According to Business Insider (BI), Piper Sandler analyst Brent Bracelin is predicting Microsoft could buy Salesforce if it became available.
Earlier reports by RBC Capital Markets predicted that Google may buy Salesforce in an effort to leapfrog Microsoft in the cloud market. Google is a distant third among U.S. cloud providers, and RBC did not see an organic way for the company to meet CEO Thomas Kurian’s goal of becoming the No. 2 provider within five years.
Bracelin, however, believes Microsoft would be the buyer, not Google. Specifically, the purchase could help Microsoft gain market share in the front-office application space, “the market term for software that helps salespeople and service reps keep track of their customers, which is an area where Salesforce specializes,” according to BI.
At this time, there is no evidence Salesforce is interested in selling. Even if it were, RBC believes a Salesforce acquisition could be valued as high as $250 billion, almost 10 times what Microsoft paid for LinkedIn, its largest acquisition to date.
One thing is certain: If Salesforce ever does go up for sale, there could be a major bidding war for the company.
