![]() He's left and he's doing his own thing.Īnd I would argue, it's not really core to what Salesforce is doing within sales service and marketing. Remember, the architect of the Slack deal was actually Bret Taylor, who is no longer co-CEO of Salesforce. I actually think Slack is a higher probability one because Slack has underperformed. So I actually do think a lot of their recently acquired very large assets, including Slack, Tableau, MuleSoft, I think all three of those are potentially on the list of assets to divest or sell off. And really, in my opinion, they haven't done the best job of integrating a lot of those assets. Look, you know, it's no secret that Salesforce has been a serial acquirer over the past 10, 15 years. RISHI JALURIA: Yeah, and thank you so much for having me. And you say, Slack actually might not get sold but some of the other businesses could. You wrote a really interesting note where you talked about the future of all of the things that have rolled up into Salesforce. Obviously, you just heard Sozz talk about what investors want to hear now from Salesforce and from Marc Benioff. He is RBC Capital Market's software equity analyst. JULIE HYMAN: Let's talk more about the kind of impacts those activist investors could have on Salesforce. ![]() ![]() RBC Capital Markets Software Equity Analyst Rishi Jaluria joins Yahoo Finance Live to discuss the state of Salesforce amid the ongoing activist investor battles, the expectations for earnings, and the software company’s acquisitions.
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