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Salesforce.com: Gaining Big After Backing Off Of Twitter

Published 10/16/2016, 01:28 AM
Updated 05/14/2017, 06:45 AM
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Salesforce.com (NYSE:CRM) started the day off a bit rough on Friday. From the beginning of the day, it looked like we were going to see slow, yet steady declines throughout. However, in mid-afternoon trading, the stock spiked, and for good reason. The company ruled out a bid on Twitter Inc (NYSE:TWTR). Today, we’ll talk about the news, how the stock reacted, and what we can expect to see from CRM ahead. So, let’s get right to it…

CRM Rules Out Twitter Bid

As mentioned above, salesforce.com is had an incredibly strong ending to the week after ruling out the bid for Twitter. For some time now, Twitter has been struggling, and while it has gone through multiple CEOs, the company can’t seem to claw a way out of the hole that it’s in.

With user growth continuing to fall and investor support dwindling, Twitter saw one clear option. That option was to sell the company. For some time, it was understood that several companies including Google (NASDAQ:GOOGL), Apple (NASDAQ:AAPL), and CRM were going to make a bid on the struggling social network. While Apple and Google already backed out of the auction, salesforce.com was the last remaining bidder that seemed like it had anything to gain.

However, that has changed. In an announcement made in mid-afternoon, we learned that CRM was no longer interested in making a bid on Twitter. While this was incredibly bad news for the social network, it was great for CRM.

How The Stock Reacted To The News

As investors, one of the first things that we learn is that the news moves the market. Any time positive news is released with regard to a publicly traded company, we can expect to see gains in the value of the stock associated with the company as a result. Of course, negative news will have the exact opposite affect. In the case of salesforce.com however, the news was overwhelmingly positive. If they would have made a bid on Twitter, the company would have been inheriting the problems that even the founders of the company can’t seem to solve. Ultimately, it would have been a horrible acquisition. As a result, we’re seeing gains in CRM in a big way at the moment. By the end of the trading session, the stock closed at $74.27 per share after a gain of $3.64 per share or 5.15%. In after hours trading, the stock is trading slightly up at $74.30 per share.

What We Can Expect To See Moving Forward

Moving forward, I have an overwhelmingly bullish opinion of what we can expect to see from salesforce.com. At the end of the day, the company has grown to become a giant, and in its space, there is no competition that even comes close to the company’s level of dominance. All in all, CRM has done an incredible job. In fact, that’s the reason I was so shocked that they were even looking at Twitter in the first place. After all, they know better than to acquire a company that only brings problems for a fee. At the end of the day, CRM made a great move here by backing out of the auction and focusing on its own core business. As a result, I’m expecting to see a continuation of gains ahead.

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