Tag: Starboard Value

A Salesforce Sale?

A Salesforce Sale?

Back in December I wrote that Oracle (ORCL) should acquire Salesforce (CRM). Activist investor Elliott Management may force a CRM sale, Oracle is the natural acquirer in our view. Salesforce has not had an operator at the helm capable of driving operating margin expansion since Keith Block left his co-CEO post in February 2020. Salesforce … Continue reading A Salesforce Sale?