Salesforce Acquires Informatica as Clean Data Emerges as Crucial for Success in the AI Competition
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 18 2025
0mins
Should l Buy CRM?
Source: TipRanks
Salesforce's Acquisition of Informatica: Salesforce has acquired Informatica for $8 billion to enhance its data platform, aiming to improve data governance and integration for enterprise AI, particularly against competitors like Microsoft and Oracle.
Focus on Data Quality for AI: The acquisition addresses the challenge of preparing data for AI applications, as Salesforce's "Agentforce" relies on accurate data to avoid generating misleading information, known as "hallucinations."
Competitive Advantage: By integrating Informatica's data management tools, Salesforce strengthens its position in the multi-cloud environment, allowing it to manage data across various systems, which is a significant advantage over Oracle's more restrictive approach.
Market Implications and Stock Outlook: The acquisition positions Salesforce to capture a larger share of the $150 billion corporate data market, with CRM stock currently rated as a Moderate Buy, indicating potential for significant growth.
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Analyst Views on CRM
Wall Street analysts forecast CRM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRM is 326.95 USD with a low forecast of 223.00 USD and a high forecast of 405.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
42 Analyst Rating
31 Buy
10 Hold
1 Sell
Moderate Buy
Current: 189.970
Low
223.00
Averages
326.95
High
405.00
Current: 189.970
Low
223.00
Averages
326.95
High
405.00
About CRM
Salesforce, Inc. is a provider of customer relationship management (CRM) technology. The Company helps organizations of any size reimagine their business for the world of artificial intelligence (AI). With Agentforce, its platform, organizations can bring humans together with AI agents to drive customer success on one deeply unified platform. With the Salesforce platform, it delivers a single source of truth, connecting customer data with integrated AI across systems, apps and devices to help companies sell, service, market and conduct commerce from anywhere. Agentforce is a new layer of the Salesforce platform that enables companies to build and deploy AI agents that can respond to inputs, make decisions and take action autonomously across business functions. Agentforce includes a suite of customizable agents for use across sales, service, marketing and commerce. Datablazer is a data-driven innovator, which leverages the Company’s platform to unlock insights and drive decisions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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