CRM · 10-Q · 2026Q3 · Full report
Acquisition / Partnership / Divestiture
Salesforce, Inc. · 2026-08-27 · Importance 53 · Surprise 60 · In source text
Salesforce completed the $1.1 billion Qualified acquisition during the first six months of fiscal 2027, contributing to total acquisition cash outflows of $1.5 billion. The company entered into an agreement in May 2026 to acquire Contentful for approximately $1.5 billion in cash, net of Salesforce’s existing share value, with closing expected in the third quarter subject to regulatory approvals. In June 2026, Salesforce agreed to acquire Intercom’s Fin customer-agent platform for approximately $3.6 billion in cash, also expected to close in the third quarter subject to approvals. The acquisitions are intended to accelerate Salesforce’s agentic roadmap and expand its composable-content and autonomous-AI service-agent capabilities.
Key facts
- Net cash used in investing activities during the six months ended July 31, 2026 was primarily related to net outflows for acquisitions of $1.5 billion, of which $1.1 billion related to the Qualified acquisition, as well as net outflows from marketable securities activity of $871 million. source
- The acquisition of Informatica in November 2025 contributed approximately $456 million and $900 million of total revenues for the three and six months ended July 31, 2026, respectively. source
- The acquisition of Qualified.com, Inc. occurred in April 2026 and Regrello Corp. occurred in October 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +4.0% | The acquisition of Informatica in November 2025 contributed approximately $456 million and $900 million of total revenues for the three… |
| cash | negative | realized | -1.4% | Net cash used in investing activities during the six months ended July 31, 2026 was primarily related to net outflows for acquisitions of… |
| cash | negative | realized | -0.8% | Net cash used in investing activities during the six months ended July 31, 2026 was primarily related to net outflows for acquisitions of… |