Interesting thesis of Brent Bracelin: According to Business Insider (BI) the analyst of Piper Sandler predicts that Microsoft could buy Salesforce if it was offered for sale.
Previous reports from RBC Capital Markets predicted that Google could buy Salesforce to overtake Microsoft in the cloud market. Google currently ranks third among US cloud vendors by a wide margin after Amazon and Microsoft. And RBC currently sees no possibility that Google will organically achieve Google Cloud CEO Thomas Kurian’s goal of becoming the number 2 cloud provider within five years.
This is where Bracelin’s thesis comes into play: He believes that Microsoft and not Google could be the buyer.
Specifically, the purchase could help Microsoft gain market share in the front office applications market, “the term for software that helps sales and service professionals keep track of their customers, an area in which Salesforce specializes,” according to Business Insider.
At this time, there is no indication that Salesforce itself is interested in selling. Even if they were, RBC believes that a Salesforce acquisition could be worth up to $250 billion. That would be nearly ten times the price Microsoft paid for LinkedIn, its largest acquisition to date.
And there’s one question left unanswered in the room:
Would Salesforce be better for Google or for Microsoft? Or does Oracle want to take a big step forward in the segment for CRM and customer experience software?
One thing is certain:
If Salesforce is ever up for sale, there could be a major bidding war for the company.
Also interesting: News from the rumour mill: Amazon + Facebook are interested in Oracle, Microsoft, Oracle, SAP, Google in Workday.
Note: This is a machine translation. It is neither 100% complete nor 100% correct. We can therefore not guarantee the result.