Salesforce Acquires Informatica: A $25/Share AI Data Merger Explained (INFA)

Salesforce has announced its definitive agreement to acquire Informatica Inc., a leader in AI-powered enterprise cloud data management. This all-cash deal values Informatica at $25 per share and positions the company as a wholly owned subsidiary of Salesforce.

The deal isn't just about the money. It's about vision. Salesforce is doubling down on cloud-based, AI-driven data management solutions by adding Informatica's Intelligent Data Management Cloud to its ecosystem. And if you hold Informatica stock, there are some important details you need to know.

Let’s break it all down in plain language.

What the Merger Means

Key Facts

• Acquiring Company: Salesforce Inc.

• Acquired Company: Informatica Inc.

• Merger Value: $25.00 per share in cash for Class A and Class B-1 shares

• Survivor: Informatica continues as a wholly owned subsidiary of Salesforce

• *Update: The merger has been finalized and closed. Shares of Informatica, INFA, delisted after the close of extended hours trading on November 17, 2025

Merger Breakdown

The agreement, signed on May 26, 2025, outlines that Salesforce, through its subsidiary Merger Sub, will acquire all outstanding shares of Informatica. Class A and Class B-1 shareholders will receive $25.00 per share in cash, with no interest. Meanwhile, Class B-2 shareholders will receive $0.0000100115 per share in cash.

Some shares, such as treasury shares, those held by Salesforce affiliates, or dissenting shares under Delaware law, will not receive merger consideration.

Why Salesforce Is Buying Informatica

This deal is all about data. Informatica's Intelligent Data Management Cloud is one of the most advanced platforms in the data management space, powered by AI and optimized for hybrid and multi-cloud environments.

Salesforce is aiming to strengthen its Customer 360 platform by integrating Informatica’s capabilities to offer deeper, AI-enhanced data solutions. It also allows Salesforce to control more of the data pipeline, increasing its value proposition to enterprise clients.

With over 5,000 customers across 100 countries, including more than 80 of the Fortune 100, Informatica offers massive potential for cross-selling and platform integration.

Stockholder Approval and Governance

The merger has already received the required shareholder approval via written consent. Specifically, lead investors including EvomLux S.a.r.l., Ithaca L.P., and Canada Pension Plan Investment Board collectively owned about 63 percent of voting power and delivered written consent on May 26, 2025.

That means Informatica is not soliciting any additional votes and no special shareholder meeting will be held. The process followed Section 228 of the Delaware General Corporation Law.

What Happens to Informatica Stock

Here’s what shareholders can expect:

• Class A and Class B-1 Shares: Converted into $25.00 cash per share

• Class B-2 Shares: Paid $0.0000100115 per share

• Cancelled Shares: Shares held by Salesforce, its subsidiaries, or Informatica itself won’t be paid

• Dissenting Shares: Holders who do not consent and follow appraisal rights under Delaware law may receive “fair value” instead of merger consideration

Equity Awards and Stock Options

Informatica employees and directors holding stock options and RSUs will see the following treatments:

• In-the-money options (vested): Converted to cash equal to the difference between the option price and the $25.00 merger price

• Unvested in-the-money options: Converted into adjusted options under Salesforce

• Out-of-the-money options or performance-based options: Cancelled with no payment

• RSUs for non-employee directors: Converted to cash at $25.00 per share

• Other RSUs and PSUs: Converted into adjusted awards under Salesforce’s equity plan unless tied to unmet performance milestones

This treatment aligns equity incentives while simplifying integration into Salesforce’s compensation plans.

Timeline and Closing Conditions

Although stockholder approval is already secured, the merger can’t be finalized until 20 days after the mailing date of the information statement, which is July 14, 2025.

*UPDATE - The merger has closed, with shares of Informatica (INFA) delisted after the close of extended hours trading on November 17th, 2025

Strategic Impact on the Industry

This merger signals Salesforce’s intent to lead not just in CRM, but in the broader world of enterprise data management. By acquiring a platform-agnostic data management provider like Informatica, Salesforce expands its control over data pipelines, analytics, and AI-driven insights.

This could shift how enterprises view their data infrastructure. Instead of cobbling together multiple tools, companies may increasingly turn to unified cloud platforms that offer end-to-end solutions.

For competitors like Snowflake, SAP, and Oracle, this is a shot across the bow.

What This Means for Investors

For current Informatica investors, the $25.00 per share offer may present a profitable exit, depending on when they entered. For long-term Salesforce investors, this acquisition could unlock significant growth by enhancing the company’s data capabilities and accelerating its AI strategy.

The integration of Informatica’s solutions into Salesforce’s ecosystem will be closely watched in the coming quarters. Investors should monitor Salesforce’s earnings calls and strategic announcements for signs of how effectively this acquisition is being executed.

Final Thoughts

The Salesforce-Informatica merger is one of the most strategically aligned deals in recent enterprise tech history. It’s not about buzzwords like AI and cloud; it’s about building a unified data infrastructure for the future.

By adding Informatica’s powerful data management platform to its portfolio, Salesforce strengthens its core mission to connect companies and customers in smarter, data-driven ways. Whether you’re an investor, a tech executive, or just watching the industry, this deal is one to keep your eyes on.

FAQ: Informatica and Salesforce Merger

What is the value of the deal for Informatica shareholders?

Each share of Class A and Class B-1 common stock will be converted into $25.00 in cash.

When will the merger close?

The earliest possible close is 20 days after July 14, 2025, pending regulatory approval and closing conditions.

Do shareholders need to vote on the merger?

No. Majority shareholders have already approved the deal through written consent.

What if I own Class B-2 shares?

Those shares will be converted into $0.0000100115 per share in cash.

Can I object to the merger?

Yes. If you did not consent and follow the proper appraisal rights procedure under Delaware law, you may be entitled to a court-determined fair value instead.

Will Informatica still exist after the merger?

Yes, but as a wholly owned subsidiary of Salesforce.

Informatica INFA Merger

Informatica INFA Merger

Financial Disclaimer:

This article is for informational purposes only and does not constitute financial, investment, or legal advice. Always consult with a licensed financial advisor or legal expert before making any investment decisions. The author does not hold any position in Salesforce or Informatica at the time of publication.