I think it is unlikely.

Salesforce had several discussions over the years re: selling itself to Oracle — when Salesforce was much smaller.

But times have changed, the Cloud has exploded, and now it’s too late for either to acquire the other.

both to merge.

  • Salesforce is now worth $123b and growing 25%+ a year. Oracle can’t afford Salesforce anymore.
  • Oracle is now worth $189b and growing 0% a year overall (although its Cloud business is showing respectable growth).

It’s a mismatch now. Salesforce is now too big for Oracle to buy it, and Oracle is growing too slowly for Salesforce to want to buy it and drag down its growth.

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