Salesforce Ventures
part of Salesforce
4 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Dec 2, 2022 by Alex Kayyal · said 5 times in 4 episodes since 2018 · across every show →
Mentions by year
brought up most by Jason Lemkin (3), Mary D'Onofrio (1)
tap a year for its mentions
2023 2 mentions in 2 episodes 1 per episode
2022 2 mentions in 1 episode
2018 1 mention in 1 episode
Everything said about Salesforce Ventures, oldest first
Dec 2, 2022 bullish
Kayyal: Salesforce listed a $6B TAM in its 2004 IPO filing
“When Salesforce went public in our S-one, our TAM listed was six billion in 2004. That was what we said the TAM was for Salesforce. You know, Jason called it out. It's now a thirty billion revenue company. You look at the TAM, you know, over three hundred bill…”
Dec 2, 2022 neutral
Dec 2, 2022 positive
Kayyal: Salesforce Ventures Prefers 70-80% Growth Over Low-Burn 20-30% Growth
“If a company had you know, a bit of a, sort of, was loss making, but was able to drive 70, 80% growth, then we could see a path to profitability. We would get more excited about that than a company that was growing kind of 20 or 30% you know, let's say it's su…”