Salesforce Acquires InformaticaSalesforce Signs Definitive Agreement to Acquire InformaticaSalesforce and Informatica announced that they have entered into an agreement for Salesforce to acquire Informatica for approximately $8 billion in equity value, net of Salesforce’s current investment in Informatica. Under the terms of the agreement, holders of Informatica’s Class A and Class B-1 common stock will receive $25 in cash per share. The planned acquisition will enhance Salesforce’s trusted data foundation critical for deploying powerful and responsible agentic AI. The combination of Informatica’s rich data catalog, data integration, governance, quality and privacy, metadata management, and Master Data Management (MDM) services with the Salesforce platform will establish a unified architecture for agentic AI — enabling AI agents to operate safely, responsibly, and at scale across the modern enterprise. Effective, enterprise-grade AI requires more than just data — it demands data transparency, deep contextual understanding, and rigorous governance:
“We’re excited to acquire Informatica for approximately $8 billion — uniting the world’s #1 AI CRM with the #1 AI-powered MDM and ETL platform,” said Marc Benioff, Chair and CEO of Salesforce. “This combination brings together Salesforce’s Einstein and Informatica’s CLAIRE AI engines to forge the ultimate AI-data platform — trusted, explainable, and built to scale. Together, we’ll supercharge Agentforce, Data Cloud, Tableau, MuleSoft, and Customer 360, enabling autonomous agents to act with intelligence, context, and confidence across every enterprise. This is a transformational step in delivering enterprise-grade AI that is safe, responsible, and deeply integrated with the world’s data.” “Joining forces with Salesforce represents a significant leap forward in our journey to bring data and AI to life by empowering businesses with the transformative power of their most critical asset — their data,” said Amit Walia, CEO of Informatica. “We have a shared vision for how we can help organizations harness the full value of their data in the AI era.” Unlocking the Full Value of Enterprise Data Across Salesforce Bringing together Informatica’s cloud-native capabilities — including its extensive data catalog, data integration, governance, quality and privacy, metadata management, and MDM — with the Salesforce platform will unlock new capabilities for Salesforce’s enterprise data stack, delivering a complete solution to the challenges of AI at scale, by:
Delivering this level of value requires more than a partnership — it demands deep, native integration of Informatica technology within the Salesforce platform. “Truly autonomous, trustworthy AI agents need the most comprehensive understanding of their data. The combination of Informatica’s advanced catalog and metadata capabilities with our Agentforce platform delivers exactly this,” said Steve Fisher, President and Chief Technology Officer, Salesforce. “Imagine an AI agent that goes beyond simply seeing data points to understand their full context — origin, transformation, quality, and governance. This clarity, from a unified Salesforce and Informatica solution, will allow all types of businesses to automate more complex processes and make more reliable AI-driven decisions.” Upon close, Salesforce plans to rapidly integrate Informatica’s technology stack — including data integration, quality, governance, and unified metadata for Agentforce, and a single data pipeline with MDM on Data Cloud — seamlessly embedding this “system of understanding” into the Salesforce ecosystem. Salesforce will also support Informatica’s continued strategy of building best-in-class, AI-powered data management products — delivering a complete, end-to-end platform with industry-leading, integrated solutions to connect, manage, and unify data across any cloud, hybrid, or multi-cloud environment. Investing in the Future of AI-Powered Customer Success The proposed acquisition — pursued with strategic clarity and financial discipline, and aligned to Salesforce’s responsible M&A framework — and the rapid integration of Informatica’s premier data management capabilities with Data Cloud is a timely opportunity to further Salesforce’s leadership in the AI revolution. “Our acquisition strategy is methodical, patient, and decisive — targeting transformative assets like Informatica when the calculus aligns to maximize customer success,” said Robin Washington, President & Chief Operating and Financial Officer, Salesforce. “This proposed acquisition will be a key enabler for Salesforce’s next phase of AI-driven growth — and we will move quickly to integrate their capabilities and unlock synergies on a fast timeline, particularly in areas like Public Sector, Life Sciences, Healthcare, and Financial Services. We’re laser-focused on accelerated execution to increase our market differentiation and deliver sustained benefits for all Salesforce stakeholders.” “Permira and CPP Investments partnership with Informatica is clear proof of the benefits of a long-term investing mindset and focus on transformational growth at scale,” said Bruce Chizen, Informatica Chairman. “This exceptional outcome with Salesforce is testament to that philosophy.” Salesforce plans to invest in Informatica’s ecosystem of data and infrastructure partners and apply the full power of Salesforce’s marketing and distribution teams to accelerate the growth of Informatica’s cloud business. Transaction Details Under the terms of the agreement, Salesforce will acquire all outstanding shares of common stock of Informatica that it does not already own. The transaction has been approved by the boards of directors of both Salesforce and Informatica and is expected to close early in Salesforce’s fiscal year 2027, subject to the receipt of required regulatory clearances and satisfaction of other customary closing conditions. Stockholders holding in aggregate approximately 63% of the voting power of Informatica Class A and Class B-1 common stock have delivered a written consent approving the transaction. No further action by other Informatica stockholders is required to approve the transaction. The transaction will be funded through a combination of cash on Salesforce’s balance sheet and new debt. Salesforce expects to achieve accretion on a non-GAAP operating margin, non-GAAP earnings per share, and free cash flow basis starting in the second year following the expected closing of the transaction and continuing thereafter, driven by substantial cost synergies and revenue uplift with a new comprehensive data portfolio. The transaction is not expected to disrupt Salesforce’s capital return program. Salesforce First Quarter Fiscal 2026 Results Conference Call Salesforce will release its first quarter fiscal 2026 results on Wednesday, May 28, 2025, after market close. A conference call will be held at 2:00 p.m. (PT) / 5:00 p.m. (ET) on Wednesday, May 28, 2025, to discuss the company’s financial results as well as the proposed transaction. Advisors J.P. Morgan Securities LLC is serving as financial advisor to Salesforce, and Wachtell, Lipton, Rosen & Katz and Morrison & Foerster LLP are serving as legal counsel to Salesforce. Goldman Sachs & Co. LLC is serving as exclusive financial advisor to Informatica, and Latham & Watkins LLP and Fenwick & West LLP are serving as legal counsel to Informatica. Source: Salesforce and Informatic media announcement |