our service offerings are designed to be flexible, scalable and easy to use. They can generally be configured easily, deployed rapidly and integrated with other platforms and enterprise applications. We sell to businesses worldwide, primarily on a subscription basis, through our direct sales efforts and also indirectly through partners.
Primary products
- Agentforce Sales
- Agentforce Service
- Agentforce 360 Platform
- Slack
- Agentforce
- Data 360
Business segments
End markets
Geographies
Named competitors
“We believe more companies may become competitive threats due to the attractiveness of the markets in which we operate.” Competitive position, as stated in the filing
Revenue commentary · FY 2026
Total revenues increased to $41.5 billion in fiscal 2026, an increase of ten percent year-over-year, driven by growth in subscription and support revenue and the partial-year contribution of Informatica.
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