Oct 20, 9:16 AM ET
Salesforce agreed to acquire Braze, a customer engagement platform listed on Nasdaq, for approximately $5.66 billion in enterprise value, paying $47.50 per share in cash to Braze Class A holders. Closing is expected in Salesforce's fiscal 2028, subject to Braze shareholder approval and regulatory clearances, and Salesforce said there is no anticipated change to its FY27 guidance. For shareholders, this is a large cash acquisition whose financial effects are not yet quantified beyond the statements in the filing.
- Price: $47.50 in cash per share of Braze Class A common stock; about $5.66 billion in enterprise value.
- Expected close: Salesforce fiscal year 2028, subject to Braze shareholder approval and required regulatory approvals.
- Salesforce says there is no anticipated change to FY27 guidance and has not guided FY28.
- Webinar slides cite growth accretion balanced by near-term profitability dilution, and say the deal will be funded with cash.
Read the filing on SEC.gov ↗
Sep 16, 9:02 PM ET
In an Investor Day presentation furnished under Form 8-K, Salesforce reiterated its FY27 revenue guidance at the high end of $46.1 billion to $46.4 billion and set a FY30 revenue target of $63 billion-plus. The company also disclosed a $25 billion accelerated share repurchase, which it expects to reduce its share count by at least 14%, a step that matters to shareholders because it returns capital and lifts per-share metrics.
- FY27 revenue guidance is the high end of $46.1 billion to $46.4 billion, as of August 2026.
- FY27 non-GAAP operating margin guidance is 34.3%, compared with 34.1% in FY26.
- The $25 billion accelerated share repurchase is described as the company's largest ever, with an expected average share price of $182.
- The FY30 revenue target of $63 billion-plus was stated as of May 2026 and includes Informatica.
Read the filing on SEC.gov ↗
Sep 4, 4:05 PM ET
Salesforce's Compensation Committee approved an Executive Deferred Compensation Plan on September 2, 2026, letting executives and other eligible employees defer part of their pay. The filing says the company makes no employer match, though it may make discretionary contributions, and its obligations under the plan are unsecured and unfunded.
- Approved by the Compensation Committee on September 2, 2026
- Participants may defer up to 75% of base salary and up to 90% of annual performance bonus
- No employer match; company may make discretionary contributions from time to time
- Company may terminate or amend the plan; amendments cannot reduce accrued account values
Read the filing on SEC.gov ↗
Aug 26, 4:03 PM ET
Salesforce reported second-quarter fiscal 2027 revenue of $11.3 billion, up 11% from a year earlier, including a $456 million contribution from Informatica. GAAP diluted net income per share was $4.29, versus $1.96 a year earlier, and included a $2.43 per share gain on strategic investments. The company raised its full-year fiscal 2027 revenue guidance to $46.1 billion to $46.4 billion, a change that includes pending acquisitions of Contentful and Fin.
- Q2 FY27 revenue of $11.3 billion, up 11% Y/Y; Informatica contributed $456 million
- GAAP diluted net income per share of $4.29 vs. $1.96 a year earlier; non-GAAP diluted EPS of $5.90
- Full-year FY27 revenue guidance raised to $46.1 billion to $46.4 billion; the $200 million raise includes pending Contentful and Fin acquisitions
- Third-quarter FY27 revenue guidance of $11.42 billion to $11.5 billion; final ASR settlement expected in October 2026
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.