CLAIM #17344 · Salesforce.com Inc (CRM) · 2026Q1 earnings call · May 28, 2025 · due Jan 31, 2026
“This transaction is not expected to disrupt our capital return strategy, inclusive of our share repurchase program and our dividend.”
Robin Washington · CFO
How to check this claim
Look at: Share repurchases and dividend payments/declarations, quarterly and cumulative through deal close
It came true if: Salesforce continues both share repurchases and dividend payments at or above prior run-rate levels (no suspension or material reduction) through fiscal year 2027 close
Where: Quarterly earnings releases and cash flow statement (financing activities: share repurchases and dividends paid)
In context
“omplementary asset for accelerating our growth strategy and data and AI and apps. I'm gonna focus on value, our third billion. Pillar. We expect to achieve accretion on non-GAAP operating margin, non-GAAP EPS, and free cash flow by year two post-close. We are laser-focused on speed of integration. By leveraging our focus on operational excellence and our M&A integration playbook, our goal is to achieve accretion as quickly as possible. Which is a significant evolution in our M&A strategy and in line with recent acquisitions. And in line with our M&A framework, we prioritize non-dilutive forms of consideration. As a result of our durable free cash flow generation and strong balance sheet, this deal will be financed through a combination of cash and new debt. Resulting in no share dilution. This transaction is not expected to disrupt our capital return strategy, inclusive of our share repurchase program and our dividend. Finally, we expect to close by early fiscal year 2027. We view this acquisition as a key enabler for Salesforce's next phase of AI-driven growth. And believe it will amplify our market differentiation deliver sustained benefits for all Salesforce stakeholders. Now back to you, Marc. Marc Benioff: Alright. Right on. Well, Robin, thank you so much, and you are doing a fantastic job as our new cohost. So so great that you're here. And I'm looking forward to you all having the chance to interact with Robin on the call. And look at overall, let's just talk about this. We are just extremely excited to welcome Informatica, and I can't wait to close the deal. And you know, I think that this is gonna be an absolutely incredible opportunity. So look, quarter. We delivered $9.83 billion in Q1 revenu”
Verify independently
SEC filings for CRM ↗ · Claim quote is verbatim from the 2026Q1 earnings call.