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Only $100M of Salesforce’s $200M raise is organic
Only half the raise is organic. The rest assumes Contentful and Fin close in Q3, offset by a $100 million foreign-exchange headwind.
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Get the daily circuitFY27 outlook · signed change in USDSalesforce
CRMChange vs prior outlookManagement forecast
+$200MWhat makes up the change
- Organic growthOrganic business contribution+$100M
- Contentful + Fin (pending)Assumes both deals close in Q3+$200M
- Foreign-exchange headwindOffsets the raise−$100M
+$100M +$200M −$100MNet guidance raise+$200M
- FY27 revenue
- $46.1–$46.4B management forecast
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Only $100M of Salesforce’s $200M raise is organic
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