Salesforce - Under The AI Cloud
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- Marc Known for his mission and marketing mantra, ”The End of Software" Revolutionised the CRM industry by introducing Cloud-based service.
- Despite facing tough competition from companies like Oracle, SAP, and Microsoft, it has emerged as the leader in this field. Today it commands 23% of the Global Market Share.
- Strategically acquired companies like Tableau, Slack (Data & Analytics) and MuleSoft (PaaS) to build a platform-centric flywheel by integrating CRM and Business System applications.
- With a Market Cap of US $209Bn and a Robust Economic Moat, it can become a $500Bn company by the end of this decade.
Strategic shift from Competition (MSFT 365, ORCL) to Cooperation (Google, OpenAI)
Risks to AI Ambitions
My other posts on AI Value Chain, Microsoft Transformation - The King of AI in Software and Cloud and how Generative AI can transform Telecoms, Energy and Utilities
Source: Seekingalpha, Bloomberg, Martinfowler.com, Databricks.com Linkedin, Nvidia, Google, AWS
