Core Viewpoint - Salesforce, Inc. has officially agreed to acquire Informatica Inc. for approximately $8 billion in equity value, net of Salesforce's current investment in Informatica [1] Group 1: Acquisition Details - Holders of Informatica's Class A and Class B-1 common stock will receive $25 in cash per share under the terms of the agreement [1] - Upon close, Salesforce plans to rapidly integrate Informatica's technology stack, including data integration, quality, governance, and unified metadata for Agentforce, along with a single data pipeline with MDM on Data Cloud [2] Group 2: Market Reaction - Informatica shares gained 0.5% to trade at $24.04 following the announcement [2] - Analysts have adjusted their price targets for Informatica post-announcement, with RBC Capital raising the target from $22 to $25 and Wells Fargo raising it from $19 to $25 [7]

Core Viewpoint - Salesforce is acquiring Informatica for $8 billion, aiming to enhance its data management capabilities and strengthen its position in the enterprise data market [1][7]. Group 1: Acquisition Details - Salesforce will purchase all outstanding shares of Informatica at $25 per share in cash [1]. - The deal has been approved by the boards of both companies and is expected to close in fiscal year 2027 [1]. Group 2: Strategic Goals - The acquisition aims to create a unified architecture for agentic AI, enabling safe and responsible AI operations across enterprises [5]. - Salesforce CEO Marc Benioff stated that the deal will lead to the creation of the most complete, agent-ready data platform in the industry [5]. Group 3: Market Positioning - The acquisition is part of Salesforce's strategy to dominate the software-as-a-service space, following previous acquisitions like MuleSoft and Slack [8]. - The company is targeting transformative assets to maximize customer success, as stated by Robin Washington, Salesforce's chief operating and financial officer [10]. Group 4: Integration and Synergies - Salesforce plans to rapidly integrate Informatica's capabilities and unlock synergies, particularly in sectors such as public services, life sciences, healthcare, and financial services [11].