I miss the old Google acquiring Salesforce speculations. If at all something like that can happen, it should be now when Salesforce valuation is so low. đ Hey, MS/Google - you get to own the biggest SaaS company as your beta testing tool to compete against AWS
Google should buy (and pip 90%)
CRM is trading at 504 PE would hardly call that a âdealâ
Dis guy fucks
Iâm a stock novice. Why is Salesforce P/E so high? Doesnât Salesforce make money from contracts that are signed for years. It is more stable than B2C contracts which are max of 1 year
Not in Googleâs wheelhouse and would probably be blocked for antitrust with MSFT. Perhaps Amazon, Oracle, or Elon (if he wasnât toupee-deep in Twitter).
Google makes their own Salesforce like software. So I think it would be in their wheelhouse. But youâre spot on with the antitrust for MSFT
MSFT also has at least one competitor. Regardless, I wouldnât bet on either.
Be careful what you're wishing for. I hope salesforce stays independent
Microsoft would get blocked if they tried to buy Salesforce just like they did with Activision now. Google could do it, but why?
There were too many Salesforce layoff posts yesterday. So I guess the op tried to divert
CRM is easy, so I donât see why youâd buy a company that does it except for acquiring their customer base.
Enterprise software is sticky. Large Companies don't change providers because the headache and bill of training + data migration is huge. Think about the value to Microsoft or Google if theu suddenly inherit the existing customer base of $CRM and have their existing solutions to cross sell and weave into the sales package.
What makes more sense is AWS + CRM .
How?
More penetration into enterprise market; offering more competition to MS and helps reduce the cost of doing business
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Microsoft+ salesforce = enterprise king forever
So apple isnât old? I think the real thing to point out here is why would MS acquire Salesforce when they have Dynamics. It would get blocked.