Salesforce’s Acquisition Spree Signals AI Arms Race Intensifies

The competitive landscape in enterprise cloud computing is heating up as Salesforce embarks on an aggressive purchasing campaign. Within a remarkably short timeframe, the company has announced two strategic artificial intelligence acquisitions, signaling a determined effort to close the gap with industry giants Microsoft and Google. This buying frenzy represents more than routine corporate expansion—it reveals a strategic urgency in the rapidly evolving AI sector.

Salesforce's acquisition strategy became particularly evident in November 2025. On November 13, the company revealed its purchase of Israeli AI startup Doti for approximately $100 million. Doti's technology platform aggregates corporate data from various internal sources and delivers it to employees through secure, real-time access. This capability is expected to integrate primarily with Slack while significantly enhancing Salesforce's "Agentforce" platform.

Just days earlier on November 7, Salesforce had acquired Spindle AI, a specialist in AI-powered forecasting and scenario simulation tools. This move aims to strengthen the company's analytical offerings, providing clients with improved capabilities for predicting future business scenarios.

Building Comprehensive AI Infrastructure Through Acquisition

These recent purchases represent part of a broader pattern. Throughout 2025, Salesforce has completed eight acquisitions, including Regrello, Apromore, Waii, and the significant $8 billion Informatica deal. This consolidation strategy appears focused on developing a comprehensive AI stack that can deliver on the company's "Agentforce" vision.

Should investors sell immediately? Or is it worth buying Salesforce?

Behind this acquisition drive lies a fundamental challenge. Salesforce's ambitious initiative to integrate generative AI throughout its product ecosystem has encountered internal obstacles, particularly regarding data accessibility. Critical information remains scattered across disparate systems, creating reliability issues. The acquired companies are intended to fill these technological gaps that Salesforce cannot rapidly address through internal development alone.

Competitive Pressure Mounts in AI Marketplace

The timing of these acquisitions reflects mounting competitive concerns. While Salesforce continues developing its AI agents, competitors have already brought mature solutions to market. Microsoft's Copilot and Google's Gemini represent established offerings that have gained significant traction. In the fast-moving AI sector, delays can quickly translate into competitive disadvantages that are difficult to overcome.

Despite these challenges, market analysts maintain a generally positive outlook on Salesforce's strategic direction. Cantor Fitzgerald reaffirmed its "Overweight" rating on November 12, suggesting that market concerns about AI disruption have created attractive entry points for investors. Wall Street consensus currently maintains a "Moderate Buy" recommendation for Salesforce shares.

Upcoming Financial Report to Reveal Strategy Impact

Investor attention now turns to December 3, 2025, when Salesforce will disclose financial results for the third quarter of fiscal year 2026. Market experts project earnings per share between $2.85 and $2.86. These figures will provide crucial insight into whether the company's substantial AI investments are generating returns or simply consuming capital for uncertain future gains.