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With all due respect to $Salesforce (CRM.US)$ management (an...

With all due respect to $Salesforce(CRM.US)$ management (and a number of early, successful acquisitions they made), the recent track record suggests they ought to exhibit a fair amount of self-doubt in considering any large acquisition.

Flipside being small, tuck-in AI acquisitions probably a good / forgivable idea.

Mule was bought for 6.5b in 5/18. Ought to do ~2.8b growing ~20% this year. Probably worth 6x or 17b. 2.6x over 6 years. Decent.

Data was bought for 15.7b in 6/19. Ought to do ~3.0b growing ~20% this year. Probably worth 6x or 18b. 1.2x over 5 years. Not worth it.

Slack was bought for 27.7b in 6/21. Ought to do ~2.0b growing ~12% this year. Probably worth 5x or 10b. 0.4x over 3 years [god awful - although maybe the AI chatbots surprise to the upside]. Definitely a top-of-bubble mistake.
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