CRM takeovr targets leaked via Colin Powell hack

This is pretty amazing. Wonder what ripple effects this might have in the market tomorrow. Should be very interesting!…

Long CRM. Just a 2% holding though.

1 Like

Jeez, don’t leave us hanging…

The 60-slide document identified 14 possible acquisition targets. Among them were Adobe Systems (NASDAQ:ADBE), whose market cap of $53.7B is above that of Salesforce, and Pegasystems (NASDAQ:PEGA), with a $2.3B valuation.The list also included Demandware, which Salesforce ended up buying, and LinkedIn, which the company lost in a bidding war with Microsoft.Others: Workday (NYSE:WDAY), ServiceNow (NYSE:NOW), NetSuite (NYSE:N), Tableau (NYSE:DATA), Veeva Systems (NYSE:VEEV), BOX, Zendesk (NYSE:ZEN), HubSpot (NYSE:HUBS).


Veeva is a no brainer as it is founded by a former sales force exec and runs on the sales force cloud platform.

ZEN and sales force will inevitably compete w each other at some point but they run on different platforms.

WDAY, great company but I don’t know what sales force can add to it.

Just a few comments.


1 Like