Salesforce : 2026 Annual Report Investor Day Presentation

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"Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking2atements about, among other things, trend analyses and statement regarding future financial performance and events, anticipated growth and industry prospects, and our rategies, expectation or plans regarding product releases and enhancements. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, result or outcomes could di#er materially from those expressed or implied by these forward-looking statements. The risks and uncertainties referred to above include those factors discussed in Salesforce's reports filed from time to time with the Securities and Exchange Commission, including, but not limited to our ability to consummate the pending acquisition of Informatica on a timely basis or at all; our ability to meet the expectations of our customers; uncertainties regarding AI technologies and their integation into our product o#erings; the ePect of evolving domestic and foreign government regulations; regulatory developments and regulatory investigations involving us or aPecting out industry; our ability to successfully introduce new services and produk features, including related to Al and AgenVorce; our ability to execute our business plans; the pace of change and innovation and our ability to compete in the markets in which we participate; and our ability to maintain and enhance our brands.

en ic er rise

Agenf noe

Agentforce

Service

Agentforce Agentforce Sales Marketing & SDR

@endow

Commexe

Slack & Teams

Industries

Financial Services Healthcare &

Life Sciences

Public Sector Manufacturing Consumer Goods

ft¥?) Communications

+10 more

Growth Invedmenh

Capturing the unprecedented

Agentic Enterprise ortu

Investing wisely to be ready

for this opportunity

G wth Drivers

Operational

Wceiience

MuleSoft

Agent bric

Responsible

Capital Allocation

Agentfoice TT Service

Agentforce Agentforce

Agentforce

HR Service

Agentforce Revenue

MDFdgQment

Ecosystem & Success

Trailhead Partners 8 lSVs

Success Plans, Services & FDEs

AppExchange & AgentExchange

Reimagining customer success for the Agentic era

Field Service Supply Chain

ofInformatica

eein

eocceiero

Expect a gradual revenue inflection in 12-18 months, committed to profitable growth

2

3

AOV ond NNAOV Growth

NNAOV gro h FY 3-FY25 slower than AOV gro h

Bookings acceleration • addition improvement -NNAOV acceleration

Revenue accelerated when NNAOV gro h > AOV gro h

FY22

F 23

F 25

FY24 Fcst FY27 Fcst

fOW

growth drivers will fuel a reacceleration and a return to double-digit growth

FY30 Revenue Target

Excluding Informolico

0••+

O

anic

41.3B I FY 6 O

Guidance

37.9B l FY25 O

534.9B 1 24 O

S31.4B FY23 O

526.5BIrvz O

521.3B I FY21

S17.1B I F¥20

513.3B I FY19

510.5B l

Amounts reflect our operating priorities and are based on our current portfolio. FY26 Guidance reflects high-end of S41.IB to Set.3B full-year FY26

A18 revenue guidance as of September 3, 2025.

Subs & Support CC Crowth •é

Non-GAAP

Operoting

Margin

ilable without unreasonable efforts.

by FY30

iverin

Continued focus on profitable growth

Excellence

Growtb Drivers Operotionol

Responsible Copitol Allocotion

Sustainability

ossive

en ie

row

Well positioned to lead the Agentic Revolution

700B {QC AI IT Apps & PloXorm Spend

› 28B

AI App 6 PloXorm Spend

2 -FY3/1

Fueling

Cumulative Digito Lobor

Economic Impact

CY25-CY 02

eta Salesforce FY lscalyear" ended January 31. ' "° _- . . Ref,sponsored bysalesforce, The digital Labor Economy: Powered by Agentic AI, Doc US5381T725, October 2025. IDC estimates that digital labor wiIIgenerate@gJobgl mulative eaanomicimp ct

Agentforce

Service

Agentforce Agentforce

Sales Marketing & SDR

Agentforce

Commerce

Slack & Teams

Industries

Financial Services

Healthcare & Life Sciences

Public Sector Manufacturing Consumer Goods Communications

+10 more

Growth 360

Cloud

Pricing & Packaging

MuleSoft

Agent Fabric

Agentfo ce

Agentfo‹ce

HR Service

Agentforce Revenue

Management

Agentforce Agentfo ce Field Service Supply Chain

Ecosystem BSuccess

Taihead Padnec&ISW

Success Plans,

Services & FDEs

AppExchange & AgentExchange

Balanced Portfolio

Orgonic lnnovotion Across the Ploflqw

360 + AI ARR

cceiero

onsum

ee

Our deeply unified platform drives workflow & data gravity

Usoge romps as business processes become ogentic

Answering

Questions

Be Proactive

Take Action

cceiero

onsum

ee

Our deeply unified platform drives workflow & data gravity

Usoge romps as busineu processes become ogentic

Answering Questions

Take Action

Be Proactive

one

en ic

Significant ARR expansion when customers adopt the Agentic Enterprise

Expands to additional clouds, adopts Industries

Adopu Agentforce in Support and core expansion, with some seat optimization

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Adopts Agentforce wall to wall internally & externally

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.I.iR -based on compoundi.ng growth proj.ecti.ons from cohort of customers i.n the Agenti.c scenan.o.

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Averages 3 clouds, primarily on mid-tier editions

ers ore ecomin

en ic

ARR Expansion

Consumer goods customer leading with Agentforce

Adopted Agentforce

ARR

26 YTD

ers ore ecomin

en ic

Telecom customer leading with Data Cloud

ARR

ARR Expansion

AdopRd

Agenfloxe

26 YTD

ers ore ecomin

en ic

Consumer electronics customer leading with AI » DATA

ARR Expansion

ARR

AdopRd Agenfloxe

26 YTD

trough8/1/2 .

eocceiero

Growth 360

Cloud

Pricing & Pockoging

0

Bolonced Porflolio

Amounts reflect our operating priorities and are based on our currBnt portfolio. FY26 Guidance reflects high-end of $A1.1B to S41.3B full-year FY26 revenue guidancB as of SBptember 3, 20 5.

row

Continued to drive profitable growth while investing in innovation

Operating Margin Expansion

Leon Agenhc Principles

Investing in high growth areas, rebalancing headcount across

the business Z

Ruthlessly prioritizing, driving 0

discipline & efficiency with a focus on Customer Zero

FY26 Guide Non GAAP Operating Margin and margin improvement

M

e'I 'n e

ea un nbe

ncial measure. Refer to the App

eo

os

us omer ero

Critical to operating as a lean agentic enterprise

Gpwth

SDR Agent

80K+ leods engoged

Website Agent 2S0K+ co versotions i uencing 4.5K leods/month

COGS R

scale

Salesforce Help Agent

1. M conversations

Engineering Agent 300K+ hour saved onnually

Efficiency

Techforce Agent

40% resolution

Procurement Agent

B0% deflection

us omer ero os

en ic

er rise

Enabling a rebalancing of resources and reinvestment in key growth areas

We Improve be

Employee

We enable our

Sellers

We streamline our We drlve

External Operotionol

Engogement Efñciency

Employee

Streamlines employee

Streamlines lead to cash processes

Sole4orce Help

Accelerates 24/7 case

Engineering

Proactive insights and actions

knowledge access, routine tasks

Techforce

SDR

Automates pipeline 24/7 meeting booking, and emails

resolution to drive developer productivity ,

soIesforce.com P curement

24/7 conversational product Tracks PR status, supplier

Issue support

for IT Service requests

HR Suppo¥

Case resolution

Soles Cooch

Role play, handling

objections, and negotiation

support, handing off to Sales

Evenk

Provides session ideas,

agendas, venue navigation

onboarding, & answering FAQs

Audit

Automates tasks, generates

insights, B supports auditors

Monoger

SOLV i ns '- forevents

EnablesSEs to search demo @ Partner Communi

platforms 24/7 Q&A, tailored

responses, and Trial Org

D".."J interface for all

data, reporting, and analytics

needs

row

rives

os

ow

Significant cash flow to fuel responsible capital allocation strategy

Free Cosñ Flow Expansion

Copitol Allocohon Framework

Ss

Organic Innovation

Free Cash

Inorganic innovation within our responsible M&A framework

Robu2 capital returns via sham repurchases & dividends

Focused on reducing stock based

compensation

iverin

us

Diluted share count declining(1O/o)y/y on aveage since buyback program

- Diluted Share Count

Dividends

r

are repurchases and dividends since the inception of our capital ie"ft?m prag‹am. Future returns based on forecasts a

i ut urireasonable efforts. R é " ".'

" x for an explanation of non