Salesforce, Inc. filed a Current Report on Form 8-K on September 16, 2026, disclosing details from its Investor Day event held on the same date. The company posted an investor presentation to its website that outlines its financial performance, guidance, and long-term growth targets.
The filing details the company’s financial framework for the fiscal year ending January 31, 2027 (FY27). Salesforce provided specific guidance figures for FY27, including a revenue forecast of $46.4 billion. The company also set a target for non-GAAP operating margin and free cash flow expansion, aiming for a 1,560 basis point increase in non-GAAP operating margin since fiscal year 2022.
Regarding capital allocation, the company stated that its largest Accelerated Share Repurchase (ASR) in history will be executed in FY27. This program is expected to result in a reduction of the share count by at least 14% and provide a return on investment of over 40%. The company projects returning 190% of its free cash flow in FY27 through dividends and share buybacks.
Looking toward the longer term, Salesforce outlined a target to reach $63 billion in annual recurring revenue by fiscal year 2030. The company noted that this target includes the impact of its acquisition of Informatica and additional announced mergers and acquisitions to date.
