Joseph K
Op-ed: Salesforce appoints ValueAct’s Morfit to its board and a proxy fight may loom ahead
This is a very interesting activist situation. Four major activists in the same company at once: ValueAct, Starboard Value, Inclusive Capital and Elliott Management. Marc Benioff needs a CRM just to keep track of the activists in his stock. Adding Morfit to the board of Salesforce makes a ton of sense regardless of the activist environment.
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