Marc Benioff
Chief executive and chair, Salesforce
Marc Benioff is a chief executive and chair at Salesforce. Their most recent Section 16 filing is from April 2026.
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- chief executive and chair at Salesforce
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Deals
Salesforce paid $3.6 billion for Fin, and $200 million of its August guidance raise came from acquisitions
Salesforce closed a $3.6 billion purchase of Fin, the Irish agent startup that claims 12,000 paying customers, against $15.2 billion of trailing free cash flow. Two thirds of its August guidance raise came from acquisitions it had not yet closed.
· 3 min read
Money
Salesforce's $63B comeback leans on Anthropic paper Benioff expects to sell
Dreamforce put a $63 billion fiscal 2030 target above the $59.2 billion consensus, and Jim Cramer declared the anti-software short blown up. The ledger beneath: a $2.6 billion Anthropic mark inside the earnings beat, a stake Benioff expects to sell to repay buyback debt, and growth bought at a reported 67 times revenue.
· 3 min read
Platforms
Salesforce's defense revenue grew 80% while the market priced it as Meta's next victim
Public sector is Salesforce's fastest-growing business at scale, and OpenAI and NVIDIA now ship into US government work through its cloud. The market spent the same month knocking 4.5% off CRM on an enterprise stack Meta has not even priced.
· 2 min read
Platforms
Benioff Gives Away the Dashboard to Keep the Data
At Dreamforce, Salesforce's AIforce opened its records, workflows and permissions to Claude, Slack and its own Lightning, with zero data retention. The market had already voted twice: down 37% on fears AI kills CRM, then back to $255.65 on an $11.35 billion quarter and AI ARR near $3.9 billion.
· 3 min read
Platforms
Salesforce Opens the Door to Claude. Who Keeps the Software Budget?
OpenAI and Anthropic can help Salesforce, ServiceNow and Palantir sell more automation while competing for the same customers. The durable advantage is control over work that customers will keep paying to complete.
· 5 min read