Possible scenario
Regulatory Review Extends
15% Chance
Regulators take a closer look at Salesforce's serial AI and customer-data acquisitions, including Informatica, m3ter, Listen Labs, and Braze. The deal is not necessarily blocked, but timing becomes less certain and Braze trades at a wider spread to the transaction value.
Secondary impacts
- Technology -0.2%
Tickers
- BRZE+8.2%
- CRM-2.1%
- ADBE+0.5%
- TWLO+0.5%
- HUBS+0.2%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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