SALESFORCE Mega Deal

n a defining moment for enterprise tech consolidation, Salesforce has announced its acquisition of data integration giant Informatica in an ~$8B cash transaction, priced at $25 per share. The agreement follows over a year of strategic deliberation and aligns with Salesforce’s ambition to deepen its data stack capabilities amid intensifying AI and cloud competition. With private equity backers Permira and CPP Investments securing voting control, the transaction's early FY2027 closure appears all but assured.

The timing of the deal also raises eyebrows — notably Bank of America’s Q1 stake increase in Informatica hints at potential insider alignment, suggesting Salesforce may have been orchestrating behind the scenes long before the public announcement.

This acquisition could prove transformative. For Salesforce, it marks a bold investment into infrastructure-level data orchestration, enhancing its AI readiness and strengthening its moat against competitors like Microsoft and Snowflake. For the industry, it signals a broader consolidation wave, as tech giants look to solidify data sovereignty and interoperability in an increasingly fragmented AI-driven world. Expect ripple effects across the SaaS, data, and cloud sectors well into 2026.