Pack analyst btn         PAC        
 
Report 19 Feb 2026

Salesforce - Vendor Profile - US

Salesforce remains the global leader in front-office CRM, boasting a strong SaaS presence and undergoing a strategic shift toward data and AI. This Vendor Profile outlines the company’s background, portfolio strategy, performance metrics, and PAC’s opinion.

Key highlights

  • Company snapshot: Founded as a SaaS-native firm, Salesforce’s portfolio spans Sales, Service, Marketing, Commerce, Slack, Mulesoft, Tableau, and Informatica.
  • Financials & footprint: FY25 revenue ~$37.9bn; guidance ~ $41.5bn for FY26. The US accounts for ~62% of global revenues and ~93% of Americas revenues.
  • Strategic focus: Heavy investment in Agentforce/Data 360 (AI/agentic capabilities) to revive US growth and expand SMB reach.
  • Portfolio dynamics: Core Sales and Service Clouds are strong; Commerce and some Marketing offerings underperform. Informatica’s shift to subscriptions may dampen near-term growth.
  • Market ranking & verticals: #5 in US software & cloud platforms; top 5 in insurance, transport, retail, utilities, manufacturing, and banking.
  • PAC’s view: Agentforce shows promise but is still in the early-stages; M&As and AI are central to regaining momentum.
     

 

Recommended advisory: PAC Leadership Session – AI in Business Transformation

profile-image
Oliver Ojog

SHARE :

Related Content

View all reports >

Lutech - Figures - Worldwide - FY 31-Dec-2024

This Excel document is part of the company profiles PAC publishes every year at local, regional and worldwide level.

Event Date : September 22, 2025

Read more >

Business Intelligence (BI) - Vendor Rankings - UK

This Excel document provides the top 20 BI services vendor rankings.

Event Date : December 12, 2024

Read more >

Expert View: From data sovereignty to ISO 27001 – why data lineage must be at the heart of a CIO's strategy

Organisations are under ever greater scrutiny by governments, partners, clients, and consumers to assure end-to-end traceability of their data flows ...

Event Date : April 27, 2022

Read more >

Software and IT Services - Deal Tracker - Switzerland - October 2025

PAC's Deal Tracker for Switzerland covers Software and IT services deals. It is delivered in a user-friendly format (MS Excel) to facilitate use and ...

Event Date : October 22, 2025

Read more >

The Rising Relevance of GROW with SAP - InSight Analysis

GROW with SAP is establishing itself as a key SAP offering besides its counterpart, RISE with SAP. The company emphasizes the role of the public ...

Event Date : July 22, 2025

Read more >

Latest Publications report

View latest publications Reports >

Free reports & webinars

View All Free Reports & Webinars >