Salesforce (CRM) investor relations material

Executive summary

• Achieved record-breaking revenue, margin, and cash flow, scaling Agentforce and integrating Informatica to strengthen the platform.

• Increased share repurchase authorization to $50B, including a $25B accelerated share repurchase.

• Committed to the Rule of 50 by FY30, targeting $63B+ in revenue and a profitable growth framework of 50.

• Agentforce & Data 360 ARR exceeded $2.9B, up over 200% year-over-year, including significant contributions from Informatica Cloud.

Voting matters and shareholder proposals

• Board recommends voting for amendments to the 2013 Equity Incentive Plan, increasing shares reserved by 34M and extending the plan term.

• Board recommends voting for amendments to the 2004 Employee Stock Purchase Plan, increasing shares reserved by 20M, expected to last until June 2030.

Board of directors and corporate governance

• Board refreshed with five new directors in the past three fiscal years, including appointments with deep expertise in technology, AI, and governance.

• Amy Chang and David Kirk joined in July 2025, enhancing technical and innovation oversight.

• Maynard Webb will not stand for reelection at the 2026 Annual Meeting.