Salesforce just secured its largest government deal to date. The company’s national security subsidiary, Computable Insights, won a $5.6 billion contract from the U.S. Army.
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Army just awarded Salesforce $CRM a $5.6 Billion contract over 10 years
The military will get access to tools like Slack with the goal of speeding up antiquated and outdated practices – WSJ pic.twitter.com/Ldann5XA9t
— Evan (@StockMKTNewz) January 27, 2026
The 10-year agreement will modernize military data infrastructure and deploy AI-driven tools across defense operations. It’s structured as an Indefinite Delivery, Indefinite Quantity contract.
This setup lets the Army scale services on demand over the next decade. The deal marks a turning point for Salesforce’s defense ambitions.
The Army will implement Salesforce’s cloud infrastructure, data management systems, and AI agents. Military recruiters will gain access to Slack for internal communications.
Salesforce claims the technology will slash procurement timelines from months to days. The platform aims to connect scattered data across personnel, logistics, and battlefield operations.
This isn’t Salesforce’s first military contract. Computable Insights secured a $100 million Army deal in 2025 for software and services.
That initial contract established trust and paved the way for this much larger partnership. Salesforce has been ramping up its defense presence systematically.
The company created Missionforce in September 2025. This specialized division focuses exclusively on national security, intelligence, and defense clients.
In December, Salesforce released a Defense Department-compliant version of Slack. The secure messaging platform meets strict military security requirements.
Defense Secretary Pete Hegseth prioritized commercial software purchases in a March memo. The Pentagon has been actively courting tech companies for AI capabilities.
The Department of Defense signed agreements with OpenAI, Anthropic, and xAI. These partnerships deliver AI agents to military personnel for various operational tasks.
The shift represents a dramatic change in Pentagon procurement strategy. Defense agencies are moving away from custom-built legacy systems toward commercial cloud solutions.
Salesforce’s platforms will support generative and agentic AI applications. These systems assist with planning, logistics, threat assessment, and real-time battlefield decisions.
The technology unifies fragmented data systems spanning multiple military functions. Faster data access means quicker decision-making in critical situations.
Wall Street shows confidence in Salesforce’s trajectory. The stock carries a Moderate Buy consensus rating from 39 analysts.
Twenty-nine analysts rate CRM as a Buy, nine recommend Hold, and one suggests Sell. The average price target of $327.40 implies substantial upside from current trading levels around $229.
The defense contract provides long-term revenue visibility. Government deals typically offer stable income streams with predictable growth patterns.
CEO Marc Benioff has voiced support for certain Trump administration policies. Salesforce has pitched its recruitment tools to Immigration and Customs Enforcement.
The 10-year contract structure gives Salesforce a foothold for additional Pentagon work. Other military branches could adopt similar technology platforms based on the Army’s implementation results.
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