Salesforce to Acquire Informatica for US$8 Billion

Salesforce announced a definitive agreement to acquire Informatica, an enterprise AI-powered cloud data management leader, for about US$8 billion in equity value. The acquisition aims to integrate Informatica’s data management capabilities into Salesforce’s AI and Customer 360 platforms to enhance the delivery of agentic AI at scale.

“Together, Salesforce and Informatica will create the most complete, agent-ready data platform in the industry,” writes Marc Benioff, Chair and CEO, Salesforce, in a press release. Combining Salesforce’s Data Cloud, MuleSoft, and Tableau with Informatica’s data integration, governance, and Master Data Management (MDM) services will establish a unified architecture enabling safe and scalable autonomous AI agents, he adds. 

The acquisition addresses the growing enterprise demand for AI systems that rely on transparent, governed, and context-rich data. Informatica’s portfolio includes advanced data cataloging, lineage, metadata management, data quality, privacy controls, and MDM solutions. These elements support regulatory compliance and auditability, while providing a comprehensive understanding of data provenance and transformation processes. 

The deal is expected to accelerate the integration of Informatica’s cloud-native Intelligent Data Management Cloud (IDMC) with Salesforce’s AI-driven Data Cloud and Agentforce platform. By merging these technologies, Salesforce anticipates enhancing several key areas: improving data clarity and trustworthiness in Customer Data Platforms (CDPs); enabling autonomous AI agents to interpret and act on complex enterprise data; augmenting CRM applications to deliver personalized customer experiences based on reliable data; enriching MuleSoft API data streams with standardized, high-quality information; and providing Tableau users with enhanced context-driven analytics.

The combination of Informatica’s advanced catalog and metadata capabilities with the Agentforce platform delivers autonomous AI agents capable of understanding data in its full context, says Steve Fisher, President and CTO, Salesforce. 

Financially, Salesforce will acquire all outstanding Informatica shares at US$25 per share in cash. The transaction has board approvals from both companies and is expected to close early in Salesforce’s fiscal year 2027, subject to regulatory clearance and other customary conditions. About 63% of Informatica’s voting power has already consented to the acquisition. Funding will come from a mix of Salesforce’s cash reserves and new debt issuance.

“This proposed acquisition will be a key enabler for Salesforce’s next phase of AI-driven growth,” says Robin Washington, President and CFO, Salesforce. The company expects accretion on non-GAAP operating margin, earnings per share, and free cash flow starting in the second year after closing, driven by cost synergies and revenue growth from the expanded data portfolio.

This acquisition positions Salesforce to strengthen its leadership in the enterprise data market, estimated at over US$150. It reflects broader industry trends emphasizing the need for transparent, governed, and context-aware data management as a prerequisite for effective AI deployment at scale.