Salesforce’s MuleSoft Business – Macro Impacts, Considerable Opportunity & Recent Execution Challenges

  • Public Equity
  • TMT
  • North America


Former senior executive at MuleSoft LLC (Salesforce Inc)


  • Salesforce’s (NYSE: CRM) MuleSoft business and its platform and offerings, focusing on integrations/iPaaS (integration platform-as-a-service) and API (application programming interface) management, plus newer products for business users
  • MuleSoft’s TAM and growth opportunities
  • Competition across major product areas, addressing hyperscaler companies/businesses, most notably Microsoft (NASDAQ: MSFT), smaller players, as well as different technologies
  • 1-3-year outlook, noting recent execution challenges


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