A strategic analysis: Salesforce M&A

September 16, 2019 - Research T134

Nucleus Research assessed recent Salesforce acquisitions to determine whether the M&A frenzy from the vendor is a comprehensive, long-term growth strategy, or a desperate response to a saturated market. Nucleus stress-tested its own assessment with professional investment analysts and financially savvy Salesforce users, and found that the former is far more likely than a reaction to a crowded market. Consistent with Nucleus’s analysis, Salesforce stock continues to rise and has recovered to pre-Tableau prices. During the interview period, 75 to 85 percent of the users surveyed indicated that they looked forward to using Tableau to improve their analytics visuals.