2025 Investor Day from SEC

Salesforce
arc beats above · slides in the middle · loops below · scroll → 6 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

37
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Includes Salesforce branding and mascot.summarize
04
other
Open slide detailBeat · Situation & Context
05
Includes Salesforce logo and Trailblazer branding on the mascot.summarize
Open slide detailBeat · Situation & Context
06
The slide uses a hub-and-spoke diagram to represent the ecosystem, with a central data core surrounded by agents, customers, employees, and operations.present_framework
Open slide detailBeat · Situation & ContextLoop · Golden Circle
07
The slide uses a dual-line chart to explain the relationship between NNAOV and AOV growth over time, including a forecast period.quantify_impact
Open slide detailBeat · Problem & ComplicationLoop · Golden Circle
08
Includes a mascot illustration and a disclaimer regarding the basis of the projections.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
09
Features Astro (Salesforce mascot) pointing to the framework equation.present_solution
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
10
The slide uses a three-pillar framework supported by a horizontal list of core values.summarize
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
11
transition
Open slide detailBeat · Evidence & ProofLoop · Why Now
12
The slide uses a bar chart to visualize market growth and highlights two key metrics: a 5x growth factor and a $13T cumulative economic impact.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Why Now
13
The slide uses a circular hub-and-spoke diagram for the core ecosystem and a secondary flywheel diagram for consumption.present_framework
Open slide detailBeat · Evidence & ProofLoop · Why Now
14
The slide uses a funnel-like list of product initiatives to illustrate where R&D investment is focused.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
15
The slide uses a pie chart to show the proportion of Agentic AI ARR within the total Data + AI ARR.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
16
Uses a linear progression model to illustrate the 'flywheel' effect of agentic business processes.present_framework
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
17
The slide uses a circular flywheel diagram to represent a continuous process of Assess, Activate, Usage, and Expand.present_framework
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
18
Uses a vertical process flow to illustrate increasing value tiers.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Domino Effect
19
The chart uses icons to represent different product modules or milestones over time.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
20
The chart shows a stacked area growth trend over time, highlighting the impact of Agentforce adoption on ARR.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
21
The chart uses a stacked area format to show ARR growth over time from FY24 to FY26 YTD.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
22
Includes a 'Consumption Flywheel' diagram and historical revenue data points.summarize
Open slide detailBeat · Evidence & ProofLoop · Pattern Hunter
23
transition
Open slide detailBeat · Evidence & Proof
24
The chart shows a trend line for NGAAP Operating Margin. The 'Customer Zero' concept is mentioned as a strategic focus.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
25
The slide uses a numbered list format to present strategic pillars, with a Salesforce mascot (Astro) and a 'Customer Zero' footer.present_solution
Open slide detailBeat · Evidence & ProofLoop · Before After
26
The slide uses a 'Customer Zero' narrative to demonstrate internal AI adoption success metrics.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Before After
27
The slide uses a four-column layout to categorize agentic use cases.present_solution
Open slide detailBeat · Evidence & ProofLoop · Before After
28
transition
Open slide detailBeat · Evidence & Proof
29
Includes a disclaimer regarding non-GAAP financial measures at the bottom.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
30
The slide uses a combination of a bar chart (stacked) and a line chart to show the inverse relationship between share count and capital returns.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
31
The slide uses a 3x3 matrix structure to categorize M&A activities.present_solution
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
32
The slide uses a three-row structure to justify the M&A deal, highlighting strategic fit, operational synergies, and financial accretion.present_solution
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
33
The slide outlines three core pillars: Growth Drivers, Operational Excellence, and Capital Allocation, each with specific targets or goals.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
34
summarize
Open slide detailBeat · Impact & Next Steps
36
Standard financial disclosure slide.other
37
analyze_data