Salesforce Investor Day Unveils AIforce, Claudeforce and $63B FY2030 Revenue Target

Salesforce used its investor day to outline an “agentic enterprise” strategy centered on AI-powered interfaces, enterprise data management, agent governance and expanded monetization models. Executives said the company is seeing renewed demand for its core software alongside growing adoption of AI tools, while maintaining its long-term financial framework. Mark Murphy, Salesforce’s EVP of Global Investor Relations, said the company planned a more demo-driven analyst event to show how AI is changing customer workflows. The company highlighted customers including Siemens, Adecco Group and Anthropic, while executives also noted that forward-looking statements were subject to risks described in Salesforce’s SEC filings.

Patrick Stokes, President of Applications and Marketing, described what he called an interface revolution, in which agents sit between users and enterprise software. Rather than requiring employees to navigate separate applications, he said users can express their intent to an AI agent that can access connected tools and return answers, dashboards or applications. Stokes demonstrated “Claudeforce,” which connects Salesforce capabilities to Anthropic’s Claude through MCP servers and related tools. In the demonstration, Claude retrieved pipeline and activity information from Salesforce, produced interactive displays in chat, and created scheduled daily briefings. Stokes said users can also build customized dashboards and applications from prompts without viewing code.

Salesforce introduced an AIforce Max edition priced at $550 per user per month, according to Stokes. He said the offering includes the capabilities shown in the presentation, including Slack and Slackbot. Claudeforce is currently in open beta, he said, with about 40 customers in the beta before its public link was made available. Rik Janssen, CIO of Siemens, said Siemens had been using Claudeforce for roughly a week in a 25-user pilot. During a live demonstration using Siemens production data with masking controls, Janssen generated a report on the company’s top Dutch accounts and related opportunities. He said Siemens intends to begin with read and data-synthesis use cases, while viewing the ability to write back to systems as a future productivity opportunity. Janssen said the technology could eventually reach 18,000 users at Siemens.