Photos of Salesforce CEO Marc Benioff and Oracle Chairman Larry Ellison

Market-Cap Madness: Oracle Leapfrogs Salesforce on Cloud Surge

July 13, 2021
Just 10 months after the market was stating that Salesforce was 40% more valuable than Oracle, Larry Ellison and his revitalized cloud business have pushed Oracle’s market cap almost 10% higher than Salesforce’s.  On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 and Oracle is #6. I’d also like to point out that
Broken heart photograph representing Google Cloud and Salesforce

Google Squeezed Out by Amazon & Microsoft in Battle for Salesforce Love

June 28, 2021
While the sizzling Salesforce-Amazon cloudmance drew plenty of attention last week, Salesforce is simultaneously being appropriately promiscuous with Microsoft Azure even as it appears to be turning a cold shoulder to Google Cloud. Boy oh boyzee, talk about an A-list soap-opera scenario! Here in one steamy menage a quatre, we’ve got the world’s four largest
Salesforce's Work dot com logo, an example of HCM from the company

Is Salesforce Going to War with Oracle, Workday, SAP in HR?

June 23, 2021
Like a crafty magician drawing focus to the left hand while the right one stirs up mischief, Salesforce CEO Marc Benioff has been preaching for 2 years that Salesforce is not getting into HR even as it’s clearly been getting into HR. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 while SAP
Salesforce co-founder Parker Harris, describing Slack as human workflow

Salesforce Targets ServiceNow: Slack Delivers “Human Workflow”

June 14, 2021
Barely a week after Salesforce CEO Marc Benioff promised to overtake SAP as the world leader in enterprise apps, co-founder Parker Harris indirectly called out ServiceNow by describing soon-to-be-acquired Slack as “human workflow.” On my weekly Cloud Wars Top 10 rankings, Salesforce is #4, SAP is #5, and ServiceNow is #7. About two years ago,
Photo of Salesforce CEO Marc Benioff with a protective mask on

The Marc Benioff Show: Inside Salesforce’s Greatest Quarter Ever

June 2, 2021
Describing what he called the greatest quarter in Salesforce’s storied 22-year history, CEO Marc Benioff used his recent fiscal-Q1 earnings call to evangelize how the company’s top-to-bottom transformation has set it on a path to $50 billion in revenue within 4 years. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 behind #1
Marc Benioff, Salesforce CEO, outlined plans to overtake SAP

Salesforce Vs. SAP: Can Marc Benioff Overtake SAP as #1 in Enterprise Apps?

June 1, 2021
Pushing Salesforce to achieve things no other software company ever has, Salesforce CEO Marc Benioff has proclaimed his company’s got SAP in its sights and will soon overtake it as the world’s #1 provider of enterprise applications. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4 and SAP is #5. Benioff used the
Cerner logo on a large outdoor sign

Will Salesforce, Oracle & Microsoft Battle to Acquire Cerner for Industry Cloud?

May 26, 2021
As the industry-cloud phenomenon intensifies and the major players hunt for high-potential acquisition targets, healthcare-tech giant Cerner saw its stock jump yesterday amid speculation that Microsoft, Oracle and Google could be pursuing it. I think it would be entirely logical to add Salesforce to that list of big cloud providers that might be interested in
Table showing the Industry Cloud Top 10 rankings for April 28, 2021

The Industry Cloud Top 10: #1 Salesforce, #2 Google, #3 Oracle, #4 SAP

April 28, 2021
As industry-specific solutions have unquestionably become the cloud’s Next Big Thing, we here at Cloud Wars are delighted to introduce our new weekly rankings of the leading providers in that dynamic space: the Industry Cloud Top 10. This new Industry Cloud Top 10 list, plus our new biweekly news and analysis report called the Industry
Salesforce tower seen from below

Can Salesforce Fight Off Google, Microsoft, SAP for #1 in Industry Clouds?

April 14, 2021
Can Salesforce win the frantic race among the Cloud Wars Top 10 to become the leader in the booming market for industry-specific cloud solutions? With every Top 10 company—and particularly Google, Microsoft and SAP—declaring that industry-specific solutions are an absolute top priority, Salesforce will need to stay lean and hungry to retain its current hold
Team members from Infor, which provides vertical apps, stand onstage

Infor Leapfrogs Microsoft, Oracle, SAP: $1 Billion in Vertical Apps

April 8, 2021
With an industry-cloud run rate of $1 billion, low-key and privately held Infor appears to have leapfrogged industry giants Microsoft, Oracle, and SAP in the red-hot market for industry-specific cloud solutions. On my weekly Cloud Wars Top 10 rankings, Microsoft is #1, SAP is #5, and Oracle is #6. Infor has not made the Cloud