Salesforce: Activist Pressure Might Lead To Significant Upside


  • Salesforce has come under pressure from a number of reputable activist investors.
  • One of the activists has already managed to take a board seat.
  • Given Salesforce’s low relative valuation and ample room for margin improvement, the situation might offer sizable upside.
Salesforce Blue Cloud-Logo


This is an interesting ongoing activist campaign. I have never seen so many star activists involved in a company. One of the activists has already managed to take a board seat. Meanwhile, the company’s share price is down materially since its peak. Such a combination

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in CRM over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Highest conviction ideas for Premium subscribers first

Thanks for reading my article. Make sure to also check out my premium service – Special Situation Investing. Now is a perfect time to join – with today’s high equity market volatility, there is an abundance of lucrative event-driven opportunities to capitalize on. So far our strategy has generated 30-50% returns annually. We expect the same going forward.

SIGN UP NOW and receive instant access to my highest conviction investment ideas + premium weekly newsletter.

Leave a Reply

Your email address will not be published. Required fields are marked *