Salesforce (NYSE: CRM) has announced a definitive agreement to acquire Informatica (NYSE: INFA) for approximately $8 billion in equity value, net of Salesforce’s current investment in Informatica. The deal will see holders of Informatica’s class A and class B-1 common stock receive $25 in cash per share.
The acquisition is aimed at enhancing Salesforce's data foundation for deploying powerful and responsible AI, with the combination of Informatica’s data catalog, data integration, governance, quality, privacy, metadata management, and master data management services with the Salesforce platform establishing a unified architecture for agentic AI.
The planned acquisition is expected to bring about significant changes in the capabilities and offerings of Salesforce:
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Data Transparency: Informatica’s advanced integration, catalog, and lineage tools will provide crucial data transparency for auditability and regulatory compliance.
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Data Understanding: The rich metadata from Informatica, combined with Salesforce’s unified data model, will empower AI agents to interpret, connect, and act on enterprise data with meaningful context.
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Data Governance: Built-in MDM, data quality controls, and policy management from Informatica will ensure standardized, accurate, consistent, and secure data driving AI.
The acquisition is expected to unlock new capabilities for Salesforce’s enterprise data stack, delivering a complete solution to the challenges of AI at scale, including achieving data clarity with Data Cloud, elevating Agentforce, augmenting the Customer 360, and providing context-rich insights for Tableau.
Upon close, Salesforce plans to rapidly integrate Informatica’s technology stack into its ecosystem, with a focus on the rapid integration of Informatica’s premier data management capabilities with Data Cloud to further Salesforce’s leadership in the AI revolution.
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, which has been approved by the boards of directors of both Salesforce and Informatica, 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.
Salesforce will release its first quarter fiscal 2026 results on Wednesday, May 28, 2025, after the market close, along with a conference call to discuss the company’s financial results as well as the proposed transaction. As a result of these announcements, the company's shares have moved -3.63% on the market, and are now trading at a price of $273.13. If you want to know more, read the company's complete 8-K report here.
