Salesforce Inc

CRM: XNYS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$958.00	Mxfw	Jfzvcwvt

Salesforce: Our Initial High-Level View of Possible Informatica Acquisition Is Negative

Dan Romanoff

Apr 15, 2024

Late on April 12, The Wall Street Journal reported that wide-moat Salesforce was in talks to acquire Informatica. Since there is no official announcement, we are addressing the report without any context, such as deal price, rationale, or longer-term plans. With no real information to assess, we are maintaining our $300 fair value estimate and see the shares as slightly undervalued after the April 15 selloff.

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