Continuing to overweight AI, Salesforce announces the acquisition of AI company Braze for approximately $5.66 billion持续加码 AI，Salesforce 宣布以约 56.6 亿美元收购 AI 企业 Braze

IT House news on October 21, Salesforce will acquire Braze, a transaction valued at about $5.66 billion (IT House note: the current exchange rate is about 37.873 billion yuan). With a suite of tools that allow brands to send personalized messages and respond to customer behavior in real time, Salesforce will strengthen its AI business layout. Shares of Braze rose more than 50% on Tuesday after the deal was announced. The acquisition is Salesforce's latest leverage to accelerate its own AI transformation, as investors worry that the rapid adoption of AI technology will weaken the market demand for traditional software. Braze shareholders will receive $47.50 per share (the current exchange rate is about RMB 317.8) in cash, which is about 58.1% higher than the closing price of the share on the previous trading day. Braze serves about 2,770 customers, including Canva, Instacart, and Venmo, and its AI tools help marketers optimize content, offers, and distribution channels. Shay Boloor, chief market strategist at Futurum Equities, said Salesforce was essentially acquiring “a real-time layer of interaction that has been lacking in the marketing business in the past.” The CRM software service provider expects the deal to close in FY 2028 and says the acquisition will not change its FY 2027 earnings expectations. Salesforce has been overweight the AI product landscape, earlier this year at $3.6 billion (current exchange rate around 240. 8.9 billion yuan) acquired AI agent platform Fin, and last year completed an $8 billion (current exchange rate of about 53.531 billion yuan) acquisition of Informatica. If San Francisco-based Salesforce terminates the transaction, it will need to pay a $300 million termination fee (the current exchange rate is about RMB 20.07 billion); if Braze abandons the transaction, it will need to pay $191.4 million (the current exchange rate is about RMB 1.281 billion). J.P. Morgan Securities (J.P. Morgan Securities) serves as exclusive financial advisor to Salesforce, with Qatalyst Partners advising Braze.