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Why Salesforce Is Spending $8 Billion on This Software Company?

Salesforce (2)

Salesforce is going to acquire Informatica in an all-cash transaction valued at approximately $8 billion in equity. The company has signed a definitive agreement to acquire an enterprise data management firm. With this acquisition, Salesforce aims to strengthen its data foundation, supporting the scalable and secure deployment of AI across its platform.

Under the terms of the deal, shareholders of Informatica’s Class A and Class B-1 common stock will receive $25 per share in cash. The acquisition has already been approved by the boards of both companies and is expected to close early in Salesforce’s fiscal year 2027, subject to regulatory approvals.

Strengthening Salesforce’s AI Architecture 

According to the shared press release, the acquisition intends to improve Salesforce’s ability to build a “trusted system of understanding” that underpins enterprise-grade AI.  Informatica’s portfolio, including its data integration, metadata management, master data management (MDM), and governance tools, will be integrated with Salesforce’s existing offerings like Data Cloud, Agentforce, and MuleSoft.

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. 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.

Steve Fisher, President and Chief Technology Officer, Salesforce

Informatica’s cloud-native data management capabilities are expected to impact some of Salesforce’s core offerings: 

  • Data Cloud: Informatica will boost the reliability and clarity of Salesforce’s Customer Data Platform, enabling more actionable customer insights.
  • Agentforce: AI agents built by Salesforce will gain improved context-awareness, allowing more intelligent automation across enterprise environments.
  • Customer 360: CRM users will benefit from enhanced personalization and data accuracy.
  • MuleSoft: APIs will be enriched with better-governed and standardized data for enterprise applications.
  • Tableau: Data visualizations will offer deeper insights due to better-organized and contextual data pipelines.

Deal Support and Next Steps 

If we go by the shared press releases, the deal has already secured the consent of shareholders representing roughly 63% of Informatica’s voting power. However, it’s important to keep in mind that closing is contingent on regulatory clearances and customary conditions.

Moreover, the company also plans to support Informatica’s existing partnerships and leverage its marketing and distribution network to scale Informatica’s cloud offerings. However, it’s important to keep in mind that this is not the first AI acquisition that Salesforce has done in recent times. A couple of weeks back, Salesforce signed a definitive agreement to acquire Convergence.ai. Which is a UK-based startup known for developing adaptive AI agents capable of navigating complex digital workflows.

Apart from that, Salesforce is also working on something called Enterprise General Intelligence (EGI). Which is a new framework focused less on AI’s potential and more on its consistency, safety, and trustworthiness in real-world enterprise settings. 

So, all these AI acquisitions and the new approach clearly signal that the company is racing to expand its AI portfolio.