Salesforce is making a bold move in the enterprise tech space with its planned $7.75 billion acquisition of Informatica, a long-established leader in AI-powered data integration and governance, according to a press release.
It’s the company’s largest deal since buying Slack for nearly $28 billion in 2021 and signals a deeper investment in artificial intelligence (AI) infrastructure.
Informatica Stock Rises On Deal News
Salesforce will pay $25 per Informatica share, a 30% premium over its May 22, 2025, closing price, the day before acquisition talks resumed, as The Network Journal (TNJ) reports. Informatica stock jumped nearly 6% following the announcement. The Salesforce Informatica acquisition is expected to close by February 2026, pending regulatory approval, and will be funded through cash and new debt, per the outlet. A deal was previously discussed in 2024, but the two parties could not agree on terms at the time, according to Reuters.
For Salesforce, Informatica offers an immediate path to enhance its AI foundation. Informatica’s tools, per its website, enable companies to integrate, cleanse, and govern vast amounts of data, all critical steps in building reliable and scalable AI models.
In the press release, Salesforce Chair and CEO Marc Benioff emphasized that data is the foundation of AI, and Informatica’s capabilities will empower Salesforce customers to deploy AI agents with accurate, secure, and governed data across industries.
The acquisition also powers Salesforce’s growing Agentforce platform, which deploys autonomous AI agents to automate customer service, recruiting, sales, and HR workflows. With over 1,000 paid deals already in motion, per TNJ, Agentforce is a key driver behind the acquisition.
Salesforce Stock Shows Cautious Optimism Amid Long-Term Strategy
Salesforce’s stock increase indicated cautious optimism among investors. According to TNJ, analysts cite Salesforce’s robust cash flow and recurring revenue as evidence that the company can handle the financial impact despite some reluctance around the additional debt load.
The Salesforce Informatica acquisition is expected to boost operating margins by the second year following the expected closing, per the press release.
Salesforce now has a competitive advantage in the crowded enterprise AI market thanks to the deal. Data infrastructure has been integrated into AI platforms by major players such as Microsoft, Oracle, and Google Cloud. As a result, Salesforce’s go-to-market strategy is accelerated by Informatica’s established technology stack.
What This Means For The Future
The Salesforce Informatica acquisition highlights a larger trend in the tech industry: AI is growing more potent, and integrated data is becoming more valuable.
This acquisition is not only a significant step for Salesforce but it also shows how data and AI are changing the enterprise technology market.
