Salesforce Acquires Braze (BRZE) in an All-Cash $5.66 Billion Deal

As seen on the 24/7 Wall St. homepage on October 20, 2026.

An all-cash $5.66 billion takeout hands Braze holders a fixed payout and resets the bid for every mid-cap marketing software name still trading on its own.

RT @alphaspace: $BRZE just found a buyer. Salesforce is buying the marketing software company in an all-cash $5.66 billion deal. https://t…

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Salesforce has agreed to buy marketing software company Braze in an all-cash deal valued at $5.66 billion, locking in a fixed payout for shareholders and removing any uncertainty about what the stock is worth from here.

The all-cash structure leaves Braze holders no exposure to Salesforce equity and nothing to wait on.

It also raises the floor for comparable mid-cap marketing software names still trading independently.

Sources

Mentioned: CRM, BRZE

Related Market Updates

DeItaone @deitaone

8:03am ET

Braze holders get a takeout at a $5.66 billion enterprise value, and Salesforce is buying customer engagement outright. Watch the premium versus Friday's close and any antitrust noise.

SALESFORCE TO ACQUIRE BRAZE FOR ABOUT $5.66 BILLION ENTERPRISE VALUE $CRM $BRZE

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PODCAST Mad Money w/ Jim Cramer Jim Cramer · 44 min

Oct 14, 7:13pm ET

Mad Money w/ Jim Cramer 10/14/26

Hot CPI, up 0.6% from August to September, plus rising oil leaves the next Fed move genuinely unclear
Bank stocks sold off on good quarters: Morgan Stanley dropped seven bucks, Citi and Wells Fargo found no footing
CoreWeave's slide and distressed neocloud debt are dragging on the broader tape
Amazon, Walmart and Costco seen as the retailers that would roll back prices if oil collapses

Cramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.

PODCAST Mad Money w/ Jim Cramer Jim Cramer · 44 min

Oct 13, 7:10pm ET

Mad Money w/ Jim Cramer 10/13/26

Semis called the market's ball and chain: the VanEck chip ETF fell 7.22% over six sessions, its worst streak since May of last year
Cramer says Micron's China memory fears are overblown, pointing to 26 long-term take-or-pay contracts running to 2030
Apple stays a buy into the foldable two-screen iPhone, with new Siri devices driving memory and CPU demand
Wells Fargo should have been a winner on Charlie Scharf's rate-sensitive setup and next-year guidance

The call is to ignore the chip tape and look at where the silicon actually goes: Cramer argues Micron and AMD demand is real even as Korean memory pricing drags the whole group lower. He also thinks the bank selloff mispriced Wells Fargo, which makes more money if rates keep climbing.

PODCAST Mad Money w/ Jim Cramer Jim Cramer · 44 min

Oct 12, 7:12pm ET

Mad Money w/ Jim Cramer 10/12/26

Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
His rule: keep buying through rate scares, tariffs and war headlines

Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.

Biggest movers · On the open Oct 12, 9:54am ET

Gainers

AIC3.ai$12.68+10.0%
NOWServiceNow$146.84+4.3%
CRMSalesforce$238.32+4.0%
SHOPShopify$177.66+4.0%
INTUIntuit$313.58+3.6%

Losers

AAOIApplied Optoelectronics$103.05-6.0%
CIENCiena$424.25-5.7%
LITELumentum$1,042.18-5.5%
NVTSNavitas Semiconductor$10.2-5.4%
SNDKSanDisk$1,507.87-4.7%

C3.ai is up 9.97% at the open, leading a board where ServiceNow, Salesforce, Shopify and Intuit all gained 3.5% or more. Applied Optoelectronics is down 6% on the other end of the same board.

PODCAST Mad Money w/ Jim Cramer Jim Cramer · 44 min

Oct 1, 7:13pm ET

Mad Money w/ Jim Cramer 10/1/26

Cramer still buys Palantir at $190 after the stock gained 60% in Q3 and stalled short of his $250 target
Salesforce, up 46.5%, called the better SaaS-apocalypse rebound than Veeva at 30 times earnings
Caterpillar's 24% Q3 profit taking framed as a buying chance on data center engine demand
IBM, down 22% on its miss, gets the wait-a-quarter rule; Home Depot stays hostage to rates

Cramer wants to add software as the bounce-back trade and the beaten-down industrial names tied to data center power. He also warns that rising rates are the real threat heading into earnings season in a couple of weeks.

CRM Salesforce

Sep 17, 6:00pm ET

Dividend raised $0.44 ex-date 2026-09-17 · 0.71% yield · 2 yrs paying · +5.8% YoY

Salesforce lifted its quarterly payout 5.8% to $0.44 a share, only its second year of paying anything at all. The 0.71% yield is small now, but owners today are buying into a dividend that is still compounding off a low base.

PODCAST Mad Money w/ Jim Cramer Jim Cramer · 51 min

Sep 15, 7:15pm ET

Mad Money w/ Jim Cramer 9/15/26

Jensen Huang pegs each gigawatt of Nvidia AI factory buildout at roughly $50 billion to $60 billion
Huang rejects the AI slowdown case, saying safety is an engineering problem, not a reason to pause
Cramer broadcasts from Dreamforce with Salesforce's Marc Benioff and OpenAI CFO Sarah Friar on deck

Huang is putting a price tag on the buildout: $50 billion to $60 billion per gigawatt, with thousands of companies building. It answers the slow-down-AI camp on a day stocks sold off on surging oil and bond yields.

BRZE Braze

Reports Tue Sep 8 After close 4:05 PM ET Confirmed

Sep 8, 5:00am ET

Braze reports at 4:05 PM ET today, and the $3.6 billion customer engagement software maker is the first read on whether enterprise marketing budgets are still expanding. Guidance is the whole ballgame here, and peers in marketing automation will trade off it.

Earnings on deck — Sep 7–11

67 companies 35 before open 32 after close

Sep 4, 1:00pm ET

Tuesday carries the week: GameStop, Casey's, Braze and ServiceTitan all report after the close on Sept. 8, with Chewy following before Wednesday's open. That is the consumer and software read inside a 67-company slate.

DLNGDynagas LNG Partners LPMon Sep 7After close
ABMABM Industries, Inc.Tue Sep 8Before open
CANCanaan Inc.Tue Sep 8Before open
UNFIUnited Natural Foods, Inc.Tue Sep 8Before open
GMHSGamehaus Holdings Inc.Tue Sep 8Before open
WDHWaterdrop Inc.Tue Sep 8Before open
CASYCasey's General Stores, Inc.Tue Sep 8After close
BRZEBrazeTue Sep 8After close
TTANServiceTitan, Inc.Tue Sep 8After close
AVOMission Produce, Inc.Tue Sep 8After close
INNVInnovAge Holding Corp. Tue Sep 8After close
GMEGameStop Corp.Tue Sep 8After close
MINDMIND Technology, Inc.Tue Sep 8After close
YQ17 Education & Technology Group Inc.Tue Sep 8After close
CHWYChewy, Inc.Wed Sep 9Before open

the enterprise software feud · 5y Aug 27, 6:00pm ET

$10K invested in each — worth today:

MSFT$17.5K1.8×

CRM$9.6K1.0×

Five years ago $10,000 split between these two enterprise software rivals: Microsoft turned it into $17,527, while Salesforce handed back $9,598, still under water. A near $8,000 gap from the same starting line.