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1 entry 9 related topics Updated May 2, 2026

Why did Salesforce activist investors push for changes in 2024?

salesforceactivist-investorselliott-managementstarboard-valuevalueact-capitalMay 2

Direct Answer The 2024 activist coalition — Elliott Management, Starboard Value, ValueAct Capital, and Inclusive Capital (Jeff Ubben) — pushed Salesforce for four root reasons: (1) operating margin sat at ~17-19% while peer SaaS comps were …

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Related topics in the library
Salesforce (1)Activist Investors (1)Starboard Value (1)Valueact Capital (1)Inclusive Capital (1)Marc Benioff (1)Operating Margin (1)Drip Inner Outer Salesforce (1)Ma Discipline (1)
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