CRM · 8-K · 20260917PR000210

AI Investment Outlook

Salesforce, Inc. · 2026-09-17 · Importance 37 · Surprise 56

Salesforce cited Gartner estimates that worldwide AI software, AI platform, and business AI-agent spending will grow at a 35% compound annual rate from 2025 through 2030. The presentation projects $1.1 trillion of incremental AI spending between 2025 and 2030 and states that AI-related categories could represent 56% of total software spending by 2030. Non-AI software spending was shown growing at a 3% compound annual rate over the same period, indicating management expects AI to drive a disproportionate expansion of the software market.