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Table showing the 10 largest industry cloud vendors, Salesforce as #1 and Oracle and SAP behind

How Oracle and SAP Could Put a Big Hurt on Salesforce

October 11, 2021

While everything is possible and while Oracle and SAP could theoretically topple Salesforce as CRM kingpin, where Oracle and SAP could really put a hurt on Salesforce’s latest booster rocket is in the booming industry-cloud market. On my weekly Cloud Wars Top 10 rankings, Salesforce is #4, SAP is #5 and Oracle is #6. But

Market Cap Growth bar graph, with Google at the top

Market Cap Madness: Google, Salesforce, Microsoft, Oracle Soar in 2021

October 4, 2021

If tech-sector market caps are indications of future growth opportunities, then for the first 9 months of 2021 the investment community has been particularly bullish on Google, Salesforce, Microsoft and Oracle. On my weekly Cloud Wars Top 10 rankings, Google is #3, Salesforce is #4, Microsoft is #1 and Oracle is #6. As the nearby

Oracle and Salesforce founders square off on CRM

Oracle Calls Out Salesforce Yet Again—Can Larry Ellison Succeed This Time?

September 28, 2021

Over the past decade, Larry Ellison and Oracle have mounted several “we’re gonna whip Salesforce in CRM” initiatives, and to date the results have been so flimsy that Oracle rarely if ever mentions its Fusion CX revenue-growth figures on earnings calls. On my weekly Cloud Wars Top 10 list, Oracle is #6 and Salesforce is

Salesforce CEO Marc Benioff talks industry cloud revenue

Salesforce Industry Cloud Revenue Soars 58% to $790 Million

September 1, 2021

With fiscal-Q2 industry-cloud revenue up 58% to almost $800 million, Salesforce’s vertical-market solutions now account for 12.44% of Salesforce’s total revenue, underscoring their emergence as a mainstream part of the business. On my Industry Cloud Top 10 rankings, Salesforce has been #1 since I established the rankings 6 months ago. On that list, Google Cloud

Amy Weaver, Salesforce CFO, recently spoke about the Slack acquisition deal

10 Reasons Why Salesforce Buying Slack Is the Deal of the Decade

August 30, 2021

Based on the rapturous commentary from multiple Salesforce executives about Slack, I get the feeling that Marc Benioff would have been willing to pay $40 billion rather than “just” $27 billion for what he and his team are portraying as a generational chance to reset the trajectory of the enterprise software industry. On my weekly

Salesforce CEO Marc Benioff speaks on video chat

Salesforce Unleashes Slack and Rocks the Cloud

August 25, 2021

I believe Marc Benioff will use Salesforce’s fiscal-Q2 earnings call today to describe a compelling future for not only Salesforce plus Slack but also the rapidly evolving enterprise cloud and its ongoing outsized impact on the global economy. And I think that pretty quickly, we’ll start to see indications that Marc Benioff’s acquisition of Slack

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

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,

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